Getting Started
Navigate to Waivers > Manage Waivers in the side navigation.
New waiver: Click the blue New Waiver button in the top right corner.
Existing waiver: Locate the waiver from the list in the table and select the hyperlinked waiver name to open it.
Waiver Settings
Waiver Name: Enter a name that clearly identifies the waiver to both staff and guests.
Active: Check this box to enable the waiver. If unchecked, the waiver will not be visible on the waiver station.
Valid Start Date: This is the date the waiver will begin appearing on your waiver station.
Valid End Date: This is the date the waiver should stop being available on your waiver station.
Third Party ID (optional): If your waiver is not associated with a third party, this field can be left blank.
Waiver Email
Send completed waiver to customer or guardian: Check this box if you'd like the customer or guardian to receive a copy of the completed waiver by email. If enabled, you will need to complete these three additional fields:
Completed Subject: The subject line of the email.
Completed From: The name displayed to the customer as the sender. Note that all emails will be sent from an EDGEauditor email address regardless of what is entered here.
Completed Waiver Message: The body text of the email sent to the customer.
Additional Settings
Image: Upload an image file to display on the waiver selection page.
Packages: If the waiver should be added to a package, you can select the package to link it to here.
Stations: Select which waiver station(s) this waiver should be available on.
Building Waiver Sections
Under Sections, the final Participant and Guardian sections have already been added for you that. To get started adding your first section, select the 'Add Section' button.
NOTES:
As Participant and Guardian sections are mandatory, only the content section can be modified
The Guardian section will only appear when the waiver is being completed on behalf of a minor, or if your waiver section has been configured to always require a guardian signature regardless of the participant's age.
All other sections can be individually configured:
Order: Use the 'grip' icons next to the section name to move the section to a different place in the waiver.
Content: The body text of the waiver section; use the content editor to format your text as needed.
Action Required: This determines to determine whether the customer must take an action on this section.The options are Initial, Sign or None.
Action Position: Determines where the initials or signature field appears on the page.
View Option: Set to Joined to display this section on the same page as the previous one, or Solo to give it its own dedicated page.
Remove Section: Select the delete icon to remove an entire section
Collapse a Section: Select the minus ("-") icon to collapse a section entirely. Select it again to expand it.
Add Section: Select this each time you need to add a new section to your waiver.
Saving a Waiver
Once you have added all information for your waiver, select the green Save Waiver button at the bottom of the open panel to create your waiver. If you need to make changes, just select the hyperlinked waiver name from the list to open it.