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

Setting up waivers & documents

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Find high-level information with links to step-by-step instructions on setting up waivers & documents. You can also find answers to frequently asked questions. 

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

 

Setting up waivers & documents

You can learn how to set up waivers & documents with the following articles.

 

Integrations Add on set up modal with annotation pointing to 'Activate' button.

Preparation - Activate the waivers & documents feature

 

To get started with using waivers & documents, first activate the integration.

 

Learn more: 
Sent & Submitted documents page of Waivers & Documents feature with annotation pointing to 'Create Template' button.

Step 1 - How to create waivers & document templates: creating templates and using the text editor

 

You can started creating your first waivers & document template and customize the text of your document from the Template Editor.

 

Learn more: 

 

Waivers & documents template builder with annotation pointing to Fields tab.

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


You can create, edit and detelte custom waver & document fields from the Template Editor.


Learn more: 

 

Waivers & Documents Template Builder with annotation pointing to Configuration tab

Step 3 - How to create waivers & document templates: configuring settings

 

You can configure custom settings for the waivers & documents template, including applicable products, summary text, and completed document message, using the Template Editor.


Learn more: 

 

Waivers & documents settings with annotation pointing to general settings.

How to configure general and notification settings for waivers & documents.

 

You can configure various general and notification settings for waivers & templates using these settings.


Learn more: 

 

How to configure waivers & documents to ask for multiple signatures

You can configure waiver templates to included fields to capture signatures for each guest associated with the booking.


Learn more: 
Waivers & documents settings with annotation pointing to general settings.

 

Preview of sample document from Template Builder.

How to preview waivers & documents.


You can preview your waivers and document templates directly from the Template Builder.


Learn more: 

 

How to copy waivers & documents


You can copy waivers & document templates directly from the Template Builder.


Learn more: 
Template builder with annotation pointing to the 'Copy' option under the 'More' menu.

 

Template with annotation pointing to 'Disable' option under 'More' menu.

How to disable (or re-enable) waviers & documents


You can disable (or re-enable) waivers & document templates directly from the Template Builder.


Learn more: 

 

Next Steps

Once you finish setting up your waivers & documents, you can learn more about the guest experience and working with waivers & documents by reading the following articles:

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • See each article above for information on how to access each feature.
     
What more do I need to use this feature?