Learn how to fill out a document, share a document, and email a document link.
New to Waivers & Documents? Read the first article in this series for an introduction to Waivers & Documents.
X Soho | X Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
This is the Customer-facing waiver and document.
What more do I need to use this feature?
- 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.
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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). |
Filling out a document
Back to topAfter the Booker completes the Payment step of the booking process, they are taken to the Required Documents page. From here, they can click the Fill out Document button to start filling out and signing the document.
The Booker also has the option to return to this step when they finish filling out their document so they can fill out more documents, share them with, or email them to others!
If the Booker chooses to continue to the receipt, then instead of filling out the document, they are given a warning and the option to Fill out Now or Continue and fill out the document later.
Sharing a document link
Back to topThe Share Link button opens the option to Copy a private URL to share with others via their preferred method of communication.
Clicking on the private URL opens the document in a browser window, ready to fill out and sign.
Emailing a link to participants
Back to topThe Email Participants button opens the option to email the listed documents to other Participants.
The Booker then needs to provide the Name and Email address of each Participant and select the documents to Send. There is an option to + Add as many Participants as needed.
< Disabling waiver & document templates | Signing waivers & documents >