Waivers & Documents: Attribute Documents

Attribute Documents

Back to top

 

 

 

If a booking has been made by a customer, but they haven't yet signed the required waiver document when they arrive for their big adventure, you can ask them to fill it out in the Public Directory. Once they've done that, you can pull up the booking in your system and assign the waiver they just signed to the reservation. When you pull up the booking, you will see a Documents tab at the top. Click on this to get started.  

 

 

 

 

  Over in the left sidebar, you'll see a button labelled Attribute Documents     

Click on this to open the attribution window. The name of the primary booking holder will appear next to the name of the waiver and the date it was signed. Click on the checkbox to include the waiver in the booking. You can select more than one if this is necessary.  

Also, you can search for a specific waiver by customer name. This will filter out any other waivers in the list to make location easier.  

When you're ready, click the blue Attach button to assign the document(s) to the booking. The document will be attached to the booking and visible in the booking's Documents tab.  

Alternatively...

Rather than have the customer fill out the document from the public document library, you can also pull up the invoice in your system, click on the Documents tab and then click on the Fill Out Document Button, as seen below.  

This will take them directly to the document, where they can fill it out and sign it as usual. If this method is used, the document will be automatically assigned to the booking, so no attribution is required.

< Waivers & Documents: Sent & Submitted     |     Waivers & Documents: Share Document URL >