G

How Customers Sign Waivers

About This Course

In this lesson, see exactly what a guest experiences when they sign a waiver in TripWorks — from the Sign My Waiver link in their confirmation email, through the Customer Portal's signature flow, including multi-waiver activities and the automatic switch to parent/guardian fields for a minor. You'll also see the three ways a guest can sign the moment they arrive instead: texting or QR-coding a link to their own phone, a tablet mounted at check-in, or a permanent, venue-wide QR code for walk-ins who never booked at all. By the end, you'll know exactly where a signed waiver shows up so you can check who's still unsigned before anyone shows up.

Transcript

Why it matters

An unsigned waiver at check-in isn't just paperwork — it's a liability gap and a line at your counter. The fix isn't more staff walking guests through a clipboard one at a time. It's getting the waiver signed before the guest ever shows up, or the moment they do, however they show up: from their own inbox, their own phone, a tablet you mount at the door, or a QR code posted for anyone at all.

The short version: most guests sign from a Sign My Waiver link in their confirmation email, right in their Customer Portal — no printing, no clipboard. TripWorks also covers guests who don't sign ahead of time: staff can text or QR-code a link to a guest's own phone on arrival, mount a tablet at check-in for walk-up signing, or post one permanent QR code around the facility so even an unbooked walk-in can sign with no staff involved. Every signed waiver shows up as Signed on the manifest.

What you'll learn

  • What a guest sees and does when they sign from the confirmation/reminder email.
  • How the Customer Portal steps a guest through more than one waiver on the same activity.
  • How the form adapts automatically when a guest signs on behalf of a minor.
  • What a guest sees once every waiver is signed.
  • The three ways a guest can sign the moment they arrive instead of ahead of time.
  • Where to check, from the trip's manifest, who's still unsigned.

Prerequisites

  • The account already has at least one waiver built and assigned to an activity — see the companion lesson, Setting up Waivers.

The guest experience, step by step

  1. The guest opens the email. After booking, they get a confirmation or reminder email with a Sign My Waiver button right at the top — one click, no separate login.
  2. That opens their Customer Portal. They fill in their information, read the waiver, check the e-signature consent box, and sign right in the browser — drawn with a finger or a mouse, not typed into a text box pretending to be a signature.
  3. If the activity carries more than one waiver, the guest sees a row of tabs across the top instead of one long combined document — say a liability release, a pet release, and an equipment release for the gear. They work through each tab in turn, and each tab tracks its own progress so the guest always knows how many are left.
  4. If the activity allows it, the guest picks adult or minor first. Choosing minor swaps in parent/guardian fields automatically — the adult's own name, their relationship to the minor, the minor's date of birth, and a consent statement confirming they're signing on the minor's behalf, not the child's own signature.
  5. Once every waiver is signed, the guest sees a real confirmation — "all set" — and their ticket picks up a green Signed badge. If they come back to the portal later, they aren't asked to sign again.

Signing on arrival instead

Plenty of guests sign the moment they show up rather than ahead of time. TripWorks covers that with three options:

  • Text or QR-code a link on the spot. Open the guest's row from the trip or manifest and either send their waiver link by text/email, or show them a QR code they scan with their own phone to sign right there — no device of yours required.
  • A mounted tablet running the Waiver Portal. Guests walk up to a branded landing screen with your business name on it, tap Review and Sign Waiver, choose adult or minor, and sign on the same fields and signature box every other path uses — no phone, no email, no staff member needed to walk them through it.
  • A permanent, venue-wide QR code for walk-ins. Every account gets one. Print it, post it around your facility, and anyone — booked or not — can scan it and sign on their own device with zero staff involvement.

Tracking signed status

Whichever way a guest signs, it's tracked automatically. Open the trip's manifest and see, guest by guest, who's still unsigned before anyone shows up — no spreadsheets required.

Common mistakes and limitations

  • Assuming a walk-in or kiosk signature attaches itself to a booking. It doesn't — a signature collected with no ticket attached needs to be matched to the right booking afterward from the Waivers list. Check your manifest, not just your gut.
  • Relying only on the email link. Not every guest opens or acts on the confirmation email before arrival — having the on-arrival options (QR code, tablet, texted link) ready at check-in avoids a line at the counter.

Expected final result

Every guest has a signing path that fits how they actually show up — ahead of time from an email link, on arrival from their own phone or a mounted tablet, or as an unbooked walk-in scanning a posted QR code — with the right fields and the right version (adult, minor, or guest chooses) presented automatically, and zero manual tracking per booking.

FAQ

Does a guest need an account or password to sign a waiver?

