Waivers are an excellent tool for capturing additional liability information and managing signed agreements with your contacts. This article walks you through creating and sharing waivers.
These instructions are tailored for single-location studios. If you have multiple locations, please see HQ Waivers for Mariana Tek Clients.
Create your Waiver
Navigate to Marketing > Waivers > Create a new waiver.
Standard Questions
The first step in setting up your waiver is choosing what information to collect.
Required fields include:
First Name
Last Name
Email Address
All other fields are optional, but can be set to required, including:
Phone Number
Address
Birthday - when linked to Mariana Tek
Emergency Contact - when linked to Mariana Tek
To customize, use the Include toggle to turn on/off and, if needed Mark as Required
Custom Questions
You can include custom questions on your waiver to collect additional client information, such as health concerns, injuries, or exercise limitations.
Select Add a Custom Question to this Form.
Choose the answer type:
Dropdown: clients select one option from a list
Multi-Select Checkboxes: clients can select multiple options
Text Input: clients enter a free-text response
Rating – clients choose from a scale you define
Enter your question in the text field provided.
Liability Waiver
Enter the terms and conditions of your waiver here. Clients must review and agree to these terms before signing.
Type or paste your waiver text into the Liability Waiver field.
Choose how clients will confirm their agreement:
Signature – clients sign electronically
Checkbox – clients check a box to indicate agreement
When a client submits a waiver, Shopify automatically stores a PDF copy in their contact profile under Documents.
Click Save at the bottom of the section to apply your changes.
We recommend using your legal counsel to draft your liability waiver. If you do not have legal counsel, Shopify provides a free template generator.
Design your call-to-action button
The call-to-action button lets clients submit the waiver.
Enter your preferred Button Text (for example: “I Agree” or “Submit”).
Select your Button Color to match your branding.
Click Save at the bottom of the section to apply your changes.
Publish
Your waiver won’t be available to clients until you publish and share it.
In the top-right corner, click Publish.
After publishing, a View Hosted Waiver button will appear in the top-right corner. Select this to preview your waiver as it will appear to clients.
If you change your waiver after it’s published, you’ll need to save and republish.
Link your Waiver to Mariana Tek
In the left-hand navigation, go to Advanced Options.
Under Link this waiver to a Mariana Tek Waiver, select Create a new one.- Alternatively, select Link an existing one to choose an already existing waiver.
Enter a Waiver Name. This name will display in the client’s Mariana Tek User Profile.
(Optional) To require every attendee to sign this waiver, check Make this waiver required. Leave it unchecked if the waiver is optional.
For multi-location studios, if you mark it as required, it applies to all locations even if it hasn't synced to them.
Click Create and Link to finish setup.
Updating Contact fields
If you want contact information updated in Mariana Tek based on what is filled out in the waiver, select Yes, update them. This will only update a contact in Mariana Tek; it will not create a new one. Note: Ensure the email address used for the waiver matches the one in the Mariana Tek profile. Mismatched email addresses will prevent the waiver from linking to the profile.
Step 3: Share your Waiver
To collect responses:
Embed the waiver into your website.
Use Livestream Manager to automatically send the waiver to new clients via email one hour before their first class
Add the waiver URL to your relevant Transactional Emails, specifically "New Registration"
Set up an Automation to automatically send the waiver to new clients via email/ SMS the day before their first class
Need help setting up your Waiver or Automation? Contact our Support team.
Advanced Options
You can turn on additional features for your waiver.
Redirection
Redirection lets you send the client to another webpage after they finish the waiver instead of a simple success message.
Yes, direct them: Select this option to redirect the client to another webpage!
No, do not send them to another page: Select this option if you want the client’s waiver submission to end with a success message. The default message is “You have completed your form!”
Notifications
You can set up notifications to alert you when a waiver is submitted. Enter the email address you’d like these email alerts sent to.
Inactive and Not Required
If a waiver needs to be made inactive/disabled or not required, have a studio admin or owner email support with the waiver name and the requested status change.
Deleting the waiver will not turn off the required status in Mariana Tek.