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Locate: Manage > Integrations > Popular > Waivers
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 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 contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
In this article, we review the settings available when managing a 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.
Settings
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General
Back to topThere are a few general settings available in the documents feature.
Required Documents Page
First, you can customize the Advisory Message that appears at the top of the Required Documents Page.
Use this area to provide your Customers with any helpful instructions you might have.
Signing Page
There are two settings you can configure for the signing page.
- Sidebar Quick Navigation
Firstly, the Sidebar Quick Navigation. This refers to the right sidebar that is visible when a Customer is filling out and signing a document.
If this setting is turned on, then the Customer is able to jump to a step later than the current one by clicking on it in the list. If turned off, however, then this functionality is removed and the Customer must fill out the fields in order.
- Age of Majority Validation
With this option turned on, 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, then the submit button is disabled and the Customer is advised that they are not old enough to complete the document without a guardian.
If you have added a minors section to your waiver, then you are able to collect their information in addition to the primary signature of the adult on the booking.
The age of the minor is recorded in your system and is not rejected by the system if the child is underage.
The minor is shown separately from the adult in the document index view.
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, then turn this option on.
Once activated, the document can be deleted 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 document is completed by a Customer, it is uploaded to your Google Drive account automatically.
Notifications
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Notifications are the email that go out to your Customer 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, make sure you 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 Customer.
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