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Setting up liability waivers & consent forms

Create, manage, and customize the client consent and liability forms for clients to sign.

Updated over a month ago

1. Accessing Waiver Settings

Accessing Waiver Settings

  1. Log in to Porter using a browser.

  2. From the left-hand menu, click Waivers.

  3. If you don’t have a waiver yet, click Create a New Waiver. Otherwise, click the name of any existing waiver to edit it.


2. Configuring Your Waiver

Under each waiver, you’ll find multiple toggleable sections. Use the switch next to any section to turn it on (green) or off. Each section has its own customization options:

Toggle Sections Screenshot

  1. Static Liability Waiver: A standard document (usually a PDF) that clients must read and sign. Upload your own by clicking Upload Static Waiver.

  2. Acknowledgements: Checkboxes clients must mark to confirm they’ve read and accepted key points. Click Edit Acknowledgements to modify.

  3. Medical History: Collects and stores clients’ relevant medical conditions. Click Edit Medical History to customize.

  4. ID Upload(s): Clients can upload driver’s license, birth certificate, or parent/guardian ID. Click Edit ID Upload Settings to enable/disable options.

  5. Service Provider Section: Fields that the artist must complete after the client. Includes provider name, service description, ink lot/catalog number, and provider signature. Click Edit Provider Settings to customize.

  6. Address Collection: Enable this if required by your state or region to collect a client’s physical address.

When you're done, click Preview to see how it looks, then click Publish to make it live.

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