Getting Started
Quick Start
Go from account setup to your first live waiver link with the shortest practical path. Covers creating a waiver, branding, and sharing.
This guide walks you from a new account to a live waiver link that you can copy, email, or turn into a QR code.
Before you begin
You will need:
- access to your WaiverChaser account
- an organization name saved in Settings > Account
- at least one waiver created and published before sharing
Step 1: Set your organization name
Go to Settings > Account and save the organization name you want to use. This gives WaiverChaser a clean base organization name before you add display-name branding.
Step 2: Set your default organization branding
Go to Settings > Branding and add your default display name, logo, and primary color.
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This branding is used on signing pages, PDFs, and receipt emails when no location override is set.
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Logo and color customization depend on your plan.
Step 3: Create a location
Go to Locations and add your first location.
- Enter the location name.
- Choose the correct timezone.
- Save the location.
- Open the location details page to assign waivers and, if enabled on your plan, set location-level branding.
Step 4: Create your first waiver
Go to Waivers → Create Waiver.
- Choose a template or start blank.
- Give the waiver a name.
- Open the editor and review the starter copy.
- Turn on Allow minor participants if this waiver should support guardian + child signing.
- Save the waiver as a new version to publish it.
Step 5: Share the waiver
Once the waiver is published, open Share from the waiver list or waiver details screen.
You can:
- copy a generic public link
- select a location and copy a location-specific link
- print the QR code
- send the link by email from WaiverChaser if your plan includes request emails
What happens next
After the signer finishes:
- a signature packet is created
- the packet may briefly show Processing while artifacts are generated
- a PDF receipt becomes available when processing finishes
- the signer and business can receive follow-up email notifications
Next steps: