Waiver Policies
Learn how to request waivers from clients before their appointments, ensuring compliance and liability protection. Set up automated waiver requests and upload your waiver document easily.
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.
Step 2
Navigate to Business Policy
Within Settings, go to the Business Policy section to manage waiver requirements.
Step 3
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.
Step 4
(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.
Step 5
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.
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.