Plan Availability: X Soho | X Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Booking > Daily Manifest
Prerequisites:
- Admin permissions or restricted permissions to View all reports (or Daily Manifest) and a minimum of the View Documents permission to access and view attached Waivers and Documents.
- Waivers & Documents (Manage > Integrations) activated within your account.
- The Guest Form (Manage > Integrations > Guest Management) integration is required as the Documentation completion status is only visible for Guest records.
This article covers how to manage Waivers or other Documents via the Daily Manifest.
Be sure to read the first article in this series for an introduction to the Daily Manifest!
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Plan Availability Interested in Waivers & Documents? Compare our plans and consider upgrading (Billing > Upgrade Account). A Free Trial of Waivers & Documents is available to Soho and Pro plan holders. Learn More here! |
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Not using Guest Forms? Currently, the documentation completion status is only displayed for Guests, not for the Booker. If you need this information to be prominent, especially if you are not using Guest Forms, then please contact support@checkfront.com to have your name added to the feature request! |
View Waiver and Document Status
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Once you have activated the Waivers & Documents integration (Manage > Integrations > Waivers & Documents), you can view the completion status of any attached documents for each Guest.
An icon will display within the Document column for each associated Waiver or other Document. A white icon indicates that the Document is not yet complete, while a dark icon indicates that the Document is complete. If you hover over the icon, the name of the Document displays.
Staff can click on the status icon to view the Document in the Documents section of the associated invoice. From there you can Share, Fill Out the Document or Email it to other Participants.
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Learn more about managing Documents associated with the invoice here: |
Complete Documents Via Public Document & Kiosk Directory
Back to topIf the Waiver or other Document is not complete, you can also have the Guest fill it out via the Checkfront Waiver Kiosk view.
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Learn More the Public Document and Kiosk Directories here: |