Requesting a Waiver Signature from a User

Requesting a Waiver Signature from a User

If you notice that a customer does not have a waiver on file, you can send them an email requesting that they complete it. To do so, follow these steps:

1. Navigate to the User Profile to request a waiver signature. 

2. In the customer’s profile, go to the Waiver Info section and click "Send Waiver Signature Request" to initiate the email.

3. When prompted, confirm that you’d like to send the waiver request to the customer.


4. The customer will receive an email containing a link, which they can use to complete and submit their waiver.