This article will specifically touch on Smartwaiver integration. We'll cover the following topics:
- Why use Online Waivers?
- Smartwaiver Console
- Who is this for?
- How to Connect Smartwaiver with Zaui
- Testing the Integration
- The Canadian Personal Information Protection and Electronic Documents Act
Why use Online Waivers?
The waiver signing process can be a big pain for you and your customers. Smartwaiver is a simple paperless solution that gets rid of clipboards, missing waiver information, and filing cabinets. Speed up guest check-ins by having them complete their waivers ahead of time and provide tablets at your location for any guests to complete the waiver on the day of their tour. All the information is stored in a database for easy retrieval at any time.
Smartwaiver Console
The Smartwaiver Console serves as your central hub for various tasks related to Smartwaivers submitted by your customers. Its functionality allows you to view, search, interact with, and categorize the waivers. Within the Waiver Console, you can perform the following actions:
- Conduct a search for waivers using participant data such as Last Name, Birthday, or assigned Tags
- Access detailed information about each individual waiver
- Preview and download a PDF version of the waiver
- Send reminder emails to customers who have signed waivers in Website Mode but have not yet confirmed their email addresses
- Check-in participants who have completed waivers
- Assign tags to waivers for organizational purposes
- Remove waivers from the Waiver Console if necessary.
Who is this for?
Zaui customers who require their guests sign a waiver: Adrenaline sports companies like Ziplines, bungee jumping, rafting, heli-skiing. Rental companies like bike rentals, ski rentals, jet ski rentals.
How to Connect Smartwaiver with Zaui
There are 7 steps involved in Connecting Smartwaiver with Zaui:
Step 1: Create an Account with Smartwaiver
- You will first need to create an account with Smartwaiver. Go to their website and sign-up for a free 30-day trial.
Step 2: Create your Smartwaiver API Key
- Once you have created an account, login here and click on My Account and API Keys and create your Smartwaiver API Key, ie - [COMPANY NAME] waiver.
- Once you click on Create, you will be provided with a unique API Key.
- Copy the Key.
- Then, go back to your Zaui system. From the navigation bar, select Settings > Marketplace.
- In the lefthand shortcut menu select Productivity and scroll down to find Smartwaiver.
- Click the Smartwaiver title to open the settings.
- Enable the integration, paste in the API Key from Smartwaiver and Save Settings.
Step 3: Create your Waiver
- You will now go back to Smartwaiver and begin creating your new waiver.
- If you have your own waiver template, copy the text from it into the Smartwaiver editing tool.
- Add custom questions and set up your preferences.
- In order to update Zaui when a waiver is signed in Smartwaiver, you'll need to check the Send webhook for this waiver box at the Options stage of setting your waiver preferences.
- Enter your webhook endpoint. Use this link:
https://ZauiSystemName.zaui.net/webservices/smartwaiver/processSmartWaiverWebhook.php
Be sure to replace [Zaui System Name] with your actual system name! For example https://zauisightseeing.zaui.net/webservices/smartwaiver/... - For Email Validation, select Do not wait for email validation. Fire a Webhook immediately after the document is completed.
- Complete any remaining sections and publish your waiver.
| If you have more than one Zaui system, multiple waiver templates are required - one for each system, each with a different webhook endpoint corresponding to that Zaui system. There is a feature in Smartwaiver to make a copy of an existing waiver template if you wish to use the same waiver template in all systems. When you email your API key to Zaui support, please mention every Zaui system you wish to link to your Smartwaiver account. If you need any help with this, contact the Smartwaiver support team here |
Step 5: Link your Waiver to your tours that require it
- In Zaui, from the Navigation Bar, select Activities > Activity List and select the activity you wish to add the waiver template to.
- Expand the Advanced Settings in the Activity Name/Date Information section and you will now see a drop-down of enabled waivers for you to select from. You can create multiple waivers in Smartwaiver and attach each one to a specific activity.
- Don't forget to save these changes.
Step 6: Add Smartwaiver Link to Zaui Email Notifications
You will now need to include a link to the waiver in your email notifications so that your customers can simply click on the link and be re-directed to Smartwaiver to sign the waiver.
- From the Navigation Bar, select Settings > Manage Notifications > Email/SMS, and select your Booking Confirmation Email Template.
- Customize your notification to include the link; in the example below, I included a button. Feel free to contact our team if you need any assistance with this step.
- The Smart Tag you will want to link to the button is {ACTIVITY_SMART_WAIVER}.
| Here is the HTML code you will want to place in the source code to add the Sign Waiver Button (for those of us who aren't HTML/CSS wizards): <tr> <td align="center" colspan="2"><a href="{ACTIVITY_SMART_WAIVER}" style="text-decoration: none; color: #fff; background-color: #3686da; margin: 20px 0px; padding: 20px 40px; border-radius: 3px;">Sign Waiver</a></td> </tr> |
| You will want to ensure your smart tag is located between the guest/activity begin and end tags in the source code. Check out this article for more information on Smart Tag placement. |
Step 7: Add Smartwaiver to Zaui Manifests
- From the Navigation Bar, select Settings > Manifest Layout.
- Make sure you select the correct activity-type manifest before making edits.
- You will notice new attributes relating to Waiver that you can add to your manifest. We recommend adding Waiver Signed Count and Waiver Guest Summary.
- Simply create a new column and drag-and-drop these attributes so you can see whether or not customers have signed their waivers directly on the manifest.
- Once you have Saved your manifest settings, you will be able to see whether or not all the customers on a booking have signed their waivers in real-time. The example below indicates that 1 out of 2 customers on this booking have signed their waiver, provides a link for the last customer to sign theirs or for your to manually link another signed waiver to this booking.
Make a Test Booking
Now that you have successfully set up your Smartwaiver integration with Zaui, it's time to test it.
- Make a test booking on one of the activities you added a waiver to. Make sure you input your email address in the Guest Information so you receive the confirmation email.
- Your Passenger Manifest will look as follows before the Waiver has been signed:
- Once you receive the confirmation email, click on the Sign Waiver button.
- You will be redirected to a Smartwaiver page where you can sign your waiver. Follow the prompts.
- Once complete head back to Zaui so we can see the instant update to your passenger manifest. You may need to wait a few minutes for the manifest to update.
- The screenshot above shows us that 1 out of the 2 guests on the booking has signed their waiver. The Link Waiver button allows you to manually link other signed waivers to this booking, and the Pencil provides you with a direct link for the second guest to sign theirs.
- Congrats - your Smartwaiver <> Zaui integration is working successfully!
| For troubleshooting tips when using Smartwaiver, check out this article. |
The Canadian Personal Information Protection and Electronic Document Act
Please note that Zaui nor Smartwaiver will provide you with Legal advice on what to include in your waivers. Check out this link for more information on Canada's Personal Information Protection and Electronic Document Act.