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Set up and manage an online waiver

Updated over a week ago

The online waiver is a liability release that all clients must agree to when registering or booking services for the first time.. By default, the online waiver is disabled and blank.

Your clients (or their guardians) can sign the online waiver using a mouse or signature pad at your location. To view our recommended signature pad, see Purchasing hardware from WellnessLiving.

Clients will be prompted and must sign the online waiver to access the Achieve Client App or Client Portal when required at registration. When required at booking, clients must sign before completing a service booking.

Enterprise businesses can set up a single waiver, managed from Headquarters that applies to all locations, ensuring a smoother experience for clients who travel between locations and helping to streamline waiver management for staff members. To enable or disable this option, contact WellnessLiving support at [email protected]. Enabling this option will require all clients at all locations to agree to the waiver.

Key tips before you begin

  • If you update your online waiver, all clients that previously accepted your online waiver will be prompted to accept the updated version.

  • Waivers and contracts that have been signed by a client can’t be deleted from their profile.

Enable and update the online waiver

To enable and update the online waiver, follow these steps:

  1. Click the App Drawer button then click View All > Setup > Business > Online Waiver.

  2. Select one of the following online waiver options:

    • Require clients to agree to the online waiver upon registration – Makes the online waiver mandatory for clients to complete when they register.

    • Require clients to agree to the online waiver only when booking services – Makes the online waiver mandatory for clients to complete when they book a service.

  3. To allow the online waiver to be signed by clients on behalf of minors they are related to, set the Clients can sign the waiver on behalf of any minor X years old or younger linked to their account as a relationship option to ON and select the maximum age for a minor.

  4. Under WAIVER INSTRUCTIONS, enter the title for the online waiver.

  5. Under WAIVER CONTENT, in the text box, enter the content for the online waiver. You can format the text using the text editor’s functions or by using manual HTML formatting. To switch to the HTML editor, click the Source code button.

    • Waivers can use the following text variables to populate specific information in each waiver

      • [BusinessName] – Displays the business name, as input under Setup > Business > General Information.

      • [FullName] – Displays the first and last name of the client agreeing to the waiver.

      • [MinorsName] – Displays the first and last name of each minor for whom the waiver is being signed.

    • Due to how different each business’s waiver can be, we don't have a one-size-fits-all template available. However, we recommend that you include the following topics in your waiver:

      • The waiver’s terms

      • Your business’s terms and conditions

      • Cancellation policies

      • Purchasing policies

      • Return and/or refund policies

      • Privacy policies.

  6. Click SAVE.

View a client’s signed waiver

To view a client’s signed waiver, follow these steps:

  1. On the Top Nav Bar, click the Search button, enter the client’s information in the box, and click their name.

  2. On the side menu, click Documents.

  3. On the Documents menu, click Waiver.

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