How to view waivers for customers

How to view waivers for customers

To check if a customer has signed a waiver or not do the following:
  1. Login to your Plan2Play Account
    1. Search for the customer using the top search bar and view the details

      1. Select the Waiver menu item on their record


      • Related Articles

      • How to add Waivers & Polices

        Within ARC there are multiple places you can associate Waiver and Policies.  The article below outline the overall process. Entering Waiver Text Most fitness organizations have a General Waiver that needs to be signed when a Prospect or Member comes ...
      • How do customers with monthly billing days at the end of the month get handled?

        Sometimes a customer's subscription will start on the 31st of the month.  Here is how we handle billing days that do not occur every month. If a customer with a monthly subscription set to cycle on the 2nd of the month will always be billed on the ...
      • Member Sign-up Process

        It is important to clearly define the sign-up process and train your staff to insure a smooth process. Below we have outlined some recommendations. Sign-up on your website Plan2Play offers several widgets to make this process easy. We want to make ...
      • How to see my "Active - Membership" Numbers

        There are several ways to view "Active Members". This article reviews two options. View by Subscription Count To view your active members by subscription count use the steps below: Login to your Plan2Play Account Select "Manage->Payments" Select ...
      • ARC Release Notes Version 1.3.2

        Please see below for a video of the upgraded web sign up process and the list of the current fixes and features, sorted by area/component: Release Notes Area/Component Description Issue ID Announcements When adding an image to an announcement that is ...