Documents

For: Owners & Managers

Documents are the waivers, policies, and forms your members sign. Required documents gate participation until they're signed. Go to Compliance & Data → Documents.

Use the toggle at the top right to switch between a card view and a compact list view — the list view shows each document's requirement and version in one scannable table.

Creating a document

1. Click New document.
2. Enter a Title (e.g. Liability Waiver) and the Document text — the full text members read and sign.
3. Leave Required on if members must sign it to participate (turn it off for optional documents).
4. Click Create document.

You edit a document later with its ⋯ menu → Edit — changing the title, text, or whether it's required.

Publishing a new version

Editing the text does not make members re-sign. When you change something they need to re-acknowledge, use the ⋯ menu → Publish new version and confirm. The document moves to the next version, and every member must re-sign before participating again.

Each document shows its current Version, and a Required or Optional badge.

Retiring a document

Use the ⋯ menu → Archive to retire a document you no longer use (it shows an Archived badge). Restore brings it back.

Seeing who has signed

This screen manages the documents themselves. To see whether a particular member has signed, open their profile's Documents tab — see A member's profile. Members sign from their own account.

Tips

• Keep waivers as Required so a member can't book or check in until they've signed.
• Publish a new version (rather than just editing) whenever the change is legally meaningful — that's what forces a re-sign.

Troubleshooting