Feature Ideas

Ability to sort Waiver Lists by fields. Ie, sort my list alphabetically by Last name. Both on web interface and mobile app.

Would like to be able to have customers sign a waiver once for the year and then each time they show up just check them in through the app. After the event I could then filter out the list to view only the customers that were marked as "checked in" on that date and assign a new tag to each one for future reference. I could then clear the "checked in" tag for use again at the next event but still be left with a bit of a log as to each of the dates that customers attended. That or just have the "check in" button on the app assign a tag that would have that day's date (such as "checked in on April 16, 2023" rather than just saying "checked in".

When you make a waiver request to a customer that is in the database, the waiver should have any information in their profile prefilled in the new waiver. Seems simple to add items like email, phone, address, etc. Also, to be able to search through customers on the kiosk to be able to make requests would be nice as well, and be able to send the new request to a device rather than just an email. That way the waiver could either be used immediately from the kiosk or brought up as a link to be used on a browser. To me a good work around would be to allow customer info to be auto-prefilled into the prefill link distribution and then copy the link and use it in the current browser or send it in a text or email. We make people sign new waivers for each procedure and this would save us a bunch of time with returning customers.

Ability to integrate payment in waiver template

You can inform the customers with a video about whatever you do before they can agree.

I know we can collect emails and send emails out. I would like to be able to do SMS Mass texting. would be a feature that would I think set you guys apart from other waiver providers

The ability to customize which data and how it looks in the CSV / PDF file.

There is a Check-in feature however there is no symbol or marcation next to clients name who has checked in whether done manually through browser or if Check-In QR Code is scanned.

Ability to attach images to customer profiles directly rather than just their waivers.

Rather than a single note or the attached text field that cannot be exported, have custom fields that can be input after the waiver is signed and are exportable. This is very useful for information that cannot be obtained before signing. Especially, if waivers are signed ahead of time. Example: for tattoo and piercing studios we often do not know information that needs to be tracked with the waiver until after signing and check in, such as person doing the procedure, jewelry choices, inks used, part of body tattooed etc. Thank you.

When in the waiver list page, I would like to get notified about newly submitted waivers without needing to reload the page.

It would be helpful to have an option to download the information for a single waiver as a CSV file. One of our clients needs single pages of waivers, but they are always 3-4 pages due to the length/spacing. They want it to look like the Export files, except available for each individual waiver. For example, we would click on a waiver and there could be a button added under "Download Original PDF," that says "Download as CSV".

I have to run several programs that cannot all work on one browser and having the extension available on Safari means I would be able to remove dozens of steps in my moment-to-moment work flow.

This is useful because there is no way to send a resign to the client without them having to retake a pic of their id . They do it their first visit and shouldn’t have to resubmit each visit. Our clients are getting mad because we have it saved in our cloud but we need it to be attached to the clients resign ,the pic module isn’t allowing it to be checked as a renewable field or not . Make the upload module have the option of being a non renewable field on a resign.

To comply completely with Texas department of licensing and regulations when a customer signed the waiver form, the licensed massage therapist who performs the massage needs to sign off on the client intake form. This feature would benefit to have this option to follow the state law.