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Can a Lead sign a waiver?

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Note: This feature is only available with Grow & Promote subscription plans. Learn more about our pricing tier options.

There are a few options you have dependant on if this Lead is in person, in contact via email, or visiting your website! 

 

In-Person Lead:

Via the Coachboard:

  1. Click the Waiver Icon in the Top Right Corner
  2. Choose 'Sign A Waiver'
  3. Select the waiver that you would like this lead to sign 
  4. If the Lead has a status of 'Trial' their name will be listed in the Athlete drop-down menu. Select the leads name from the list.
  5. Click 'Ok' to be taken into the waiver for the lead to complete

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Via Wodify Core:

  1. Click the Waiver Icon in the Bottom Left Corner
  2. Choose 'Sign A Waiver'
  3. Select the waiver that you would like this lead to sign 
  4. Select the 'Not a Member' Option
  5. Toggle 'Also Create as a Lead'
  6. Click 'Ok' to be taken into the waiver for the lead to complete

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In Contact via Email:

Via the Coachboard:

  1. Click the Waiver Icon in the Top Right Corner
  2. Choose 'Send a Waiver'
  3. Select the waiver that you would like this lead to sign 
  4. If the Lead has a status of 'Trial' their name will be listed in the Athlete drop-down menu. Select the leads name from the list.
  5. Click 'Ok' for an email including this Waiver to be sent to the Lead

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Via Wodify Core:

  1. Click the Waiver Icon in the Bottom Left Corner
  2. Choose the 'Send a Link' Tab
  3. Select the waiver that you would like this lead to sign 
  4. Select the 'Not a Member' Option
  5. Toggle 'Also Create as a Lead'
  6. Click 'Ok' for an email including this Waiver to be sent to the Lead

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Visiting Your Website:

Embed the Public Waiver Link to Your Website:

  1. Select Documents
  2. Select Waivers
  3. Select the Templates Tab
  4. Select the Permalink Icon for Public Link
  5. Embed in Website as you see fit

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Tip! Once the lead has signed this waiver it will be stored within their individual lead profile as well as within the 'Signed Waivers' tab. If the Lead converts to a paying member the signed waiver will convert with the new athlete.

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