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Introduction

Waiver policies allow businesses to request customers to complete a waiver before their appointments. Once enabled, an email with instructions will be sent to clients after their first booking. Additionally, you can require a waiver for every booking to ensure compliance. Businesses can upload waiver documents in .PDF or .DOC format for clients to review and sign before confirming their appointment.
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Step 1

Click “Settings” in the side menu to access business management options.images/navigate-to-settings.png
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Step 2

Within Settings, go to the Business Policy section to manage waiver requirements.images/business-policiescopy.png
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Step 3

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Enable “Request a Waiver”

Under Waiver Policies, toggle on “Request a Waiver” to require clients to complete a waiver after their first booking. Once enabled, an automated email will be sent to clients with instructions on completing the waiver.images/request-a-waiver.png
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Step 4

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(Optional) Enable “Request a Waiver for Every Booking”

If you want clients to complete a waiver each time they book, toggle on “Request a Waiver for Every Booking” to enforce this requirement for all appointments.images/waiver-for-every-booking.png
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Step 5

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Upload Your Waiver Document

Upload your waiver as a .PDF or .DOC file, allowing clients to review and acknowledge the terms electronically before proceeding with their booking.images/upload-waiver.png

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Next Steps

Now that you’ve configured your waiver policies, the next step is managing account billing & services, where you can update your subscription, modify payment details, and access invoice history to keep your business operations running smoothly.
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