FastTrac: WebTrac Waiver and Signature Options
Summary
Join Dane Whitcomb as he walks through and demonstrates the options available to display waivers on WebTrac, as well as how to capture signatures as part of the registration process.
Video
Transcript
00:00:01:17 - 00:00:32:40
Dane Whitcomb
In this video, we're going to be going over the different WebTrac signature options for a waiver. So to get to these different options, we're going to want to go into profile management in our RecTrac menu. And the profile we're going to want to go into is called the WebTrac Parameters Profile. So if we select that one and then click change, now that we're in the WebTrac parameters profile, we can scroll down and you'll see a tab kind of in the middle here and it'll say waiver options.
00:00:33:21 - 00:00:56:50
Dane Whitcomb
We expand that down, you'll see our different waiver options are actually set by module, So that allows for a little more flexibility than just one toggle for all modules. So you can actually say maybe activity waivers are set one way and facility waivers are set another. Maybe in most cases those might be similar across the board. I know my waiver I'm going to be testing in this video is a facility module waiver.
00:00:56:51 - 00:01:33:07
Dane Whitcomb
So I'm looking at this facility waiver option. So there's four options in here. None is easy to understand. Obviously, if you have it on none, it's actually not even going to show the waiver. So if you have a waiver linked to your facility, but your waiver options are none it's not going to even show it. Printed; If you have this on printed, it will prompt for the customer to print the waiver out that probably assuming they print it out and sign it and probably return it back to like a front desk or when they come inside to to visit for the first time they’d drop off their waiver and the next option is e-signature.
00:01:33:07 - 00:01:53:29
Dane Whitcomb
So that's going to allow them to sign with their mouse and then authorize is going to bring up a toggle that they have to check like a checkbox to agree to the waiver. So we'll start with e authorize and we'll just go through each of those examples. So now that we've saved it on E authorize, we can make a quick facility booking.
00:01:53:52 - 00:02:14:37
Dane Whitcomb
So if I add a facility to the cart, I pick who is going to be purchasing and here's E authorize. So here's my waiver. It's a shorter waiver, but you can still see it's giving me that e authorize of if I don't click this, I agree it's required. So I have to agree to the waiver before I can continue on.
00:02:15:13 - 00:02:29:02
Dane Whitcomb
So that's going to be what it authorizes. So let's cancel out of that. And now let's go back into our WebTrac parameters profile, and let's try another option.
00:02:31:42 - 00:02:55:11
Dane Whitcomb
So the next option we can use is under again, waiver options. We can switch it to E signature. And now if we make the same booking the same way, we'll see that it's actually now not going to give us the toggle and it's going to make us fill out a few extra prompts. So I'm saying I'm signing as an adult participant.
00:02:55:52 - 00:03:12:52
Dane Whitcomb
You have to type in your name here and then you can, you know, with your mouse sign it and continue on. So we'll cancel out of that one and we'll move on to our next option, which is the printed option.
00:03:15:51 - 00:03:42:20
Dane Whitcomb
So again, under waiver options, we'll switch it now to printed and if I save the profile, make the same booking one more time. You can see that it's showing me the waiver. But then if I have print to continue, it's going to prompt me to print to my printer. I've hooked up and then that's kind of the way you would authorize it.
00:03:43:36 - 00:04:01:49
Dane Whitcomb
So you can't go continue on until, you know, you print that and then you move on, and then that's kind of assuming that that waiver that you print out and sign is going to be then hand-delivered. So that's the third option there. Then obviously the last option is none. I won't go over that. That one just makes the waiver not display at all.
00:04:01:52 - 00:04:11:11
Dane Whitcomb
So those are kind of your four options. If you want the waiver to display, it's really three options. Either printed the e-signature or e authorize.