Waivers will not replace the liability documentation required by your booking software but are an awesome tool that allows you to capture additional liability information from your contacts. This article will walk you through how to create and share waivers.
Create
You’ll find Waivers by navigating to Marketing > Waivers. You can create a new waiver by clicking on “create a new waiver” and naming it.
Standard Questions
The first step in setting up your waiver will be determining which information you want to collect from those filling it out.
First name, last name, and email are always required, but the rest is up to you!
If there is information you aren’t interested in including on your form, simply toggle the data point on or off using the “Include” button to the right.
Custom Questions
If you keep scrolling, you’ll see the option to include custom questions.
When you click “Add a Custom Question to this Form,” you’ll be prompted to select the type of answer you’ll be collecting for this question - Dropdown, Multi-Select Checkboxes, Text Input, or Rating.
Once you make your choice, you’ll see a space to type your question, as well as any response options if this is relevant to the answer type you selected.
Liability Waiver
This section is where you’ll type out or paste the terms and conditions of your waiver.
The information you include here is what clients will be agreeing to through their signature.
You can choose whether your clients will sign through a signature or a checkbox.
*Note: When a client submits a waiver, a PDF copy will be uploaded to their
contact profile under ‘Documents.
Call to Action Design
Here is where you’ll design your Call-to-Action button, or the button your customers will use to “submit” the waiver.
Button Text: choose what you’d like your “submit” button to say
Button Color: choose the color of your button
Once you are done with the above, click “Save” at the bottom to save your changes!
Publish
The last, and most important step in creating your waiver - publishing!
In the top-left, you’ll see a “Publish” button - click this to officially publish your waiver to the internet! *don’t worry...no one will have access to the waiver until it’s shared - more on this below!
Once published, you will see a new button available, "View Hosted Waiver." You can click this to see your waiver hosted on the internet!
*Note: If you make any changes to your waiver after it’s been published, you’ll need to save and re-publish.
Share
Now that your waiver is set up and published, you can collect some responses! Easily send your waiver out using the URL link populated by creating the form.
In the left-hand menu, navigate to Share > Page Design
At the top, you’ll see the URL where your waiver will be hosted on the internet - easily copy and paste this link into an email to be sent out
As you scroll down, you’ll see a preview of what your waiver will look like when published.
Once you have the URL, you can paste this into a scheduled email or auto-campaign text message, or even link to it on your website or social media.
Insights
Insights will show you who filled out your waiver, when, and what they answered to any custom questions!
To view a client's waiver, navigate to their Contact Profile in Xplor Growth and you will see it under their Documents.
Advanced Options
There are some awesome additional features you can turn on for your waiver!
Integration with Booking Software
You can choose to integrate your waiver with your booking software!
If you are a MarianaTek customer, head to this article to learn more about your integration and share your waivers here!
If you are a Mindbody customer, read on!
Choosing to integrate your waivers with Mindbody can be beneficial for a few reasons:
As long as someone is filling out the waiver using the same email address as the one in your booking software, Xplor Growth will communicate to the booking software that this contact has filled out the waiver.
A PDF of the completed waiver will be saved to their documents section in the contacts profile!
Something not working right? There are a few primary reasons that the waiver wasn't uploaded to your booking platform even though someone filled it out:
The client submitted the waiver under a different email address: For the waiver to transfer to the client's Mindbody documents, the client must use the same email address associated with their Mindbody account.
Integration with booking software was not checked off: In the waiver settings, navigate to advanced options > integration with booking software > and select YES.
Required fields do not match what is set in your booking platform: For a waiver to be successfully uploaded to the booking platform, the waiver needs to include all required fields set in the booking platform, and the client needs to fill out those fields. If any are left blank or not completed, a waiver will not be uploaded to the booking platform.
*Note: If someone has a waiver on file already: a copy will be uploaded in addition, the waiver itself will not be overwritten.
Redirection
Redirection allows you to send the client to another webpage after finishing the waiver instead of having a simple success message.
Yes, direct them: Select this option to redirect the client to another webpage! You’ll simply need to paste the URL in here.
No, do not send them to another page: Select this option if you want the client’s waiver submission to end with a success message. The default message is “You have completed your form!”
Notifications
You can set up notifications so you are alerted when a waiver is submitted.
Enter the email address you’d like these email alerts sent to
