Send Waivers to Customers

Send a waiver signing request email so customers can review and sign before they arrive. The email includes a branded "Sign Waiver" button that takes them directly to the signing page.

Send from a Booking

Use this when you want to send a waiver linked to a specific booking. The signing link includes the booking reference so the signed waiver is automatically associated with the reservation.

1. Open the booking and click the Waivers tab.
2. Click the Send Waiver button at the top of the tab.
3. In the dialog, select which waiver to send from the dropdown.
4. Check the recipients you want to send to. The booking customer is pre-selected. Guests with email addresses are also listed.
5. Click Send Waiver.

A confirmation message shows how many recipients were sent to. The email delivery is logged in the booking's communication history.

Notes

• If the booking customer also appears in the guest list with the same email, they are shown only once to avoid duplicate emails.
• You can send different waivers to different recipients by repeating the process.

Send from the Waiver Page

Use this when you want to send a waiver outside of a booking context — for example, sending a general liability waiver to a group organizer before they book.

1. Navigate to Waivers in the sidebar and open the waiver you want to send.
2. Click the Send Waiver button in the action bar (next to Edit, Preview, and QR Code).
3. In the dialog, find recipients by:
   • Searching your CRM — type a name, email, or phone number to search your customer list. Click a result to add them.
   • Entering an email manually — type an email address and click Add.
4. Review the recipient list. Click the X on any chip to remove a recipient.
5. Click Send Waiver.

Automate with a Workflow

You can automatically send waiver signing requests when certain events happen — for example, when a booking is confirmed.

1. Navigate to Marketing > Workflows and create or edit a workflow.
2. Add an action node and select Send Waiver Sign Request.
3. Configure the action:
   • Waiver — select which waiver to send
   • Send To — choose Customer, Guests Only, Customer & Guests, or Custom Email
4. Connect it to a trigger (e.g., Booking Confirmed) and save the workflow.

The signing link will automatically include the booking reference when the workflow is triggered from a booking event.

For more on building workflows, see Workflow Automation.

What the customer receives

The customer receives a branded email with:

• Your company logo and name
• The waiver name
• A prominent Sign Waiver button linking to the signing page
• Your contact phone and email for questions

Tips

• Send early. Sending waivers at booking confirmation gives customers time to sign before their visit, reducing check-in delays.
• Use workflows for consistency. Automating waiver delivery ensures every customer receives the signing request without manual effort.
• Check the communication log. Each sent waiver is recorded in the communication history, so you can verify delivery from the booking detail or CRM customer profile.