There are multiple ways to have your customers sign the waivers - our goal is to make waivers more convenient than paper, and save you time!
How Your Customers Can Sign a Waiver
There are a few different ways to either sign the waiver or notify the customer about the waiver. You can:
Require someone to sign the waiver before booking. By adjusting your Online Reservation settings to require a waiver to book, Punchpass will handle automating the collection of a signed waiver.
Automatically send the waiver after they make a reservation. Prefer to send a request for a waiver signature after someone makes a reservation? No problem you automate this option to collect a signature too.
Open the waiver for the customer to sign from the class page. What if the customer is standing right there? Click this button and a page will open with the waiver and the signature box.
Email them to sign the waiver. Click this button to open the email composer with a prepared message and link to sign the active waiver. You can edit this message to personalize it!
Mark the waiver signed yourself. This option should be used if the customer already has a signed waiver from another system, or you have a copy of a signed paper waiver.
Send them a link to sign the waiver. Copy the link provided and send via text, WhatsApp, etc. Customers do NOT need to log in to sign the waiver.
From the customer account, you'll find the option to send them an email reminder, open the waiver for the customer to review and sign, and also mark the waiver as signed.
How to Sign a Waiver for Children on Family Accounts
From the customer account for the parent, click the Waiver tab. Next to the child's name, press the Manage Waiver button.
You can then email the waiver to the customer, open the waiver to be signed in person or mark the waiver as signed.
Require a Signed Waiver Before Making a Reservation
If you want to force customers to sign the waiver prior to booking a class, you can turn on this setting under Manage Settings > Online Reservations.
Note: You will need to require a customer to log in to enforce this setting.
Set the Online Reservation requirements to:
force a customer to log in to make a reservation,
and force customers to have a signed waiver,
Customers will then see this message when trying to make a reservation, if they haven't signed the waiver already:
If customers have a login and have not signed the active waiver, when they log into their account they will see a prompt to sign the waiver.
This works great as the customer is prompted to sign without any intervention from you.
Automatically Send a Waiver After Someone Makes a Reservation
If a waiver is active, Punchpass will send the customer a reminder email (about 10 minutes later) recommending that they sign the waiver now and take care of it before class. The goal here is to get your customers to review and sign the waiver BEFORE they get to class.
This option does not force a waiver to be signed prior to booking, so we will highlight customers who haven't signed for you with a red pen icon next to their name during attendance. See below!
Collect a Waiver Signature from a Class Page
On the Class Details page, we now show you if a customer needs to sign the waiver. If you see the pen icon next to their name, they need to sign the waiver:
Here's how to have the customer sign the waiver in-person:
From the Class details page, press the Mark Attendance button. After taking attendance, click on the three-dot menu to next to the customer name:
Click on the Open Waiver button:
The customer can review and sign the waiver, and then you can return right to taking attendance. Press the Okay, done button when you're finished.
Share a Link and Gather a Signature From the Customer's Account
From the customer account, click on the Waivers tab, and you'll find the option to:
Send them an email reminder,
Open the waiver for the customer to review and sign,
Copy and share a link,
and mark the waiver as signed.
How Does Someone Actually Sign the Waiver?
On the waiver signature page, Punchpass displays a signature box. (Works great on a tablet!)
We also give them the option to use a 'predefined' signature, which is just their name in script. This makes signing on a laptop or computer a little easier than scratching your signature with the mouse! 😀
No worries if they use a stylus or a touchscreen to sign and their name is difficult to read, we'll include their name typed below the signature on the PDF waiver!
Once they have signed, they will receive confirmation along with an email allowing them to view and download a PDF of the waiver.
Bulk Signing - If Waivers Are Already Signed
If you have current customers who have already signed your waiver, you can mark them as signed.
You can do that individually for a customer in the Waivers of Liability section (Manage Settings > Waivers of Liability) by clicking on the active waiver:
Or you can create a waiver for multiple customers at once by navigating to Customers, and selecting the Active Customers list. Select the desired customers names, press the Actions menu, and select the option to Sign Waiver.
Waivers will be created for those customers using the pre-defined signatures, and they will be marked as having been created by an Admin.
How Customers Can Access Their Signed Waivers
Customers access their signed waiver from their account at any time by selecting the Waivers tab.
New to Punchpass? We encourage you to keep copies of any original waivers you have until you transition completely to Punchpass.