No. The link in their confirmation or reminder email opens straight into their Customer Portal and the waiver — no login required.

What if a guest is signing on behalf of a child?

If the waiver allows a minor, the guest picks "I'm a minor (under 18)" and the form swaps in parent/guardian fields — their own name, the minor's date of birth, their relationship to the minor, and a consent statement — instead of the adult fields.

What happens if an activity has more than one waiver?

The guest signs each one in turn behind its own tab across the top of the form — for example, a liability waiver, then a pet release, then an equipment release — instead of one long combined document.

How do I know if a guest has already signed?

Their ticket shows a green Signed badge, and they won't be prompted to sign again if they reopen the portal. Operators can also check who's still unsigned right from the trip's manifest.

Can a guest sign a waiver with a QR code?

Yes, two ways. Staff can show a per-guest QR code from the trip or manifest so a specific guest scans and signs on their own phone, or an account-wide QR code can be printed and posted around the facility for anyone — booked or not — to scan and sign.

Can I mount a tablet for guests to sign on arrival?

Yes. Register a tablet as a Waiver Portal device and mount it at check-in — guests walk up, sign, and the screen resets itself automatically for the next person.

Can someone sign a waiver without a booking at all?

Yes, using the account's permanent walk-in QR code. A signature collected this way isn't attached to a trip yet — staff match it to the right booking afterward from the Waivers list.

Transcript

An unsigned waiver at check-in isn't just paperwork — it's a liability gap and a line at your counter. The fix isn't more staff walking guests through a clipboard, it's getting the waiver signed before or the moment they show up — however they show up.

Here's the short version: a guest can sign from an email link before they arrive, on a tablet you mount at the door, by scanning a QR code, or from a venue-wide code for walk-ins who never booked at all. Let's watch each one.

It starts, most often, in their inbox. After booking, the guest gets a confirmation or reminder email with a Sign My Waiver button right at the top — one click, no separate login.

That opens their Customer Portal. They fill in their information, read the waiver, check the e-signature consent box, and sign — right in the browser, drawn with a finger or a mouse, not typed into a text box pretending to be a signature.

Some activities carry more than one waiver — say a liability release, a pet release, and an equipment release for the gear. Instead of one long combined document, the guest sees a row of tabs across the top and works through them one at a time — filling in the fields, reading the terms, and signing each waiver in turn before moving on to the next tab in line. Each tab tracks its own progress, so the guest always knows exactly how many waivers are left before they're completely finished and ready to head out.

If the activity allows it, the guest is first asked whether they're an adult or signing on behalf of a minor. Pick minor, and the whole form adapts automatically — a parent or guardian steps in with their own name and their relationship to the child, the minor's date of birth, and a clear consent statement confirming they're signing on that minor's behalf, not the child's own signature. That way the record always shows exactly who's responsible, even when the person on the ticket is a kid.

Once every waiver is signed, the guest sees a real confirmation — "all set" — and their ticket picks up a green Signed badge. Come back to the portal later, and they're not asked to sign again — the whole thing takes under a minute, start to finish.

That covers a guest signing on their own, before they arrive. But plenty of guests sign the moment they show up instead — and TripWorks has three ways to handle that too.

If a guest is standing in front of you and hasn't signed, open their row from the trip or manifest. You can text or email them their waiver link on the spot, or show them a QR code — they scan it with their own phone and sign right there, no device of yours required.

Or skip the guest's phone entirely — mount a tablet at check-in running the Waiver Portal, and let guests handle it themselves. They walk up to a branded landing screen with your business name front and center, tap Review and Sign Waiver, and choose whether they're signing as an adult or on behalf of a minor. From there it's the same real information fields, the same waiver text, and the same signature box every other path uses — filled out right there on the mounted screen, with no phone, no email, and no staff member needed to walk them through it. It's especially handy at a busy front desk during peak season, when staff would otherwise be walking every single guest through that exact same signature step by hand, one booking after another, all day long.

And for someone who never booked ahead at all — a walk-in — every account gets one permanent QR code. Print it, post it around your facility, and anyone can scan it and sign on their own device with zero staff involvement.

Whichever way a guest signs, it's all tracked automatically — open the trip's manifest and see, guest by guest, who's still unsigned before anyone shows up, right from the trip itself, no spreadsheets required.

The one thing to watch for: a walk-in or kiosk signature with no ticket doesn't attach to a booking by itself — check your manifest, not just your gut, to make sure it gets matched up. If you haven't set up your own waivers yet, check out our companion lesson, Setting Up Waivers — or book a demo and we'll walk you through the whole flow.

Related lessons

Learn more