Posted on November 20, 2016

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.

Logo

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.). 

Paricipant Label

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. 

Email Verification

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. 

Opt-In

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. 

Email on Kiosk

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. 

Background Colors

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. 

Expired Waivers

To Change: Go to: Account Settings → Waiver Console →  Waiver Console Settings → Choose the time period (More)



8) Timezone:
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. 

Timezone Change

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)



9) Check-in:
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.

Checkin

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'. 

Auto Photo Capture

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

 

 

Hi, I'm Claire.
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