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How to use the public document directory with waivers & documents

Updated

With Public Directories, walk-in guests can quickly complete required waivers on a tablet or computer, helping you streamline check-ins and keep your workflows moving smoothly.

Learn what the public directory is and how to use it, or find answers to frequently asked questions.

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Are you new to waivers & documents? Learn more via the following article:

 

Using the public document directory

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Are you offering a walk-in service for your business and requiring guests to fill out a waiver before proceeding? You can direct guests to your Public Directory on a tablet (or desktop computer) connected to a printer.

Access the Public Directory by following these steps:

  1. Go to the Waivers & Documents area (Booking > Waivers).
  2. Select the Public Directory option from the left-side menu.

    Waivers and documents feature with annotation pointing to 'Public Directory' menu option.
     

  3. Select the waiver relevant to a guest's booking and click the blue Sign Document button.
     

    Document Directory page showing multiple waivers with the Sign Document button highlighted next to Activity Waiver.
     

  4. View the completion page once a guest has filled out, signed, and submitted a document. Additional options on this page include Print Document, Save as PDF, and Return to Document Directory.

    Activity Waiver completion screen showing a large green checkmark with options to print, save as PDF, or return to the document directory.
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Know the following:

  • The directory can also be found at: https://yourcompany.bookingplatform.app/reserve/documents/directory/
  • If you want to hide a template from this directory, you can do so from the Configuration section of the template.
  • A document filled out through the Public Directory does not attach automatically to the guest's booking. A staff member must manually attribute the completed waiver when editing the booking.
     

Find out more about these steps here:

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Booking > Waivers > Public Directory

What permissions do I need to use this feature?