Free Trial Signup

Articles in this section

See more

Creating waiver & document 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 plan do I need to use this feature?

X Soho | X Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |

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?
  • A subscription to the appropriate plan (see plan availability above).
  • Admin permissions or restricted permissions for Waivers & Documents.

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 ✨

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 get in touch with our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

Creating templates

Back to top

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 on the Create Template button. A Create Template modal opens.

 

Naming your template

Back to top

Create Template Modal

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

Click Next to navigate to the document editor.

 

Using the document editor

Back to top

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 as needed 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 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.

 

Pencil

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:

  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 waiver & document templates - fields >

 

 

Related articles