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Locate: Manage > Integrations > Popular > Waivers > Create/Edit Template
- Subscriptions to the appropriate plan (see plan availability above).
- Admin permissions or restricted permissions for Waivers & Documents.
- 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.
New to Checkfront - Products ✨
Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.
Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.
Discover more product-related help articles here: Products (New).
In this article, we review how to start the creation of a new document template.
New to Waivers & Documents? Be sure to read the first article in this series for an introduction to this feature!
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about Waivers & Documents.
Creating templatesBack to top
Templates are the individual documents that 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 on the Create Template button. A Create Template modal opens.
- Naming your templateBack to top
Input your Title into the field provided, then click Next to continue. Examples of a document title are Liability Waiver, Medical Release, or Insurance Document.
Click Next to navigate to the document editor.
- Working with the document editorBack to top
Build or edit the elements of your document template...
This is the name of the document as it appears to your Guests and within the Staff-side of the application. You can edit the title as needed by typing directly into the Title field.
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 source code of the document 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.
When pasting existing text into the text editor, the formatting is carried over in some instances.
There are two ways to remedy this if the behaviour is not wanted: