Learn how to configure general and notification settings for waivers and documents.
New to Waivers & Documents? Read the first article in this series for an introduction to Waivers & Documents.
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Manage > Integrations > Popular > Waivers
- A subscription 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.
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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). |
Configuring general settings
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There are a few general settings available in the documents feature.
Required Documents Page
Here you can customize the Advisory Message at the top of the Required Documents Page.
Use this area to provide your Guests with any helpful instructions you might have.
Signing Page
There are two settings you can configure for the signing page.
Sidebar Quick Navigation
This setting refers to the right sidebar visible when a Guest is filling out and signing a document.
If this setting is turned on, the Guest can jump to a step later than the current one by clicking on it in the list, as shown above.
If turned off, however, this functionality is removed, and the Guest must fill out the fields in order.
Age of Majority Validation
With this option turned on and when including the Date of Birth field type, the system does a check of the participant's date of birth against the minimum age you have specified.
If they are not of age, the submit button is disabled, and the Guest is advised that they are not old enough to complete the document.
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If you add a Minor's Section to your waiver, then you can collect the minor's information in addition to the primary signature of the adult on the booking. With a Minor's Section, the minor's age is recorded in your system and is not rejected by the system if the child is underage. |
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Learn more about adding a Minor's Section to waivers here: |
Document Retention
There are two settings you can configure for the signing page.
Allow Admins to Delete Documents
If you'd like to allow account Admins to delete documents from the system, turn this option on.
Once activated, you can delete the document via the dropdown menu in an invoice's Documents tab, as seen above, or when purging records via the Customer Directory.
Upload New Documents to Google Drive
Use this setting to upload documents to Google Drive. If you have the Google Drive integration active in your account, then this setting becomes available to you.
When a Guest completes a document, it is uploaded to your Google Drive account automatically.
Configuring notification settings
Back to topNotifications are the emails that go out to your Guests when action is required regarding a document. There's an Initial Email, a Reminder Email (if you've configured that), and a Completed Email.
You can edit these templates as you wish; however, click Save at the bottom before leaving the screen.
Clicking the Preview button next to each notification gives you an idea of how the email looks to the Guest.
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If the Waivers & Documents integration is disabled, then waiver notifications are not sent to Guests. |
< Creating waiver & document templates - configuration | Previewing waivers & documents >