INTRODUCTION
Feature Summary: Signing Rules allow system users to control when and who is required to sign a waiver or membership agreement within the member portal. Without a signing rule in place, waivers and agreements will not appear for members to sign.
What Is a Signing Rule?
A signing rule is a configuration that triggers a waiver or membership agreement to be presented to a player based on specific conditions. System users create separate rules for waivers and/or for membership agreements, allowing for full control over how and when each document is shown.
Use Cases:
Require new members to sign a waiver upon account creation or first login.
Prompt existing members to re-sign an updated agreement.
Set different rules for specific membership types.
Ensure family members complete individual waivers.
PREREQUISITES
Enable the Waivers and Agreements add-on.
SETUP REQUIREMENTS
Navigate to SETTINGS > RESERVATION SETTINGS > Waivers & Agreements.
Click the Signing Rules tab.
Click the Create Signing Rule button.
On the new page, fill in the fields (see below).
When finished, click Save changes.
Fill in the Fields
Rule Name - Enter an easy-to-recognize name for this signing rule.
Is Active - This box is checked by default. Uncheck the box to disable this rule. this means this rule is "active" in the system and can be selected by system users.
Apply this Rule for Admins Only - Check this box to present the waiver only on the Admin side. The player will not see the waiver in the Member Portal.
Click the Rule Type field and select an option: Membership Agreement or General Liability Waiver. Based your selection, the screen will display different fields.
Membership Agreement - CourtReserve displays this agreement whenever a player purchases a new membership. This option displays four standard fields (see below).
The membership agreement rule applies to current and future members. If the organization creates a membership agreement signing rule, CourtReserve prompts players with an existing membership to sign the membership agreement after they log in to the member portal.
General Liability Waiver - This option displays four standard fields plus two additional ones: Waiver Presented On and Required for All Family Members (see below).
Standard Fields
Apply to Following Memberships - Click the field and select an option. The default setting applies to all membership types.
Apply this Rule to Following Waiver(s) / Agreement(s) - Click the field and select one or more options on the drop-down menu. The drop-down lists the options that appear on the Waivers & Agreements tab.
Agreement Period - Set the rule signing period. The options are: one time, every calendar year (this means January 1 of each year or the first time a player logs in after January 1), every time there is a new version (all players must sign the most recent version of the waiver/agreement), and every X months.
Instructions - Use this optional field to give members/players additional information.
General Liability Waiver Fields
Waiver Presented On - Select one option.
At the Time of Booking/Registration (Required) means the member must sign to complete a reservation on the member portal.
At the Time of Booking/Registration (Optional) means the member can sign when they make a member portal reservation or at a later date (e.g. when they check in).
Upon Login means the member must sign the waiver after logging into the member portal (if they have not already signed).
Required for All Family Members - By default, this setting is unchecked, meaning only one family member is required to sign the waiver.
To require each family member to sign individually, enable the Required for All Family Members setting. When this option is checked:
If Waiver Present On is set to Upon Login:
A Sign Waiver button will automatically appear next to any newly added children or non-spouse family members within the My Family table.If Waiver Present On is set to At the Time of Booking/Registration (Required):
The opportunity to sign the waiver will be presented during the registration or reservation process for that specific family member.
VIDEO TRAINING
Watch this video and learn how to set up waivers and membership agreements.