best waiver software

The best waiver software should check many boxes. For starters, it should protect your business. It should also be easy to use, ideally “set it and forget it”. It should be better than paper and allow easy lookup and retrieval of customer information. It should integrate with other systems, such as feeding into your marketing system so clients are auto-sent follow-up emails such as “how’d we do” or “refer-a-friend”. This sets a retargeting pixel that can keep clients loyal. Marketing message sequences can also help with cross-sells and upsells for things such as private classes, other services, and more.

They can also sign the best waiver software systems either in-person with a tablet or kiosk, over the web on a client’s phone or tablet, or over the web before a visit.

How Electronic Signature with the Best Waiver Software is Stronger than Paper

Believe it or not, an electronic signature is much stronger than paper. It is much more difficult to fake. Paper signatures risk people saying they signed when they didn’t, providing fake names such as “John Doe”, and assuming you won’t notice if they skip this important step. Most guests just want to have a good time, but sometimes professional fraud perpetrators will try to circumvent your systems, and threaten to sue, hoping for an insurance settlement that could easily be $5k. Nobody thinks this will happen to them until it does.

Electronic signatures generate an extensive digital audit trail. This includes details such as IP addresses, device-date-time, and browser type or phone type. This makes it far more difficult to claim someone didn’t sign the waiver. With pen and paper, a user just needs a pen and the moral or ethical willingness to commit fraud.

It’s Easy to Change to Electronic Signature

Changing from paper to electronic signatures doesn’t have to be difficult. The setup takes just a few minutes in most cases. You upload your source-doc, such as word file or PDF, and an online wizard will convert it to an editable form. Replace any underlined portions the user should fill in with fields using a handy tool. Then you can decide user flow, who gets a copy, and you’re done. The waiver instantly publishes online and is ready for readers.

There are dozens of options, including integrating into online schedulers, calendar flows, payments, payment flows, and more.

The Options that the Best Waiver Software Systems Provides

The best waiver software systems include options that paper never could. For example, you can use branching if-then logic. A resort that offers snowmobiling, horseback riding, and water sports have different sections and questions depending on the activity the users are taking part in. Checking boxes change the waiver to suit the needs, season, and other variables. If a user has allergies, you can show additional fields to include details, medication usage, food restrictions, and more. People who don’t check the allergy box can speed right through the form.

Waiver software systems reduce the legal risk of preventing people from crossing out sections they don’t agree with. When you link your waiver in advance, this reduces the claim that a participant signed “under duress” or without reading it, since you give them plenty of time to review.

Integrate the Best Waiver Software into Your Business

Once you’ve set up your new waiver, you’ll want to integrate it into your business. This often means cloning a copy so you have a web-version and another in-person version. The in-person version will reset itself after each submission, can work offline (such as at a trade show with no internet), and/or loaded into a self-serve kiosk. The website version often links from a business owner’s website and is added into confirmation emails.

When any waiver gets signed, both you and the signer get a signed PDF copy. The software stores this copy online in a branded-to-you portal for the client in a shared workroom for those who need ongoing data storage. The best waiver software option allows for easy lookup of customers’ data by name, phone, email, date, or other custom fields.

Any business with waivers often needs accident reports and forms that allow users to decline an ambulance when injuries or property damage occurs. Having these forms handy and set up in advance can reduce your legal risk should an accident happen.

Why You Should Get Set Up Now

Getting set up is easy. Once you do, you’ll never look back. The best waiver software system can help your business reduce legal risk, increase profits via marketing automation, reduce time on paperwork, eliminate the need to store paper, streamline the guest participant experience, reduce reading sloppy handwriting, and help save the environment. They are a critical first step to getting your business systems closer to autopilot.