This article will guide you through setting your club to require a waiver on a prospect or member's account.
Access Waiver Requirement Settings
1. Check In Web Kiosk: Navigate to Setup > General > Check In Web Kiosk > Kiosk Setup. Scroll to the setting Check for Waiver? and select Yes. Click Update Kiosk Setup Settings button to save your changes.
2. Custom Forms: Navigate to Setup > General > Custom Forms. Select from the following options:
- Required For All Leads
- Required For All Members - When selecting Yes, it will prompt a toggle to select Required For All Inactive Members
Identifying Prospects or Members Without Completed Waivers
1. Prospect Summary Page
Navigate to Prospects / Members > Select desired person. Clicking on their name from the lookup page will display the Summary page on the right side of the screen. Next to their name it will display a red X and their profile will show a red box. Hover over the red X to view which waivers they could be missing.
2. Bookings
Navigate to Bookings > Day List. From here, you can view all scheduled bookings for the day. In the list of customers booked at your club, you will see a No Waiver on File tag for service bookings and a pencil icon next to customers booked for a class.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
- Club Setup: Can access check in web kiosk setup