How Customer Waivers and Forms Work
- Jason Reel (Deactivated)
- Teresa Ledee (Deactivated)
The kiosk customer screen offers an option for users to see and sign any available form or waiver for a selected customer. The feature is intended to list all waivers associated with a single customer and sign any that are missing. This dialog is also used to see all outstanding waivers for all customers on a multi-member membership and to sign those waivers or forms.
Step-by-step guide
Open the forms and waivers window by selecting a customer and click the “clipboard” icon in the customer heading.
When the forms and waivers dialog opens users will see a list of the available forms or waivers the location has set up.
Each of the items will show a status indicating the signed status of each waiver for the selected customer.
When a customer has purchased anything requiring a waiver to attend their customer record will show a yellow notification and the customer status (in the heading) will show a yellow waiver icon.
Users can quickly select the customer status to see which waiver needs to be signed and then mark it as complete.
Mark a Waiver as Signed
When a waiver is being viewed (from the waivers list or the yellow customer status window) users can mark it signed by clicking the dark blue icon next to the waiver.
Once selected, the waiver icon will change to green (to show as pending) and users will need to enter the waiver reference number and define who signed the form (the customer or a guardian).
Save the changes by selecting the green sign icon and the waiver will save and the icon will change to show it has been signed.
When there is a waiver a customer has yet to sign (usually caused when required by a class they registered for) the customer record will have a yellow notification and the customer status icon can be selected to see and sign the required waiver(s).