Your TripWorks account comes with 1 waiver signed message template, which notifies customers that their electronically signed waiver has been submitted. By default, the waiver signed message will be sent to customers automatically as soon as they submit their completed waiver.
This article discusses:
- The default settings associated with your waiver signed message
- How to change or disable waiver signed message settings
Default Settings for Waiver Signed Messages
If you do not make any changes to the default settings associated with your waiver signed message template, this is how the process will unfold. Expand the items below for more details on each step:
Traveler is directed to the customer portal
The trip's point of contact receives an Order Confirmation Message after booking their trip. This message includes a Sign Waiver button, which directs them to the customer portal.
When the trip's point of contact accesses the customer portal, they will see a message indicating how many waivers need to be signed. They can direct other travelers to the customer portal (to sign the remaining waivers) by sharing the customer portal URL.
Traveler completes waiver information
From the customer portal, the traveler — whether the trip's point of contact or another traveler on the trip — selects the Review & Sign Waiver button, then fills out the required fields.
Traveler submits waiver
Once the traveler completes the waiver's required fields, the Agree To This Document button is activated. They can then select the button to submit their waiver. It is this action that triggers the waiver signed message to send automatically.
Traveler receives waiver signed message
The traveler receives the waiver signed message to the same email address they provided when completing the waiver.
Customize Waiver Signed Messages & Auto-Send Settings
The default waiver signed message settings illustrated above are adjustable, as is the message template's content itself. Follow these links to learn more about your options: