Waivers are an important part of any business that teaches classes and brings the public into their place of business.
The Online Waiver functionality in Punchpass is designed to make it easy to track who has and has not, signed your waiver while letting customers easily review, sign, and save a copy of their waiver.
Some important points about the waivers you create
You can save multiple versions of waivers over time, but only one waiver can be the Active one. (It's the latest one you have created.)
You can delete a waiver if it has not been signed yet, but if someone HAS signed..then you need to create a new waiver.
You CAN make minor edits to a waiver that has already been signed, and customers will NOT be asked to re-sign the waiver. So only make minor edits.
If you create a new active waiver, then all customers will need to sign the new one.
Booking agreements are a separate feature in Punchpass, learn more about booking agreements here.
Let's get started!
Setting up Waivers in Punchpass
The first step is to turn the feature on! From Manage > Settings, select the Waivers of Liability section.
And from here, toggle the feature on and press Save.
Note: This is not legal advice and we are not lawyers. Please consult with an attorney to confirm your waiver complies with the law. Punchpass does NOT provide any default waiver language.
Creating a New Waiver
Once the Waiver feature is turned on, you can add a waiver.
From the Waivers of Liability section, press the Add New Waiver button to create a new waiver.
When creating a new waiver, you will:
Enter a title for the waiver. This should be something to help you identify the waiver in a list, for example, "Fall 2023 waiver."
Enter the content for your waiver. Copy and paste your waiver here.
IMPORTANT: don't add any signature line. Punchpass will handle that automatically.
Press the Save button.
Once created, new waivers are added to your list of waivers and not automatically made active. You're welcome to make changes to a waiver until you're comfortable setting it to be the active waiver.
Editing a Waiver
You can make edits and changes to a new waiver or a waiver that hasn't been signed by any customer.
If a waiver has already been signed by customers, consider adding a new waiver if your edits will change the legal relationship between your studio and your customers.
How to edit a new waiver
From the list of Waivers, click on the name of the Waiver you'd like to edit to open the waiver details page.
On the waiver details page, you'll see:
The title of the waiver. This is the name you gave the waiver.
The content of your waiver.
The waiver status. A waiver will appear a Not Active or Active. There is only one active waiver at a time.
And a list of signatures if someone has signed the waiver.
To make changes to your waiver, you can press:
The Edit button to update the name and content of your waiver.
The Delete button will allow you to delete a waiver that has no signatures.
The Make this Waiver Active button will set the waiver as the active waiver.
Pressing the Edit button allows us to change the title and content of the waiver. When you're finished making any changes, press Save.
Updating an Existing Waiver
If a waiver has already been signed by customers, consider adding a new waiver if your edits will change the legal relationship between your studio and your customers.
Customers won't be asked to sign this waiver again.
From the list of waivers, select the waiver you'd like to edit.
This takes you to the waiver details page. Here, we can see this is the active waiver. To make changes to the waiver, press the Edit button.
As this example is the active waiver, we can only make minor updates. When you're finished making any changes, press Save.
Deleting a Waiver
If a waiver hasn't been signed by any customers, the option to delete the waiver will be available.
Changing the Active Waiver
When you add a new waiver, it won't become active automatically.
You can also select a previous waiver to edit or make active again!
To make a new waiver the active waiver
From the list of waivers, click on the desired waiver.
From the waiver details page, press the Make this Waiver Active button. You'll be prompted to confirm the choice.
The new waiver is now active!
After your new waiver is active, customers will be prompted to sign the new waiver. After signing a copy will be emailed to them. Learn more about how customers can sign a waiver.
To make an existing waiver the active waiver
From the list of waivers, click on the desired waiver.
From the waiver details page, press the Make this Waiver Active Again button. You'll be prompted to confirm the choice.
The existing waiver is now active!
How do my customers sign the waiver?