Step 1: Download and Install the Form Template
Download the Form Template from the MS Form Template Library
In your website, go to Forms > MS Form Templates
Search for the file called Waiver and select Install Form.
The new form will now be listed within your list of forms to use.
Step 2: Customizing the Waiver Form
Required Fields: There are required fields when using a waiver form. Please note that these fields are automatically hidden but are required to attribute the completed waiver to the specific account.
Member Splash field Acct #
Member Splash field Member #
Add/Delete Fields: Customize the form to fit your club's specific needs by adding or deleting fields. This could include information specific to the event or membership requirement.
Step 3: Modifying Form Settings for Waivers
Within Form Settings, please modify the form's settings to ensure this form is correctly configured as a waiver form.
Waiver Description: Add a detailed description of the waiver, including any specific conditions or requirements.
Enable Waiver Form Checkbox: Within Legacy Settings, enable the checkbox for Waiver Form. This converts a regular form into a waiver form and will show up on the account's Member screen.
Specify Waiver Requirements: Select the appropriate options on who is shown or required to fill out the waiver form. Options include:
Rule Type: Billing Contact. Select Yes or No, and then whether you want to Show or Require the form.
Rule Type: Member Type. Select one or more Member Types dynamically populated from your platform, then whether you want to Show or Require the form.
Rule Type: Member Age. Enter the age range, then whether you want to Show or Require the form.
Step 4: Review and Update Form Compliance
Board Requirements: Ensure the updated form complies with your club's board or governance requirements.
Member Types Affected: Understand that the waiver condition applies not just to adult members but also to children, grandparents, and house guests.
Payment Protocol: Clubs usually require members to sign the waiver before processing any payments. This is crucial for liability and record-keeping purposes.
Step 5: Optional: Add or Remove Tags when Waiver Completed
When a waiver form is completed, the Front Desk Check-in screen displays completed forms associated with each member. But sometimes admins want to run a report to see who has completed their waiver forms.
If you want to add a new tag or remove an old tag when a waiver is completed, check out this article:
Waiver Forms- How to tell who has submitted a waiver this season | Member Splash Help Center
Step 6: Review Resources and Publish
Resource Review: Before finalizing the waiver form, review all available resources, such as solution pages provided by MSU Advanced Forms, for detailed guidance and best practices.
Publish Form: Once you have customized the form to your satisfaction and ensured compliance with all requirements, publish the form.
Additional Notes
It's important to regularly review and update waiver forms to ensure they remain compliant with any new regulations or club policies.
Consider consulting with legal counsel to verify that your waiver form meets all legal requirements and effectively limits liability.