How Customers Sign Waivers
About This Course
This video course covers the process of signing digital waivers from the customer's perspective on the TripWorks platform. It walks through the steps a customer takes after booking a reservation, including receiving an email with a 'Sign Waiver' button, accessing the Customer Portal, entering personal information, reading the waiver content, providing an electronic signature, and completing the waiver signing process.
Transcript
Now that you have digital waivers set up on your TripWorks account, let's walk through what it looks like from the customer's perspective. Looking at the dashboard here, let's select this first booking to open it up.
Next, we can go over to the Messages tab to view all of the emails that were sent. On this email here, we can expand it to view the content. So Sandra got this email after booking the bike rental. At the top of the email, she'll see a button that says sign waiver.
Once selected, go over to the Customer Portal. The Customer Portal just has details about the reservation. It'll have a block to display each ticket that was purchased, as well as a yellow "Sign My Waiver" tab on each.
There's also a button at the top here, so they can select that as well to sign their waivers. The customer will select sign my waiver now. They'll enter their information, date of birth, phone number, and then they can scroll down to read the contents of the waiver.
Once they've read everything, they can sign their name. They'll check this box off for signature consent, and then they'll select "Agree to this Document." They'll then see a thank you page, and that's it.
They've completed their waiver, and they'll also see the tag on their ticket update to show signs.