When you sign up for a 30-day free trial with Smartwaiver, the first thing we hope you’ll notice is that we’re here to help! Immediately after you choose your username, we'll prompt you to send us your waiver so we can quickly convert it into a digital smart waiver (usually done on the same business day).
The second thing we hope you'll notice is that you have the flexibility to make changes to that new smart waiver whenever you'd like. Below are 10 default settings that we don't touch when we create your first smart waiver, but that you may want to alter to match your business's workflow.
ON YOUR SMART WAIVER
1) Your Business Logo:
Default: Unless you specifically ask us to add your logo to your smart waiver, we’ll leave this blank.
Alternative: You can upload a JPG version of your logo to the header of your smart waiver.
To Change: From the Waiver Editor, go to: Header → Upload Your Logo
2) Participants Label
Default: Most businesses refer to customers signing their waiver as “participants”, so that’s the default descriptor that we use.
Alternative: You can label your customers however you’d like on the waiver (e.g: Jumpers, Surfers, Climbers, Racers, etc.).
To Change: From the Waiver Editor, go to: Participant Info → Participant Labels
3) Email Verification
Default: When a smart waiver is completed online, an email is sent to the participant asking them to verify their email address.
Alternative: If you'd rather not have participants verify their email address, you can disable this feature.
To Change: From the Waiver Editor, go to: Options → Emails → Uncheck the box (More)
4) Opt-in to Email Offers
Default: Most businesses like to capture their participants’ email address so an ‘Opt-in’ email address field is presented on your smart waiver by default.
Alternative: If you don’t want to display an “Opt-in” email field, you can disable this feature.
To Change: From the Waiver Editor, go to: Options → Emails → Uncheck the box
5) Email Field on a Kiosk Waiver:
Default: For waivers completed on a Kiosk at your location, the email field is presented (but not required)
Alternative: If you don’t want to display an email field on the Kiosk version of your waiver, you can remove it.
To Change: From the Waiver Editor, go to: Options → Kiosk → Uncheck the box
6) Background Colors:
Default: All waivers are built with a white background and grey borders.
Alternative: You can customize your waiver by choosing a preset color template or use whatever colors you’d like to match your brand.
To Change: From the Waiver Editor, go to: Colors → Choose a palate
WAIVER CONSOLE SETTINGS:
7) Expired Waivers:
Smartwaiver gives you the ability to specify when your signed waivers expire (if ever).
Default: An expiration date is not set on the smart waiver we convert.
Alternative: You can change your settings so that customer submitted waivers expire after a certain amount of time (from 1 month to 10 years) as well as from a specific date. When you set waivers to Expire those waivers will appear in your Waiver Console crossed out after the specified time.
To Change: Go to: Account Settings → Waiver Console → Waiver Console Settings → Choose the time period (More)
Default: All signed waivers displayed in your Waiver Console show the time they were submitted as Central Time.
Alternative: Choose from ANY time zone in the world.
To Change: Go to: Account Settings → Waiver Console → Waiver Console Settings → Choose your timezone
(Note: times will only change in the Waiver Console. All times are recorded in UTC on the signed PDF waiver)
The check-in tool is designed for businesses that need a quick and easy way to know how many customers are participating in their activities on a daily basis.
Default: Participants automatically show as “checked-in” when they sign from a Kiosk.
Alternative: If you’d rather manually check-in participants that sign from a Kiosk, (or not check them in at all) you can disable this feature.
To Change: Go to: Account Settings → Waiver Console → Waiver Console Settings → Uncheck the box (More)
ON THE APP
10) Kiosk App:
If you’re using the Smartwaiver Kiosk app, Auto Photo Capture allows you to take pictures of the participant signing the waiver which automatically gets attached to the PDF.
Default: Auto Photo Capture is set to ‘Off’ when you first log in to the app.
Alternative: Enable the Auto Photo Capture feature to 'On'.
To Change: When you launch the app, touch Settings → Turn Auto Photo Capture to 'On'.
These are just some of the customizable settings in Smartwaiver. If there's something else you need to change and you're not sure how to do it, just let us know!
We’re excited to be exhibiting at the 4th annual International Association of Trampoline Parks Conference in Nashville, Tennessee this year. Since 2013, Smartwaiver has been a proud IATP member and are happy to support their mission. We're looking forward to reconnecting (in person) with our incredible trampoline park customers and industry leaders in just a few short weeks!
If you're in the area September 13-15, please stop by booth #49 to say hello!
One of the many benefits of using digital smart waivers is being able to show your customers that you're no longer operating in the past (using paper) and that you're hip to the ways of the future (going digital). Hand your customers a clipboard, paper and pen - you get funny looks and sneers. Direct them to a slick, modern, dedicated digital waiver signing station - you get approving nods and smiles (or at least not funny looks).
When you’re ready to set up your digital waiver Kiosk, Smartwaiver has a free app to use with either an iPad or Nexus tablet. The app locks down the dedicated device so your customers can only access the waiver you want them to sign. Cover up the home button with a beautiful enclosure and you're all set!
