Manage Your Waivers. Create, Edit, Remove and See Who's Signed Your Waivers

Waivers are a handy way to protect your business from legal action. OfferingTree provides a built-in waiver feature that allows you to add and enforce waiver agreements prior to registration. When enabled, your client must agree to your waiver in order to register for a class or one-on-one appointment.

Manage Your Waivers

You can find the waiver section on your admin site under the communications menu section. The waiver page allows you to see all of your waivers in one place. From this page you can create a new waiver, edit or delete an existing waiver, and see who has agreed to each waiver that you currently have.

Create a New Waiver

To Create a waiver, simply press the create waiver button. This brings up you to a page where you can edit and save your waiver. We provide default waiver language, drafted by an attorney, that you can use. Feel free to edit this and customize it to your business. Press the create button to save.

Editing and Deleting an Existing Waiver

To edit your waiver, click on the edit button and make changes to the waiver text on the page. Once you’ve made the necessary edits, save the changes. When saving the waiver, you’ll be prompted to ask if clients who have already signed it will need to re-sign the next time they register or purchase something that requires this waiver.

You can delete the waiver by pressing the trash icon. Your waivers attached to the upcoming events will still be enforced, but you will no longer be able to use them for new events.

Superseding Waivers

When managing multiple documents for your business, you can use the supersede feature to streamline the client experience.

This option allows you to link waivers so that if a client signs one specific "main" waiver, they are not required to sign another one, even if it is attached to a different offering. By setting up these relationships, you ensure that both the original and the superseding waiver are accepted for the same offerings. This is particularly useful if you have slight variations between studio-wide policies and specific membership terms but want to avoid asking your clients for repetitive signatures.

Request a Client to Consent to a Waiver

If a client or student registers for an event, series, or class you can require them to consent to your waiver during that process. You can also do this for packages, memberships and store items. If however, you registered for them and you want them to consent to a waiver you can send them a link to the waiver with a consent form. Press the "Link" icon next to the waiver to get the link, or the "Send" icon to send them an email with a link to sign the waiver.

View Who Has Agreed to Your Waivers

You can view who has signed each of your waivers by clicking on the waiver title in the table. This brings you to a new page that shows a list of who has agreed to this waiver.

To add waivers to your registrations, please see Waiver Consent for Events, Event Series and Appointments.

View Class Roster Members Who Have Not Signed the Waiver

To ensure all participants have signed the required liability waiver, please be aware of the following:

1. Studio-Initiated Registration or Guest Addition:
   • When a client is registered by a staff member or added as a guest, they will not have signed a waiver during the registration process.
   • The registration confirmation email will automatically include a link to the waiver.
   • The class roster will display an indicator for participants with unsigned waivers.
   • Staff can then send a direct email with the waiver link or have the participant sign on-site.
2. Client Self-Registration:
   • Clients who register themselves through the online portal are required to sign the waiver as part of the registration procedure.
   • No further action is required from staff regarding waiver consent in these cases.

Manually Marking a Waiver as Signed

If a client signs a physical waiver form and you need to update their record in the system, you can manually mark it as signed from their contact page.

Here’s how:

1. Navigate to the client's contact page.
2. Select the Signed Waivers tab.
3. Click the "Mark Waiver as Signed" button.
4. A pop-up will appear. From the dropdown menu, select the waiver the client signed.
5. Click the "Sign Waiver" button to confirm.

The waiver will now be listed as signed in the client's account.

The built-in waiver feature is easy to use and a good way to protect your business. Please reach out to support@offeringtree.com if you have any questions.

P.S. Join our Facebook group and connect with other OfferingTree users to share questions, offer ideas and insights, and support each other towards a more thriving wellness business.