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How to create waivers & document templates: Step 2 - Creating, editing, and deleting fields

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Waiver and document fields are customizable elements that let you gather important guest and booking information within your digital forms, helping you create accurate, compliant, and user-friendly waivers.

Read further to learn how to work with document fields, including:

You can also find answers to frequently asked questions.
 

Callout icon of an open book outline, indicating link to more learning resources.

New to Waivers & Documents? Read the following article:

 

What are waiver or document fields?

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Waiver and document fields are components you can add to your waiver or document templates. Each field corresponds to a variable in the template (for example, {$field id="date_of_birth"}) and appears as an interactive element, such as a text box, date selector, or checkbox, in the customer-facing document.

When you create or edit a document, a panel of available field types appears on the side of the page, each represented by an icon and text label. Use these field types to add new sections or form elements to your document. You can edit, rearrange, or delete them at any time to customize your template.

By default, the Sample Document in the Text Editor includes the following fields:

  • Full Name: {$field id="full_name"}
  • Primary Signature: {$field id="primary_signature"}
  • Electronic Signature Consent: {$field id="electronic_signature_consent"} 

 

What are waiver or document variables?

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Waiver and document variables are placeholders that represent the field types you’ve added to your template. When a waiver or document is generated, these placeholders automatically pull and display the corresponding information, ensuring each document is accurate, personalized, and ready for use.

Format: {field id="FIELD LABEL"}
Example: {field id="Country"}
 

Creating new fields to add to your waiver or document

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  1. Start by creating a template (Bookings > Waivers > Create Template). 

  2. Find the field you need within the list of fields under the Fields tab at the top left of the template. Descriptions are provided below.


    Waiver document template with focus on fields tab.
     

    Field type Field Label  Description
    Image of the waiver 'name' field option Name

    You can use this text field to capture a name from the Guest, for example, First Name or Last Name.

    Example of name field labeled first name.
    Image of the waiver 'text' field option Text Field

    You can use this text field to capture any information from the guest, such as, Job Title.

    Example of text field labeled job title.
     
    Image of the waiver 'date of birth' field option Date of Birth

    You can use this field to capture the date of birth for a guest.

    Example of date of birth field
    Image of the waiver 'current date' field option Current Date

    You can use this field to dynamically include the current date in your waiver or document.

    Example of current date 'field'.
    Image of the waiver 'date' field option Date

    You can use this field to collect a date from your guests, for example, the guest's arrival date.

    Example of date field
    Image of the waiver 'email address' field option Email Address

    You can use this field to collect an email address from your guest, such as the guest's own email address.

    Example of email address field.
    Image of the waiver 'phone number' field option Phone Number

    You can use this field to collect a phone number from your guest, such as their mobile phone number.

    Example of phone number field.
    Image of the waiver 'textarea' field option Textarea

    You can use this field to collect any long-form text from your guests, such as descriptions of medical conditions or allergies.

    Example of text area field labeled Medical conditions/ Allergies.
    Image of the waiver 'checkbox' field option Checkbox

    You can use this field to add a checkbox to the waiver, such as 'I agree to the terms and conditions.'

    Example of check box field labeled 'Terms & Conditions'.
    Image of the waiver 'radio' field option Radio

    You can use this field to collect a single response from guests to a question, such as, 'Who are you travelling with?' (Solo Traveler, Couple, Family with Children, Friends Group, Corporate/Team).

    Example of radio button field labeled 'Who are you traveling with?'
    Image of the waiver 'gender' field option Gender

    You can use this field to collect the gender of your guest, for example, 'How do you identify?' (Male, Female, Non-binary, prefer not to say, etc.)

    Example of gender field labeled as 'How do you identify?'
    Image of the waiver 'selection' field option Selection

    You can use this field to have guests select a response from a drop-down menu, for example, 'How did you hear about us?' (Online, social media, TV ad, etc.)

    Example of selection field labeled as 'How do you hear about this?'
    Image of the waiver 'country' field option Country

    You can use this field to add a country drop-down menu to your waiver or document.

    This drop-down defaults to your account country.

    Pair this with a Province/State field.

    Example of country field.
    Image of the waiver 'province/state' field option Province / State

    You can use this field to add a province/state drop-down menu to your waiver or document.

    This drop-down defaults to your account province/state.

    Example of the province/ state field.
    Image of the waiver 'initial' field option Initial

    You can use this field to add an initial component to the waiver or document.

    Example of initial field.
    Image of the waiver 'signature' field option Signature

    You can use this field to add a signature component to the waiver or document.

    Example of signature field.

     
    Image of the waiver 'minor's section' field option Minor's Section

    You can use this field to add a section where guests can provide information for all Adult and Minor Participants.

    Example of minor section.

    Learn more about adding Minor's Sections here:
    Image of the waiver 'repeated section' field option Repeated Section

    You can use this field to repeat sections if you need to collect multiple versions of the same information. For example, you may wish to collect the email addresses and names of several attendees who are part of the booking.

    Example of repeated section.

    Learn more about adding repeated sections here:

     

  3. Click the desired field to access the field details.
  4. Provide the requested information about the field. Data fields vary depending on the field.
    • Label - A short description shown beside the field.
    • ID - A simple identifier for the field. Used mainly in reports.
    • Tip - (Optional) Help text that will appear just below the form field.
    • Options - List options if the field is a Radio button or Selection type field.
    • This field is required - (Optional) Check this option if you want the field to be required.
       
  5. Click the Create button to save your new field. This adds the new field to the Field List at the bottom-right of the page.

    Waiver document template with focus on create field button.
     
  6. Place your cursor in the document editor where you would like to insert the field.

  7. Find the field in the Field list and click the Add button next to the field to add the field to the document. This inserts the field as a variable, for example, {$field id="date_of_birth"}.

    Waiver document template with focus on add field button.
     

    callout-icon-alert-mvp.png

    Field limitations

    A custom field can only be added once per document, but you can add more than one of the same field types to the document.

     

  8. Save your changes by clicking the Save button at the bottom right of the page.

  9. You can also preview the added field by clicking the Preview button located at the bottom right of the page. Each field added becomes a step towards completing the document.


    Waiver preview with date of birth field.
     

 

 

Editing waiver fields

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  1. Locate the field in the Field List, which is located at the bottom right of the template.
  2. Click the Edit button next to the field that you want to edit.

    Waivers-fields-list-edit-button.png
     
  3. Edit the field settings, as needed.

    Waivers-field-lists-edit-settings-1.png
     

  4. Click the Update button to save your changes.

     

 

Deleting waiver fields

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  1. Locate the field in the Field List, located at the bottom right of the template.

    Waivers-fields-list-edit-button.png
     
  2. Click the Edit button next to the field that you want to delete.

  3. Click the Delete button to save your changes.

    Waiver-fields-delete-field-1.png

     

  4. Click OK when you are asked, 'Are you sure?'
  5. The system removes the field from your Fields list and returns you to the Template Editor.

 

Next Steps

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Learn how to configure Waivers & Documents settings with the next article in this series:

 

Frequently asked questions

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 Where can I find this feature using the top menu?

  • Bookings > Waivers  > Templates > Create Template
     
What more do I need to use this feature?