Create a Liability / Consent Form
Why add a form? Clients see (and e‑sign) your waiver, consent, or health questionnaire before they can book or buy. No more paper at the front desk.
1 Open Host Setup → Forms
Left menu → Settings → Host Setup → Forms Click Add Form.
2 Name the form
| Field | Example | Shown to clients? |
|---|---|---|
| Form Nickname | “Yoga Liability Waiver” | Internal only |
| Form Title | “Studio Waiver & Release” | ✓ |
3 Write the body (Markdown)
Type or paste your text in Form Body. Use Markdown for headings, bold text, or links:
## Injuries
I agree to practise safely and inform the teacher of any injuries.
A live preview appears on the right.
4 Decide when it’s required
| Switch | Meaning |
|---|---|
| Required for All Events | Every class/appointment triggers the form |
| Required for All Products | Every pass or membership purchase triggers the form |
Want it for just some classes?
- Turn Required for All Events off
- Click Select Categories and pick e.g. “Hot Yoga”
Same idea for Products.
5 Expiry & Visibility
| Field | What it does |
|---|---|
| Completion Expires After X Days | Ask clients to sign again after this many days (0 = never) |
| Visibility | All – clients can sign anytime under Account → Forms Admin – only appears when the booking/purchase requires it Archive – hidden but kept for records |
6 Save (or delete)
- Click Save to publish.
- Editing an existing form? Click the trash‑can icon to Delete it.
Your form now shows up automatically whenever it’s required.
Next up
👉 Set up Resource Types to define rooms, teachers, or equipment you’ll assign to events.