The online waiver is a liability release that all clients must agree to either upon registration or when booking your services for the first time. By default, the online waiver is disabled and empty.
Your clients (or their guardians) can sign the online waiver by writing their name in the signature box using a mouse or signature pad connected to your computer. To view our recommended signature pad, see Purchasing hardware from WellnessLiving.
If a client hasn’t signed the waiver and you have the Require clients to agree to the online waiver upon registration option set to ON, or if a client hasn’t signed a required contract, the client will be prompted to do so when they sign in to the Achieve Client App or Client Portal. The client must sign the document to continue using the app.
Alternatively, if you enable the Require clients to agree to the Liability Release only when booking services business policy, clients will be prompted to sign the waiver when they attempt to book a service and must sign the document before they can complete the booking.
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.
Enable and update the online waiver
To enable and update the online waiver, follow these steps:
Click the App Drawer button
then click View All > Setup > Business > Online Waiver.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.
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.
Under WAIVER INSTRUCTIONS, enter the title for the online waiver.
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.
Click SAVE.
View a client’s signed waiver
To view a client’s signed waiver, follow these steps:
On the Top Nav Bar, click the Search
button, enter the client’s information in the box, and click their name.On the side menu, click Documents.
On the Documents menu, click Waiver.