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How do I set up, update or track my client's Waiver status?
How do I set up, update or 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 2 months ago

With our Waivers tool, you’re able to require a 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 be required to re-acknowledge your waiver next time they book!

Rather have them sign when they come into class? That’s great – you can still track your clients’ acknowledgements manually through Schedulicity. Either way, you can rest assured that your clients are aware of any information included in your waiver!


Jump to a section in this article:


Create or update a Waiver for Services

  1. Head to Settings and click on Policies

  2. Select Appointment Policies

  3. Enter or update your waiver in the text box below Service Waivers

  4. To require clients to acknowledge this waiver when booking online, check the box next to Require waiver for online booking

  5. Save!


Create or update a Waiver for Classes

  1. Head to Settings in the and click on Policies

  2. Select Class Policies

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

  4. To require clients to acknowledge this waiver when booking online, check the box next to Require waiver for online booking

  5. Save!


Create or update a Waiver for Workshops

  1. Head to Settings in the and click on Policies

  2. Select Workshop Policies

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

  4. To require clients to acknowledge this waiver when booking online, check the box next to Require waiver for online booking

  5. Save!


How do I track my client's Waiver status?

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.

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

  1. Head to the Client List and select your client’s name

  2. Under the Waivers area, either acknowledge a Service, Class or Workshop waiver by clicking on Confirm

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

  • Unconfirmed - The client hasn’t acknowledged your waiver at all

  • Out Of Date- The client has acknowledged a past waiver and needs to acknowledge the updated version

  • [Date of Acknowledgement] - They have acknowledged your waiver


Remove a Waiver for Services, Classes, or Workshops

  1. Head to Settings and click on Policies

  2. Then select Appointment Policies for Service Waivers, Class Policies, or Workshop Policies

  3. Un check the box next to Require waiver for online booking

  4. Save!

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