Creating Waivers

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Wodify makes it easy to create a digital waiver that can be used to help protect your business and clients. When your waiver is published, you will be able to automatically generate a waiver for existing clients, send waivers to new clients, and seamlessly capture leads and drop-ins information.

 

Important: Waivers are assigned to clients based on their membership's program access.

 

To create a new waiver:

  1. Go to Wodify Admin > Documents > Waivers
  2. Click Templates > New Waiver
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  3. Fill out the Waiver information: complete all required fields and choose the information that you would like to make mandatory for the Clients.
    • Waiver Name - Provide a title for this document.

    • Who needs to sign this waiver? -  Select Everyone or Only people with access to specific programs/services. If you select the second option, you'll be able to then select the specific program and service. 
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    • Information to Collect - here you can choose to also collect a new client's Phone Number and Emergency Contact Name & Phone Number. 
    • Questionnaire - Add any questions you'd like to have Clients answer when they complete their waiver.  Once a question is added, you can choose to make it be required, or optional. 
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    • Waiver Terms - Paste or type the terms of your waiver into the available text box and add this  [initial] placeholder text after any section for which you would like the Client to initial.
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    • Waiver Email - view and edit the waiver Email Subject and email body. This email will be sent to Clients notifying them that they have a waiver to sign.
      Do not remove the [waiverlink] placeholder. A unique link is created for each client.

  4. Lastly, save the waiver as Published or Draft.
    • Select Draft if you do not want your Clients to have the ability to sign this Waiver.
    • Select Published if you do want clients to sign the waiver.
  5. Click Save

NOTE:  If you edit this waiver after it has been signed it will also prompt you to re-send the updated waiver to those clients who have signed the original. 

 

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More Information:

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

If you need any additional assistance with Creating Waivers, feel free to reach out to us at support@wodify.comor via Priority Live Chat in your admin account (Promote only).

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