Waivers

A waiver is a document template that a member or guardian signs to acknowledge your school’s terms. First create and test the template, then attach it to the program or intake flow that should use it.

Create a waiver template

1. Open Documents → Templates and select New Template.
2. Choose a clear name, such as Adult Training Waiver.
3. Select a rich-text template or PDF overlay.
4. Set the member signer to Adult required if a guardian should sign for minors.
5. Add a staff witness only if your school’s process requires it.
6. Set the validity and signing deadline.
7. Add the waiver text or PDF fields, then preview and test it.

Use the waiver for a program

1. Open Programs and select the program.
2. Choose Edit.
3. Select the adult waiver template and, if needed, a separate minor waiver template.
4. Choose whether to Auto-send waiver when membership is created.
5. Save the program.

These settings are available when the Documents feature is enabled. Check the program and member records after testing so you know which template is sent and who receives it.

For a minor, Kanri uses the minor waiver when one is configured, otherwise it falls back to the program’s main waiver. The member’s date of birth and the school’s age-of-majority rules determine this choice. Keep the main template’s adult-signature rules appropriate for that fallback.

Use a waiver for visitor intake

For front-desk intake, enable the intake page and choose the waiver template in Settings → Leads. Visitors can then complete their information and sign using the school’s configured intake mode. See Front-Desk Intake.

The public Lead Page has its own waiver setup for trial enrolment. See Configure the Lead Page.

Next steps

• Create Document Templates
• Request a Signature
• Configure Front-Desk Intake