In this guide, we’ll cover four simple ways to collect waivers from your guests, whether they are booked or unbooked. Use these methods to ensure waivers are completed before or during check-in.
Some approaches work best if you have a high volume of walkup guests; other approaches work best if the majority of your bookings are completed in advance. Use one or more approaches to work with your specific environment.
Collecting waivers from a Booked Guest Prior to Arrival
To collect waivers from booked guests prior to their arrival, edit your confirmation email to include a link to review and sign their waiver. The purchasing guest will receive a personal link to all available guest waivers on the booking:
Collecting waivers from a Booked Guest, using their phone
When viewing a trip (or when viewing guests on the manifest), you'll see the waiver status next to each traveler's name
Select the status to show additional options:
- Select Send to iPad or Tablet if you'd like to send the waiver to the customer on a separate, connected, device, such as an iPad. This option requires you to have devices set up on your account.
- Choose Send a Reminder to send a SMS text or email link to each individual traveler. They will receive a link that will allow them to review and sign their waiver on their own device. This approach requires you to obtain the guest's phone number or email address.
- If your guest is able to see your screen, choose View QR Code to generate a QR code for this guest. The guest can scan this QR code on their own device. This will allow them to review and sign their waiver on their own device. This approach does not require that you obtain the guest's phone number or email address.
- Select Preview Passenger Waiver Portal to view the customer portal, where you can view all tickets and waiver statuses. Each traveler can then choose a waiver and complete signature.
Not seeing the Waiver column on your manifest?
When viewing the manifest, a column will appear showing the status of each guest's waiver. (If you don't see a column titled Waiver Status when viewing the manifest, you'll need to Customize Your Manifest View and show the Waiver Status column. Save your customized view so that the Waiver Status column appears by default.)
Collecting waivers from a Booked Guest, using your tablet device
Many operators have one or more tablet devices available for the guest to review and sign waivers on arrival.
Configure your devices to display the Waiver Portal , and mount the devices in a location easy for your guests to access on arrival. The first time Waiver Portal is shown on a device, you'll be prompted to register the device.
- When you or your team views a trip for a guest on arrival, choose Waiver Status
- Select Send to iPad or Tablet from the popup
- Choose a device
The device will then display the specific waiver for the selected guest.
Pro Tip
Consider using an application such as Kiosk Pro to restrict the use of your iPads to signing waivers.
Collecting waivers from a Unbooked Guest, using a generic waiver link
In some cases, you may need to collect a waiver from a guest that is not yet booked. This might be because they are a walkup guest, or because they are part of a large group.
We recommend printing a QR code and displaying it throughout your facility or on business cards. This QR code will direct an unbooked visitor to review and complete an unattached waiver. The QR code should contain the URL of your TripWorks dashboard, followed by /waiver. For example:
https://demo.tripworks.com/waiverThe first waiver added to your account will automatically appear when using the link mentioned above. If your account has multiple waivers, you can obtain individual waiver links by navigating to the Waiver Editor. Scroll to the bottom of the page and copy the preview link for each waiver you need:
Important Note
Waivers signed by unbooked guests using this method won’t be linked to a specific booking. After booking these guests, you may want to attach their waiver to their booking.
To connect an unattached waiver with a booking, choose Browse Waivers... when viewing the Waiver Actions dialog and select Assign next to the customer waiver
We recommend not emailing or texting this link or QR code to your booked guests. Instead, use the methods outlined above to collect waivers from booked guests. Otherwise, you may accumulate a large number of unattached waivers, making it difficult and time-consuming to link them to the correct bookings.