What is Pass Terms and Conditions?
Pass Terms and Conditions is a custom feature that displays a waiver when customers purchase specific passes. This waiver appears during checkout or automatically when an admin assigns a pass to a customer.
Key characteristics:
- Triggered when purchasing a pass (during checkout)
- Can create multiple different waivers for different passes
- Each waiver can be linked to one or more passes
- Appears automatically if admin assigns a pass to a customer
- Supports version control for each waiver
When customers see the waiver:
- During checkout when purchasing a linked pass
- Automatically after an admin assigns them a pass with a waiver
- Can appear at any time if they need to sign a pending waiver
Managing Pass Waivers
To access Pass Terms and Conditions, go to Custom Features > Pass - Terms and Conditions in the left navigation menu.
Main view tabs:
- Information - List of all pass waivers showing name, version number, and linked passes count
- History - Track customer signatures across all pass waivers
- Settings - Global settings for all pass waivers
- Log - Activity log for changes
Creating a new waiver:
- Click the +ADD button
- Enter a name for the waiver
- Write the waiver content in the rich text editor
- Link the waiver to one or more passes
- Click Save
Editing a Pass Waiver
Click on any waiver in the list to open its edit view. The edit view has:
Edit Tab Menu:
- Important Information - Edit the waiver name and manage which passes are linked to this waiver
- Pass waiver - Edit the actual waiver content using the rich text editor
Other tabs:
- Versions - View all previous versions of this specific waiver
- Log - Activity log for this waiver
Linking passes:
In the Important Information section, click "Add" under "Passes accepted" to link passes to this waiver. Any customer purchasing a linked pass will be required to sign this waiver.
Settings Options
The Settings tab provides global configuration options for all pass waivers:
Signature Required
When enabled, customers must digitally sign the waiver by drawing their signature on the screen, rather than just clicking "Agree".
Reset on Update
When enabled, updating any pass waiver content will require customers with that pass to sign the new version.
Reset Button
Manually reset all customers who haven't accepted the current version of their pass waivers. They will be prompted to sign again.
FAQ
Q: Do customers need to sign a waiver for passes issued from the backend?
A: Yes. Whether the customer purchases the pass themselves or it's assigned by an admin from the backend, they still need to sign the waiver.
Q: I've already sold some passes but created the pass waiver later. Do customers need to sign retroactively?
A: If the pass has already expired, customers don't need to sign the waiver. But if the pass is still valid (even if fully used), customers will need to sign the waiver.
Q: Can I have different waivers for different passes?
A: Yes! This is the main benefit of Pass Terms and Conditions. You can create separate waivers for different types of memberships or packages, each with their own terms.
Related Articles
- Terms and Conditions - Learn about waivers for customer registration
- Terms and Conditions vs Pass Terms and Conditions - Understand the differences between these two features
