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  3. Using booking management features
  4. Using waivers & documents

How to attribute waivers & documents to bookings

Updated

Do you have a booking, but the customer still needs to sign the required waiver document, and they have arrived for their big adventure? Then, you can ask them to fill it out in the Public Directory.

Once they do that, you pull up the booking in your system and assign the waiver they just signed to the reservation.

Learn how to attribute a document to a customer's booking and how to fill out a document from an invoice, or find answers to frequently asked questions.

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

 

Attributing documents to bookings

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Attribute a waiver or document to a booking by following these steps:

  1. Access an existing booking, such as from the Booking Index.
  2. Select the Documents tab.
  3. Click the Attribute Documents button from the left-side menu.

    Booking document page showing the Attribute Documents search bar highlighted by an arrow.
     
  4. Expand the Documents list and select the waiver(s) or document(s) you want to use from the pop-up window by checking the box next to them. You should see the guest's name, but if the list is long, you can perform a search that filters out any other waivers in the list to make locating them easier.

    Document selection window displaying multiple attendee waivers with a checkmark beside the chosen entry.
     
  5. Click the Attach button to attribute the waiver(s) or document(s) to the booking. The document is attached, and you can view it from the booking's Documents tab.

    Waiver creation screen showing document editor and attachment settings with Single and Multiple Booking options.

 

Filling out documents from the invoice

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Rather than having the customer fill out the document from the public document library, you can also retrieve the invoice from your system.

You then direct the customer to fill out, sign, and complete the document. If you use this method, the system automatically assigns the document to the booking, so no attribution is required.

Fill out a waiver or document in an existing booking by following these steps:

  1. Access an existing booking, such as from the Booking Index.
  2. Select the Documents tab.
  3. Click the Fill Out Document button.

    Booking document view highlighting the Fill Out Document button for completing a waiver.
  4. Complete the provided waiver or document.
  5. Click the Submit Document button to attach it to the booking.

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Booking > Booking Workspace

What permissions do I need to use this feature?