Welcome to Smartwaiver!
Below is a quick guide to help you get started. For a more in-depth guide on how to use the Editor in Smartwaiver, please check out our article on Creating Your First Waiver.
Your Free 15-Day Trial
You can try Smartwaiver free for 15 days!
Almost all of our waiver features are included, and no credit card is required.
-The only features not included during the free trial period are the option of sending waivers via text message, and the ability to set up advanced integrations via Mindbody or Lightspeed.
At the end of your trial, simply choose a paid plan that’s right for your business to continue using your account. There are no set up or hidden fees and you can upgrade, downgrade or cancel your account at any time.
Once you have a username and password, log in to your Smartwaiver account.
*Note, the username cannot be changed once created. We recommend a username that applies to your business or organization.
1) Create Your Smart Waiver
The first step to setting up Smartwaiver is to create your digital waiver. Copy the text from your existing waiver into the Waiver Editor.
This is where you can add custom questions and set up your preferences. The set up should take about 5-10 minutes. If you have any questions along the way, we’re happy to help. You can also send your waiver to us as an editable PDF or Word doc. We’ll be happy to create your first smart waiver for you: support@smartwaiver.com
Example of a smart waiver
And our support article on: How to create or edit a waiver
2) Publish Your Smart Waiver
Once your smart waiver looks good in the editor you’ll want to make the document live by selecting Publish.
You can make edits to your smart waiver at any time by clicking on the Create / Edit Waiver button in your account.
3) Add the Waiver to Your Website
Now that your smart waiver is Published, you can send out a link to customers in an email, add a link to your website and add a link to your Social Media pages so customers can sign your smart waiver before they arrive to your location. You can also add a Waiver Widget to your site which allows participants to sign your smart waiver while remaining on your website.
4) Create a Smartwaiver Kiosk at Your Location
You can also download one of our free apps and convert your computer or tablet into a Smartwaiver Kiosk so customers can fill out your smart waiver at your facility. Set up an iPad (recommended) or Android Tablet.
Hardware recommendations
5) View Your Signed Waivers in the Waiver Console
Now that customers have completed your smart waiver, either online or at your location, you can manage your signed waivers in the Waiver Console by clicking on the View Signed Waivers link from your account.
This is where you can search for and manage participants that have completed your waiver.
6) View Trends
Once everything is up and running, you can start analyzing your participant data with Smartwaiver Analytics and Smart Trends.
In Analytics you'll get a snapshot of when customers signed your waiver and when they checked into your facility. Compare periods in time and filter by specific waiver templates
In Smart Trends you can view participant demographic data such as zip code, age as well as behavior like check-in times.
7) Export Your Data
Finally, you can easily download all of your participant information as a CSV file and integrate the data with your permission-based marketing campaigns.
Smartwaiver was designed as an easy-to-use tool to help you streamline your operations. We hope this quick guide will help you dive right in and discover the many more advanced features that will help your business.
If you have any questions or need help from a friendly human, we're here for you.
