You don’t always need to manually send a waiver for customers to sign. Here’s how you can handle it automatically or manually.

Option 1: Automatically Send a Waiver (Online Booking)

When a customer signs up for online booking and books an appointment, they are automatically asked to sign the waiver. There’s no need for extra steps on your part.

Option 2: Invite a Customer to Sign the Waiver Manually

If the customer hasn’t signed up or you want to manually send the waiver, you can invite them to your portal.

  1. Search for and go to the Customer Profile
    Locate the customer in your system.

  2. Click on “Invite to Portal”
    This sends them an invitation to sign up and sign the waiver.

  3. If You Don’t See the “Invite to Portal” Option
    This means the customer has already signed up. You can access their portal profile by doing the following:

    • Click on the Three Dots (More Options)
    • Click on “Linked Online Portal Profile” to view their profile and see if the waiver has been signed.

Option 3: Have the Client Sign the Waiver in Person

If the client is present with you, you can directly have them sign the waiver.

  1. Search for and Go to the Customer Profile
    Find the customer’s profile in your system.

  2. Click on “Waiver Not Signed”
    This allows you to present the waiver to the customer for signing.