Attachments can be included in the checkout process for a facility or activity. Users can view/download the attachment during the transaction and the attachment(s) will also be emailed with a Copy of the receipt.
Waivers in Recreation Management are used to inform public users of potential important legal agreements. Waivers will appear in the checkout process. For the Internal side of the system, staff can choose to email the waiver or have a paper waiver printed. For the public side of the checkout process, users will agree to the waiver before continuing to pay.
Video Instruction
Please watch the video to learn about Creating Attachments and Waivers. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Create Fee Addons.
When to Use
Attachments can provide additional information for your users. This can be:
Facility Maps for reservations
Forms such as alcohol permits that need to be turned in to the local police department
Rulebooks for Summer Camps
Waivers are commonly used to provide additional agreements commonly found on reservation/registration forms that your organization wishes for users to acknowledge and sign. These can be:
General Liability
Photo Release
Facility Usage
How to Apply
While learning how to utilize Creating Attachments and Waivers, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.
Please complete the following:
Consider what waivers are needed for facility rentals and any programs or memberships
Build applicable waivers to be assigned to facility rentals
Build applicable waivers to be assigned to programs and memberships
Upload additional attachments, if any, to be assigned to facility rentals
Upload additional attachments, if any, to be assigned to programs and memberships
FAQ
Are attachments always sent to users even if they may not be applicable to them?
Yes, attachments are sent to all users regardless if they are needed or not. If you plan to present a form as an attachment for your customer to complete, leveraging the description section will allow for you to specify what circumstances may require the attachment.
When do customers need to sign the waivers?
If a customer is making a purchase at home, they will need to sign the waiver before checking out. This process cannot be skipped. If a customer is on site at one of your facilities, staff will be able to choose to email the customer a waiver immediately after checkout or present a paper waiver and flag in the system that it was presented.
What if my organization does not have any waivers or policies?
If your organization does not have any waivers or policies in place, please contact your legal council for assistance in creating documentation.
Are there specific waivers that need to be built for facility rentals?
Yes, you should consider and build applicable waivers for facility rentals and programs or memberships if you have varying policies dependent on the service provided.