Waivers and documents

Documents are your reusable waivers and contracts. You write a template once, then send it to be signed as often as you need. Templates are typed as a General Liability Waiver, a Contract, or Other.

Templates use Merge fields — placeholders that fill themselves in with the real student's name, the date, and so on, so one waiver serves every family without editing.

1. Write the template and set it Active.
2. Send a signature request from the account or student — or to several accounts at once from the Accounts list.
3. The family signs on their own phone. The signed copy is stored against the student.

Retired templates should be set Inactive, not deleted — already-signed documents need to keep pointing at the wording that was actually signed.