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!
From The Customer's Account Page
There are four different ways to either sign the waiver or notify the customer about the waiver. You can....
- Send an email reminder. Clicking this button will open the send email dialog box with a pre-populated message you can edit before sending. Included in the email will be a custom link to sign the waiver online.
- 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.
- Open the waiver for the customer to sign right now. What if the customer is standing right there? Click this button and a page will open with the waiver and the signature box.
- 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.
From The Customer's Logged In Account Page
If customer's have a login, and have not signed the active waiver, they can log into their account. When they do that they will see a prompt at the bottom of the page. For now, you cannot restrict any customer's actions based on whether or not they have a waiver.
This works great as the customer is prompted to sign without any intervention from you.
Auto Email After A Reservation
If a customer places a reservation and does not have the waiver signed, we will send them another 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.
From The Class Attendance Page
When you are marking attendance, we now show you if the customer has a signed waiver or not. If they don't (no checkmark) you can initiate the waiver signing process right there.
The customer can review and sign the waiver, and then you can return right to taking attendance.
How Do They Actually Sign??
At the bottom of the waiver signature page we show them a signature box. (Works great on a tablet!)
We also give them the option to use a 'pre defined' 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! 😀
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 Manage Waivers page (click on the active waiver.) Or you can mark multiple customers at once using the Bulk Action menu on the Customer list.
Choose the customers using the checkboxes, and click 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. We encourage you to keep copies of any original waivers you have until you transition completely to Punchpass.