Managing Waivers

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Managing your Waivers can be done all in one place within Wodify Core! It is important to know how to navigate your Waivers, so you can locate, review, resend, or upload Waivers as needed! 

 

In this article, we will cover:

 

Reviewing Missing and Signed Waivers

  1. Go to Documents > Waivers
  2. Click on the Missing or Signed tab, to view a list of clients
  3. Review, re-send or upload any Waiver that has been assigned to a client
  4. If you need further assistance resending or uploading Waivers, continue to the next section
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Resending Missing Waiver Links/Uploading a Missing Waiver

Resending your Waiver Links

  1. Go to Documents > Waivers > Missing
  2. Locate the Waiver you would like to resend
  3. Click the Envelope Icon in the Send column 
    2021-04-26_18-33-49.png

 

Uploading a Missing Waiver

  1. Go to Documents > Waiver > Missing
  2. Locate the Waiver you would like to upload
  3. Select the Upload Icon in the Upload column
  4. Once selected, you will be prompted to upload a document
    2021-04-26_18-33-49.png

 

 

Filtering Unsigned or Missing Waivers

  1. Go to Documents > Waivers
  2. Navigate to Missing or Signed based on your needs
  3. Select Filter Waivers to apply one or multiple filters
    2021-04-26_18-36-33.png

Deleting Missing Waivers

You now have the option to delete any Missing Waivers in your account. There are two ways to delete waivers in Wodify.

Deleting Waivers from Missing Documents List:

  1. Go to Documents > Waivers
  2. Make sure you're on the Missing tab
  3. Select the Waiver (or Waivers) you'd like to delete
  4. Select the Trash Can Icon

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Deleting Waivers from a Client Profile: 

  1. Go to the Client Profile
  2. Select Documents
  3. Select Actions next to the Waiver you would like to Delete
  4. Select Delete

NOTE: After a Waiver is deleted, you will be able to see the date the Waiver was deleted, and the account that deleted the Waiver within the client profile



Exporting Waiver Information

  1. Go to Documents > Waivers
  2. Go to either Missing or Signed, depending on your needs
  3. Select the Waiver (or Waivers) you'd like to export
  4. Select the Download Icon
    2021-04-26_18-40-03.png

 

Converting a Signed Waiver to a Lead

If you have a Lead fill out a Waiver before creating a lead profile, you can easily convert their Waiver to a Lead profile. This will allow that Waiver to stay tied to the client, and the need to collect information from the Lead more than once. 

 

To Convert a Waiver to a Lead

  1. Go to Documents > Signed > Drop-In
  2. Locate the Drop-Ins Waiver and click the View Waiver icon to open the waiver
  3. Select Convert to Lead
    2021-04-26_18-43-22.png

Locating a Waiver from within a Client Profile

  1. Go to the Client Profile
  2. Select Documents tab
  3. Locate the Waiver for this client

 

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More Information:

TIP: Wodify Blueprint Course - Protect your business with contracts and waivers

If you need any additional assistance with Managing Waivers, feel free to reach out to us at support@wodify.com.

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