Waiver history

The waivers page is where signed liability forms live. Filter by name, contact, event, or booking date, open any waiver to see customer details, booking info, and custom field answers, and move or copy a waiver between bookings without re-signing. Walk-in waivers can be assigned to a booking after the fact, and a waiver on a booking can be cleared back to a walk-in.

Getting started

Navigate to Waivers > Waiver history from the sidebar to browse submitted waivers. Navigate to Waivers > Waiver settings to configure the templates customers fill in.

How it works

Every waiver a customer signs lands on this list. This includes walk-in waivers, which are signed with no reservation and show Walk-in in place of an event, with no booking day or time. The desktop view is a sortable table with one row per waiver; on mobile, the same data renders as cards optimized for thumb-scrolling. Filters along the top narrow the list down to who, when, or which event you're looking for.

Click any waiver to open the Waiver details drawer on the right. The drawer is organized into sections for the customer, the event, settings, the waiver record itself, and any custom field answers the customer submitted. Custom field answers can be copied as plain text or CSV in one click, which is handy for pasting marketing-attribution responses into a spreadsheet or sharing notes with a teammate.

If a waiver was signed against the wrong booking, you can Move it to the correct slot, or Copy it to a second slot when the same group is checking into multiple sessions. Both actions open a date navigator that lets you pick the destination booking without leaving the drawer.

A walk-in waiver has no booking, so its Event section shows Walk-in with an Assign to booking button in place of Move and Copy. Once assigned, it behaves like any other waiver on that booking. A waiver on a booking can also go the other way: Clear booking removes it from the booking and turns it into a walk-in.

Step-by-step guide

Browse waiver history

1. Open Waivers > Waiver history
2. The desktop table shows Name, Email, Phone, Event, Booking day, and Booking time
3. Walk-in waivers (signed with no reservation) show Walk-in in the Event column and leave the booking day and time blank
4. On mobile, each waiver becomes a card with the customer name, the booking time and date, the event thumbnail and name, and the customer's email
5. Inline badges flag special states: minor, not participating, a No booking badge (a waiver tied to an event but no specific slot), and a count of custom field responses (for example, "3 responses")
6. Click any row or card to open the waiver detail drawer

Filter signed waivers

Click any filter pill at the top of the list to open its popover. Six filters are available:

Type a value (or pick a range) and click Update to apply, or Reset to clear that single filter. Click Today's bookings for a one-tap filter to today's signers, the refresh icon at the top of the toolbar to clear every filter at once, and the page-size dropdown (5, 10, 25, or 50) at the bottom right to change rows per page.

Tip: Filter selections stay in the URL, so you can bookmark a filtered view (for example, "today's check-ins") or share it with a teammate.

Open a waiver and review the details

Click any waiver row or card to open the Waiver details drawer. The drawer is organized into sections:

Use the View details link in the Customer section header to jump to the customer profile, or in the Event section header to open the booking. If you have delete permission, scroll to the Delete section at the bottom of the drawer to remove the waiver.

Read the consent badges on a signed waiver

For non-minor waivers, the Waiver record section shows consent badges that summarize how the customer answered the email and photo consent checkboxes:

Each badge is color-coded: green when the customer is reachable by email or can be photographed (i.e., consent granted), red when they are not. Below each badge, the exact question wording the customer saw is shown in italics, so you always have an audit-ready record of what was asked.

Consent badges are hidden in two cases:

• The waiver was signed by a minor (minors don't have their own consent records; they sign under a parent's waiver)
• The consent field was disabled in waiver settings when the waiver was signed

Copy custom field answers

1. Open a waiver that has at least one custom field answer
2. In the Custom fields section header, click the Copy dropdown
3. Choose Copy as text for a human-readable list of label and response pairs, or Copy as CSV for a spreadsheet-ready row
4. The answers are placed on your clipboard and you can paste them anywhere

Move or copy a waiver to a different booking

1. Open the waiver detail drawer
2. In the Event section, click Move to change which booking the waiver is attached to, or Copy to attach the same waiver to a second booking (for example, when the same group checks into a back-to-back session)
3. Use the date navigator to pick a date
4. The bookings list shows every slot that day. Booked and completed slots appear by default; click Show [N] other slots to also see unbooked options
5. Click the destination slot, then click Copy waiver or Move waiver at the bottom
6. Click ← Back to waiver to return without changing anything

Assign a walk-in waiver to a booking

1. Open a walk-in waiver. Its Event section shows Walk-in
2. Click Assign to booking
3. The Assign waiver to booking picker opens on the day the waiver was signed. Use the date navigator to pick a different date if needed
4. The bookings list shows booked and completed slots by default; click Show [N] other slots to also see unbooked options
5. Click the booking, then click Assign waiver at the bottom
6. The waiver now shows the event, booking day, and booking time in the list, and appears on that booking

Tip: Pick Walk-in in the Event filter and click Today's bookings to see the walk-in waivers signed today that are still waiting to be assigned.

Clear a waiver from its booking

1. Open a waiver that is on a booking
2. In the Event section, click Clear booking
3. Confirm the Clear booking? prompt by clicking Clear booking, or click Cancel to leave the waiver where it is
4. The waiver is removed from the booking and shows Walk-in in the Event column

Toggle the "not participating" flag

1. Open a waiver
2. In the Settings section, toggle Not participating in the event on or off
3. The change saves immediately. Use this for guardians who signed for a minor without joining the activity themselves

Delete a waiver

1. Open the waiver detail drawer
2. Scroll to the Delete section at the bottom (only visible if you have the Delete waivers permission)
3. Click Delete, then click Delete waiver in the confirmation

Walk-in waivers can be deleted like any other. A waiver on a completed booking can't be deleted, so the Delete section doesn't appear for it.

