Setting Up Checkout Waivers

TicketFlo's checkout waiver system lets you collect liability waivers, parental release forms, and consent agreements during the ticket purchase process. Perfect for camps, adventure activities, sports events, and any event requiring signed agreements.

When to Use Checkout Waivers

Checkout waivers are ideal for:

• Youth camps requiring parental consent
• Adventure activities (zip-lining, kayaking, climbing)
• Sports events with liability concerns
• Fitness classes and workshops
• Field trips and excursions
• Events with minors requiring guardian signatures

Enabling Checkout Waivers

Step 1: Access Waiver Settings

1. Go to your event in the dashboard
2. Click Manage
3. Navigate to the Waivers tab

Step 2: Enable Checkout Waivers

Toggle "Enable checkout waivers" to ON. This activates the waiver step in your checkout flow.

Step 3: Create a Waiver Template

1. Click Create New Waiver
2. Fill in the waiver details:
   • Title: e.g., "Liability Waiver" or "Parental Consent Form"
   • Content: Your full waiver text (consult your legal team)
   • Waiver Timing: Choose "At Checkout" to collect during purchase
   • Waiver Scope:
     • "Per Order" = One signature covers all attendees
     • "Per Attendee" = Each attendee signs separately
3. Click Save

Configuring Minor/Guardian Settings

For events with minors (camps, youth activities):

Enable Guardian Requirement

1. Edit your waiver template
2. Toggle "Require parent/guardian signature for minors"
3. Set the Minor Age Threshold (default: 18)

When enabled:

• Attendees under the age threshold must have a guardian sign
• Guardian name and relationship are collected
• The guardian's signature is legally binding for the minor

How Minor Detection Works

For per-attendee waivers, TicketFlo uses the attendee's date of birth (if collected via custom questions) to determine if they're a minor. If no DOB is available, guardians can indicate they're signing on behalf of a minor.

Waiver Scope Options

Per Order Waivers

Best for:

• Family registrations where one adult signs for all
• Group bookings with a single responsible party
• Events where one waiver covers multiple attendees

How it works: One signature is collected per checkout, regardless of how many tickets are purchased.

Per Attendee Waivers

Best for:

• Individual liability releases
• Events where each person needs their own agreement
• Situations requiring separate minor consent for each child

How it works: A separate signature is collected for each attendee. For multi-ticket orders, customers sign once for each person.

The Customer Experience

During Checkout

When checkout waivers are enabled, customers see an additional step:

1. Select Tickets -> Normal ticket selection
2. Enter Details -> Customer and attendee information
3. Sign Waivers -> View and sign required waivers
4. Payment -> Complete purchase

Signing Process

Customers can sign waivers by:

• Drawing their signature (touchscreen or mouse)
• Typing their name as a signature

For minors with guardian requirements:

1. Customer enters the minor's name
2. Indicates they're the parent/guardian
3. Enters their name and relationship
4. Signs on behalf of the minor

Viewing Signed Waivers

In the Waivers Tab

1. Go to your event's Waivers tab
2. Scroll to Signed Waivers section
3. View all collected signatures with:
   • Signer name and email
   • Order information
   • Guardian details (if applicable)
   • Attendee number
   • Signature timestamp
   • Waiver timing badge (Checkout/Check-in)

Downloading Waivers

For each signed waiver, you can:

1. Click View to see full details in a dialog
2. Click PDF to download as a PDF document

The PDF includes:

• Full waiver content
• Signer information
• Guardian information (if applicable)
• Signature (drawn or typed)
• Timestamp and document ID

Searching Waivers

Use the search box to find waivers by:

• Signer name
• Email address
• Ticket code
• Order details
• Guardian name

Best Practices

Writing Effective Waivers

• Consult legal counsel for your specific jurisdiction
• Use clear language - avoid excessive legal jargon
• Be specific about activities and risks covered
• Include emergency contact authorization if needed
• Add medical disclosure sections for activity camps

Recommended Setup for Camps

1. Create a comprehensive waiver covering:

   • Liability release
   • Medical treatment authorization
   • Photo/video release (optional)

2. Set scope to "Per Attendee" - each camper needs their own waiver

3. Enable guardian requirement - parents must sign for children

4. Use the Camp Registration template for custom questions:

   • Date of birth (required for minor detection)
   • Medical conditions
   • Emergency contacts
   • Dietary requirements
   • T-shirt sizes

Combining with Check-in Waivers

You can use both checkout and check-in waivers:

• Checkout waivers: Collected during purchase (convenient for pre-registration)
• Check-in waivers: Collected at event entry (for last-minute info or day-of verification)

Set waiver timing to "Both" if you want the same waiver available at both points.

Troubleshooting

"No waivers shown in checkout"

• Verify checkout_waivers_enabled is ON in the Waivers tab
• Ensure waiver template has timing set to "Checkout" or "Both"
• Check the waiver is "Active" not "Inactive"

"Guardian fields not appearing"

• Confirm require_guardian_for_minors is enabled on the waiver template
• For per-attendee waivers, ensure you're collecting date of birth to detect minors

"Can't find signed waivers"

• Check both the Waivers tab and individual order details
• Waivers signed at checkout are linked to orders, not tickets
• Use the search function to filter by name or email

Custom Questions for Camps

When setting up a camp event, add these recommended custom questions:

1. Date of Birth (required) - Used for minor detection
2. Medical conditions/allergies (text area)
3. Current medications (text area)
4. Emergency contact name (required)
5. Emergency contact phone (required)
6. T-shirt size (dropdown)
7. Swimming ability (dropdown: Non-swimmer, Beginner, Intermediate, Strong)
8. Dietary requirements (checkboxes)
9. Photo/video consent (radio: Yes/No)

You can quickly add these using the Camp Registration template in the Questions tab.

Legal Considerations

Important: TicketFlo provides waiver collection tools, not legal advice.

• Consult with a lawyer familiar with your jurisdiction
• Ensure waivers comply with local laws
• Electronic signatures are legally valid in most regions
• Keep signed waivers accessible for your records retention period
• Waivers may not waive liability for gross negligence or intentional harm

Need help setting up waivers? Contact support for configuration assistance.