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

How to share waivers & documents with guests

Updated

Quickly share waivers or documents with guests using a direct link, making it easy for them to complete required forms before their booking.

Learn how to share a document link with a customer, allowing them to fill it out separately or find answers to frequently asked questions. 

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

 

Sharing document URLs

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Share a waiver or document with a customer using a direct link by following these steps:

  1. Open an existing booking invoice, such as from the Booking Index.
  2. Select the Documents tab from the top menu.
  3. Click the Share button beside a waiver title to open a small pop-up containing the document's URL.

    Waiver document page displaying the share button highlighted with an arrow next to the fill out document option.
     
  4. Click the Copy button to copy the link to your device's clipboard. Paste that link into an email and send it to the customer associated with the booking.

    Waiver document page showing a pop-up with a private sharing URL and a copy button highlighted by an arrow.

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Booking > Documents tab > Share > Copy

What permissions do I need to use this feature?