Patch Retention's Guide to Launching Waivers

This guide provides an overview of the steps required to launch Patch Waivers, essential for seamless onboarding. Our dedicated Patch Customer Success Team will guide you through each step of the process.

Review Your Waiver:

Start by discussing your waiver requirements with Patch. Common considerations include:

• Complexity: Assess if your waiver contains intricate questions that may pose challenges for digitization.
• Guardian Information: Explore options for handling parent and guardian details within our system.
• Our team will digitize your PDF waiver once all aspects have been addressed.

Waiver Channels:

Determine the channels through which customers will sign your waiver:

• Patch Kiosk for iPad: Opt for in-store signing on an iPad.
• Website: Link the waiver on your webpage, allowing customers to sign before arrival.
• QR Codes: Set up QR codes that can be displayed within your business or at events.
• Keywords: Set up a keyword that your customers can easily text to get the link to your wavier.

Employee Training:

Patch Waivers, paired with proper training, can significantly enhance your business.

• Ensure your employees are knowledgeable about:
• Completion Time: Familiarize staff with the time required to complete the form.
• Managing Signed Documents: Teach them how to handle and print signed documents.
• Technical Support: Equip employees to handle scenarios like Wi-Fi downtime effectively.

Monitor Your Account:

Once all checklist items are completed, shift focus to growing your contacts and monitoring results:

• Log in to access your account dashboard.
• Update your waiver as needed to ensure compliance and effectiveness.

By following these steps and leveraging the support of our Customer Success Team, you can seamlessly launch Patch Waivers and optimize their impact on your business's retention efforts.