Waivers & intake

Waivers and intake fields help staff collect required information before attendance.

What to configure

• Required profile fields in Customer settings.
• Waiver content and requirements in Waivers.
• Booking rules that decide when customers must complete intake before reserving.

Where customers see intake

Customers may see intake during account creation, booking, or account updates. If the studio requires a waiver before attendance, the widget prompts the customer before the booking can be completed.

Staff review

Staff can use Customer profiles to confirm contact details, account status, and activity. Attendance pages help staff spot customers who still need required steps before a session.

Best practices

• Keep required fields limited to information staff actually use.
• Review waiver text before launch and after policy changes.
• Test intake on a phone before publishing the booking page.