Assigning Forms to Products & Experiences Growth+This feature requires the Growth+ plan or higher

Assigning a form to a product or experience means your customers will automatically receive the form when they make a booking. This is the most common way to collect waivers and information — no manual sending required.

How Assignment Works

When a customer books a product or experience that has an assigned form:

1. The form link is included in their booking confirmation email.
2. If you have the booking widget enabled, the form may also appear during the checkout process (depending on your settings).
3. The customer fills out the form online and submits it.
4. The completed response appears in the form's Responses page and is linked to their booking.

Setting Assignments When Creating a Form

The easiest way to assign a form is during creation:

1. Click + New waiver/form on the Waivers & Forms page.
2. Leave Standalone form off (see Standalone forms below), then under Applies by default to, tick Products and/or Experiences. Only options for enabled modules appear; single-module suppliers see the only valid option pre-selected.
3. For each, choose how to apply:
   • All Products / All Experiences — The form applies to every item.
   • Individual Products / Individual Experiences — Select specific items from the dropdown.
   • Product Categories / Experience Categories — Select categories; all items in those categories will have the form.
4. Click Create (open form builder).

Editing Assignments from the Form Builder

You can change assignments at any time from the form builder:

1. Open the form by clicking the edit icon (pencil) on the form's row in the Waivers & Forms table.
2. In the top-left corner, find the Assigned to box. It shows a summary of current assignments (e.g., product names, "No assignments", or "Standalone form — sent on its own").

3. Click the edit icon (pencil) on the Assigned to box.
4. The "Edit related products/experiences" sidebar panel opens.

5. Update the Applies by default to checkboxes and selections as needed.
6. Click Update to save, or Cancel to discard changes.

Standalone Forms — Attached to Nothing

Not every form belongs to something you sell. A photo consent, a membership application, a contract you email on request — these go out on their own, when you decide, to whoever asks. Switch Standalone form on and the Applies by default to section disappears: the form is attached to nothing and is never sent automatically with a booking.

You still get the form's shareable link and QR code (Sharing Form Links), and you can attach it to a quote as the agreement the customer signs before accepting (Agreements on a Quote).

To switch an existing form either way:

1. Open the form builder and click the edit icon (pencil) on the Assigned to box.
2. Switch it on to detach the form from everything it currently applies to, or switch it off and tick what it should apply to.
3. Click Update.

note

Turning Standalone form on clears the form's product and experience assignments. Agreements already attached to a quote or booking are untouched — those keep their signed history.

Assignment Options

Option	What It Does
Standalone form	The form is attached to nothing — you send its link yourself, or attach it to a quote
All Products	Applies the form to every product in your inventory
Individual Products	Choose specific products from a searchable dropdown
Product Categories	Choose product categories — all products in those categories get the form
All Experiences	Applies the form to every experience
Individual Experiences	Choose specific experiences from a searchable dropdown
Experience Categories	Choose experience categories — all experiences in those categories get the form

How Customers Sign Assigned Waivers

Once a waiver is assigned to a product or experience, customers sign it inline as part of the widget checkout — before they pay, not via a post-booking email. The email link still exists as a fallback, but the inline flow is the default.

See Inline Waiver Signing for the customer-facing view and Viewing Waiver Responses for filtering responses by signing source (widget_inline vs email).

Assigning Multiple Forms

You can assign more than one form to the same product or experience. For example, a scuba diving experience might need:

• A liability waiver (required before the dive)
• A medical questionnaire (to check health conditions)
• A certification upload form (to verify the customer's dive cert)

All assigned forms are sent to the customer with their booking confirmation.

Checking What Is Assigned Where

For a quick overview of all your form assignments:

1. Go to Waivers & Forms in the left sidebar, then Waivers & forms.
2. The Products applied to and Experiences applied to columns in the table show which items each form is linked to.

Removing an Assignment

1. Open the form in the form builder.
2. Click the edit icon on the Assigned to box.
3. Untick the relevant Products or Experiences checkbox, or change the selection.
4. Click Update.

Removing an assignment does not delete the form or any existing responses. It simply stops the form from being sent to new customers booking that item.

Tips

• Assign forms early. Link your forms to products and experiences as soon as they are ready, so no bookings are missed.
• Use categories for efficiency. If all your rental products need the same waiver, assign it to a product category instead of selecting each product individually.
• Test the flow. Make a test booking to see the full customer experience — from confirmation email to form completion.

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Related Guides

• Creating a Waiver or Form
• Form Fields & Builder
• Viewing Responses
• Chasing Unsigned Consents
• The Consent Tracker
• Waivers & Forms Overview