1. Booking Platform
  2. Usage guides
  3. Using booking management features
  4. Using waivers & documents

Managing waivers & documents

Updated

Once you have finished setting up your waivers & documents, refer to this article for help with the next steps.

Read further to learn how to understand your guest perspectives with waivers & documents, how to work with your waivers and documents, or find answers to frequently asked questions.

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

 

Understanding guest perspectives with waivers & documents

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Sample waiver with annotation pointing to signature field.

How to sign waivers & documents (from the guest's perspective)

Understand the waivers & documents completion process from the guest perspective with the following article.

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How to use the public document directory with waivers & documents

Understand how to use the public document directory to collect signed and completed waivers & documents rom your guests.

You can direct guests to a list of digital documents on a tablet (or desktop computer) connected to a printer.

Learn more:
Confirmation page of Public Directory with options to print and save document.

 

 

Confirmation page of Kiosk without options to print or save waiver.

How to use the kiosk directory with waivers & documents

Understand how to use the kiosk directory to collect signed and completed waivers & documents rom your guests.

You can present a list of digital documents on a public, shared device, such as a display without an attendant.

Learn more:

 

Working with waivers & documents

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All Documents Page with Sent & Submitted waivers.
Documents tab of Booking Invoice with list of guests and waivers.

 

How to work with sent and submitted waivers & documents

Learn about working with your list of sent & submitted documents including:

  • Filtering and searching the document list.
  • Viewing document listings and expanded details.
  • Viewing full documents.
  • Printing, downloading, and saving documents to PDF.
  • Verifying documents.
  • Detaching documents.
  • Disabling reuse of documents.

Learn more:

 

How to filter your sent and submitted waivers & documents

You can filter the list by date (preset or custom), status, template, or search by keyword.

Learn more:
All Documents page of Sent & Submitted waivers with annotation pointing to date filter.

 
Document tab of Booking Invoice with annotation pointing to 'Attribute Documents' link.

How to attribute waivers & documents to bookings

You can attach waivers & documents to booking invoices that guests have filled out separately from the booking.

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How to share waivers & documents with guests

You can share waivers or documents with customers using a direct link.

Learn more:
Documents tab of Booking Invoice with annotation pointing to 'Share' button.
All Documents page with Sent & Submitted waivers and annotation pointing to 'Columns' option.

How to customise column display within your waivers & documents list

You can customise the columns displayed with All Documents list.

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How to export your waivers & document list

You can export your list of waivers & document using this feature.

Learn more:
waiver-export-button.jpg
Document activity log

How to view the activity log for waivers & documents

You can acces an activity log of all updates to your waivers & documents.

Learn more:

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Booking > Waivers 

What permissions do I need to use this feature?