Waivers are essential for ensuring customers acknowledge important terms before participating in classes. This article guides you through setting up and managing waiver signatures, including options for requiring waivers and prompting logged-in customers without interrupting their booking experience.
New to Punchpass? We encourage you to keep copies of any original waivers you have until you transition completely to Punchpass.
Requiring Waiver Signatures to Book
To make sure all customers agree to your terms before booking a class, you can set Punchpass to require a waiver signature.
Setting Up the Waiver Requirements:
Go to Manage > Settings > Online Reservations. In this section, require customers to log in to make reservations and activate the waiver requirement setting for all class bookings.
For Customers with Logins:
Logged-In Customers: When they book a class, Punchpass will automatically prompt them to sign the waiver.
New Customers: New customers will also receive an email asking them to sign the waiver after they create their account.
Customer View: Here’s how this appears to customers when they log in to reserve a class.
An Alternative Waiver Signature Prompt for Logged-In Customers
If you prefer not to impede customers from booking, you can set up this alternative method that prompts logged-in customers to sign the latest waiver with a notice at the top of every page.
Setting Up this Optional Waiver Prompt:
In the Online Reservations section (Manage > Settings > Online Reservations), enable the setting that prompts logged-in customers to sign the waiver without restricting their booking capabilities.
For Customers with Logins:
Waiver prompt at the top of every page: Logged-in customers will see a prompt at the top of the Punchpass app and on every class page, reminding them to sign the latest waiver.
New Customers: In addition to the on-screen prompt, they’ll receive an email requesting the waiver signature.
Customer View: Here’s how this looks on the customer’s end.
Collecting Waiver Signatures for Open Bookings
For "open bookings", where customers are not required to log in to make a reservation, you can still collect waiver signatures with a manual intervention.
Here are the options for collecting waiver signatures for these classes:
Send a Waiver Link: Go to the customer’s account > Waiver tab, then send an email request for the waiver signature.
Alternatively, have them sign the waiver in class: On the class page, you can open the waiver for the customer to sign in person before class starts. Customers who haven't signed the waiver have a pen icon next to their name on the class details page.
To open the waiver from the class page, click the three-dot icon next to a customer's name and select Open Waiver.
Managing Missing Waiver Signatures
From each class page, you can see any customers with unsigned waivers (indicated by a pen icon).
Here's how to capture the missing signatures from the class page:
Prompt Customers to Sign in Class:
Open the waiver for signing on-site by clicking the three-dot icon next to the customer’s name and selecting Open Waiver.
Send a Waiver Link:
Alternatively, from the customer’s account > Waiver tab, send an email requesting the waiver signature.
Waiver Signing for Children on Family Accounts
For family accounts, you'll collect waiver signatures for each child individually:
From the customer account for the parent > Waiver tab, locate the child’s name and click the Manage Waiver button.
Options include sending the waiver by email, opening it for in-person signing, or marking it as signed if completed.
How Customers Sign the Waiver
On the waiver signature page, customers can sign by:
Using a digital signature box, or
Selecting a predefined signature option, which types their name in script.
Once signed, Punchpass will send an email with a PDF copy of the signed waiver. Customers can view or download their signed waivers anytime by accessing the Waivers tab in their accounts.
Bulk Signing - What to do When Waivers Have Already Been 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.
Frequently Asked Questions About Waivers
What if a customer forgets to sign the waiver?
You can send a waiver link or prompt them to sign before the class.
Can a waiver be signed after booking?
Yes, manually send the waiver to them from their customer account.
I recently updated my waiver, how will everyone sign it?
When updating a waiver, Punchpass will automatically prompt logged-in customers at the top of the screen to sign the updated waiver.