Add Waivers and Liability Forms

If you're a coach or business owner using CoachIQ, adding waivers and liability forms is essential for managing your coaching services. This guide will walk you through the process.

Step-by-Step Guide to Adding Legal Documents and Signing Waivers in CoachIQ

1. Navigate to the Forms Section in CoachIQ

• Log in to your CoachIQ account.

• Go to the "Forms" section located in the main navigation menu.

• This section is where you can create, edit, and manage all your forms, including waivers, liability agreements, and onboarding documents.

2. Create a New Form in CoachIQ

• Click on the "Create Form" button.

• You can start from scratch or use a pre-made template, such as an onboarding form, to save time.

• Templates help streamline the process and ensure you don't miss any critical information.

3. Add Your Waiver or Liability Document

• If you have a pre-existing legal document, simply copy and paste it into the form editor.

• For more complex or lengthy documents, consider adding a link to an external file. This is ideal for lengthy terms of service or detailed liability agreements.

4. How to Link to External Legal Documents

• Click the settings button on the desired block within your form.

• Toggle on the link option to enable hyperlinking.

• Insert the URL of your external document, such as a PDF hosted on your website or cloud storage.

• Clearly label the link, such as "I agree to the Terms and Conditions" or "View Full Liability Agreement".

5. Save and Publish Your Form in CoachIQ

• After adding all necessary details, click "Save" to store your form.

• Click "Publish" to make your form live and accessible to your clients.

• Ensure the form is published correctly and test it by viewing it as a client would.

6. How to Share Waivers and Liability Forms with Clients

• Share the form link with your clients via email or through the CoachIQ platform.

• Clients can view and sign the form digitally, which ensures you have their consent and agreement on record.

Best Practices for Managing Legal Forms in CoachIQ

• Regularly review and update your forms to comply with legal requirements.

• Keep copies of signed forms for future reference.

• Use clear and simple language in your forms to ensure clients understand the terms.

Why It's Important to Use Waivers and Liability Forms in Coaching

Using waivers and liability forms helps protect your business from legal disputes and ensures that your clients are fully aware of the terms and risks associated with your services. By leveraging CoachIQ’s form tools, you can easily create, manage, and store these documents.