# Collecting Signatures (/docs/waivers/collecting-signatures)



When Customers Sign [#when-customers-sign]

Customers can sign waivers at two points:

* **During checkout** — if the booked activity requires a waiver, the customer is prompted to sign before completing their booking
* **At check-in** — staff can send a waiver link or have the customer sign on-site

You can also send waiver links proactively using [email or SMS templates](/docs/marketing/email-sms-templates) with the `{{waiver_link_booking:<waiver-uuid>}}` variable, which generates a signing link pre-linked to the customer's booking.

Signing Process [#signing-process]

1. The customer opens the waiver (via checkout or a direct link)
2. They read the terms and conditions
3. They fill in any required fields
4. They sign using their finger (mobile) or mouse/trackpad (desktop)
5. The signed waiver is stored securely

What Happens at Submission [#what-happens-at-submission]

When a customer submits a signed waiver, the system:

1. **Captures the submission data** including all field values, the signature image, and signer identity
2. **Records forensic metadata** including IP address, user agent (browser), and a browser fingerprint
3. **Builds an audit trail** logging when the document was opened, when each field was interacted with, when consent was checked, and the exact submission timestamp
4. **Generates a signed PDF** of the completed waiver with all field values, signatures, and audit information embedded
5. **Hashes the document** using SHA-256 to create a tamper-evident record (both the submission data and the PDF file itself are hashed)
6. **Stores the PDF securely** in cloud storage with the storage location recorded
7. **Links to the booking and customer** if a booking reference or customer match is found
8. **Emails a copy** to the customer if the "Email Copy to Customer" setting is enabled on the waiver
9. **Creates or updates a customer profile** if "Capture Signer as Customer" is enabled, using the signer's name, email, and phone

Submission Data Recorded [#submission-data-recorded]

| Field                | Description                                                        |
| -------------------- | ------------------------------------------------------------------ |
| **Data Hash**        | SHA-256 hash of the submitted form data for integrity verification |
| **File Hash**        | SHA-256 hash of the generated PDF file                             |
| **Fingerprint**      | Browser fingerprint of the signing device                          |
| **IP Address**       | The signer's IP address at time of signing                         |
| **User Agent**       | The signer's browser and device information                        |
| **Signer Identity**  | The name(s) of the person(s) who signed                            |
| **Emails**           | Email address(es) provided on the waiver                           |
| **Phones**           | Phone number(s) provided on the waiver                             |
| **Metadata**         | Additional form metadata (JSON)                                    |
| **Metadata Hash**    | Hash of the metadata for integrity                                 |
| **Storage Location** | Where the signed PDF is stored                                     |
| **Booking**          | The linked booking (if applicable)                                 |
| **Customer**         | The linked customer profile (if applicable)                        |

CAPTCHA Protection [#captcha-protection]

The waiver signing page uses Cloudflare Turnstile to prevent automated or fraudulent submissions. Customers must complete the CAPTCHA challenge before submitting their signed waiver.

Tracking Submissions [#tracking-submissions]

From the booking detail view, you can see:

* Whether the required waiver has been signed
* When it was signed
* A link to download the signed copy

From **Dashboard > Waivers**, you can see all submissions with filtering by:

* Date range
* Activity
* Completion status

Each waiver also tracks a **submission count** and **unread count** so you can quickly see how many new signatures have come in.

Downloading Signed Waivers [#downloading-signed-waivers]

Signed waivers are stored securely and can be downloaded as PDF files:

* From the booking detail
* From the waiver submissions list
* From the customer profile

The PDF includes the complete waiver text, all filled fields, the digital signature image, signer identity information, and a full audit log showing the document timeline (opened, fields filled, consent checked, submitted).

Related How-To Guides [#related-how-to-guides]

* [Track Waiver Submissions](/how-to/waivers/track-waiver-submissions)
* [Download Signed Waivers](/how-to/waivers/download-signed-waivers)
* [Create a Waiver](/how-to/waivers/create-a-waiver)
* [Link Waivers to Activities](/how-to/waivers/link-waivers-to-activities)