Creating Waivers in WaiverForever
This article explains how to create waivers in WaiverForever.
To learn how more about our WaiverForever integration, go to: WaiverForever Integration
Creating the Waiver
In WaiverForever, go to the Waiver Templates screen.
Use the Add New Template button.
Select Create a Blank template. Note: If you have an existing form, upload it in PDF format.
Use the pencil icon to update the Waiver form title as well as the text.
Make sure to add the following required fields. Make sure the "This is an optional field" box is unchecked.
Email address and/or phone number - When clients complete the waiver, it’s important that they use the email address or phone number that’s on file within Mangomint to successfully sync.
Once done, select the Save and Publish button.
Enabling Auto-accept on waivers
You will need to auto-accept waivers to automatically sync to client profiles in Mangomint for clients that have email addresses or phone numbers that match on file.
On the Waiver Templates screen, select the waiver you just created.
Select Template Settings.
Enable Auto processing for pending waivers and select to Automatically approve it.