Setting up your online waiver

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.

Please be aware that WellnessLiving makes no claims pertaining to the effectiveness or enforcement of your online waiver. Consult a legal expert in your region for more information about the proper use of this feature and the rights of your business and your clients.

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 Web App. 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.

To learn how your clients can sign your online waiver, see Signing an online waiver.

In this article

To enable and update the online waiver:

1. 1. Click the App Drawer button .
   2. In the App Drawer, click View All.
   3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
   4. On the Setup menu, click Business.
   5. On the Business menu, click Online Waiver.
   6. Configure the online waiver:
      • To make it mandatory for clients to agree to the online waiver upon registration, set the Require clients to agree to the online waiver upon registration option to ON.
      • To make it mandatory for clients to agree to the online waiver when they’re booking services, set the Require clients to agree to the online waiver only when booking services option to ON.
        • This option won’t be available if you set the Require clients to agree to the online waiver upon registration option to ON.
   7. 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.
   8. Under WAIVER INSTRUCTIONS, enter the title for the online waiver.
   9. 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 the amount of variation across different waivers, a template is not provided. However, we recommend that you include the following topics: the waiver’s terms, cancellation policies, purchasing policies, your business’s terms and conditions, return and/or refund policies, and privacy policies.
   10. Click SAVE.

To view a client’s signed waiver:

1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
2. In the list of clients displayed, click the client’s name.
3. On the side menu, click Documents.
4. On the Documents menu, click Waiver.