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Creating Waivers & Documents templates (naming the template and using the Document Editor)

Learn how to create templates, including naming, using the editor, and adding images.

New to Waivers & Documents? Read the first article in this series for an introduction to Waivers & Documents.

 

Which plans include this feature?

Legacy:  Soho*, Plus, Enterprise, Flex
New:  Starter**, Growth, Managed  |  Learn more about our new plans or how to change your plan.
*A 14-day trial of the waivers add-on is available to those on the legacy Soho plan.
**Starter plans include one active waiver template.


Where can I find this feature using the top menu?

Manage > Integrations > Popular > Waivers > Create/Edit Template

What more do I need to use this feature?

Which Checkfront version supports this feature - classic, new, or both?

  • The Waivers & Documents feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

Products

New to Checkfront - Products ✨

With our newest version of Checkfront, we have added products (Inventory > Products) as the successor to items (Inventory > Items).

Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.

 

Creating templates

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Create Template

Templates are the individual documents you can create and assign to your inventory item/ product.

Once a template has been assigned to an item/product, Customers are asked to individually fill out and digitally sign the document before the booking can be completed.

To begin the creation of a new document template, click the Create Template button. A Create Template modal opens.

 

Naming your template

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Create Template Modal

Input your Title into the field provided, then click Next to continue. Document titles include Liability Waiver, Medical Release, or Insurance Document.  

Click Next to navigate to the document editor.

 

Using the document editor

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Document Editor

Build or edit the elements of your document template...

 

Title

This is the document's name as it appears to your Guests and within the Staff-side of the application. You can edit the title by typing directly into the Title field.

 

Document Editor

The document editor window is where you input the main body of your document, including custom fields such as dates, email addresses, signature areas, etc. We cover this in more detail in subsequent articles in this series.


Adding images via the Document Editor

Those familiar with HTML can edit the document's source code by selecting the <> (HTML) button within the document editor toolbar.

Enhancements can be made to the document, including the ability to add images that are stored elsewhere using HTML image tags.

 

Pencil

Text formatting

The formatting is sometimes carried over when pasting existing text into the text editor.

There are two ways to remedy this if the behaviour is not wanted:

  1. When you copy text from a different document, paste it into an external text editor and then paste this “plain text” into the Checkfront editor. This removes any of the font types or size styles attached.
  2. You can remove carried-over text styles from within your current editor by directly editing the HTML as needed from the editor’s <> (HTML) menu button.

 

 

< Introduction to Waivers & Documents     |     Creating Waivers & Documents templates (field settings) >

 

 

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