✅ When Scheduling an Appointment
Once you have a published waiver in your Porter account, every time you create a new appointment, you’ll see an option to handle the waiver:
On the appointment creation screen, look for the waiver handling section.
Select “Collect through Porter” to facilitate the waiver through our system.
⚠️ Important: If you don’t select “Collect through Porter,” a waiver will not be automatically tied to the appointment. If the waiver is properly linked, you’ll immediately see a waiver icon on the appointment as soon as it’s scheduled.
🛠️ Adding a Waiver After the Appointment Is Scheduled
If you forgot to tie a waiver during scheduling, you can still fix it:
Log in to app.getporter.io
Go to the Calendar and click on the appointment
Click the three dots (•••) in the top-right corner
Select “Request Waiver”
This will add a waiver to the appointment and notify the client.
Client Notification Timing:
If the appointment is within the next hour, the client receives a text immediately
If the appointment is more than an hour away, they will be notified 1 hour before the appointment