Attach Waivers to an Incident

Waivers attached to an incident give you signed documentation tied to the event — a damage acknowledgement, an injury report, or the liability waiver the customer already signed at check-in. There are two ways to add one.

Before you begin

• The incident must already exist. See Create an Incident.
• To send a new waiver, you need at least one waiver of type Incident Report. If you don't have one, create it first under Waivers (Create a Waiver).
• To attach an existing waiver, the incident must have a linked booking (Link Records to an Incident).

Send a new incident waiver

1. Open the incident's detail page and find the Waivers section.
2. Click Send new.
3. Choose an Incident Report waiver template.
4. Pick how to deliver it:
   • Link only — copy the signing URL and share it yourself.
   • Email — send the link to an email address.
   • SMS — text the link to a phone number.
5. Confirm. The waiver is sent (or the link is generated), and once signed it's filed back to the incident.

Attach a waiver from the booking

1. With a booking linked, click Attach from booking in the Waivers section.
2. Choose an already-signed waiver from that booking — for example, the check-in liability waiver.
3. Confirm. The signed document is attached to the incident.

This pulls in the original signature with no need to re-sign.

What happens next

• Attached waivers list their status — submitted, pending counter-signature, counter-signed, or rejected — so you can see whether each is complete.
• Waivers that need your signature can be counter-signed from the waivers area. See Counter-Sign a Waiver.

Tips

• Keep a dedicated Incident Report waiver. A purpose-built template (damage acknowledgement, injury statement) makes the "Send new" flow fast and consistent.
• Reuse, don't re-sign. If the customer already signed something relevant for the booking, attach it from the booking rather than sending a duplicate.