Managing Unattached Waivers
About This Course
Not every guest who signs a waiver has a booking yet -- a walk-in at the counter, a boat tour where the headcount changes right up until departure, someone who scanned a QR code before you ever created their ticket. In this lesson, see the three real paths TripWorks gives you for a waiver signed with no booking: promote the signer to a brand-new ticket, link their waiver for record-keeping only, or assign it straight onto an existing ticket that's still showing Unsigned.
Transcript
Why it matters
Not every guest who signs a waiver has a booking yet -- a walk-in at the counter, a boat tour where the headcount changes right up until departure, someone who scanned a QR code before you ever created their ticket. That signature is real and it's saved, but if staff don't know what to do with it, it either gets lost or the guest ends up signing again from scratch. Both waste the guest's time and put a real liability record in the wrong place, or nowhere at all.
What you'll learn
- What an "Additional Signer" is and where it shows up on a trip.
- How to promote an additional signer to a real ticket with Add Ticket -- no re-signing.
- How to link a waiver to a trip for record-keeping only, with no ticket, booking, or charge created.
- How to use Browse Unassigned Waivers to match an already-signed waiver directly onto an existing Unsigned ticket.
Prerequisites
- At least one waiver already collected via a walk-in QR code, kiosk, or generic account link with no booking attached -- see the companion lesson, How Customers Sign Waivers.
The three paths, step by step
- Promote to a ticket. On a trip with an unattached signature, expand the Additional Signers panel to see exactly who signed and when. Click Add Ticket on their row, choose a real ticket type and quantity, same as adding any other guest to the reservation -- no separate waiver step.
- Link for record-keeping only. If the signature isn't going to become a booking but you still want it on file for this trip, use Link Additional Waivers to This Trip. It searches every unassigned waiver on the account -- select the right name and link it. No ticket, no booking, no charge, just the record attached to the right trip.
- Assign to an existing ticket. If someone already has a ticket on your manifest that's still showing Unsigned, click that status, choose Browse Unassigned Waivers, and find their signature in the same account-wide pool. Hit Assign and it attaches directly -- nobody has to sign twice.
Common mistakes and limitations
- Assuming a signature attaches itself. All three paths draw from the same account-wide pool of unassigned waivers -- which one you use depends only on whether the guest needs a new ticket, no ticket, or already has one. None of it happens automatically.
- Not checking for Unsigned tickets. A ticket showing Unsigned might already have a matching signature sitting in the unassigned pool -- check Browse Unassigned Waivers before asking the guest to sign again.
Expected final result
Every unattached signature has a clear next step depending on what the guest actually needs -- promoted to a new ticket, linked to a trip for pure record-keeping, or matched directly onto an existing ticket that's still unsigned -- so nothing sits unresolved and no guest is ever asked to sign twice.
FAQ
What is an "Additional Signer" in TripWorks?
Someone who signed a waiver for a trip without having a ticket on it yet -- usually because they signed via a walk-in QR code or kiosk before booking. They appear in their own panel on the trip until you promote them to a ticket or leave them as-is.
Does linking a waiver to a trip create a booking?
No. "Link Additional Waivers to This Trip" is record-keeping only -- it associates the waiver with the trip for visibility, without creating a ticket, booking, or charge.
How do I fix a ticket that shows Unsigned when the guest already signed elsewhere?
Click that guest's Unsigned status, choose Browse Unassigned Waivers from the Waiver Actions menu, find their waiver in the account-wide list, and select Assign.
Transcript
Not every guest who signs a waiver has a booking yet -- a walk-in at the counter, a boat tour where the headcount changes right up until departure, someone who scanned a QR code before you ever created their ticket. That signature is real and it's saved, but it isn't attached to anything. Here's exactly what to do with it.
There are three paths, and which one you use depends on the guest. Promote them to a brand-new ticket if they're actually joining the trip. Link their waiver for record-keeping only if they're not. Or, if they already have a ticket that's just sitting Unsigned, skip all of that and assign the waiver straight onto it.
First path -- an Additional Signer already on the trip. Expand that panel and you'll see exactly who signed and when, with an Add Ticket button right on their row. Click it, and you're choosing a real ticket type and quantity for them, same as adding any other guest to this reservation -- no separate waiver step, no re-signing.
Second path -- the signature isn't going to become a booking, but you still want it on file for this trip. Link Additional Waivers to This Trip opens a search across every unassigned waiver on the account. Find the right name, select it, and link it -- no ticket, no booking, no charge, just the record attached to the right trip.
Third path -- someone's already got a ticket on your manifest, it just still shows Unsigned. Click that status, choose Browse Unassigned Waivers, and you'll see the same account-wide pool, sorted by when each one was signed. Find theirs, hit Assign, and it attaches directly -- nobody has to sign twice.
Same underlying pool of signatures, three different outcomes depending on what that guest actually needs -- a new ticket, a record on file, or a waiver matched to a ticket that's already there. Check your trips for any Additional Signers or Unsigned status today, and make sure nothing's sitting unmatched.