Download waivers as CSV

1. From the list view, set any filters you want applied
2. Click the cloud-download icon at the top right of the filter bar (requires the Download data permission)
3. The current filter result is exported as CSV

Settings and options

Good to know

• The custom fields you see in the Custom fields section come from the Custom fields library in Settings > Custom fields. Attach them to a waiver template under Waivers > Waiver settings.
• Each waiver row shows a small "(N) responses" badge whenever the signer answered any custom fields on the waiver. The exact count tells you at a glance whether you'll find anything inside.
• The Move and Copy picker only shows bookings on the date you select. Use the date navigator to step forward or back without closing the drawer.
• Each waiver is assigned, moved, or cleared on its own. A minor's waiver does not follow the parent's, so a family attending different events can be placed on different bookings.
• Clear booking is not offered on a waiver whose event is completed, or on a waiver that staff created directly on a booking. Use Move to change the booking for those.
• Copy is not offered on walk-in waivers. Assign the walk-in to a booking first, then copy it.
• Assigning, moving, or clearing a waiver never changes the slot's status. An open slot with a waiver stays available (or call to book, blocked, or its custom status) and shows an orange N signed marker in the booking views.
• The same drawer opens from the Waivers tab of a customer profile and of the transaction details page, and waivers can also be opened from the booking drawer (under Linked items).
• For a bulk export with birthdays, a minor flag, the guardian's name and contact details, consent flags, and every other waiver detail as columns, build a Waivers report under Reporting and analytics > Reports. Its unfiltered row count matches this page's total across the groups you can access.
• Walk-in waivers (signed through the generic waiver with no reservation) appear in this list like any other. They show Walk-in in the Event column, have no booking day or time, and can be found with the Walk-in option in the Event filter. Set up the generic waiver in Waivers > Waiver settings.
• The empty state ("No waivers found") appears whenever the current filter set returns nothing. Click Clear filters in the empty state to reset the view.
• Waivers are on for every account. If the page shows "This feature is unavailable.", the account is on hold because its trial ended without a card on file. Click Go to billing if you have billing permission, or contact a site administrator.
• Every waiver on file counts toward usage, whether it was signed online or added by staff.
• Consent badges and the italic question wording shown in the Waiver record section are recorded at the time of signing. Changing your consent prompts later in Waiver settings does not rewrite past records.

FAQ

Q: Where do custom field answers come from on a waiver?

A: Custom fields are configured in your Settings > Custom fields library and attached to waiver templates under Waivers > Waiver settings. When a customer signs a waiver, their answers are saved with the waiver and appear in the Custom fields section of the detail drawer.

Q: Can I export all waivers with birthdates and see which records are minors?

A: Yes. Create a Waivers report in Reports and include the Birthday, Is minor, Guardian name, Guardian email, and Guardian phone columns. Each adult and each minor is its own row with its own birthday, and the report can be filtered to minors only, then downloaded as CSV.

Q: Can I export custom field answers across all my waivers at once?

A: Yes. Use the Custom fields report in Reports. The report includes a Source column so you can filter to just waiver responses, plus a Waiver ID column for tracing each answer back to the specific waiver.

Q: What's the difference between Move and Copy on a waiver?

A: Move detaches the waiver from its current booking and attaches it to a new one. Use it when the waiver was signed against the wrong slot. Copy keeps the original attachment and adds a second one, which is useful when the same group is checking into a back-to-back session.

Q: A group signed walk-in waivers, then booked. How do I attach their waivers to the booking?

A: Open each walk-in waiver, click Assign to booking in the Event section, pick the booking, and click Assign waiver. The picker opens on the day the waiver was signed, so the booking is usually on the first screen. If a waiver ends up on the wrong booking, use Move, or Clear booking to make it a walk-in again.

Q: Why is there no Clear booking button on this waiver?

A: Clear booking appears on waivers that are on a booking whose event is not completed. It is also not shown on waivers that staff created directly on a booking. Walk-in waivers show Assign to booking in its place.

Q: Can customers sign waivers on their phone?

A: Yes. All four waiver types (traditional, shareable, lookup, generic) are mobile-friendly. Customers can sign on any device with a web browser.

Q: How do I find walk-in waivers in the list?

A: Walk-in waivers show Walk-in in the Event column and have no booking day or time. To see only walk-ins, open the Event filter and pick the Walk-in option at the top, above the Events group. Walk-in waivers are collected through the generic waiver, which you set up in Waivers > Waiver settings.

Q: Are signed waivers legally binding?

A: Digital waivers capture the same information as paper waivers (name, signature, date). Consult your legal advisor for jurisdiction-specific requirements.

Q: Where do I set up and customize my waiver?

A: See the Waiver settings article for details on choosing a waiver type and configuring content, appearance, sections and fields, and embedding options.

Q: A consent badge says "opt-in: yes" but the customer told me they didn't want emails. What happened?

A: The badge reports the customer's literal answer to the prompt as it was configured at the time. If you are seeing opt-in: yes, the customer did check the box for opt-in (which means consent granted). If the customer says otherwise, double-check the wording shown in italics under the badge: that is exactly what they saw. They may have misread the prompt or thought "consent" meant something different. Update the wording in Waiver settings to be clearer for future signers.

Q: Why don't I see consent badges on this waiver?

A: Either the waiver was signed by a minor (minors don't have their own consent records), or the consent field was disabled in Waiver settings when this waiver was signed. The platform hides badges in both cases to avoid showing a misleading default.