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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.

 

Yes! Leads that come into to train just before class, can either sign a waiver directly on the Coachboard or you can also email them a waiver link to sign on their own device.

To have a Lead sign a Waiver on the Coachboard

  1. Click the Waiver header 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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Send a Waiver

  1. Click the Waiver head 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 'Send' to email the lead the waiver that they must sign


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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