Waivers

One waiver for every job: your wording, signed with a finger, kept with the job. No paper, no scanning.

#Set it up

Settings → Jobs and staff groups → Service waiver. Owner only.

1. Turn on Every job needs a signed waiver.
2. Title: what the customer sees at the top ("Service waiver").
3. Wording: what they agree to. It's your text, not legal advice: have it checked.
4. A signature covers that customer for: every job, 3 months, 6 months, 12 months, 2 years, or doesn't expire.

Nothing is asked of anyone until the waiver is on and has wording.

#Get it signed at the counter

After you press Drop off, if this customer hasn't got a signature that still covers them, you see: "Job … is booked in. One thing left:" and the waiver.

• Sign here: hand over the tablet. They read it, check their full name and sign in the box, then Save signature.
• On their phone: they scan the QR code and sign on their own phone. The same link is in their drop-off email.

The job is already booked in: you can close the window and let them sign later from the email. The board shows the job's Waiver chip as waiting until they do, then signed.

#Other ways to get it signed

• Booking confirmation: a job booked online, or on the calendar with a confirmation, has the waiver link in its email.
• From the board: a job's … → Get the waiver signed shows the same signing step, with the QR code.

A customer already covered isn't asked again.

#Who has to sign again

A customer is matched by their Shopify customer, or their email. They're covered, and not asked, while:

• their last signature hasn't run out (the period set above), and
• the wording hasn't changed since they signed.

With Every job, each job needs its own signature.

#Changing the wording

Changing the title or wording starts a new version. Everyone signs again on their next job; old signatures stay on file as what was agreed at the time.

#What's kept

The name they typed, their signature, when they signed, and which version of the wording. Settings shows how many signatures are on file. See Privacy and data.