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Where to find this: Tools → Waivers
CoachIQ’s waiver system lets you create waivers, attach them to products and forms, and track exactly who has accepted — all from one place.

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The waivers dashboard

Navigate to Tools → Waivers to see all your waivers at a glance.
Waivers dashboard showing waiver list with status, linked products, and acceptance count
The dashboard shows:

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Create a waiver

1

Go to Tools → Waivers

Click + Create Waiver in the top-right corner.
2

Fill in the waiver details

  • Label — Give your waiver a clear name (e.g., “Liability Waiver”, “Cancellation Policy”)
  • URL — Link to the full waiver document. This can be a page on your CoachIQ website, a Google Drive link, a PDF, or any public URL.
Edit Waiver modal showing label, URL, status, and linked products
Host your waiver on your CoachIQ website using legal page templates — it keeps everything in one place and looks professional.
3

Save the waiver

Click Save Changes. Your waiver is now active and ready to attach to products or forms.

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Require a waiver at checkout

Attach a waiver to any product so clients must agree before purchasing.
1

Open the product

Go to Payments → Products and select the product you want to add a waiver to.
2

Go to Advanced settings

Click Advanced in the left sidebar of the product editor.
3

Toggle on Require Agreement to Terms

Enable the toggle, then select your waiver from the dropdown. You can also search for existing waivers or create a new one directly from here.
Product Advanced tab showing Require Agreement to Terms toggle with linked waiver
4

Save the product

Click Update Subscription (or Create) to save.
Done! Clients will now see a checkbox at checkout: “I agree to the [Waiver Name].” They must check it before they can purchase.
Checkout page showing the mandatory "I agree to the Terms and Conditions (view)" checkbox before purchasing
When a client clicks the waiver name at checkout, it opens the URL you set — so they can read the full document before agreeing.

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Add a waiver to a form

You can also require waiver acceptance on any form — useful for registration forms, intake forms, or onboarding flows.
1

Open your form

Go to Tools → Forms and select the form you want to edit.
2

Add a Waiver component

In the form builder, click the General section in the left panel and select Waiver from the component list.
Form builder showing the Waiver component option in the General section
3

Select your waiver

Choose the waiver you want to require. The form will display a checkbox with a link to the waiver document.
4

Save the form

Click Update Form to save.
Done! Anyone submitting this form must accept the waiver before completing it.

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Track waiver compliance

The compliance report shows exactly who has accepted each waiver and who hasn’t — so you always know where you stand.
1

Open the compliance report

Go to Tools → Waivers and click on the acceptance count (e.g., “1/200”) for any waiver.
2

Review acceptance status

The compliance report shows:
  • All — Every client in your system
  • Accepted — Clients who have agreed to the waiver (with the date)
  • Missing — Clients who have not yet accepted
Compliance Report showing accepted vs missing clients with filter tabs and export option
3

Export the report

Click Export CSV to download the full compliance list. Use this for your records, insurance requirements, or audits.
Filter by Missing to quickly identify clients who still need to accept. You can then send them a message through the Inbox with a link to the product or form that includes the waiver.

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Edit or archive a waiver

Click on any waiver in the dashboard to edit it. You can update:
  • Label — Rename the waiver
  • URL — Point to an updated document
  • Status — Set to Active or Archived
  • Linked Products — See and manage which products require this waiver
Click Archive to deactivate a waiver without deleting it. Archived waivers are removed from checkout and forms but their acceptance records are preserved.

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Common questions

Yes. Each product can require its own waiver. For example, use a liability waiver for training sessions and a cancellation policy for memberships.
The system records who accepted, when they accepted, and how (via purchase or via form). This shows up in the compliance report and on the client’s activity feed.
No. When a waiver is required, the checkbox is mandatory. Clients cannot complete the purchase or submit the form without checking it.
Any publicly accessible link works — a page on your CoachIQ website, a Google Doc, a PDF hosted on Google Drive, or an external website. Just make sure the link works for anyone who clicks it.
Yes. The waiver checkbox appears for both logged-in clients and guest checkout.
Yes. Check the client’s activity feed in People → Client Profile to see when they accepted and through which product or form.

Legal Pages

Create terms, privacy policy, and disclaimers on your website

Product Builder

All product settings including Advanced options

Creating Forms

Build forms with waiver components and more

Forms Overview

Everything you can do with CoachIQ forms