FAQ


How to start using Waiver Master?

Signup for a free account, then log in and upload your first document.

We will process the document and activate it your trial. Usually it takes around 24 hours, but may take longer in certain cases, depending on document's complexity and file format. Please note that each plan has a limit on free document processing. Trial is limited to single, one-page document with stanard fields. Check pricing for more details.

Please note that we will not contact you unless we have questions about your document/form.


What is form/document processing?

Waiver Master runs on many devices, with or without an app. We also provide integration with various partners, POS and management platforms. We created our own formatting to make it easier for your customers to interact with forms and to ensure quality of service. When you send us a document, we digitize and format it, so it looks and feels the same everywhere.

Please note that we will not contact you unless we have questions about your document/form.


What file formats are accepted?

We prefer word, pages, pdf, or plain text. You can take a high-res image with your camera or phone. Please note that it takes much longer to process images and pdfs.


Is document processing free?

Each plan offers a number of documents processed for free. If you require more, there's a one-time fee per document, depending on complexity, size and format.


How many documents/forms can I have?

You can have as many documents and forms as your business requires. Only free plan has one document limit. Every paid plan has unlimited documents feature.


What is the difference between free and paid plans?

Free plan doesn't offer PDF downloads, POS link and payment processing. It is limited to one single-page document/form. We designed a free plan so that you can fully experience our service with just minor feature limitations.
Hint-hint: You can easily "Save as PDF" or "Print as PDF" from your browser when you view the submitted documents.


I run a seasonal business, what do I do during off/slow season?

We have a monthly storage/access only plan for seasonal businesses. You can also "hibernate" the account and then re-activate it for a one-time fee. Depending on how long your off/slow season is, you can choose one or the other depending on what's more beneficial for you.


What are submissions?

A submission is when a customer fills out a form, or signs a document, and clicks "Submit". We process the submission, add it to your account, send you an optional notification (you control that for each document) and also create a customer record using the data they entered.


How many submissions can I have?

You can have unlimited submissions, however each plan has a number of submissions included per billing period. You should pick a plan based on your current business needs.


What if I go over the limit of submissions?

Don't worry, we want your business to run smoothly!

First, we will send you a notification when you're nearing your limit (75%), so you have a chance to upgrade.

If you don't upgrade, your customers will be able to submit and sign without interruption, but access to your control panel may be restricted until you either upgrade, or stay on the same plan and pay the overages. Overages are charged at $0.20 per submission.

If you do go over 25% your account may be blocked. We will try to avoid this by all possible means, and will reach out to you multiple times before this happens.


I have Clover. How do I use Waiver Master?

Install Waiver Master app on Clover. Just visit the marketplace, search for Waiver Master, pick a plan and install. An account will be automatically created for you. Once we processed your documents/forms, you will be able to launch Waiver Master from checkout, or as a standalone app. Additional fee applies to integrate with Customers App.


I have Square. How do I link Waiver Master?

Visit Square App Market and find Waiver Master app. Sign up using the app market link. If you already created an account - click on "account settings" and then "Link Square Account". Note that you need to be on a paid subscription to link Square. Additional fee applies to integrate with Square Customers or Payment Processing.


I have MINDBODY. How do I link Waiver Master?

Please send us your MINDBODY site ID and we'll send you an activation link. We will also contact you directly to finalize the integraiton as each MINDBODY business may have different requirement/features that we offer. Please note that you must be on a paid subscription and there's an additional fee per month per MBO location.


I have Booker. How do I link Waiver Master?

Please send us your Booker Location or Brand ID and we'll send you an activation link. We will also contact you directly to finalize the integraiton as each Booker business may have different requirement/features that we offer. Please note that you must be on a paid subscription and there's an additional fee per month per location.


I have ClubReady. How do I link Waiver Master?

Please send us yourClubReady ID and we'll send you an approval document required by ClubReady. Once completed, ClubReady will authorize the integration and we will complete the setup based on your needs. Please note that you must be on a paid subscription and there's an additional fee per month per location.


I have HubSpot. How do I link Waiver Master?

Please connect your HubSpot account in WM control panel. By default the integration will create a contact. Submit a ticket to enable document upload integration. Please note that you must be on a paid subscription and there's an additional fee per month per location.


How does Zoom Integration work?

