Please note: File attachments are available on the Lite plan or above.

This article covers:

You can find more information here if you wish to add a PAR-Q or health questionnaire.


Uploading your document

You can upload a new document in the Files section of your account under Settings (for further guidance on uploading, renaming and deleting files in this section, see here).

  • You can upload files in the following formats only:
    jpeg, jpg, png, gif, mp4, m4v, mov, txt, ics, doc, docx, pdf, ppsx, ppt, pptx, pub, rtf, xls, xlsx. 

💡 To note: You cannot upload documents if you don't have 'Account owner' status here. A fellow account owner can promote you or upload the document for you.

✨ Ensure you give your document a name that will make sense to your bookers and will be easy for you to find later.


Attaching your document to a booking field

You can now create a new booking field for the document here (Setup > Booking fields). This section is where all your booking fields live. You can then decide later which entries will use the field.

When setting up the field, make sure you select the Check box - for capturing consent field type and give it a name along the lines of "I have read and agree to the Terms & Conditions":

Select the Attachment drop-down menu to add to your waiver document.

Select the Add to all entries option if you wish to add this field to all current and future entries. 

Or, you can add this field to only specific entries in your schedule by selecting Edit entry, the Booking form tab, and then Select & reorder fields.

Here is also where you can choose whether or not it is mandatory to check that box to make a booking.


During the booking, the booker will be able to see the field like this:

They can download and read the document by clicking on the blue text.

If you have set it to be mandatory, the booker will not be able to proceed unless they check the checkbox.

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Tags: terms, conditions, t&c's

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