Terms and waivers: upload them, collect them, prove who signed

Insurers ask for proof that every client agreed to your terms, and a drawer of signed paper is not it. Petboost stores each agreement on the client's account with the date and the exact document they read.

Upload the PDF, and the asking looks after itself

1. Open Policies & Paperwork in Settings.
2. Under Client agreements, select Upload Terms & Conditions, or Upload Waiver Document for the waiver.
3. Add the PDF in the dialog that opens.
4. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

Terms & Conditions Document and Waiver Document take one PDF each, and a client booking online is asked to accept whatever is sitting there at that moment. There is no message to send: uploading is all it takes. The tab sits behind Cancellation & Change Policies, so it is on Pro and above; on Lite you get an upgrade panel where the cards would be.

Find the ones who have not signed

1. Open Customers & Pets, open the gear menu and select Smart Export.
2. Under What do you want to export?, choose Customers, then select Next.
3. Under Quick Segments, select Business T&C Not Agreed, then select Next.
4. Leave Business T&C Agreed switched on under Columns to include, then select Download CSV, which counts the rows.

Business T&C Not Agreed is your list, and the count beside it is the size of the gap. Business T&C Agreed writes one of three values against every row of the CSV.

That segment holds both No and Unknown, so read it as not proven rather than refused.

Replace the document and everybody is asked again

1. Open Policies & Paperwork in Settings.
2. Under Client agreements, select Replace Document on the file you are changing.
3. Add the new PDF in the dialog that opens.
4. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

The acceptance is stored against the file the client actually read, so Replace Document turns the green Previously agreed line back into a tick box on their next booking, or the next time they open the pet owner app with a visit coming up. A member whose visits are booked by their membership may never do either, so send them the request from Terms not agreed, or, if they agreed on paper or by email, record it with Record an agreement on their Paperwork tab, where it shows as Recorded by the business and takes them out of Terms not agreed. Nobody is emailed and nothing is reset by hand; the ones who have not caught up show in the same segment as before. Where you need a typed name rather than a tick, build the waiver as a form in Fields & Forms instead: an Info Block carries the wording and a Signature field sits under it.

Ask on every booking, not once

1. Open Policies & Paperwork in Settings.
2. Under Client agreements, turn on Ask for agreement on every booking.
3. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

Your terms and waiver now show unticked on every online booking, and each tick is saved against that booking, beside the client's first agreement. A recurring booking, a stay or a course enrolment is one booking and asks once. The switch covers only your business documents: a service with its own terms and waiver has its own Ask for agreement on every booking switch, under Service Documents in Advanced options on that service's Policies & Paperwork tab.