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Digital Waivers

Collect signed waivers from anglers before their trip. Go paperless with digital templates, automatic sending, and secure storage.

6 min read

Why Digital Waivers?

Paper waivers are easy to lose, hard to search, and slow down the check-in process. Digital waivers solve all of that. Anglers sign on their phone before they arrive, you get a timestamped record stored securely, and check-in day runs smoother for everyone.

Plan Requirement

Waiver templates and manual sending are available on the Starter plan and above. Automatic waiver sending is an Enterprise feature.

Creating a Waiver Template

Start by building a reusable template that matches the liability or safety requirements for your trips.

  1. Go to Dashboard → Settings → Waivers
  2. Click "Create Template"
  3. Give it a name (e.g., "Standard Liability Waiver")
  4. Add your waiver text in the rich-text editor
  5. Include any required fields — participant name, emergency contact, medical conditions
  6. Preview and save

Pro Tip

You can create multiple templates for different trips. For example, a standard waiver for most trips and a more detailed one for activities with higher risk.

Assigning Waivers to Trips

Once you have a template, link it to the trips that require it.

  1. Go to Dashboard → Trips
  2. Edit the trip you want to add a waiver to
  3. Under the "Waiver" section, select the template to attach
  4. Save your changes

Any booking for that trip will now require a signed waiver before confirmation.

Collecting Signatures

When a angler books a trip that has an attached waiver, they'll receive a link to review and sign it digitally. The signing experience works on any device — phone, tablet, or desktop.

  • Manual send: From the booking detail page, click "Send Waiver" to email the link on demand
  • Auto-send (Enterprise): Waivers are sent automatically when a booking is confirmed, with a follow-up reminder 24 hours before the trip

Unsigned Waivers

If a angler hasn't signed their waiver, you'll see a warning badge on their booking in the dashboard. You can resend the waiver link or have them sign on-site at check-in.

The Angler Experience

Anglers can sign their waiver through the Customer Portal or directly from the email link. The process is straightforward:

  1. They open the waiver link from their email
  2. They review the waiver text
  3. They fill in any required fields
  4. They draw or type their signature
  5. They submit — both parties receive a confirmation email

Signed waivers are also accessible in the angler's portal under "My Waivers" so they can review what they signed at any time.

Retention & Storage

Signed waivers are stored securely and linked to the booking record. From Dashboard → Settings → Waivers, you can configure:

  • Retention period: How long signed waivers are kept (e.g., 1 year, 3 years, or indefinitely)
  • Auto-archive: Expired waivers move to an archive instead of being deleted
  • Export: Download signed waivers as PDFs for your records

Legal Compliance

Digital signatures collected through Guidewinds include a timestamp, IP address, and device information. Consult your legal advisor to ensure your waiver language meets local requirements.

What's Next?

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