Requiring waiver completion at time of booking

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4 comments

  • Avatar
    Brittany

    Hi Zack Thomas,

    Thanks for joining our community.

    While there is no intended setting to require that waivers and documents be filled at the time of booking, you could potentially add the below CSS to Manage > Layout > Booking Page > CSS Editor to hide the 'continue to receipt' button which should encourage waiver filling prior to continuing to receipt.

    .btn.btn-default.grey-text.continue-to-receipt {
    display: none;
    }

    That said, it is not a perfect solution and customers could simply exit out before completing the waiver but still have made the booking.

    Thanks for sharing the feedback in this thread. We'll be continuing to collect feedback there and invite any other operators with similar thoughts to upvote the topic to help elevate the impact it would have.

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    Zack Thomas

    Thank you, Brittany. Unfortunately, I don't think that will work for this particular situation.

    This is a nonprofit that brings in groups for week-long service-learning trips. What they want is for the Group Leader (the point of contact who does the booking, etc.) to initial and sign a Terms & Condition form at time of booking. Then they have two additional forms that are to be completed by each member of the group. Those two forms are not time-sensitive; they just need to be completed before the start date.

    I'm wondering if there might be some way to add a signature field to the Policy section on the Invoice. The "Require this policy to be accepted to proceed with booking" checkbox serves exactly the right purpose. They just feel strongly about capturing a name and signature, rather than just a checkbox. Any ideas on how to drop a signature field into that Policy box?

    Thank you!

    Zack 

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    Brittany

    Hi Zack,

    Thanks for your reply - I understand now.

    I'm afraid an interactive e-signature field would require more of a script than HTML/CSS which is not something we've seen done before.

    Another idea is to see if there is an external platform (I've seen DocuSign used before) that you could link to with an HTML output booking form field and maybe have a checkbox underneath that which reads 'I have completed the signature form at the link above'. However, you'd have to cross-reference Checkfront and the other platform quite a lot in terms of booking management.

    Might take some trial and error but I think that's the best-case scenario for now.

    I'm interested to see if other operators will chime in with their ideas.

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    Zack Thomas

    Interesting idea. I had wondered about something like that. Thanks again.

    Zack

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