How to add a liability waiver
- Go to Settings.
- Click on Liability Waiver.
- Write the text of your waiver.
- Enable the option to require clients to sign it.
- Save your changes.
Once enabled, clients will be required to sign the waiver the first time they log in to your platform.
How to see who has signed and remind those who haven't
You can check the signature status for each client from their profile and send a reminder if they haven't signed yet.
- Go to Contacts and open the client's profile.
- In the client details section, look for the Liability Waiver field.
- If the client hasn't signed yet, you will see a Remind option.
- Click Remind to send them an email with the link to sign.
Frequently Asked Questions
▶ When does the client sign the waiver? The first time the client logs in to your platform, they will be asked to sign the waiver before they can continue.
▶ Can I see who has signed and who hasn't from the dashboard? Yes. You can check the signature status from each client's profile in the Contacts section.
▶ What happens if a client doesn't sign the waiver? The client won't be able to access the platform until they have signed it. You can send them a reminder from their profile.
▶ Can I edit the waiver text after publishing it? Yes. You can update the text at any time from Settings → Liability Waiver.
▶ Is the liability waiver the same as the Terms and Conditions? No. They are different documents. The liability waiver is a consent form clients sign digitally. The Terms and Conditions is a legal agreement that appears during the sign-up or purchase process.