How to register an Induction/Waiver for a customer?

Summary

In this guide, we will show you how to register an Induction/Waiver for a customer.

In order to do this, please ensure that you have already created the Activity Restriction(s) (Waiver/Induction) you want to register 

 

Step by Step Guide

1. Search for the customer

2. Click on the Induction/Waiver tab

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3. On the top right corner, click on 'Register Induction/Waiver'.

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4. From the Activity Restriction drop down, select which Waiver/Induction you wish to Register.

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5. Select the Completed at date.

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5. Confirm that you have taken reasonable steps to ensure that the customer understands and agrees to the terms of the activity restriction and click on 'save'.

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6. The Induction/Waiver will now appear on the customer's profile.

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