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:

 

Sending from Quick Nav

Find the Send Waiver button in the quick navigation menu and click on it. If you do not have access to this button, click on your profile picture to add the Send Waiver button to the quick navigation menu. 

send waiver quick nav.png

 

If you are sending a waiver to a New Lead or Drop-In:

  1. Click +Add a new lead or drop-in 
  2. Enter the email 
  3. Click Sendquick nav waiver 1.png

If you are sending a waiver to a New Lead or Drop-In:

  1. Search for them in the search bar 
  2. Ensure their name appears on the list 
  3. Click Sendquick nav 2.png

Sending Unsigned Waivers in Bulk

You have the ability to mass send out Waivers that have not been signed by Clients and/or Leads. 

  1. Click Legal > Waivers
  2. Next to the Waiver Template Name select the three dots > Send Waiver > Bulk send this waiver sendwaivers.jpgbulk.jpg
  3. There you can select to send to Clients or Leads that have not signed the selected Waiver > then Send  
    • When selecting Clients it will send to those who have access to the Programs or Services that the unsigned waiver applies
    • When choosing Leads it will send it to those in the New, Contacted, and Free Trial statuses who have not signed the waiver sendleads.jpg

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 Legal > Waivers
  2. Select the Copy Link icon
    2022-06-16_09-56-00.png

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 or via Priority Live Chat in your admin account (Promote only).

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