If you require all of your clients to sign a waiver before attending class, this can be automated by using the "Re-opening Waiver" feature in Xplor Growth.
This feature is only available to Mariana Tek customers.
Integration and Required
Navigate to Marketing > Waivers > Select your waiver > Advanced Options to ensure your waiver is linked and marked as required. For more information on setting up your waiver, check out this article.
Don't want your waiver to be required for every client? Learn about creating custom, non-required waivers here.
Create an Email Template with your Waiver Link
Navigate to Marketing > Waivers > Select your waiver > View Hosted Waiver to open the waiver in a new tab. Leave this tab open.
In a second browser tab, navigate to Marketing > Marketing Calendar and click Create New > Scheduled Email > Full Design.
Call the email Waiver Template and schedule it for any time in the future (you won't actually send this email).
Choose any simple email template. Select Edit Details and enter the subject line as First Class Waiver, or Please sign our waiver, or whatever you would like this to say.
Ensure the Sending Address and From Name are your studio. Recipients can remain blank.
In the email body, enter the message below. You can adjust the content and subject to fit your studio's voice or add relevant details. Clients will get this email an hour before their first class if their waiver isn’t complete.
Hi [%first_name | there%],
We can't wait to welcome you to your class! To help speed up the check-in process, please click the button below to complete our digital waiver. Be sure to complete it with the same email address you used to book your reservation.
Have any questions? Feel free to hit reply, and we'll be happy to help you out!
- Team YOURSTUDIONAME
Add a button with the link to your waiver (tip: add this link to your Saved Links as you will use it again!)
Select Save and Exit > Save in progress. Send yourself a Test Email to verify the links > select Save as Template.
Name the template Waiver Email.
Click Create.
Activate the Re-opening Waiver feature to auto-send your waivers
Navigate to Automation > Livestream Manager > Re-opening Waiver. Click Yes, send an email. Select the template you just created in Step 2. Click Save.
If you edit or replace the waiver email template after enabling the Re-opening Waiver, return to the Livestream Manager to resave or select the updated template.
Click Set Up on the left-hand side. Check, Send an hour before class as seen below.
When using the Re-opening Waiver, only select Send an Hour Before Class, not Send an Email. Choosing both sends the waiver email regardless of signature status.
Avoid adding an SMS template to the 1-hour reminder, or it will block the waiver email.
Lastly, click Class Schedule on the left-hand side and click Turn on for My Account to activate the feature.
With the Re-opening waiver feature enabled, anyone registered for the classes who has not filled out the required waiver will receive an email an hour before class to fill out the waiver.