How do I use Agreements, Indemnity forms, Permission Slips & Waivers

The Agreements tab can be used to create a number of forms which include: Agreements, Indemnity forms, Permission Slips, Waivers, Terms, Disclaimers, Licenses and more. These can be added to collections so that parents first fill in the form and then make payment for the collection.

To create an agreement, click the Agreements tab on the left-hand side of your dashboard.

You will then be directed to the Agreements Manager where you will be able to create agreements by selecting + New Agreement.

Next, name the agreement and enter in the main text. The text in the Main text area should only include details of the agreement and must not contain any spaces for signatures, or any questions. Select whether you would like confirmation of the agreement to be given via Checkbox or text Confirmation.

You can add questions to your indemnity, such as allergies and doctors telephone number. If you would like the submit button to return to green, without adding a question, simply select (none).

To add a custom question select custom question from the menu and click Add. The custom question can now be edited to display your custom question.

Once you’ve completed your agreement press submit. Your agreement is now visible on the Agreements Manager.

An agreement can be edited at any time, even if it has already been used with a collection.

Next, create a collection as per normal on the new collection screen. To attach an agreement to the collection, tick the checkbox for Require permission/terms/agreement at the bottom left of the page. Select the agreement to be attached from the drop-down menu.

Once you’ve created your collection, this icon will remain black until the agreement is signed.

Once the parent has accepted the agreement on the app, the icon will turn green to indicate that the agreement has been accepted.

This agreement can be manually accepted on the dashboard by clicking on the icon.

Clicking confirm will accept the agreement manually and mark the agreement icon as green on the dashboard to indicate that the agreement has been signed.

Information filled in by the parent in the agreement is displayed when clicking on the agreement icon on the dashboard.

To print the agreement from the dashboard click on the print button.

The answers to the agreements can be exported in an Excel file by clicking Actions and then Export Agreements, at the top left of the page.

Once the user has given their consent through the app, they will receive an e-mail with the details of the agreement included.