🔐 Required Role Permissions: Waivers

A waiver is a legal document that releases an organisation from liability for certain actions or events. By signing a waiver, a customer agrees to give up their right to sue or seek damages for injuries, losses, or damages that may occur as a result of participating in a particular activity or event. Waivers are commonly used in situations where there is a risk of injury or harm, such as sports activities or recreational events.

Create a Waiver

In the Ventrata dashboard, go to Products > Waivers.

Products - Waivers
Press the + New Waiver button.

New Waiver
On the left-hand side of the window, start typing in the ‘Products’ field to assign products to the waiver.
Waiver Products

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To make the waiver required, go to the product detail and check the ‘Waiver required’ box.
Add fields for customers to fill in.

Waiver Fields

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See Customer Fields below to learn how to add new fields.
On the right-hand side of the window, enter the name of your waiver.

Waiver Name

📒 NOTE
If you support multiple languages, enter a name for each language variant.
Fill in what conditions must be fulfilled for the waiver to be accepted, for instance, that each participant must sign the waiver.

Conditions
Enter the body of your waiver, which is the text that the customers read and sign.

Waiver Body

📒 NOTE
If you support multiple languages, each language variant must contain a body text otherwise the waiver cannot be used.

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The body text of the waiver is formatted in Markdown. See Formatting the Body Text to learn how to format your waiver in the editor.
Press the Create Waiver button.

Create Waiver

Formatting the Body Text

The body text of the waiver is formatted in Markdown. However, there are additional conventions related to adding and setting up customer fields in the body text.

Switch between the Body and Preview tabs to see how your edits look.

Add Fields

Use the convention below for adding input fields in the body text. Simply replace the field_label with the name of your customer field.

Markdown	Description	Example
`-field_label-=__`	add a input field
`-field_label-*=__`	add a required input field
`-field_label-=x__`	add signature fields

You can also define a field’s input type, for instance, when providing a date picker or limiting the answer to numbers.

Options include:

Input Type	Description	Example
`number`	allows only integers, whole numbers	`-Age-=__("type":"number")`
`min / max`	defines the lowest / highest acceptable value	`-Age-=__("type":"number","min":"18")`
`date`	enables the date picker	`-Date-=__("type":"date")`
`email`	address must comply to standard email format `[email protected]`	`-Email_Address-=__("type":"email")`
`tel`	telephone number must comply international format `+61283106640`	`-Telephone_Number-=__("type":"tel")`
`country`	displays a dropdown field with a list of countries	`-Country-=__("type":"country")`

Additional Formatting

Some HTML formatting is acceptable in Markdown, but there are limitations to its use. You can find out more in this article.

Waiver Example

Customer Fields

Customer fields are input fields that your customers need to fill in. Simply selecting them in this section will not add them to the form. Customer fields must be stated in the waiver body text to be displayed and saved.

📒 NOTE

Only customer fields used in the waiver body text will be saved. Any fields not used in the body text will be discarded after saving the form.

📒 NOTE

If you support multiple languages, each created customer field must be used in every language variant.

Add Ventrata Fields

To add new customer fields, hover over the field editor. You will notice a small downward pointing arrow near the right edge of the frame. Press the arrow and select the field you wish to add from the list of options.

Customer Fields

Add Custom Labels

You have the option to rename Ventrata customer fields. Hover over the field editor and select a Ventrata field. Between the selected field name and the bin to the left, there is enough space to enter your custom field label.

Custom Labels

Create Custom Fields

If you require extra fields not included in the default list of options, you can create your own fields, by simply skipping the selection step. Enter your custom field name in the space reserved for your own customer fields.

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You have the option to create a new customer field by stating it in the body text of the waiver first. Once you save the waiver, the customer field will appear in the list of customer fields, see Formatting the Body Text.

Custom Fields

Export / Import Customer Fields

The waiver UI allows the exporting of your customer fields.

Press the export icon to download the list of customer fields in CSV format.

Export Customer Fields

Customer Fields
Close the waiver form.
Change the name or add a new field in the ‘Field’ column, and change or add a label (what the customer see) in the ‘Customer Field’.
Save the document as a CSV file.
Re-open the waiver form.
Press the upload icon to upload your changes.

Upload Customer Fields
Press the Update Waiver button.

Update Waiver

Waiver Flow

Prerequisites:

If the customer must sign a waiver before redeeming their tickets, check the 'Waiver Required' field.
Select whether a waiver is required for each ticket in the booking or once per booking.

Waiver Settings on Product
Enable the waiver reminder email to automatically send reminders to customers.

Enable waiver reminder email

📗 TIP
Learn more about booking emails and email template configuration.

Email

A waiver reminder email is automatically sent to the customer when they book a product that has a required waiver associated with it.

Waiver reminder email

The Sign Waiver button takes the customer to the waiver form where they can review and complete the waiver. Once they fill in the required fields and, if applicable, sign or type their signature in the signature field, they check the acceptance box and press Submit.

Customers can forward the waiver to other participants if they are not the ones travelling (available at top of the form).

Waiver Form (Web)

Terminal

Customers can sign waivers at the attraction immediately before redeeming their tickets. This can be done either on:

a handheld terminal
a customer-facing display

Handheld terminal

The customer purchases tickets or scans the previously purchased tickets and redeems them at the attraction. The associated waiver appears on the terminal display.

The seller selects the waiver and hands the device to the customer, who fills in the required fields and, if required, signs the waiver using their finger or a digital pen.

Terminal Flow

Customer-Facing Display

The customer purchases tickets or scans previously purchased tickets and redeems them at the attraction. The associated waiver appears on the seller-facing terminal display.

The seller selects the waiver, fills out the necessary information for the customer and presses the Continue to signature button.

Seller-Facing Terminal - Continue to signature

A Waiting for signature pop-up appears on the seller screen.

Seller-Facing Terminal - Waiting for a signature

A signature panel is then displayed on the customer-facing display. The customer signs the waiver using their finger or a digital pen and presses the Sign and continue button.