Waiver Improvements

📋 Clients shouldn't have to sign the same terms twice — and waivers shouldn't look like unformatted walls of text.

Two meaningful upgrades here. First, waivers can now be designated as superseding, meaning one signed waiver can satisfy the requirement for others. A membership intake waiver, for example, can be configured to cover all class and event waivers automatically — so returning members are never prompted to sign again. Second, waiver content now supports rich text formatting, so you can create structured, professional-looking documents with headings, bold, bullet lists, and more.

A few details worth knowing:

• Superseding is one-directional — the higher-tier waiver (e.g., membership) covers the lower-tier one (e.g., class), not the reverse
• Substitution is retroactive — clients who've already signed a superseding waiver won't be prompted for the waivers it covers
• If a client hasn't signed the superseding waiver, they'll still be prompted for individual waivers as usual
• Rich text formatting is available when creating or editing any waiver; existing plain-text waivers are unaffected
• Clients can view and download their signed waivers from their own dashboard

Available on all plans.

[Read the help article or watch the video]