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Waiver Management
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

Feature Update as of July 2024: Customers will receive an email in advance of their waivers expiring that includes a link to the Member App to sign.


Overview

If a customer has not signed a waiver or has an expired waiver and logs into their online account, they will be immediately prompted to sign a waiver for all family members on the account. Another option to have your customers sign their waivers is to use the Kiosk feature.

*Note that the Waiver you are setting up is for the entire company. The waiver system is not location specific.

Setup

To be able to access the waiver management tool, you will need to make sure the feature is turned on in the company settings page in the "Addons" section.

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Adding Waiver to System

In order to upload a waiver, you must have the "Legal Authorization" Role. Typically, only one person per facility needs to have this specific role.

  • Type in "Waiver Setup" in the global search box.

  • If you are only editing the waiver status to inactive or active or changing the time period for signing, you can select the most recent (Current) waiver in the list.

  • If you are needing to create a brand new waiver, you will need to press the "+" button to start from scratch.

  • Type a name for the Waiver which will be displayed to the customer.

  • Choose the time period for renewal.

  • If you have created any waivers in the past and would like the customers who have those waivers to still be acceptable, check the box "Prior Waivers Active".

  • Type in your employee password that you use to log into DaySmart Rec.

  • If it is the first time you are creating a waiver, you will see a Sample Waiver. Copy your new waiver text (Control C) and then highlight the text into DaySmart Rec and paste it in (Control V).

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  • Once you have uploaded your waiver, scroll back up and Hit the Save button.

  • Your waiver is now active and once a customer tries to log into their DaySmart Recreation Online account, they will be prompted to sign the waiver electronically.

Settings

In the settings section of the Waiver setup, there is a toggle to prompt the customers to confirm that they agree their waiver has been signed.

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A link to the customer's signed waiver will appear at the checkout screen on the Online Member App.

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Editing Existing Waivers

Current and non-current waivers can be modified. The pencil icon will take you into the "Edit Waiver" page. From there, you can change the Prompt to Sign Again duration or the Active status. You cannot change the waiver text itself in the edit mode. You have to either create a copy of an existing version or start a new waiver to modify the text.

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​Expired Waiver Reminder

Email reminders can be sent to customers reminding them to resign their waivers before they expire.

Click the arrow to learn more

Setup

  1. In the Company Settings section, under the "Customer Settings", there is a toggle to turn on "Waiver Reminders". This toggle is "off" by default.

  2. Once you have switched this to "on", you can select how many days ahead the email reminder should be sent to remind customers of their waiver expiring.

How It Looks

Example Email Sent to Customer:

Reporting

To view all of the customers in a given time period who have signed an online waiver or have added a Paper Waiver on their account, click the Reports button and then click All Reports. On the left hand side, select Customer and then "Waiver Report". You can also type in the global search box, "Waiver Report".

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Deleting Waiver Signatures

Users with the waiver management authorization will see a delete button next to a customer's waiver from their customer profile page. WARNING. This action cannot be undone!

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Standard Pricing Structure

Each contract varies, please refer to your contract if there are any questions.

Below is the breakdown of the costs per waiver:

Online Waiver : $0.15 (all adults must sign a waiver in order to sign for their child)

Minor waiver: $0.05

Paper waiver: $0.15

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