Customer signing workflow

Online Waiver Signing

Let customers review, complete, and sign waiver forms online.

Create a form
ReviewLet customers review, complete, and sign waiver forms online.
SignUse links, QR codes, tablets, or kiosks.
StoreKeep signed waivers searchable for staff.
Online Waiver Signing Signature ready
Online Waiver Signing workflow preview

Signing process

How online waiver signing works

Online waiver signing lets customers complete a waiver form and add an electronic signature from a device. Businesses can use links, QR codes, and kiosks to make signing available before or during a visit.

  • 1. A mobile-friendly form customers can read and complete.
  • 2. Required fields for customer details and service context.
  • 3. Clear acknowledgment and consent sections.
  • 4. Electronic signature and signed date.
  • 5. Link sharing for pre-visit signing.
  • 6. QR code sharing for walk-in customers.
  • 7. Kiosk or tablet signing for on-site completion.
  • 8. Searchable storage after the waiver is submitted.

Use cases

Online waiver signing situations

A good signing workflow meets the customer where they are.

Before

Before arrival

Send a link so customers sign before an appointment.

Check-in

At check-in

Use QR codes or tablets to reduce paper handling.

Events

During events

Share one waiver with participants before a class or activity.

Records

After signing

Keep the record searchable for staff.

Comparison

Online waiver signing vs waiver signing software

Signing is the customer action. Software is the system that manages it.

Online waiver signingThe process customers use to complete and sign a waiver online.Best for explaining the signing workflow.
Waiver signing appA device-friendly app workflow for phones and tablets.Best for mobile and check-in use cases.
Waiver signing softwareThe business system for signatures, records, forms, and teams.Best for operational management.

Workflow

Three steps to collect waiver signatures online

  1. Create a signable online waiver form

    Create the signable form

    Add required fields, acknowledgments, and signature.

  2. Share a signable waiver with customers

    Share it with customers

    Use a link, QR code, or kiosk.

  3. Store the signed waiver record

    Store the signed waiver

    Search the record later by customer, date, or form.

FAQ

Online Waiver Signing questions