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Require registrants to agree to terms or sign a digital waiver

Require registrants to agree to terms, policies or conditions prior to submitting their registration or sign a waiver prior to attending

Ashley avatar
Written by Ashley
Updated today

If you need registrants to review and acknowledge important information such as terms, policies, conditions, or a release of liability, you can use the Terms or Waiver fields. Adding either of these fields to your registration page is a simple but effective way to ensure participants are aware of your requirements before attending your event. This article will walk you through how each field works and how to add them to your page.

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Choosing Between the Terms and Waiver Fields

Our Terms and Waiver fields work slightly differently. Here is more information on both fields, and when you might want to use each fields.

Terms Field

The Terms field is used to add text or a PDF that displays your terms and conditions. This field then requires a checkbox acknowledgement or a digital signature to confirm they agree to the stated terms.

Pro Tip: The Terms field captures acknowledgment of the terms from the registrant before submitting an order.

When using the Terms field and requiring registrants to sign that they acknowledge the terms, users can download the finger signatures that were submitted on the page. However, this will only download the signature images themselves. The signatures will not appear alongside the terms that were agreed to on the page. If you would like to download copies of the signatures alongside the Terms, we recommend using our Waiver feature.

Waiver

The Waiver field is designed to collect a digital signature from each registrant before their QR code is issued on their confirmation email. Once a waiver is signed, that person's QR code will be generated and emailed in an updated confirmation email to them. This QR code can be used to check into your event using the RedPodium Check-In App.

Pro Tip: A waiver is signed after submitting the order. The registrant(s) can sign the waiver on the confirmation page or confirmation email after they complete their registration.

If you would like to require registrants to acknowledge your terms before submitting the registration, we recommend using our Terms feature.


Adding Your Terms or Waiver Field

Adding and customizing your Terms and Waiver fields is simple. Here’s how to set them up to fit your event’s needs.

Add a Terms Field

  • From the Pages screen, click the pencil icon on the page you'd like to add the terms to

  • Scroll down and hover your mouse over the place you'd like to add your Terms field

  • Click the green plus icon

  • Select the Terms option from the Data Collection column

  • Customize the Label as desired

  • Select Text (to type out your terms) or PDF (to upload a PDF with your terms)

  • Type or upload your terms

  • Toggle the Collect a Finger Signature option to Yes or No. If this option is turned off, registrants will select a checkbox to acknowledge the terms. If this option is turned on, registrants will provide a digital signature to acknowledge the terms

  • Click Done

  • Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page

Add a Waivers Field

  • From the Pages screen, click the pencil icon on the page you'd like to add the waiver to

  • Scroll down and hover your mouse over the place you'd like to add your Waiver field

  • Click the green plus icon

  • Select the Waiver option from the Data Collection column

  • Customize the Label as desired

  • Type the Waiver Instructions registrants will see when signing up for your event

  • Enter the Waiver Text registrants will read and sign after completing their order

  • If you would like to collect the registrant's date of birth, phone number, selfie, or photo ID, toggle the correct option to Yes

  • Click Collect Additional Documentation to collect additional information with the waiver. If Yes is selected, enter the label for the document you'd like to collect

  • Click Add Question to require registrants to acknowledge an additional statement on the waiver. If Yes is selected, enter the question you want registrants to confirm when signing the waiver

  • Click Done

  • Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page


Registrant Experience

The registrant experience differs slightly when using the Terms and Waiver fields. Here's a quick overview of what to expect with each.

Registrant Experience for a Terms Field

When a Terms field is used, registrants are required to acknowledge your terms as they fill out their registration.

  • If your terms field does not require a finger signature, registrants will be required to select a checkbox saying "I have read and agree to the terms above"

  • If your terms field requires a finger signature, registrants will be required to sign that they agree to the terms you specified.

If someone tries to submit their registration without agreeing to the terms, the field will turn red and not allow them to submit until acknowledged with a checked box or signature.

