Waivers are an excellent tool that allows you to capture additional liability information and manage signed agreements from your contacts. This article will walk you through how to create and share waivers.
These instructions are tailored for single-location studios. If you have multiple locations, please see HQ Waivers for Mariana Tek Clients.
Create your Waiver
Navigate to Marketing > Waivers > Create a new waiver.
Standard Questions
The first step in setting up your waiver is choosing what information to collect.
First name, last name, and email are always required. All other fields are optional but can be set to required.
To customize, use the Include toggle next to each field to turn it on or off.
Custom Questions
You can include custom questions on your waiver to collect additional information from clients, such as health concerns, injuries, or exercise limitations.
Select Add a Custom Question to this Form.
Choose the answer type:
Dropdown: clients select one option from a list
Multi-Select Checkboxes: clients can select multiple options
Text Input: clients enter a free-text response
Rating – clients choose from a scale you define
Enter your question in the text field provided.
Liability Waiver
This section is where you enter the terms and conditions of your waiver. Clients will be required to review and agree to these terms before signing.
Type or paste your waiver text into the Liability Waiver field.
Choose how clients will confirm their agreement:
Signature – clients sign electronically
Checkbox – clients check a box to indicate agreement
When a client submits a waiver, a PDF copy is automatically stored in their contact profile under Documents.
Click Save at the bottom of the section to apply your changes.
We recommend using your legal counsel to craft your liability waiver. If you do not have legal counsel, Shopify provides a free template generator.
Design your call-to-action button
The call-to-action button is what clients use to submit the waiver.
Enter your preferred Button Text (for example: “I Agree” or “Submit”).
Select your Button Color to match your branding.
Click Save at the bottom of the section to apply your changes.
Publish
Your waiver won’t be available to clients until it is published and shared.
In the top-right corner, click Publish.
After publishing, a View Hosted Waiver button will appear in the top-right corner. Select this to preview your waiver as it will appear to clients.
If you make any changes to your waiver after it’s been published, you’ll need to save and re-publish.
Link your Waiver to Mariana Tek
In the left-hand navigation, go to Advanced Options.
Under Link this waiver to a Mariana Tek Waiver, select Create a new one.
Enter a Waiver Name. This name will display in the client’s Mariana Tek User Profile.
(Optional) To require every attendee to sign this waiver, check Make this waiver required. Leave it unchecked if the waiver is optional.
For multi-location studios, if marked as required, it will apply to all locations even if it has not been synced to them.
Click Create and Link to finish setup.
Updating Contact fields
If you want contact information updated in Mariana Tek based on what is filled out in the waiver, select Yes, update them. This will only update a contact in Mariana Tek; it will not create a new one.
Step 3: Share your Waiver
To collect responses:
Use Livestream Manager to automatically send the waiver to new clients via email one hour before their first class
Add the waiver URL to your relevant Transactional Emails, specifically "New Registration"
Set up an Automation to automatically send the waiver to new clients via email/ SMS the day before their first class
Need help setting up your Waiver or Automation? Contact our Support team.
Advanced Options
There are some additional features you can turn on for your waiver.
Redirection
Redirection allows you to send the client to another webpage after finishing the waiver instead of a simple success message.
Yes, direct them: Select this option to redirect the client to another webpage!
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 to alert you when a waiver is submitted. Enter the email address you’d like these email alerts sent to.
Inactive and Not Required
If a waiver needs to be made inactive/disabled or not required, contact Mariana Tek support by having a studio admin or owner email [email protected] with the waiver name and the requested status change.
Deleting the waiver will not turn off the required status in Mariana Tek.