Waiver Expiration

Modified on Tue, 14 Jan at 9:33 AM

You can create waivers with an unlimited validity period or with an expiry period. By setting expiration dates for waivers, you can streamline the management of client records and help ensure that all clients are aware of and have agreed to the most current terms and conditions. In this article, we will discuss waivers with an expiry period.

Things to know:

All active and expired waivers are displayed on client profiles
You can specify how long waivers will be valid
If a client's waiver has not yet expired, you will need to delete the original one from their profile before you can re-add it. However, if the waiver has expired, you can re-add it and then request the client to sign it again to confirm their acceptance of the terms and conditions.
Appointment waivers (created in the custom appointment field section) will be shown in the notes section of the appointment modal, with their expiration dates displayed in parentheses.

Contents:

Configuring Waiver Expiration
Waiver with Future Expiration Date
Expired Waiver

Configuring Waiver Expiration

To set up waiver expiration:

Navigate to the Clients tab
Expand the Manage Clients menu
Select Customize Client Fields
Click the Add Field hyperlink under any of the custom fields
Expand the Field Type section and choose Waiver from the drop-down menu
Fill in the necessary information in the applicable fields
Toggle the Expires option
An expiration field and Apply to existing waivers option will be displayed
Enter the validity of the waiver in days
Select "Apply to existing waivers" if the expiration date on previously signed waivers should be modified
Save

When a client signs a waiver that has an expiration date, the date will be displayed in parentheses next to the waiver on the client profile and appointment modal.