This article covers how to manage Waivers or other Documents via the Daily Agenda.
The Daily Agenda is currently in Beta mode, which means it is available to Customers to try out and provide us with feedback.
If this feature is not enabled on your account or you have feedback for this feature please contact firstname.lastname@example.org.
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Waivers and DocumentsBack to top
Once you have activated the Waivers & Documents add-on (Manage > Add-ons > Waivers & Documents), you will also be able to see the completion status of any attached documents. Make sure you have included the corresponding column in the Daily Agenda (via Edit Columns)!
A list of the required Waivers or other Documents associated with that item will then appear next to the Guest's name.
Staff can click on the Waiver or other Document status to manage the Waiver or other Document.
Attach Waivers or other DocumentsBack to top
If the Waiver or other Document has not yet been filled out you can have the Guest fill it out on a tablet using the Checkfront Waiver Kiosk view.
Once the Guest has filled out the Waiver or other Document, you can then find it by clicking the Incomplete button and searching for the newly filled out Waiver or Document to Attach to the booking.
Fill Out Waivers or other DocumentsBack to top
Attach Paper Waiver or other DocumentBack to top
Do you have still collect Paper Waivers or other signed Documents on occasion? Staff can mark Paper Waivers as received for Guest Bookings via the Daily Agenda. Click on the status of the waiver for the booking and the Attribute Documents modal displays with the option to Attach Paper Waiver. The status of the Waiver or other Document will then be marked as Complete. A note will also be added to the Document details stating that "A paper version of this document was supplied."
Once the Paper Waiver is "attached", a record is also added to the list of Waivers & Documents (Booking > Waivers & Documents) with a status of Completed and the note "A paper version of this document was supplied".
Notifications reminding guests to fill out waivers will not be sent to those with Paper Waivers attached.
Note, if you Detach the Paper Waiver, the record within Waivers & Documents will be Voided.