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Locate: Manage > Integrations > Popular > Waivers > Create/Edit Template
Prerequisites:
- Subscriptions to the appropriate plan (see plan availability above).
- Admin permissions or restricted permissions for Waivers & Documents.
- The Waivers & Documents feature is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using Waivers & Documents with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.
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Early Access Program The new product feature mentioned in this article is currently part of our Early Access Program, which means it is available to select Customers to try out and provide us with feedback. To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
In this article, we review how to initiate the creation of a new document template.
New to Waivers and 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.
Document Templates
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Templates are the individual documents that you can create and assign to your inventory item or product.
Once a template has been assigned to an item or product, Customers are asked to individually fill out and digitally sign the document before the booking can be completed.
To initiate the creation of a new document template, click on the Create Template button. A Create Template modal opens.
- Create Template
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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.
-- Document Editor
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Build or edit the elements of your document template...
Title
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.
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.
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If you already have a document to use with Checkfront, then you can, of course, copy and paste that directly into the document editor. Please note, however, that any formatting from your original document will be lost upon pasting. It is therefore recommended to wait until the document is in Checkfront before applying any new formatting options. |
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