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.

  • Name

  • 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.

  • Signature

• 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.

• Select Automation.

• Enable Auto processing for pending waivers and select to Automatically approve it.