Emailing Waivers

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After you have set up your waiver within Wodify, the next step is to understand how to send a waiver out to your clients.

 

In this article, we will cover:

 

Locating the Clipboard Icons

Locating the Clipboard Icons on both Wodify Admin (Core) or the Kiosk is going to make sending Waivers a whole lot easier. In this first section, we will be locating the Clipboard Icons

Clipboard Icon within Wodify Admin: 

The Clipboard Icon for Wodify Admin is located on the bottom left corner of your screen, next to your Profile Icon

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Clipboard Icon on the Kiosk

This Clipboard Icon on the Kiosk is located on the top right corner of the screen

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Sending a Waiver to a Lead or Non-Client

  1. Select the Clipboard Icon (If you need assistance locating this Icon, please refer to the previous section)
  2. Select Send A Waiver 
  3. Select the Waiver you would like to send
  4. Select Not a Member?
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  5. Enter the Clients email address and check whether or not you would also like the Client to be saved as a Lead in the system 
    • If you do not create them as a Lead now, you can always convert them to a Lead later. For steps on how to do this checkout Managing Waivers. 
  6. Select Send

Sending a Waiver to an Existing Client

  1. Select the Clipboard Icon
  2. Select Send a Wavier
  3. Select the Waiver you would like to send
  4. Select a Client
  5. Select Send

 

Locating and Using the Public Waiver Link

If you're having an event and you'd like to send an email or create a link on your website to a blank waiver document, you can copy the Public Waiver Link.

  1. In Wodify Admin, go to Documents > Waivers > Templates
  2. Select the Copy Link image located with the desired Waiver
  3. Share this link as needed
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IMPORTANT: Using the Public Waiver Link is the ONLY link that can be shared with multiple people. If a Waiver link is sent that is assigned to a specific email, the profile associated with that email will be overwritten.

 

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More Information:

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

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

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