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.
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?
This is the Customer-facing waiver and document.
What more do I need to use this feature?
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Admin 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 ✨ 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. |
Filling out documents
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, they are given a warning and the option to Fill out Now or Continue and fill out the document later instead of filling out the document.
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 Waivers & Documents templates | Signing Waivers & Documents >