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How do I set up or update a waiver, and track my client's waiver status?
How do I set up or update a waiver, and track my client's waiver status?

How to set up or update liability waivers for services, classes, and workshops, track wavier status, acknowledge client's liability waiver

Travis Truax avatar
Written by Travis Truax
Updated over a week ago

With our Waivers tool, you’re able to provide a liability waiver for your clients to acknowledge during the booking process, update the waiver as needed, and track which of your clients have acknowledged them and which have not. 

💡 Pro tip: If you make changes to an existing waiver, your clients will need to re-acknowledge your liability waiver next time they book so they'll be well aware of the changes.

Rather have them sign it when they come into class? That’s great – you can still track your clients’ acknowledgements manually through Schedulicity as well. Either way, you can rest assured that your clients are aware of any risks involved with their visit, leaving you with one less thing to worry about on your list.

Jump to a section in this article:


Create or update a waiver for services

  1. Head to Settings and click on the "Policies" tile

  2. Select the "Appointment Policies" tile

  3. Enter or update your liability waiver in the text box below “Appointment Waivers”

  4. If you'd like to require clients to acknowledge the waiver when booking online, click on the checkmark beside "Display waiver online"

  5. Once your waiver is entered or updated, save your changes!


Create or update a waiver for classes

  1. Head to Settings in the and click on the "Policies" tile

  2. Select the "Class Policies" tile

  3. Enter or update your liability waiver in the text box below “Class Waivers”

  4. If you'd like to require clients to acknowledge the waiver when booking online, click on the checkmark beside "Display waiver online"

  5. Once your waiver is entered or updated, save your changes!


Create or update a waiver for workshops

  1. Head to Settings in the and click on the "Policies" tile

  2. Select the "Workshop Policies" tile

  3. Enter or update your liability waiver in the text box below “Workshop Waivers”

  4. If you'd like to require clients to acknowledge the waiver when booking online, click on the checkmark beside "Display waiver online"

  5. Once your waiver is entered or updated, save your changes!


How do I track my client's waiver status?

You’re able to track your students’ waiver acknowledgements from their client profile, as well as acknowledge it on their behalf—if you have a client who prefers to book with you or enroll in classes in person for instance.

If you need to manually acknowledge a liability waiver on your client’s behalf (or check on their waiver status), here is how you can do just that:

  1. Go to the Client List and select your client’s name from the client list

  2. Under the "Waivers" area, either acknowledge a class, workshop, or appointment waiver by clicking on the “Acknowledge” button or update their online waiver status by clicking on the “Update” button

  3. Save your changes!

When you go to check on your client’s waiver status, you’ll see one of three options! Here’s what they mean so you know what to look for:

  • "Waiver not acknowledged" -- A client hasn’t acknowledged your waiver at all

  • "Updated on [date of acknowledgement]" -- They have acknowledged your waiver

  • "(out of date)" -- You’ve made an update to your waiver and your client hasn’t seen it yet


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