Setting Up a Waiver Form
Waivers are one of those things every club needs but nobody loves dealing with. The good news is that Member Splash makes it pretty straightforward — once your waiver form is set up, members can sign it directly through the platform, completions are tracked automatically, and you'll always have a record tied to the right account. Here's how to get it done.
Step 1: Download and Install the Form Template
Start by grabbing the waiver template from the MS Form Template Library. In your website, head to Forms > MS Form Templates, search for the file called "Waiver," and click Install Form. Once it's installed, you'll see it appear in your list of available forms.
Step 2: Customize the Waiver Form
Before you start adding your club's specific fields, there are a couple of important ones to know about. The Acct # and Member # fields are required — they're what ties a completed waiver back to the right account. These fields are hidden by default, so you don't need to do anything with them, just don't delete them!
From there, feel free to add or remove fields to make the form work for your club. You might want to include details specific to a particular event or membership requirement. We have left the Consent field blank and strongly recommend copying and pasting your terms of service into the Consent field.
Step 3: Update the Form Settings
This step is what actually turns your form into a waiver form, so don't skip it! Head into Form Settings and make the following updates:
Waiver Description – Add a description that explains what members are agreeing to, including any specific conditions.
Enable Waiver Form – Under Member Splash options at the bottom, check the box for Waiver Form. This is the key step that converts your form and makes it show up on each account's Member screen.
Waiver Requirements – Choose who needs to see or complete the waiver. You can set rules based on:
Billing Contact – Show or require the form for the billing contact (Yes or No).
Member Type – Select one or more member types from your platform, then decide whether to show or require the form.
Member Age – Enter an age range, then choose whether to show or require the form.
Step 4: Double-Check Compliance
Before you publish, it's worth making sure the form checks all the right boxes for your club. Confirm it meets your board's requirements, and keep in mind that waiver conditions apply to all member types — adults, children, grandparents, and house guests alike. Most clubs require members to sign the waiver before any payments are processed, which is important for both liability and record-keeping. Your members and residents will see the waiver and requirement like this:
Step 5 (Optional): Use Tags to Track Completions
Completed waivers will show up on the Front Desk Check-in screen, but if you want to run reports to see who has (or hasn't) submitted their waiver this season, tags are a great way to do that.
Check out this article for step-by-step instructions: Waiver Forms – Reporting with Account Tags
Step 6: Publish Your Form
Once everything looks good, go ahead and publish! And if you want extra guidance before you do, the MSU Advanced Forms solution pages have detailed resources and best practices worth reviewing.
💡A couple of final reminders: It's good practice to review your waiver forms each season to make sure they're up to date with any new club policies. And if you have any questions about the legal side of things, it's always a good idea to loop in legal counsel to make sure your waiver is doing its job.