Keep business owners compliant by collecting waivers after purchase

Business owners risk onboarding customers without signed waivers, exposing trainers and ops to liability. Send waiver and terms on purchase so operations get completed consent.

Overview

Missing waivers expose trainers to liability and stall onboarding. This workflow sends waiver and terms at purchase and routes completed consent to operations and trainers so onboarding proceeds without gaps. The result is faster handoffs and near-zero missed waivers.

Notable Features

Send waiver link after purchase
Create client record for operations
Notify trainers when consent received