Rex

Collect signed waivers from guests

Rex collects signed waivers from guests as part of booking. Waivers are powered by DocuSeal: you build the waiver document in a DocuSeal editor inside Rex, then require it on the packages and membership plans that need it.

โ„น๏ธNote

Waivers must be on your plan. If the Waivers page shows an upgrade prompt instead of your templates, contact Rex support to turn the feature on.

Create a waiver template

1

Navigate to Waivers

The list shows each template's Name and Expiration.

Manageโ€บWaivers
The Waivers page opened from Manage > Waivers in the sidebar, listing First Waiver, Main Waiver and Party Waiver with their Expiration of 1 year
Waivers sits under Manage in the sidebar.
2

Click Create Waiver

The Create New Template window opens.

The Waivers page listing templates with their Name and Expiration, a copy icon and a trash icon on each row, and the Create Waiver button
Create Waiver is in the top-right corner.
3

Name the waiver and set a duration

Enter a Name, such as Liability Waiver, and choose a Duration: how long a signature stays valid before the guest is asked to sign again. The options are 1 week, 1 month, 3 months, 6 months, 1 year (the default) and Never.

The Create New Template window with a Name field and a Duration dropdown set to 1 year
Duration sets how long a signature stays valid.
4

Click Create

The template appears in the list with its Expiration. Next, add the document itself in the editor.

The Create New Template window with the name Liability Waiver, Duration 1 year and the Create button marked
Click Create to add the template.

Once a guest signs, they aren't asked to sign the same waiver again until it expires. With a 1 year duration, a guest who signed three months ago books without signing again. To change a template's duration later, click the pencil icon on its row, pick a new Duration in the Edit Waiver window and click Save. Signatures already collected keep the expiry they were given.

Build the waiver content

You build the waiver in the DocuSeal editor: upload a base document, usually a PDF of your liability waiver, then place the fields guests fill in.

1

Open the template

On the Waivers page, click the template's row. The DocuSeal editor opens.

The waiver template editor for First Waiver with the page thumbnail and Add Document button on the left, the document with placed fields in the middle, and the field list and field types on the right
Clicking a template opens it in the editor.
2

Upload your base document

Upload the document guests should sign. On its own it isn't fillable yet.

The left side of the waiver editor with the document thumbnail and the Add Document button
Add Document uploads the file guests sign.
3

Add the fields guests fill in

Drag fields onto the document (signature, name, date, checkboxes) wherever guests need to fill something in.

The waiver editor with text, signature and initials fields placed on the document and the field types (Text, Signature, Initials, Date, Number, Image, Checkbox, Multiple, File, Radio, Select, Cells, Stamp, Phone) on the right
Drag a field type onto the document where guests fill it in.
4

Save your changes

Click Save in the editor to return to your templates. Click a template again any time to change it.

The top-right corner of the waiver editor with the Save button
Save is in the top-right corner of the editor.

For help laying out a document and configuring fields, see DocuSeal's help center.

Share and manage templates

Each row on the Waivers page has a copy icon, a pencil icon (change the duration) and a trash icon (delete the template). The copy icon offers three links:

FieldDescription
Copy waiver linkThe standard shareable waiver link.
Copy waiver link with logoutSigns the current user out first, for shared or kiosk devices, so the next person signs as themselves.
Copy waiver link for guestA link for guests who don't have an account.

Share a link by email, text or a QR code so guests can sign ahead of time.

Require a waiver for a package

The Waiver Rules setting controls when the guest signs:

FieldDescription
Force Waiver Before CheckoutThe guest must sign before they can pay and complete the booking.
Force Waiver At CheckInThe guest isn't asked during online booking. The waiver is required at check-in instead.
Waiver OptionalThe waiver is available but not required.
1

Open the package

Open the venue, then its Packages tab, and click the package.

Manageโ€บVenues
The Dallas venue's Packages tab listing packages with Pricing method, Min, Max, Duration, Priority and Status
Click the package to open it.
2

Edit Waiver Settings

Click Edit on the Waiver Settings card (Manage waiver requirements for this package).

The Additional Activities, Waitlist Alerts and Waiver Settings cards on a package page, each with an Edit button
Waiver Settings is near the bottom of the package page.
3

Turn on Enable Waiver

The Waiver Rules and Waiver Template fields appear.

The Waiver Settings window with the Enable Waiver toggle turned on, and the Waiver Rules and Waiver Template fields below it
Turn on Enable Waiver.
4

Set the Waiver Rules and Waiver Template

Choose when the guest signs and which template they sign. A template is required while Enable Waiver is on.

The Waiver Settings window with the Waiver Rules dropdown open showing Force Waiver Before Checkout, Force Waiver At CheckIn and Waiver Optional
Pick when guests sign, then pick the Waiver Template.
5

Save the package

Click Save changes.

The Waiver Settings window with Enable Waiver on, Force Waiver Before Checkout, a Waiver Template picked and the Save changes button marked
Click Save changes to apply the waiver to the package.

Repeat for every package that needs a waiver. Different packages can use different templates and rules.

Require a waiver for a membership (optional)

Open the plan under Promote > Memberships and click Edit on its Waiver Settings card (the same section is in the Create Plan window). Turn on Enable Waiver, choose the Waiver Rules and Waiver Template, and save. Plans offer Force Waiver Before Checkout and Waiver Optional only, with no check-in option.

Get an email when a waiver is signed

Under Marketplace > Integrations, open the waiver integration and enter addresses in Waiver Notification Emails, separated by commas. Each time a guest signs, those addresses get an email with a link to the signed document.

What guests see

When a package is set to Force Waiver Before Checkout, the guest signs during booking, after confirming their details and before payment, then continues to pay.

  • A guest who has already signed that waiver, and whose signature hasn't expired, skips the step.
  • A guest can decline and go back to choose a different package.

A guest who opens a shared waiver link signs in or creates an account first, unless you shared the guest version of the link. If your venue collects profile photos, they are asked to add one (they can skip it). The waiver then opens with their email filled in. After they submit, a banner confirms it is signed, and the signature counts for any package that uses that template until it expires.

After guests sign

Every signed waiver is stored with the guest. To find one later, from the Host App or from a reservation, see Find and view signed waivers.

Troubleshooting

The Waivers page shows an upgrade prompt

Possible causes

  • โ€ขWaivers aren't on your plan.

Fix

Contact Rex support to turn on waivers.

Guests aren't asked to sign during booking

Possible causes

  • โ€ขThe package has no waiver turned on.
  • โ€ขIts Waiver Rules is Force Waiver At CheckIn or Waiver Optional.

Fix

Manageโ€บVenues

Open the package's Waiver Settings, turn on Enable Waiver, set Waiver Rules to Force Waiver Before Checkout and pick a template.

The package's Waiver Settings window with Enable Waiver on, Waiver Rules set to Force Waiver Before Checkout and Party Waiver picked as the Waiver Template

You can't save a package with waivers turned on

Possible causes

  • โ€ขNo Waiver Template is selected.

Fix

Pick a template. It is required while Enable Waiver is on.

The Waiver Settings window with an empty Waiver Template field and its dropdown open listing Party Waiver, Main Waiver and First Waiver

A returning guest is asked to sign again

Possible causes

  • โ€ขTheir earlier signature has expired.

Fix

Manageโ€บWaivers

This follows the template's Duration. Lengthen it with the pencil icon on the Waivers page if signatures should last longer.

The Edit Waiver window opened from the pencil icon on the Waivers page, with the template name and the Duration dropdown set to 1 year

Updated Oct 8, 2026

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