Registrant Experience for a Waivers Field

Pro Tip: When using the Waiver field, registrants sign the waiver after submitting their registration. After completing the order, the registrant will receive an email with their registration details, but this email will not contain the confirmation number or the QR Code needed to check into the event.

Once the registrant signs the waiver, they will receive a new confirmation email with their confirmation number and QR code.

When a Waiver field is used, registrants will see a warning on the registration page with the waiver instructions you provided. These instructions should let the registrants know that they will be required to submit a waiver after completing their registration, and should inform the registrants where to find and sign these waivers.

Once an order is completed, the registrants will see the notification to sign the waiver(s) on the confirmation page and confirmation email. On the confirmation page, the registrant can choose to copy a link to the digital waiver (to send to the registrant(s) to complete), text the digital waiver, or sign the waiver directly on the confirmation page.

Note: Registrants can also sign their waivers in the confirmation email. If your page requires an email for each registrant and confirmation emails have been enabled, each registrant will receive a confirmation email with their own registration details and a prompt to sign their waiver.

The billing email on the order will also receive a confirmation containing the registration details and waiver prompts for all registrants on the order.

When signing waivers on the confirmation page, registrants can quickly sign multiple waivers. Registrants can also skip specific waivers if needed.

Pro Tip: Once one waiver has been completed and signed, registrants can download their digital waiver, sign additional waivers (if needed), or go back to the confirmation page.


FAQs

Do waivers accept PDF file uploads?

Waivers do not accept PDF images. Waivers only accept JPG and PNG images.

Why can't I do group check-in?

When you have waivers enabled on your page, group check-in is disabled in the RedPodium check-in app for your orders. This feature is disabled to ensure that our system can validate that each of the registrants have signed their waiver.

Can I export signatures for the Terms field?

Yes, you can export the finger (digital) signatures as png images.

Note: The Signatures report only includes the signatures and will not display these images next to the terms they accepted.

If you need to download the signatures next to the terms, we recommend using the Waiver feature instead of the Terms feature.

  • To pull a Signatures report, hover your mouse over the Reports tab in the top menu bar

  • Select Exporter from the dropdown

  • Select the Signatures report

  • Search for your page name and select the page, or select the page from the Pages dropdown

  • Select the Terms field you would like to include

  • Select the Statuses you want to include. By default, the Signatures Report includes the Completed, Pending Final Payment, Pending Offline Payment, Pending Transfer, Waitlisted, Pre-registered, and Canceled statuses

  • Select a date range if desired. If these fields are blank, the report will pull all registrations from the moment your page went live

  • Customize the File Name and enter you email

  • Click Generate my ZIP File, and click OK to confirm that you want to generate a zip file of signatures

Can I export the signed waivers?

Yes, when using the Waivers feature, you can use the Waivers report to download all PDF waivers that were submitted in a zip file. The waiver files will include the information you collected in the waiver, their selfie and driver's license if captured, and other details like the date signed, IP Address, Device Name, Browser / Operating System, Ticket ID, etc.

  • To pull a Waivers report, hover your mouse over the Reports tab in the top menu bar

  • Select Exporter from the dropdown

  • Select the Waivers report

  • Search for your page name and select the page, or select the page from the Pages dropdown

  • Select the Waiver field you would like to include

  • Select the Statuses you want to include. By default, the Waivers Report includes the Completed, Pending Final Payment, Pending Offline Payment, Pending Transfer, Waitlisted, Pre-registered, and Canceled statuses

  • Select a date range if desired. If these fields are blank, the report will pull all waivers from the moment your page went live

  • Customize the File Name, and click Download

Can I make my Terms or Waiver fields optional?

No. By default, the Terms and Waiver fields are required. All registrants must acknowledge the terms or complete the waiver to attend your event.

With a Terms field, the registrant must acknowledge the terms to complete their registration. With a Waivers field, the registrant must sign the waiver to receive their active QR code.

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