INTRODUCTION
Feature Summary: Create a rule that enables a waiver or membership agreement on the member portal.
Use Cases: CourtReserve does not display waivers or agreements on the member portal unless the system user creates a signing rule. System users define who must sign a waiver or membership agreement and when. System users create a separate signing rule for waivers and membership agreements.
PREREQUISITES
Know how to enable the Advanced Liability Forms & Membership Agreements w/Electronic Signature Capture add-on.
SETUP REQUIREMENTS
Open the Manage Waivers & Agreements page.
Click the Signing Rules tab.
Click the Create Signing Rule button.
On the new page, fill in the fields. (see below)
Click Save changes.
Filling in the fields
Rule Name - Enter an easy-to-recognize name for this signing rule.
Is Active - This box is checked by default. Uncheck the box to disable this rule.
Apply this Rule for Admins Only - Check this box to present the waiver only on the Admin side. The player will not see the waiver in the Member Portal.
Click the Rule Type field and select an option: membership agreement or general liability waiver. The main form difference is the number of required fields the system user must fill in.
Membership Agreement - CourtReserve displays this agreement whenever a player purchases a new membership. This option displays three standard fields. (see below)
The membership agreement rule applies to current and future members. If the organization creates a membership agreement signing rule, CourtReserve prompts players with an existing membership to sign the membership agreement after they log in to the member portal.
General Liability Waiver - This option displays three standard fields plus two additional ones: Waiver Presented On and Required for All Family Members. (see below)
Standard fields
Apply to Following Memberships - Click the field and select an option. The default setting applies to all membership types.
Apply this Rule to Following Waiver(s) / Agreement(s) - Click the field and select one or more options on the drop-down menu. The drop-down lists the opinions that appear on the Waivers & Agreements tab.
Agreement Period - Set the rule signing period. The options are: one time, every calendar year (this means January 1 of each year or the first time a player logs in after January 1), every time there is a new version (all players must sign the most recent version of the waiver/agreement), and every X months.
Instructions - Use this optional field to give members/players additional information.
General Liability Waiver fields
Waiver Presented On - Select one option. At the Time of Booking/Registration (Required) means the member must sign to complete a reservation on the member portal. At the Time of Booking/Registration (Optional) means the member can sign when they make a member portal reservation or at a later date (e.g. when they check in). Upon Login means the member must sign the waiver after logging into the member portal (if they have not already signed).
Required for All Family Members - If the box is not checked, only one family member needs to sign the waiver or membership agreement. That is the default setting. Optionally, check the box to require each family member to sign a waiver or membership agreement.
VIDEO TRAINING & RELATED WEBINARS
Watch this video and learn how to set up waivers and membership agreements.