We tried to make Zoom integration as easy as possible. Most customers should use steps described below. We also offer custom configuration and setup for large/enterprise accounts - please contact integrations@waivermaster.com

  1. Sign up for Waiver Master account
  2. Link your Zoom account in settings (must be admin account)
  3. Create a new meeting in Zoom (or modify an existing meeting) and add the word "WaiverMaster" to the meeting description
  4. Check your email for instructions on how to complete the integration. For security and usability reasons these instructions are generated for each meeting/occurrence.
  5. Share Zoom registration link and/or Waiver Master link provided in the email with your participants (email/web/social) etc.
  6. Users/Participants who use Zoom registration link will receive a personalized email to complete a required document on Waiver Master.
  7. Once Users/Participants complete and/or sign your document on Waiver Master, they are added to the meeting and receive a proper invite from Zoom

HIPAA Compliance

Waiver Master has self-certified its adherence to the HIPAA.

If your business requires HIPAA complaince, please note that the following will apply:

  • Sign a BAA (Business Associate Agreement) with us
  • Sign up and remain on WM-1000 or above plan
  • Pay an additional set up fee per location
  • Pay an additional processing fee per document

Please note that you must inform us if you are setting up a HIPAA account.


How are SMS charges calculated

Depending on your subscription you get a certain number of messages for free. SMS is only available on plans WM-1000 and above.

Additional messages are billed in tiered usage:

  • $9.00 per 100 messages up to 400 messages
  • $40.00 per 500 messages up to 1,000 messages
  • $75 per 1000 messages up to 10,000 messages
  • $65 per 1000 messages after 10,000 messages

Lists

This feature allows you to verify whether a group of users (list) submitted a specific document or documents. You can track future submissions, verify past submissions, or both. You can view and export the list at any time.

Until this feature was available, the only way for you to track or verify bulk submissions was to periodically export your data and cross-reference with your list one-by-one, or search individual submissions in Waiver Master - obviously a time-consuming task.

When you create a new list there are a few settings you can apply:

1. Assign Document(s)
Let's say you have an upcoming event, or a program/activity of some kind, and you have a group of attendees that need to complete a specific document, or documents before they can attend/participate - this could be a registration, terms/waiver, contracts,etc.

You can create/upload a new document to Waiver Master for this particular event/program, or use your existing document(s).

Corporate and Enterprise accounts can assign up to 3 documents to a list for simultaneous tracking/verification. Standard paid accounts can assign one document, but may request an increase (fees apply).

2a. Track Future/New SubmissionsWaiver Master will automatically update your list when a customer with a matching email submits an assigned document/form.

2b. Verifying Past/Existing Submissions
This setting allows you to verify if a group of users submitted a specific document(s) and how many times they did so in the past. You can think about it as cross cross-referencing all emails in your list with all existing submissions in your account.

2c. Track Future and Verify Past
This cobmines both tracking new submisssions and verifying existing. A good use-case would be an event in the future for which you may already have customers who completed required documents, but you also may have some users that have not. Obviously, you can create two different lists - one for past submissions, and one for future submissions, however you would need to know which users belong to which.


Pricing

Lists have active usage pricing. You can see your list usage under Account : Lists

Monthly Activity : $0.05 per active email * assigned documents
The fee is charged at the end of the month for each email in a list, created or active during the month, and multiplied by the number assigned documents in that list. The fee is charged for every email in all lists that were created OR active during that month. The fee is charged for existing verifications and future tracking.

Example 1: Tracking Future Submissions
You create one list with 50 emails and one document assigned on March 15. You delete the list on April 20th.
At the end of March you are charged $0.05 * 50 active emails *1 document = $2.50
Because the list is active in April, at the end of April you are charged $0.05 * 50 active emails * 1 document = $2.50

Example 2: Verifying Existing and Tracking Future Submissions
You create one list with 100 emails and two documents assigned on August 15th. You then delete the list on August 20th.
At the end of August you are charged $0.05 * 100 emails * 2 documents = $10.00

Example 3: Verifying Existing Submissions
You create one list with 50 emails and one document assigned on August 10th. You use the list to verify existing submissions and you delete the list right after it is processed and you exported the data.
At the end of August you are charged $0.05 * 50 active emails *1 document = $2.50


Customer Support Information

General customer support hours Mon-Fri 10am - 4pm EST and we try to respond to ticket request within 24 hours and email requests within 48 hours.

We recommend using a ticket system (in your control panel). Alternatively you can send an email to support@waivermaster.com