FareHarbor and Smartwaiver

FareHarbor is an easy-to-use and powerful online booking solution for tour and activity companies. Using the Smartwaiver API, the good folks at FareHarbor have whipped up a seamless waiver signing integration into their software.

If you're a FareHarbor client and have things configured on the backend, your customers will be able to sign your smart waiver as part of the online booking process and you will be able to track and manage the signed waivers within your FareHarbor account.    

Note: To use the integration, an active FareHarbor and Smartwaiver account are required. 

First Time Setup

The first time setup for FareHarbor is straight forward on the Smartwaiver side. You will essentially reach out to FareHarbor support via email and provide them with your Smartwaiver username and password, plus any waiver links that you would like added to your FareHarbor bookings.

(If you already have a waiver in your account, you can skip forward to step 4. Otherwise, read on!)

1. Log in to your Smartwaiver account via www.smartwaiver.com 
2. Click into the "Create/Edit Waivers" section
   
3. You can add a waiver to your account manually via:
   • the Waiver Editor
   • sending a message to support@smartwaiver.com and have us convert the waiver for you. This service is free of charge, so please feel free to send any waivers you need converted.
     • Please keep in mind that waivers need to be PDF or Word DOC for our team to convert.
       
       
4. Once we have a Waiver Template in our account, we're going to click into it as if we were going to edit it, and then click into the settings of the Waiver via this button located towards the top of your screen:
   
5. Next, we're going to scroll down until we find this setting and toggle it on:
   
6. Finally, whenever we make changes to the waiver, we're going to have to Publish those changes. Click out of the settings menu and then look near the top-right of the screen for the Publish button:
   

And that's it! (On the Smartwaiver side at least.)

Once your waiver has been added to your account and the "autotag" feature has been turned on, more than half of the setup is done.

The next step will be to reach out to FareHarbor and provide them with your Smartwaiver credentials (username and password), as well as any waiver links, so that they can associate the waiver links to your preferred booking. There are some additional steps to complete on the FareHarbor side. For the best description on how to do that, please visit the FareHarbor support page here.

FareHarbor's support team is also more than happy to assist with this part of the process. Let their team know that you have a waiver that you would like to add to the account, and they will be able to assist you further from there. You can find the portal to reach out to them by clicking this link.

Note: Anytime a new waiver is added, FareHarbor's team will need to configure it to a corresponding booking. Keep this in mind if you are looking to update your waivers every year!

What The Customer Sees
Immediately after a customer books an activity online (through FareHarbor), they will receive a confirmation email from FareHarbor directing them to sign the waiver as a next step in the booking process.

Once signed, the document is automatically added to the customer’s Fareharbor booking invoice.

What You See
On the FareHarbor manifest you will be able to see whether the waiver has been signed or not, as well as the number of people listed on the participant’s waiver. You will also have the option of opening the signed document as a PDF or view it in the Smartwaiver Waiver Console.

Troubleshooting the Integration

If you find that:

• There are waivers missing from your FareHarbor dashboard
  • You can refer to instructions below on 'How to send out the waiver link directly through FareHarbor's dashboard'.
• Webhook logs are showing as "false" status
  

  • We recommend checking out our Troubleshooting Article here: Why aren't my signed waivers showing up in FareHarbor? 

How to send out waiver links directly from your FareHarbor dashboard

Once the integration setup is complete, customers will be able to sign your smartwaiver(s) directly from their FareHarbor booking confirmation email.

However, if you ever need to quickly access or send a link to a customer’s waiver via the FareHarbor dashboard directly - here are the steps:

1. Open the customer’s booking in FareHarbor.
2. Click the Send email or text button.
3. Choose your preferred format: email or text.
4. Input a message to send with the outgoing waiver link.
5. Click 'Send email' or 'Send text' to send the waiver link out via FareHarbor.

When the waiver is signed using this link via email or text, it will be added to the customer’s booking in FareHarbor.

For more information on setting up the integration on the FareHarbor side, please visit the FareHarbor Support page.