How to add a waiver or document

A document agreement shows registrants a document, such as a waiver or a code of conduct, as a step of their registration, and asks them to agree to it. You upload the document, link to it or write it in the app, and choose whether the team agrees once or each person on the roster agrees for themselves.

Before you start

• You need to manage the event.
• Have the document ready: a .pdf, .doc or .docx file, a link to one that anyone can open, or the text itself.

Steps

1. In your event’s planner, click Registration Settings at the bottom of the sidebar.

   

2. Open the Requirements tab.

   

3. Choose who agrees. Under Team requirements, the person registering the team agrees once for the whole team. Under Player requirements, each person on the roster agrees for themselves, including people who join the team later.

   

4. Click Add requirement and enter a Title. The Type is already Document Agreement. Registrants see the Description under the title, so use it to say what you’re asking.

   

5. For a player requirement, choose Who completes this: Everyone on the roster, Players and captains, Coaches and managers, Coaches and assistant coaches or Team managers. Nobody else on the roster is asked.

   

6. Under Content Source, choose where the document comes from, then add it:

   • Document Upload: click Upload a file and pick a .pdf, .doc or .docx file.
   • Document URL: paste a link to a .pdf, .doc or .docx file that anyone can open.
   • Text: write the document in the editor.

   

7. Click Save All Settings Changes.

   

Registrants read the document to the end, then tick I have read and agree to the terms outlined in the document above.. The spreadsheet you download from the planner’s Responses page shows the date each one agreed.

To remove a requirement, click its bin and confirm, then save.