Waivers are attached to the customer, on the Waivers tab of the profile. This article covers collecting and reading them. Creating the templates themselves is covered in Create a waiver template.
Four ways to get a waiver signed
Open the customer's Waivers tab and press Request waiver. Choose the template, then one of:
- Send signing link: the customer receives an email with a link, if they have an email address, and signs on their phone. The status becomes Link sent. Open the record to Copy link or Resend email, and to see when the link expires.
- Photograph signed copy: photograph a paper form page by page, up to 8 pages and 5 MB in total.
- Upload signed copy: upload a scanned PDF, JPG, PNG or WebP of up to 5 MB.
- Confirm signed in person: record that the customer signed on paper at the counter, without a file.
The options depend on your permissions, so your team may see fewer than four. A record whose link is still active offers no paper options, so press Request waiver again to record a paper copy. See Request a waiver signature for what Resend email does to that record.
Reading a signed record
Click a row on the Waivers tab to open the record. A signed one shows how, when and by whom it was signed or recorded, and any expiry date; see The Waivers tab on a customer profile.
Medical questionnaires
A template marked as medical adds the diver medical questionnaire to the signing page. Any "Yes" answer stops the online signature, and the customer is told to bring a physician's clearance instead.
Expiry and the header status
A waiver's validity comes from its template: a number of days, or never. To renew one, press Request waiver and pick the same template.
The Waivers stat in the customer header only looks at templates Required for everyone, in one of four statuses:
| Status | Meaning |
|---|---|
| All signed | Every template required for everyone has a valid signature |
| Expired | A template required for everyone has no valid signature but an expired record |
| Missing | A template required for everyone has no signature, or only an open request |
| Checked per trip | No template is required for everyone, but some are required for fun dives only or for courses only |
| None on file | No template is required at all and the customer has no waivers on file |
Expired wins when one required template has expired and another is missing. When no template is required for everyone but some are required for fun dives only or for courses only, the header shows Checked per trip whatever the customer signed. When no template is required at all, any valid signature shows All signed, otherwise an expired record shows Expired, otherwise Missing.
Waivers required only for fun dives or courses, a course's additional waivers and a group's extra waivers depend on the trip, so the header never judges them. The dashboard and each boat trip check every diver against their own waivers; see Waiver expiry, renewal and checks.
The archive
Documents in the sidebar lists the waiver records of all your customers; see The documents archive.
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