Digital Waiver User Guide
Digital Waivers in RainMaker allow you to make custom forms and waivers that are digital. You can have your clients fill them out and sign them online at your location or by sending them a link through email. Below is a list of videos and articles that will guide you on how to use and master this feature.
Digital Waivers 101
Tired of Paper? Yeah, us too.
RainMaker now allows you to create your own digital forms and digital waivers.
Find it: Top Menu > Prospects > Digital Waivers > List Digital Waivers.
Here is a quick video on how to create your own digital waivers and forms:
How to Send out Digital Waivers to be Signed
Below is a video that will show you how to send out a URL by email, so your clients can fill out your digital waiver on their own time.
Signing Digital Waivers at Your Location
Below is a video that will show you how to have clients fill out your digital waiver on your tablet or computer.
Advanced Ways to Use Digital Waivers
Below is a video that will show you some advanced tips and tricks that help you earn your black belt in Digital Waivers.
How to View Completed Digital Waivers
Below is a video that will show you how to view a list of your digital waivers that are filled out, how to find the waiver on a client's profile, and how to view the completed waiver.
**Skillz Clients Only**
How to make Skillz Pre Eval sheets using Digital Waivers
Below is a video that will show you how you can use digital waivers to make Pre evaluation sheets for Skillz.