Initial Configuration

Create Customer Custom Attributes & add to Layout

Go to Manage > Organization & Facility Settings > Customer Custom Attributes.

Create the following Attributes for use with your Waiver Agreement Plan:

1. Create a Waiver Toggle attribute, with or without an expiration date. The customer custom attribute can be named as you wish, and you can configure as follows.  This toggle will trigger when the customer needs to sign a current waiver.
   
   

2. Create any additional Attributes you may want to capture.  Examples include:

• • How did you hear about us?
  • Emergency Contact Name, Phone, Relationship (3 separate attributes and 3 separate questions)
  • Learn more in Customer Custom Attributes.

3. Add Attributes to the Customer Custom Attribute Layout at the bottom of the screen below the attributes.  If it is not added to the layout, it will not be visible and actionable on the customers record.

Create an Attachment type for the pdf Created by the Agreement Document

Go to Manage > Organization & Facility Settings > Attachment Types

• Create an attachment type for your waiver (just waiver or visitor agreement etc). The attachment type is the label for the document internally and shown to the customer when attaching it to their email.
  
  
• For the waiver, you will NOT use an expiration date on the attachment. The customer custom attribute toggle tracks the expiration date to re-sign.
  
  
• If you want to validate a waiver before it updates the customer record, set the attachment to Require Validation and read more here.

Create Enrollment Types

For your waiver, you will need one enrollment type for Adults 18 and older and Minors under 18.

Go to Build > Plans > Enrollment Types.  Create the following enrollment types:

• Adult - set to Age 18 - 0 & Require they be contract holder (toggle)
• Minor - set age 0-17

1. For the ADULT enrollment type, configure as follows:

• Default Minimum & Maximum: These can be set here OR later on in the Plan settings. See here for more info
  • • Minimum can be 0 or 1
      • If 0, then an adult can sign for a minor without also signing for themselves. The signing adult will have a customer record in the system, but the signed waiver is only valid for the minor.
      • If 1, the adult signing for a minor will also sign for themselves
    • Maximum should always be set to 1 so that the contract holder can only sign for themselves and cannot sign for other adults
      
      
• Age Range: set to ‘Has age range, enforce in Storefronts’
  • Min and Max Age: set to Minimum 18, Maximum 0
    
    
• Require anyone in this enrollment type to be the contract holder: toggle this ON!
  This toggle ensures that the signing party - the contract holder - is the Adult signing for themselves and not the Minor. 

2. For the Minor enrollment type configure the following:

• Default Minimum & Maximum:
  • • Minimum should be 0 so that adults can sign without adding a minor
    • Maximum can be set to whatever you like.
      
      
• Age Range: set to ‘Has age range, enforce in Storefronts’
  • Min and Max Age: set to Minimum 0, Maximum 17

3. Sort Enrollment Types so Adult is above Minor to make adult listed first.

Create your Agreement plan

Go to Build > Plans > Plan List> Agreements and click +Add New Agreement.

Configure the following on each tab of the Big Edit menu

General Tab

Enable the slider below description to create a document from what the customer signs. This MUST be enabled for a pdf for the signed waiver to be created and attached to the customer record. Select the Waiver Attachment Type you created above.

Badge? We recommend you do not assign a badge for your waiver document

Warn of Contract End date? leave off.  You likely want to make this waiver never expire - the attribute toggle is what expires to trigger signing a new one.

Contract Facility Transfer Policy: set to Ignore for the waiver.

Guest Checkout? Enable this setting if you want to be able to enable Guest Checkout on select kiosks- allowing customers to complete the document without first logging in with their phone or email at a kiosk in the gym. This setting alone does not enable guest checkout - it must be enabled here AND within the Kiosk Storefront to be used.

Address settings: These define how much address info to collect on the form

If selecting Country/Postal code only and it does not match the info on the existing customer’s record, all other address info will be cleared and only the postal code will be on the record. To avoid losing address data, select no address or full address only.

Agreement address assignment defines whose records should be updated with the address collected. For the waiver, you likely want to update both contract holder and enrollees so that the address provided is updated on both the Adult and Minor enrollment customer records.

Enable Contract Holder Minimum Age Requirement: this slider should be ON to ensure that the Contract Holder is 18. This setting, in conjunction with the Enrollment setting forcing an adult enrollment to be the contract holder are needed to ensure that those signing a waiver are 18+

Facilities Tab

Enable for the facilities that this agreement should be viewable from (in storefront etc.)

Enrollment Ranges Tab

Here is where you will add the enrollment types to use for this document - the adult and minor enrollment types you created in the initial config.

Use the Default Min/Max OR add the Min Max here. 

Customer Record Updates Tab

To have your agreement toggle on the customer custom attribute of Waiver created in the initial configuration, set that here:

• Set it to update All Enrollments or Contract Holder & Enrollments
• Select the Waiver toggle attribute you created
• Set the value to 1 - 1 toggles on.
  
  

You can return to these settings by selecting your agreement in the left side bar, then clicking the Big Edit at the top of your agreement

Configure the Spokes of the Waiver Agreement

Agreement Dates

• Set to Open Ended to make this waiver "stay active forever" - the "expiration" to trigger a customer to sign another waiver is set on the waiver customer custom attribute.

Presentation

• Enable Has Booking Page
• Add Booking Page Image (Recommended) 
• Short Description optional
• Header text (Optional)
• Video Attachment (optional)
  
  • Contact support@redpointhq.com to update/ change your video
  • Enable skip video if needed.

Document

The contents of your waiver goes in the document spoke.  Configure sections as shown to add text when a minor is added to the waiver vs when only an adult is on the waiver.

• Put the contents in a section. Sections should be listed in order of appearance.
• On the right, select 'Section Display Condition' and add "has enrollment type with both adult and minor selected.

Questions

• Use Contract level question to ask one time per contract; use Enrollment level question to ask the question one time per enrollment.
  
  
• Make the question customer facing on the Customer tab
  
  
• On the Customer Record tab, Map question answers to customer custom attributes.
  
  

Customer Notifications

• New Contract email, with pdf toggle on, sends the customer confirmation of completion with the document attached as a pdf
• Configure a notification email to send x days before their toggle expires. See Reminder Emails - Email Automations.

Benefits

• No benefits need to be configured for a waiver.  

Now Test your waiver!

1. On the Presentation spoke, click Get Home Storefront Link to get the URL direct to your waiver. 
   If link doesn't work, make sure you have a web home storefront created (Build > Storefronts).  
   
   
2. Complete the waiver and submit.
   
   
3. View the completed waiver in Redpoint on the Attachments tab (Customer Record left sidebar OR within expanded Contract on Attachments tab)
   
   
4. To Print, right click in the view and print.