Learn to configure additional settings for waivers and documents outside of those provided within templates. Discover how to personalize guest messages, manage navigation preferences, determine age validation, and more!
Read further to learn more, including:
- Configuring general settings for waivers & documents
- Configuring notification settings for waivers & documents
- and finding answers to frequently asked questions.
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New to Waivers & Documents? Read the following article: |
What are the general and notification settings?
General settings offer additional control over how your waivers and documents function within the booking process, including in-page messaging, side navigation behavior, age validation, and document retention settings.
Notification settings define the message text and format for email notifications sent to guests about waivers and documents.
Configuring general settings for waivers & documents
Configure general settings for your waivers and document by following these steps.
- Go to Bookings > Waivers and click the Settings link.
- By default, the system displays the General tab.
- Customize the message that appears at the top of the Required Documents page with helpful instructions for your customers.
- Confirm that you want to allow viewers to navigate quickly through the waiver or document using the sidebar field links using the Sidebar Quick Navigation toggle.
- If you turn on this setting, the Guest can skip to a step later than the current one by clicking it in the list, as shown above.
- If turned off, however, the system removes functionality, and the Guest must fill out the fields in order.
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Turn on the Age of Majority Validation setting (Optional) to specify the Minimum Age of Primary Signer using the field provided. The minimum age setting defaults to 18 years old.
With this option enabled and the Date of Birth field type included, the system checks the participant's date of birth against the minimum age you specified.
If the user is not of age, the submit button is disabled, and the system advises Guest that they are not old enough to complete the document.
Minor's sections
If you add a Minor's Section to your waiver, you can collect the minor's information in addition to the primary signature of the adult on the booking.
With a Minor's Section, the minor's age is recorded in your system and is not rejected by the system if the child is underage.
Learn more here:
- Turn on (or off) the Allow Admins to Delete Documents setting to match your document retention policy.
Once activated, you can delete the document via the dropdown menu in the invoice's Documents tab.
- Click the Save button to save your changes.
Configuring notification settings for waivers & documents
To configure notification settings for your waivers and documents, follow these steps.
- Go to Bookings > Waivers and click the Settings link.
- Select the Notifications tab.
- Customize the Initial Email, Reminder Email (if configured), and Completed Email messages as needed using the text editor and available variables.
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Preview your messages using the Preview button next to each setting.
Notifications turned off when integration deactivated
If the Waivers & Documents integration is deactivated,, waiver notifications are not sent to guests.
Frequently asked questions
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Where can I find this feature using the top menu?
- Bookings > Waivers > Settings > General and Notifications tabs
- Admin permissions or restricted permissions for Waivers & Documents.