But what if you don't have an iPad or Nexus device and new hardware just isn't in the budget this year? No problem. You can still use Smartwaiver as a Kiosk - simply fire up that old, trusty laptop or computer that's been collecting dust in the storage room and use your waiver in a web browser.
Each time you create a new digital smart waiver in your account, two versions of the same waiver are created: (1) Web Version and (2) Kiosk Version. The only difference between the two is:
The Web Version: (placed on your website, or as a link in your emails)
The Kiosk Version: (used at your location)
When you download the free app on an iPad or Nexus tablet, the Kiosk Version will automatically be displayed when you log in with your Username and Password.
When you use a computer (without the app), you need to copy/paste the Kiosk Version URL into the address bar of the browser.
How to Get Your Kiosk Version URL
Because you’re not using the app, your computer will not automatically be locked down. We therefore recommend using a nifty third party Google Chrome Kiosk extension.
This extension will completely lock down your machine and actually require you to restart the computer in order to exit the waiver. The extension also disables your device’s sleep mode so the waiver will always appear on the screen.
Simply open up the extension settings and enter your Kiosk Version URL:
That's it! You now have a Smartwaiver Kiosk running on your laptop or computer.
As always, let us know if you need any help setting things up or if you have any questions at all.
Important to note: Smartwaiver's patent-pending Auto Photo Capture feature will only work when using the Kiosk app on a tablet.
One of the best aspects of working at Smartwaiver is getting to know the thousands of incredible businesses and organizations that use our software. A majority of our customers are passionate, high energy, "make-it-happen" type of people that inspire us each and every day.
One such inspiring Smartwaiver customer is Team Rubicon, a non-profit organization that unites the skills and experiences of military veterans with first responders to rapidly deploy emergency response teams. Since 2010 Team Rubicon goes where they’re needed most - natural disaster areas. They’ve travelled all over the world to assist communities that have been affected by natural, calamitous events. One of their recent operations was in Smartwaiver’s home state of Oregon where they responded to massive flooding that forced many residents to evacuate their homes.
We love working with Team Rubicon and are extremely thankful for the good work they do.
We caught up with Pat Ross, Deputy Director of Membership to talk about their waiver signing process and how Smartwaiver helps to streamline that work. With 400 volunteer leaders and over 35,000 volunteers (and growing) using paper waivers in the field was not a viable option. Pat recalls what it was like prior to using Smartwaiver:
“Our team leaders would burn through ink cartridges and boxes of printer paper trying to keep up with the rapid flow of volunteers streaming into our field volunteer reception centers. Our members often paid out of pocket every time the printer ink well went dry.”
Pat went on to say, “Once the disaster response operation concluded, our team would then alphabetize the waivers (sometimes in the thousands), box them up, and ship them to our Headquarters in Los Angeles. Then, we'd re-file the waivers and pay a fee to house them safely.
At every point there was frustration:
"Why does the printer not work on this computer?”
"Which driver do we need to re-download?"
"Oh, great, no more ink."
"Awesome, who spilled coffee on the last box of printer paper?"
"I need to resign my waiver, I left my paperwork at home."
"How on earth are we ever going to organize thousands of waivers?"
“Where is so-and-so's waiver? Let's just sift through this seeming endless pile of paper and hope we get lucky!"
After dealing with the frustration of paper waivers, Team Rubicon turned to Smartwaiver to simplify and centralize their waiver process. When volunteers arrive on the scene of a disaster they are ready to dive in and get to work. Having to spend time filling out paper documents isn’t ideal nor is it a good use of the volunteer’s valuable time. With Smartwaiver, Team Rubicon is able to create an unlimited number of waiver templates and then distribute the correct waiver in a dispatch email to the volunteers before they head to the disaster zone. This allows volunteers to get to their important work quickly!
If a volunteer does need to sign a waiver on site, or if a waiver is required by a homeowner, tablets and smartphones have replaced the clipboards in the field.
Houston residents Billy and Juan Velasco, a Vietnam Army veteran, drop by Team Rubicon's forward operating base to request assistance in the wake of severe flooding. TR member Beth Curry gathers their information utilizing Smartwaiver so a strike team of volunteers can be sent to the Velascos' property to clean up.
With Smartwaiver, the headache of having to deal with the massive amounts of paper waivers was eliminated. Once a waiver is filled out and submitted, the signed, legal document is stored in our redundant and encrypted data storage system. While the admin piece of Team Rubicon’s operations certainly isn’t glamorous, it is crucial. Team members can easily find a signed volunteer waiver in seconds by searching for last name or DOB.
The simplicity of the Smartwaiver platform makes it easy for every volunteer leader to use, regardless of their technical knowledge. And because volunteer data is securely stored for however long they need it, other departments at Team Rubicon are able to benefit as well. Whether it’s sending thank you cards or to follow up with past participants, the process has been made simpler.
Pat concludes, "Smartwaiver has greatly eased our “click to shovel” process and accelerated Team Rubicon’s ability to get to work.”
This year we're excited to be attending the 16th annual USIndoor Facility Operators Conference in Las Vegas. We can't wait to meet some of our amazing indoor recreation customers and other industry leaders.
If you're in the area May 2-5, please stop by booth #206 to say hello!