Waiver Templates

What this page is for

Waiver Templates manage versioned consent text for trials, subscriptions, guests, and manual waiver requests. A template can be edited into a new version and then published for future signing.

Who should use it

Owner, operations manager, legal/admin

Where to find it

/admin/waiver

Before you start

• Waiver template fields are Code, Waiver title, Trigger, Trial applicability, Subscription applicability, Change summary, Applies to trial, Applies to subscription, Publish this version now, and Content.
• Code is the stable internal identifier. Waiver title is the visible title staff recognize.
• Trigger controls when the waiver is expected: Manual, Trial, Subscription, or Guest.
• Trial applicability can target any trial or a specific trial definition. Subscription applicability can target any plan or a specific membership plan.
• Applies to trial and Applies to subscription tell SquareOS which workflows should look for this waiver.
• Change summary should explain what changed in the new version so staff and auditors can understand why it was republished.
• Publish this version now should be used only after the content is final and approved.
• Content is the actual waiver text shown to the signer. It should be complete, readable, and aligned with gym/legal policy.

Daily workflow

• Create draft waiver, review content with the owner/legal reviewer, set trigger/applicability, then publish.
• Send a test waiver to an internal profile and confirm signed waiver status appears in the profile documents.
• When policy changes, save a new version rather than rewriting old signed history.

Watch out

• Do not mark a waiver Active only because the title looks correct. Check trigger, applicability, and content together.

Related help

• Use the left menu to open related pages in Admin Settings.
• Use Ask Docs for questions that are already covered in this public documentation.