How to collect waiver or acknowledgement from guests

Waivers, disclaimers, or other similar documents are articles that can be authored within BetterUnite, and then associated with a particular fundraiser, event, membership or volunteer page in order to be displayed to the donor/participant at the time of their checkout process.

These documents are represented as content that are created, and published within BetterUnite. As such, they are not actual document attachments, but rather, rich text enabled content that is maintained in BetterUnite.

Creating a waiver or a Disclaimer

• To create a waiver or a disclaimer go to settings (by clicking the icon in the top navigational menu).

• Click Documents, this will take you to the Content library.

• Click Add Content button to start creating your document.

• Content Name:  This is a unique name or title you can give this particular content that will be referenced throughout the system and fundraisers.  This title will also be displayed to the donor/attendee, when they complete their purchase online.
• Content Type: This simply indicates if this document is a Waiver, Disclaimer, or a General content. This has no functional implications, its just a categorization for reference.
• Content Description: This is a description notes about the content, and its only visible internally in your organization, not exposed to the donor/attendee.
• Content: This is the body of the document that will be displayed to the donor or attendees.

Associating a Waiver or a Disclaimer with a fundraiser

• Select Manage -> Advanced Options to pull up the Content for Donor or Guests section. 

• If you have created and published any documents, you will see a dropdown list showing all available and published content you have in your organization.
• You can select and associate documents from this list

Once this setup is complete and your fundraiser is live, and when purchases come through the system, each associated document will be shown for every attendee in that purchase. The registrant will see these documents on their confirmation page, which they can also access from the email confirmation they will receive. The same confirmation page can also be accessed from the Manage Attendees administration page for the event in your organization login. At any time, before or during the check in process, the guests can access this page and click to open the document, and provide a signature by typing in their full name to indicate their acknowledgement of the document. In the manage attendees page (which is what you will use to check in guests or volunteers), you will see an indicator next to each participant about whether the guest has already signed the document or not.  The same indicator will also be present on each attendees contact record as well.

 

• Go to the Event Edit page for the event you want to modify.
  
  

• Click Manage -> Advanced Options.
• Scroll down to Content for Donors or Guests. 

• Note the drop down list of content with the "Add" button next to it. Select the content you would like to add, and click the "Add" button to add it. Repeat for each content document

• After you have added the content, you will note that the grid displays a toggle icon for each row under the "Required" column.

• This option allows you to require registrants to sign or acknowledge content before completing their purchase. If this option is not enabled for a content item, the content will still be displayed after the registrant completes their transaction, but it won't prevent them from completing the transaction. In such cases, participants will still have the opportunity to sign each document.
• You can choose whether to require a contract to be signed before or after payment. However, it's generally advisable not to slow down ticket purchases for your event by adding barriers. Guests will still see the content after they purchase and will have the opportunity to sign it anyway. Ultimately, it's up to you whether to prevent a purchaser from completing their transaction until they have signed any or all of the documents you've added to your event.