Use online waivers in DojoExpert to collect signatures on coaching contracts, permissions, GDPR forms, or other documents.
Here's how it works:
- Create a waiver form with your text and optional fields for the signer to complete.
- You then invite your members to sign the waiver via email - they will get a link that they need to click
- Your members open the waiver link, read the document, complete the fields and click "sign"
- Clicking "sign" opens a window where they draw their signature with a mouse or a finger on a touchscreen
- After signing they can view the whole document (filled and signed). You can also send them an email confirmation with a link to the signed document.
Waivers require the Ultimate plan. If you use Basic or Pro, upgrade to Ultimate to access them. Go to "Members" - "Waivers", then add a waiver with a title and type. An editor opens where you can write the document.
There are 3 types of waivers - depending on who will sign them:
- Member type - for members
- Lead type - for leads
- General - for general use, without a link to a member or lead record
Member and Lead waivers can use merge fields to prefill details from existing records. General waivers support only "insert" fields, which the user completes.
There are two types of fields: "merge" fields insert existing member details from the database, such as name or address, while "insert" fields create empty inputs for the signer to complete. Example:
Merge fields use curly braces { and }, while insert fields use square brackets [ and ]. Click "insert fields (custom)" at the top of the page to create text, number, date, or list fields, just as you would create other custom fields in DojoExpert.
When members or leads open the link, merge fields show their details, while insert fields appear as inputs to complete:
After completing the fields, they click "sign" to draw their signature:
After submission, both you and the signer can view the completed, signed document:
You can send email confirmations to the signer and yourself. Depending on the waiver type, signers can be members, leads, or members of the public.
Click the "signed" count in the waiver table to see who has signed:
Member and lead profiles include a "Waivers" section listing signed and unsigned waivers:
Send invitations using the email feature. Insert {waiverX}, replacing X with the waiver ID. The code generates a unique link containing each member or lead's ID, which is why invitations must be sent through DojoExpert's email feature. To send an individual link another way, click "sign" in the member or lead profile and copy the URL from your browser. General waivers are not linked to member or lead records, so they use one link that you can share with everyone.
Use waivers with lead, class booking, or event registration forms
In lead, class booking, or event registration form settings, use "redirect to waiver" to send users to a waiver after submission. Available waivers depend on the form type. For example, a members-only booking form offers only Member waivers.
We hope you find this feature useful!