Summary
This guide explains how to register an Induction or Waiver for a customer. By following the steps below, you will be able to add an Induction or Waiver to a customer’s profile efficiently.
Prerequisites
Before you begin, ensure that the relevant Activity Restriction(s) (Waiver/Induction) you want to register have already been created in the system.
Step-by-Step Guide
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- Use the search bar to locate the customer’s profile by entering their name, email, or other identifying details.
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Access the Induction/Waiver Tab
- Once in the customer’s profile, navigate to the Induction/Waiver tab.
- Once in the customer’s profile, navigate to the Induction/Waiver tab.
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Register the Induction/Waiver
- In the top-right corner, click on Register Induction/Waiver.
- From the Activity Restriction drop-down menu, select the Waiver or Induction you wish to register.
- Enter the Completed At date to specify when the activity restriction was completed.
- Confirm that you have taken reasonable steps to ensure the customer understands and agrees to the terms of the activity restriction.
- In the top-right corner, click on Register Induction/Waiver.
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Save the Induction/Waiver
- Click Save to finalize the registration.
- The Induction or Waiver will now be displayed on the customer’s profile under the Induction/Waiver tab.
Completion
You’ve successfully registered an Induction or Waiver for the customer. If further assistance is required, refer to additional support resources or contact the support team.