Must know
- Where and who. Waivers live under Athletes > Waivers, and you need the Edit Settings permission to create or change one.
- Only Active waivers are offered. Families are offered a waiver only while its Status is Active. Unavailable pauses new signing but keeps existing coverage.
- Marks per page, plus a final block. Each page can require a signature, initials or both, and every waiver ends with a Final Signing Block.
- Signed waivers are archived, not deleted. A waiver that has signatures cannot be deleted, only archived, and its signed records are kept.
1
Name it and set the status
Enter a Waiver Title and leave Status on Draft while you write. Active offers it for signing, Unavailable pauses new signing until you switch back to Active, and Archived retires it.
2
Write the pages
Signers see pages one at a time. Use Add Page and the arrows to add and reorder pages. Each page has an optional Page Title and a Page Content editor that supports headings, lists, links, text colors (including your brand colors) and images. Who sees this page? is Everyone signing this waiver or Athletes in an age range (From age (included), Until age (excluded)).
3
Insert fields
Insert field in the editor toolbar adds live fields: Signer details, Athlete details, Dates, Signatures and checkboxes (Initials, Signature, Checkbox) and Custom questions. Set Require an answer and Allow signer to edit profile details before you insert. Dates and age are always read-only, and required custom questions stay required. Image Upload, File Upload and Signature questions, and questions that ask for a signature on “Yes”, can’t be inserted.Optional agreements. To let signers agree to some parts and not others, insert a Checkbox with Require an answer left unticked.
4
Set the signing marks
Turn on Require signature on this page or Require initials on this page as needed, then set Final Signing Block > Requires to Signature only (the default), Initials only or Signature and initials. Every signer completes this block at the end.
5
Set the PDF layout
Under PDF layout, choose a Paper size (Letter, Legal or A4; Letter by default) and a Margin on every side (points) from 24 to 144 (72 points = 1 inch; 54 by default). Signed copies keep the layout they were signed with.
6
Save or publish
A title and content on every page are required. The button reads Save draft for a draft, Publish waiver when you switch to Active, and Save changes otherwise. Publishing a saved draft asks Publish this waiver?. Changing a saved waiver’s pages, signing rules or PDF layout shows Review waiver changes. Existing signatures keep their original wording, and nobody has to re-sign unless you choose it (see expiry and re-signing).
- Stop requiring this waiver: removes it from every rule. A rule left asking for nothing switches off.
- Keep it listed, switch the gate off: rules keep it selected but stop blocking anyone.
- Leave the rules exactly as they are: an archived waiver is never offered, so a rule asking only for it enforces nothing.