TripWorks supports up to three waivers per activity, an unlimited library of waiver templates, visibility into guests who sign waivers without a ticket, and bulk actions to update waiver status. This article walks through how each piece works.
How waivers work in TripWorks
- Build an unlimited library of waiver templates in your account settings
- Assign up to 3 waivers to any activity (e.g. general liability + minor/parental + activity-specific agreement)
- Track per-guest waiver status with X/3 badges in trip detail and the manifest
- See and manage Additional Signers — portal signers who don't have a ticket
- Use bulk Mark Waivers as Signed for paper waivers or external systems
- Read per-waiver totals on the manifest waiver tally bar
Creating waiver templates
Your waiver template library is unlimited. Build separate templates for every activity type, season, or location, then assign whichever combination you need to each activity.
- Go to Settings → Waivers
- Click Add Waiver Template
- Enter a name and the waiver content
- Click Save
Assigning waivers to an activity
Each activity can have up to three waivers attached.
- Go to Catalog → Activities and open the activity
- Click the Waivers tab
- Click Add Waiver
- For each waiver row, choose:
- The waiver template
- Which ticket types it applies to (Adult or Minor)
- Drag rows to reorder them
- Click Save
Once you reach three waivers, the Add Waiver button shows "3 of 3 waivers configured." To swap one out, remove an existing waiver first.
Common setups:
- General Liability + Minor Liability + Activity Release
- Adult Waiver + Parental Consent
- Standard Liability + Photo Release + Equipment Rental Agreement
Tracking waiver status on a booking
Every guest row in trip detail shows a compact waiver badge in the upper-right corner of the row, alongside the ticket type:
- Gray 0/3 — no waivers signed yet
- Blue 1/3 or 2/3 — partially signed
- Green All Signed — every required waiver is complete
Trip detail Waiver Actions
The Waiver Actions menu on a guest has six options:
- Send to iPad
- Browse Unassigned Waivers
- Send Reminder
- Change Status to Signed
- View QR Code
- Preview Portal
For guests with multiple waivers, Change Status to Signed opens an Update Waiver Status overlay where you can mark all waivers signed at once or pick a specific one. Browse Unassigned Waivers asks which waiver slot to attach the selected waiver to.
Bulk Mark Waivers as Signed
If a group signed paper waivers or used an external system, you can update everyone at once instead of opening each guest record.
From the booking guest list
- Open the trip
- Select the waiver status on the booking you want to update
- Choose Change Status to Signed
- Confirm which waiver(s) to change to signed
From the Manifest
- Open the manifest for the trip
- Click Waiver Actions
- Choose Change Status to Signed
- Confirm the prompt — every guest on the trip is marked as signed
Additional Signers — portal signers without a ticket
The customer portal lets guests sign waivers even if they don't have a ticket — useful for boat tours, walk-up groups, or large reservations where headcount changes. These signers show up in a dedicated section of the trip.
The Additional Signers callout
When portal signers without a ticket exist on a trip, a callout strip appears at the top of the bookings list:
Click the callout to expand an inline panel directly below it. The panel lists each signer with:
- Name and email
- Waiver status pill (e.g. 3/3 Signed, 1/3 Signed) — click to expand per-waiver detail
- An Add Ticket button
When all signers are attached or the count reaches zero, the callout hides automatically.
Adding a ticket for an additional signer
If an additional signer turns out to be a paying guest, you can promote them to a full ticket holder.
- Click Add Ticket on their row
- In the Create Ticket modal, choose a ticket type (Adult, Child, Senior, etc.)
- Click Add Ticket & Attach Waivers
The ticket is created at the standard price for that ticket type, the signed waivers transfer over, and the signer row disappears from the panel.
You're not required to add a ticket. If the person was just present and signed but isn't a paying guest, leave them in the Additional Signers panel.
Linking other portal-signed waivers to a trip
At the bottom of the Additional Signers panel, click Link additional waivers to this trip to associate any portal-signed waiver with the trip for record-keeping. This opens a browse list with checkbox multi-select. Linking waivers does not create a ticket or change the booking — it's purely for visibility.
FAQ
How many waivers can I assign to one activity?
Up to three. Three covers every real-world case we've seen: general liability + minor/child liability + activity-specific agreement. Limiting it to three keeps the UI usable and the manifest readable. Your library of waiver templates is unlimited — only the assignment per activity is capped.
Can a guest sign a waiver in the portal even if there are no tickets left?
Yes. The portal's Sign Additional Waiver flow allows this. Those signers appear inside the trip detail and manifest as Additional Signers, where you can see and manage them.
Does Mark Waivers as Signed apply to all waivers on a guest?
Yes — the bulk action marks every required waiver for the selected guests as Signed. To mark only a specific waiver for a single guest, use Change Status to Signed in the Waiver Actions menu and pick which waiver.
Does linking a portal waiver to a trip create a booking?
No. Linking is a record-keeping action only. It associates the waiver with the trip for visibility but does not create a ticket, a booking record, or a charge.
Where do I manage waiver templates?
Settings → Waivers. You can create unlimited templates here, then assign up to three of them to any activity.