> ## Documentation Index
> Fetch the complete documentation index at: https://guides.heyallset.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Steps>
  <Step title="Step 1">
    ## Navigate to Settings

    Click “[Settings](https://app.heyallset.com/settings)” in the side menu to access business management options.

    <img src="https://mintcdn.com/allset-4aec8bc0/fT23JsCqtNJF17Wp/images/navigate-to-settings.png?fit=max&auto=format&n=fT23JsCqtNJF17Wp&q=85&s=a7d5cb48760ae1ee5d3023198d35ef05" alt="images/navigate-to-settings.png" width="2576" height="1440" data-path="images/navigate-to-settings.png" />
  </Step>

  <Step title="Step 2">
    ## Navigate to Business Policy

    Within Settings, go to the Business Policy section to manage waiver requirements.

    <img src="https://mintcdn.com/allset-4aec8bc0/0jKEgzGspG6HGCv3/images/business-policiescopy.png?fit=max&auto=format&n=0jKEgzGspG6HGCv3&q=85&s=4fdc931c75294690d4895becea6f6c6d" alt="images/business-policiescopy.png" width="2576" height="1440" data-path="images/business-policiescopy.png" />
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/allset-4aec8bc0/fT23JsCqtNJF17Wp/images/request-a-waiver.png?fit=max&auto=format&n=fT23JsCqtNJF17Wp&q=85&s=5849a42c03d8f949082f4caf6b6f7150" alt="images/request-a-waiver.png" width="2576" height="1440" data-path="images/request-a-waiver.png" />
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/allset-4aec8bc0/4xoWTctKZxOsNJeY/images/waiver-for-every-booking.png?fit=max&auto=format&n=4xoWTctKZxOsNJeY&q=85&s=700ff4a04c90eed5c1b04c4ef550ba9d" alt="images/waiver-for-every-booking.png" width="2576" height="1440" data-path="images/waiver-for-every-booking.png" />
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/allset-4aec8bc0/4xoWTctKZxOsNJeY/images/upload-waiver.png?fit=max&auto=format&n=4xoWTctKZxOsNJeY&q=85&s=477013b15d394baefad6a2b28a9048db" alt="images/upload-waiver.png" width="2576" height="1440" data-path="images/upload-waiver.png" />
  </Step>
</Steps>

## 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.