This article will guide you through the different ways to locate and review required waivers on a prospect or member's account in ClubReady.
Content:
Before You Begin
Make sure you have the following before getting started:
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Permissions required:
- Prospect Management - Can Access Prospects
- Member Management: General - Can Access Member Options
How to View Required Waivers
Required waivers can be accessed from four locations in ClubReady:
Option 1 — Client Forms Tab: Navigate to Prospects or Members, search for and select the desired client. Click the Forms tab above the client's name.
This tab displays all waivers set as required by the studio. The status of each waiver is indicated as follows:
- Red X — The waiver has not yet been completed by the client.
- Green Check Mark — The waiver has been completed, along with the date it was signed.
If a waiver is tied to a presentation, a hyperlink will be available for staff to open the waiver directly for the client to sign.
Option 2 — Client Profile: Hover over the red X next to the client's name on their profile. A waiver list will appear with an indicator showing whether each required waiver has been signed.
Option 3 — All Detail Page: Navigate to the client's profile and click the ALL DETAIL icon. Go to General > Forms to view the required waivers and their completion status.
Option 4 — Schedule View: Navigate to Bookings > List to view all scheduled bookings for the day. In the list of clients booked at your club:
- A No Waiver on File tag will appear next to clients with service bookings who have not completed their waiver.
- A pencil icon will appear next to clients booked for a class who have a waiver outstanding.
Frequently Asked Questions
Q: How do I send a waiver to a client who has not yet completed it?
A: You can send the waiver link via SMS or email through the client's WORK IT panel. Refer to the How-to: Send a Waiver article for step-by-step guidance.
Q: Can a staff member complete a waiver on behalf of a client?
A: If the waiver is tied to a presentation, a hyperlink will be available on the Forms tab for staff to open the waiver directly so the client can sign it.
Q: Can I see outstanding waivers for multiple clients at once?
A: Yes. The Schedule View under Bookings > List provides a quick overview of all clients with outstanding waivers for the day, flagged with a No Waiver on File tag for service bookings or a pencil icon for class bookings.