Save time at check-in by getting waivers signed before arrival. No more having to have customers sign paper waivers when you have Xola Waivers. When you install Xola Waivers from the App Store, you can then create your waivers and assign them to listings. Your customer will be able to sign a waiver at checkout or in the confirmation email in order to have this done before arrival. In addition your customer can fill out your questionnaire in the waiver as well, to save them time, and for you to have all your customer's information in one place.
What's covered in this article:
- How to enable Xola Waivers
- How to create a Waiver
- How to configure the Waiver to Listings
- What the customer sees
- Customer Reminders
- How to add Waivers to bookings manually
How to Enable Xola Waivers
- Navigate to the Xola App Store by clicking the App Store tab in the upper right hand corner.
- Locate "Xola Waiver" and select the App Store tile.
- Click the green "Request Access" button
How to create a Waiver
Once installed from the App Store you can set up and create your own Xola Waivers. Go to Settings>Apps> Xola Waivers and click on the “Create a Waiver” button. After this you can begin to create a custom waiver template that can be assigned to listings:
Create a Title and a Body for your waiver. In addition to your own text, the Body can have a few variables to choose from when adding custom content to your waiver. These variables will dynamically populate content in the waiver. The available variables are:
Required Check Box: Places a check out in which the customer has to check in order to Finish and Agree to waiver
Current Date: The date in which the waiver is opened
Set the age of the Minor
- You can allow a minor to sign a waiver. If chosen you will be able to add a custom message and set up requirements and rules for Parents and Guardians
Questionnaires collect additional information from your customers. What is included in the Questionnaire is completely customizable, and it can be set up as Global or Listing-Specific. For the Waiver, go to your questionnaire settings in your Xola account, and toggle on the "In Xola Waivers" so these questions will show on your Xola Waivers.
Note: Questionnaire answers will show on the roster on your Xola dashboard, as well as if you download the PDF version of the Waiver from the dashboard.
How to configure the Waiver to Listings
To configure which listings you would like Xola Waivers to apply to navigate to CRM > Digital Waivers and click the pencil next to the waiver you would like to use.
What the customer sees
After a customer completes a booking for listing with a Xola Waiver tied to it, the checkout window will ask them to fill out the waiver.
This same digital waiver link will also be included in the Confirmation and Reminder emails your customer will receive. They can click the link in the email at any time to sign.
Customers will also be given the option to sign another waiver or share the waiver link with other guests. They can click the share link and a waiver URL will be copied and they can send to others via email, text, or group chat.
Reminder emails and/or SMS for the customer to make sure all waivers are signed will be sent to your customers. by default reminders are set to be sent 7 days, 3 days and 1 day before arrival. You can override the default and set reminders in any increment you would like. You choose how many reminders are sent and if they are sent after the purchase is made, or before the arrival date. To set this up go to Settings> Notifications.
You can also resend the Waiver reminder email to a customer, by going to Purchases> Searching for the customers booking, click on the Resend Waiver button.
How to add Waivers to bookings manually
Waivers will automatically link to bookings when signed from the link for their booking (or can be manually linked when signed from a generic link):
Follow this link to learn more on how to Attach a Signed Waiver to a Booking.
Tip: You can allow linking of previously linked waivers to new bookings, if needed. Go to CRM>Digital Waivers> Global Settings and check the box to allow this.
You can also see a PDF version of the waiver, by clicking the Waivers Signed button on the roster and hitting the to download a PDF of the waiver for your files. OR going to your CRM tab> Customers> search for your customer and look under the Waivers tab in the customers profile.