Collecting & Managing Customer Data With Waivers

Discover how to collect customer data on waivers.

Written By Melanie

Updated on October 7th, 2024

Setting up your waiver with additional guest fields allows you to effectively gather customer data. This data collection helps with future marketing efforts, comprehensive reporting, and other operational needs. Additionally, you can ensure that you capture vital customer information, enhancing your ability to understand and engage with your audience. 

This setup not only streamlines data management but also supports things like targeted marketing campaigns and analysis of customer interactions.

 

Setting Up Waiver Passenger Fields

  • Navigate to the Setup & Configuration menu by selecting the gear icon within your dashboard

 

  • Select Waivers 

 

  • Select the waiver you'd like to edit. If you have not yet added a waiver to your account, check out How To Set Up Waivers
  • From within the Waiver editor, select Guest Fields 

 

  • Select the values you would like to collect each time a guest completes the waiver 

 

  • Select Save 

 

 

 

Viewing Data From Completed Waivers 

There are two reports that will provide you with data from completed waivers: Guest Contacts Report and Waiver Report. 

  • To access reports, select Reports from the top of your dashboard 

 

  • On the left menu, select More… to view all reports 

 

Guest Contacts Report 

  • Under More… reports, select Guest Contacts 

 

  • On this report, and depending on the waiver values you've set to “required”, you can view: 
    • Guest First Name 
    • Guest Last Name 
    • City 
    • Email
    • Phone 
    • Birthday
    • Age 
    • Marketing Opt-In 
    • Address 
    • City 
    • State/Province 
    • Zip/Postal 
    • County 

 

Pro Tip

If you're not seeing these columns on your report, make sure to adjust your view by selecting Columns on the right of the report and checking off your desired fields

 

 

 

 

Waiver Report 

  • Under More… reports, select Waivers 

 

  • On this report, you can view: 
    • Date the waiver was signed 
    • Guest First Name 
    • Guest Last Name 
    • Email 
    • Date of Birth 
    • Activity Date 
    • Activity