Waivers are a powerful and flexible feature of Clava.
No longer do you need to use an external waiver provider, on Clava you can create waivers for many different uses.
You can create waivers for customers to review and complete for the following scenarios:
When signing up with an account
Adding family members (typically juniors) and connections
When booking any session or course
When booking a specific session or course
Purchasing a pass, pack or subscription
Waiver Creation
Navigation: Settings > Waivers & Documents
Process
Create a waiver type by clicking the button '+ Create new'.
Title: give your waiver a title - this will be publicly visible - something like Par-Q, Junior Waiver etc.
Show when: choose when this waiver should be shown, options are:
Signing Up
Adding family or a connection
Booking any / all sessions or courses
Booking a specific session or course
Specific pass, pack or subscription - (purchasing)
Applies to (only shows when selecting on Sign up or Adding family or a connection: Here you can choose from any age groups you have set up, or if you allow members to supervise or be supervised, choose accordingly:
Validation & Flag Guide
Recommended reading to learn how to configure question validation and flags.
Flag
Use flags to identify submissions that require operator attention. Flagged submissions are still accepted but marked for review.
Example: Flag submissions where the customer answered "No" to "Have you participated before?" so staff can provide additional guidance.
Auto-block Validation
Set validation rules to auto-block submissions when critical questions are answered incorrectly. Customers can correct their answers and resubmit.
Example: Block submissions where the customer answered "No" to "Are you over 18?" and show a message explaining the age requirement.
Key Differences
Flag: Submission is accepted but marked for review. Customer can proceed.
Validation: Submission is blocked. Customer must correct the answer to proceed.
Configuration Requirements
Validation requires defining the correct answer
Set a custom block message - the default validation will apply
You can't use both flag and validation on the same question
Question: - this is where you can build waiver questions, use the + Add Option to create multiple customer Waiver Questions.
Use the Drop down field to select how the Wiavers question should be answered:
Yes/No - This enables the "Flag" option.
Checkbox - This enables the "Required?" and "Flag" option.
Free Text - This is useful for customer information, such as First Name
Plain Text - Use this for inputting your waiver text information, such as a legal language on release of liability.
Initials
Signature - you may have multiple signatures if required.
"Required?" and "Flag" options:
Flag. When viewing a customer/members profile any waivers that have been flagged will show a red 🚩 symbol indicating there is an issue which requires checking.
Required: The Required toggle enables you to require a piece of information from a customer.
Add more questions as required
Active: Set the waiver active or inactive - when inactive the waiver will not be shown to members
Set Renewal Cycle
Toggling this enables you to choose a renewal frequency of 1 to 5 years.
Force all members to re-sign this waiver: Toggle Yes/No to make all your customers holding this waiver type resubmit.
Custom Waiver Completion & Alerts. A nice communication piece enabling you to add a customer facing message or next steps command.
Where can members agree to waivers?
When a customer logs into their account they will be presented with any waivers which they are required to address. Waivers cannot be skipped, and must be actioned before they can carry out any other tasks - such as book a class etc.
For adding child waivers see the article Adding a child wiaver.
For adding a supervision waiver see the article Supervision waivers - Indoor Climbing.