How to Access Historical Customer Waivers in LilYPad

Learn how to view current and past waivers signed by your customers and their children.

Overview

You can easily access all waivers associated with a customer account, including current active waivers and historical records. This guide will walk you through the process step-by-step.

Steps to View Customer Waivers

1. Navigate to Customers

Click the circular "Customers" button to access your customer database.

2. Search for the Customer

Use the search bar to find your customer by entering any of the following:

- Customer name

- Phone number

- Email address

- Customer ID

3. Select the Customer

Click on the desired customer from the search results list.

4. Open the Waiver Viewer

Next to the customer's name, click the "View Waiver" button.

5. Browse Waivers

Once the waiver viewer opens, you'll see a dropdown menu titled "Select Waiver".

Current Waivers

At the top of the dropdown, you'll find:

- Current active waiver for the customer

-Current waivers for any children associated with the account

- The waiver version number for each active waiver

Historical Waivers

Scroll down through the dropdown to view:

-All previously signed waivers under this customer's account

-The date each waiver was signed

-The waiver version number for each historical record

Notes

- Historical waivers are organized by name and include version information to help you track changes over time

- All family members' waivers appear in the same dropdown for convenient access

- You can distinguish between current and past waivers by reviewing the date signed and version information

Need Help? If you have questions about waivers or need additional assistance, please contact our support team via email at support@lilypadpos.com or by phone: 1-866-419-4043.