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How to Copy Waiver Questionnaire Answers to a Contact Profile
How to Copy Waiver Questionnaire Answers to a Contact Profile

When using waivers to collect answers in the questionnaire field, you can now see the answers on the general contact profile page!

Updated over 6 months ago

Clubworx now allows users to quickly copy answers from waiver questionnaires to your contacts' profiles!

If you need a refresher on where waivers are and what they do, you can check out THIS article.

The questionnaire section of the waiver is a great way to collect extra information about your contacts, such as their preferred billing day, what their interests are, if they've had previous experience, or any other info you might want to ask.

When you're creating a waiver or if you have an existing waiver, just head to the questionnaire section and create your questions.

How do I do it?

You can choose to make the questions required fields by selecting the "enabled" or "required" boxes. If the question is selected as "required", this means they will not be able to submit the waiver without answering that question. Please note the enabled and required field both need to be selected for a question to be 'required'.

You can also choose if the new answers will overwrite previous answers in the case of a blank answer. If this box is ticked, it means that if someone has previously answered a question but did not answer it in an updated waiver, the previous saved answer would be updated to blank.

There is also a box that will ask if you want to "copy answers to contact record" and you can choose from the below options that appear in the drop down:

  • "Never" (no);

  • "For primary signee only" (only the first person on the waiver)

  • "For all signees" (For the person signing the waiver and any additional dependents/children on the waiver)

If you choose either "for primary signee only" or "for all signees" then when the contact signs the waiver, it will show in the profile (of either only the signee - or all contacts on the waiver - depending on the settings).

You will find this toward the bottom of the contact profile:

For any questionnaire field that is set to save against a contact, these will appear in the "Waiver Answers" section. This means that even if contacts have not signed a waiver yet, they will have this section.


Please be aware that the questionnaire section is for collecting general information. It is advised that you refer to applicable geographical laws regarding data collection/storage while designing waivers for your business.

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