Waivers, Required Assessments, Sequences and Contracts

This guide will walk you through assigning waivers, contracts and required assessments.

1. Click the arrow menu

Click the arrow menu next to the Account tab to reveal additional tabs.

2. Click “Customize Platform”

Navigate to the ‘Customize Platform’ section to access customization options.

3. Require Waiver

Enable the “Require Waiver” option. If enabled, all new users will be required to sign the platform waiver to access their account.

4. Required Assessment

On the same screen, there is an option to “Enter an Assessment or a sequence that is required for anyone to access their content”. Select an assessment from the drop down list.

5. Click “Save”

Scroll down and save the changes made.

6. Client Signatures

In the Clients tab, select a client, then go to the client’s section and choose “Signatures.”

7. Send New Waiver

You can send clients a new waiver or contract by clicking on “Send New Waiver” button.

8. Enter Waiver Copy

You can choose an existing package contract or platform waiver, or enter a custom waiver. After that, click the “Send” button to create and send it to the client.

9. Edit a Group

You can also set a required assessment in group settings.

10. Group Settings

Access the settings tab.

11. Required Assessment

View the ‘Edit Group’ page to make changes.

12. View Completed Assessments

On the Client Assessments tab, you can view completed assessments by clicking the three-dot menu next to an assessment and selecting the eye icon.

13. View Signed Waivers

On the Client Signatures tab, you can view all signed contracts and waivers.

This guide covered creating and requiring waivers and assessments and where to view them once completed.