Merging waivers in Clubworx is a great way to update and store your contact information all in the one place!

If you're new to waivers, you can have a look at this article which will show you how to set up your first one: Set Up a New Member Waiver.

Adding a new waiver to an existing contact stops new contact profiles being created when an existing contact signs a waiver and their e-mail address is already in your database.
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Merging a waiver will transfer the new waiver into the existing contact's profile and update the existing contact with any new information submitted on the waiver. 

If an existing contact signs a new waiver it will appear in "Pending review" and will have a "Merge" button beside it. 

When reviewing the waiver, you can click on "associate this waiver with a pre-existing contact" to see if there are any existing contact profiles for the member. You can also click through to the review panel and you will be alerted if the system detects the contact may be a duplicate (because the email already exists for a member in your Clubworx account)

Either option will take you to this screen: 

If you wish to transfer the waiver into the existing contact's profile, click the "Merge Waiver" option - otherwise, click cancel and continue the review process as usual.
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If the merge is successful you will be given this update at the top of your screen:

You will then need to go back to the "Pending Review" screen, and review the waiver as usual. If you accidentally merge a waiver you can simply click the "Undo" button.

Once you have approved the waiver you can find it under the "Waivers" tab in your contact's profile.

NOTE: If a prospect signs a new member waiver and the member waiver is merged to their profile they will be converted into a member and the signed waiver will be stored under their "Waivers" tab. 

Once a family waiver is signed, it will appear in "Pending review" and will have a "Merge" button beside it.

If you click the "merge" button, you will then be able to confirm the family members who will be updated/ merged. You can then use the drop down fields to choose the matching parents and dependants, and link them to existing contacts.

Note: If a new dependant is included on the waiver, you can also select "add as a new contact, dependant does not exist". This will link the child to the parent as a new contact within Clubworx.

When you select "Merge" at the bottom of the screen, you will then be taken to the "Review" section. If there is a membership plan on the waiver, it will be applied to all of the linked family members. On the same screen, you will also be able to set your payment date.

Once you approve the waiver, all linked members on the waiver will be updated.