Viewing the status of Waivers & Documents from the Daily Manifest

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Learn how to view the status of a waiver or document within the Daily Manifest and then access the document attached to the related invoice.

New to the Daily Manifest? Read the first article in this series for an introduction to the Daily Manifest.

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
Current: Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our current plans or how to change your plan.

Where can I find this feature using the top menu?
Booking > Daily Manifest > Documents

What more do I need to use this feature?

• Admin or restricted permissions to View all Reports (or Daily Manifest) and Export Data.
• Admin or restricted permissions to View all Reports (or Revenue) to access the Revenue Report from Insights.
• The Guest Form (Manage > Integrations > Guest Management) integration is required to collect and include Guest information within your Daily Manifest.
  
  

Which Checkfront version supports this feature - classic, new or both?

• This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products).  → Learn more about products

 

Not using Guest Forms? Currently, the documentation completion status is only displayed for Guests, not for the Booker. Learn more about Guest Forms here: Guest Form: Configuring the Guest Form

 

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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 displays within the Document column for each 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, then 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 Document, or Email Participants.

 

Learn more about managing documents associated with the invoice here: Managing documents from booking invoices

 

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You can have the Guest fill out the waiver or document via the Checkfront Waiver Kiosk view if the waiver or other document is incomplete.

Learn More about the Public Document and Kiosk Directories here: Using the public document & kiosk directories with waivers & documents

 

 

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