Can I use pre-arrival waivers to pre-fill my onsite waivers?

A multi-step (or two-step) waiver process gathers some guest information before they arrive, and some information onsite.

This could be asking for their personal information as soon as they book, then gathering an equipment agreement on their arrival onsite. 

Read our guide, or watch the training video:

Wherewolf Multi-Step Waivers - Watch Video

Some industry-specific regulations require the customer to be onsite for parts of the waiver process, such as safety briefings or training sessions. The Multi-Step waiver process means you can save time by segmenting your waiver into a pre-arrival section and an onsite section, and have these merge into a single waiver document. 

Examples:

• Scuba instructors may need to know whether the person has skydived in the last 24 hours.
• Automotive rentals can ask if the customer has consumed drugs or alcohol on the day of their booking.
• Boat renters in Florida can conduct an onsite orientation and record the condition of the equipment.
• Segway tours can conduct training sessions and gather the guest's acknowledgment.

Let's take a look at a demonstration of this! 

Step One: Customer completes their pre-arrival waiver

Before arriving, customers can complete a digital waiver and submit this back to your database. This can include any questions you need, and will be linked automatically to their booking if we're integrated with your reservation system!

To read more about our pre-arrival waivers, click here. 

Step Two: Customer arrives onsite to complete their onsite waiver

Now the customer has arrived onsite for their tour, and we need to ask them for some information specific to that day.

First, use your Wherewolf Waiver App to locate the guest's pre-arrival waiver. The guest's name will have a small grey icon of a clipboard beside their name to indicate that it's incomplete.

You can do this by finding their booking and name under the Bookings Overview, finding their name on your Guests Overview

Next, click on their record and choose from the options available. 

1. Open the waiver on your device, and hand your device to the guest
2. Send the waiver in an email to the guest
3. Launch their QR Code, for the guest to scan and open the waiver on their own device.

Here's an example of the QR Code and waiver email sender. 

If you use the email option, we'll send it to the email address your guest entered on their waiver. You can edit the email address before sending.

When the second step to your waiver is complete, the guest record will be updated with a teal tick to indicate that it's complete:

What's new?

Before, the Arrival app was required to complete the second sign-in and guests had to use your device to complete this waiver.

Now, the Waiver app is used to distribute the second sign-in to guest devices, and guests are directed to use these instead of using your onsite devices.

This frees up your devices and boosts efficiency on the day!