Building Waivers
Create custom waiver forms with the drag-and-drop builder.
Creating a Waiver
- Navigate to Dashboard > Waivers
- Click Add Waiver
- Use the drag-and-drop form builder to design your waiver
Waiver Settings
Each waiver has the following configurable options:
| Setting | Description |
|---|---|
| Name | The waiver's display name (shown to customers at the top of the form) |
| Append Logo | Include your company logo at the top of the waiver and in the generated PDF |
| Sign On Booking Date Only | Restrict signing so the waiver can only be completed on the day of the booking |
| Email Copy to Customer | Automatically email a signed PDF copy to the customer after they submit |
| Requires Booking | Only allow the waiver to be signed when linked to an active booking |
| Capture Signer as Customer | Automatically create or link a customer profile from the signer's information |
| Theme | Apply a waiver theme for custom branding |
| Is Favorite | Pin the waiver to the top of your list for quick access |
Form Builder
The builder uses a drag-and-drop interface where each element is a field with configurable properties.
Field Types
| Field Type | Description |
|---|---|
| Text block | Paragraphs of legal text, rules, or instructions (not a fillable field) |
| Signature | A touch/mouse signature pad where the customer signs digitally |
| Checkbox | For acknowledging specific terms or conditions |
| Date | A date picker (can be auto-filled with the signing date) |
| Phone | Phone number input with country code selector |
| Check Grid | A grid of items with checkboxes and optional notes per item |
| Custom fields | Collect additional text, numbers, or other information |
Field Properties
Every field supports these core properties:
| Property | Description |
|---|---|
| Name | Internal field identifier |
| Label | The label displayed to the customer |
| Required | Whether the field must be filled before submission |
| Read-only | Lock the field so it displays information but cannot be edited |
| Visible | Show or hide the field |
Fields also support additional type-specific properties through the extensible component data system.
Multiple Signers
Waivers can be configured to accept multiple signers on a single form. This is useful for:
- A parent or guardian signing on behalf of minors
- Group bookings where multiple participants need to acknowledge terms
Each signer's identity (name) is captured and displayed on the generated PDF.
Attaching Waivers to Activities
Link waivers to specific activities so customers are prompted to sign before their experience:
- Open an activity
- Go to the Waivers tab
- Select which waiver(s) apply to this activity
When a customer books an activity that has a linked waiver, they are automatically prompted to sign during checkout. If they skip it, staff can send the waiver link later or have the customer sign on-site at check-in.
Waiver Themes
Customize the appearance of your waivers to match your branding. Themes are created and managed under Dashboard > Waivers > Themes.
Theme Color Options
| Color | Description |
|---|---|
| Primary Color | Main brand color used for buttons and headings |
| Secondary Color | Supporting color for accents |
| Accent Color | Highlight color for interactive elements |
| Background Color | Page background color |
| Paper Color | The waiver form's background color |
| Text Color | Primary text color |
| Text Muted Color | Color for secondary/helper text |
| Border Color | Color for field borders and dividers |
| Error Color | Color for validation error messages |
| Success Color | Color for success states |
| Warning Color | Color for warning messages |
A single theme can be shared across multiple waivers. Changing a theme updates the appearance of all waivers that use it.
Versioning
When you update a waiver, previously signed versions are preserved. Customers who signed an older version have their signature linked to the version they actually signed. The waiver data is hashed at signing time, creating a tamper-evident record that proves the document has not been modified after the fact.