Send Waivers to Customers

Send a waiver signing request by email or text message 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; the text message carries a short link to the same 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 to send one waiver to a customer, to everyone on a booking, or to every booking that starts or ends in a time slot, by email or text message.

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. Choose who to Send To:
   • Customer: find recipients by searching your CRM (type a name, email, or phone number and click a result), or enter an email address or phone number manually and click Add. Click the X on any chip to remove a recipient. Links sent this way are not tied to a booking.
   • Booking: click Choose a booking and search by name, confirmation code, or email. The booking customer and any guests with contact details are listed; the customer is pre-selected.
   • Start time: pick a date, then pick a slot (activity and start time, with the number of confirmed or pending bookings). Every booking starting in that slot is listed with its customer and guests. Customers are pre-selected; use Select all to include guests.
   • End time: the same, but slots are grouped by when bookings end. Useful for return-time or check-out paperwork; a multi-day rental appears on its return day.
4. Choose Send Via: Email or Text (SMS). Switching the channel swaps the contact list to email addresses or phone numbers, so re-check your selection. Text messaging requires a connected Twilio number.
5. Click Send Waiver.

For booking and time slot sends, each recipient's link carries their own booking reference, so the signed waiver is attached to the right reservation. A confirmation shows how many recipients were sent to, and each send is logged in the communication history.

Send from the Check-In Board

Use this for the bookings at a departure that still need one of the selected stage's waivers. This board action requires booking write permission.

1. Open the activity's Schedule or Check-in board, then select the day and departure.
2. Select the stage with the waiver requirement.
3. Choose Text unsigned beside the waiver.
4. Review the unsigned-booking count, choose Text message or Email, and confirm.

The send covers eligible bookings for that stage and departure start time, even if search or readiness filters hide some rows. Each booking's customer receives one invitation with that booking's signing link. Sharing a phone number or email across separate bookings does not merge their links.

Delivery continues in the background. Close the dialog after queueing and reopen the same view in that browser to check progress. The result shows sent, skipped, missing or invalid contacts, failed, remaining, and unconfirmed counts. Bookings that sign, move stages or departures, or become inactive before their turn are skipped.

If delivery stops and Resume remaining invitations is offered, use it to continue the original request's pending bookings. Already sent, failed, and unconfirmed invitations are not resent by this action.

For an uncertain result, select Check progress and review communication history before starting another send. UNCONFIRMED means delivery acceptance could not be established; it does not mean definitely failed.

To offer signing on site without sending a message, use Show QR beside the waiver. Customers enter their booking confirmation code after opening that general signing link.

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 reminders tied to check-in progress, use Check-in Stage Reached → Wait → Send Check-in Waiver Invite. Select the activity, stage, required waiver, and channel. The action rechecks the booking after the delay and skips it if it has moved on or satisfied the waiver.

See the check-in waiver reminder example or Workflow Automation for the full setup.

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

When sent by text message, the customer receives a short SMS with your company name, a shortened signing link, and the waiver name.

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. Review send status in the booking detail or CRM customer profile. A sent invitation is not proof of signing, and an unconfirmed outcome needs review before you resend.