We have created a simple solution
for chapters to collect their own Chapter
Waiver of Liability.
Using the Email you may send a
customized and customizable Chapter Waiver of
Release and Liability to the targeted list of
Waiver Non-Responders. Members receive the
email, click ACCEPT and view an onscreen
confirmation. Their response is recorded in
the Waiver of Liability Report and the Waiver
Non-Responders list is updated removing those
who have accepted from receiving future Waiver
emails.
We've also created a path to
manually update the Waiver of Liability Report
and Waiver Non-Responders list for Waivers
signed outside of this system.
NOTE: If you don't find "Waiver
Non-Responders" in your Recipient list,
contact support@chapterpro.com and
we'll activate this feature on your
site.
Here are the step-by-step
instructions.
SEND WAIVER OF LIABILITY EMAIL
1. Admin Control Panel > COMMUNICATION
> click SEND EMAIL.
2. Complete SENDER section.
3. RECIPIENT(S) > select by >
click Waiver Non-Responders.
NOTE: The list dynamically updates to
include only those members who have
NOT 'signed' the waiver.
Optional: Click + to view RECIPIENTS: Members.
NOTE: The list dynamically updates to
include only those members who have
NOT 'signed' the
waiver.
Uncheck names if needed. 
4. SUBJECT > type subject.
5. MESSAGE
> enter introduction message if
desired.
6.
MESSAGE > select an insert >
click Waiver of
Liability.
7. Click INSERT.
The Waiver template is customized to your
chapter.
TIP: Edit Waiver text within the box
if desired.
NOTE: Do not amend the "ACCEPT"
button as it disables the
functionality.
OPTIONAL: send test email
TEST > send test? > click toggle
switch to YES.
send to yourself > choose email if you have multiple email
addresses.
Click SEND TEST. View summary > email
is saved to DRAFTS folder > go to your
email to proof.
8. SEND > ready to send? >
click toggle switch to YES.
9. Click SEND EMAIL.
MEMBERS EXPERIENCE
1. Member receives the Waiver of
Liability email > clicks
ACCEPT.
2.
Confirmation of acceptance displays with
date and time stamp. DONE!
WAIVER OF LIABILITY REPORT
1. Go to Admin Control Panel > REPORTS
> click Waiver of
Liability.
2. INCLUDE
> make member
type selection >
report is displayed with additional
filters, DISPLAY, SEARCH and FILTER by
first letter of last name.
OPTIONAL: Filter report display by All,
Acceptance received, Has not
responded.
RECORD MANUALLY IF ACCEPTANCE COMPLETED
OUTSIDE OF CHAPTERPRO EMAIL
1. Go to Member Profile > click edit.
2. ADMIN > RESPONSES > Waiver of Liability > toggle YES.
3. Click SAVE.
4. Waiver of Liability Acceptance date and
time is displayed in the member
profile…
…added to the Waiver of Liability
Report…
…and member name is removed from the Waiver
Non-Responders list in V8 Email Recipients
list.
