Waiver Forms- How to tell who has submitted a waiver this season

Modified on Wed, 12 Apr 2023 at 11:00 AM

Waiver forms are important to many clubs and admins have indicated they want to know what members have actually completed the waiver form before opening day. And we now have a solution for this. You can add this to a current waiver form or use this when creating your initial waiver.

Step 1: Create a Tag called Waiver Form Submitted (or similar). To do this go into your Membership/Accounts screen and click on Settings in the upper left. From here select the Manage Account Tags and add the new tag.

Step 2: Go to your current or new Waiver Form and under Settings, select Account Tags.

Step 3: Create a new Feed that will add the tag to the account when the form is submitted.

Step 4: Name the feed, select the tag to be added upon form submission and save. You are now ready to crate a report to see who has submitted a form.

Step 5: Create a Filter that shows anyone who has submitted the form (and received a tag). This will allow you to see how many accounts have completed the waiver. To create this report/filter, you'll want to select the Tag: Waiver Form Submitted under the Filter by Account tag section as well as the Tags under the Choose standard filed to display in results. Once selected, hit Create New Filter and name it for future reference.

Step 6: Once you have completed these steps you can pull up this report often to view which of your accounts have completed the waiver.

Note: This tag will only show up on accounts that submitted the form after you set this up and NOT anyone who has already submitted a form. Those tags would have to be added manually if desired. Also, a tag will be placed on the account whether only one or both adults fill out the waiver. You will also want to remove all these tags in BULK at the end of the season if you require your members to sign a new waiver each season.

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