Best practices, tips & inspiration
Dashboard
All Itineraries
Calendar Builder Itineraries
Guest Portals
Task Manager
Invoicing & Financials
General
Webinars
2025 Webinars
2023 Webinars
2022 Webinars
Can I have my clients sign contracts and waivers within Safari Portal?
Two different options for clients to accept your Terms & Conditions, or other contracts and waivers

There are two ways of sharing contracts and waivers through Safari Portal.

 

Option 1: Use the Built-In "Terms & Policies" Checkbox in Guest Forms

If your goal is simply to have clients acknowledge your Terms & Conditions, you can utilize the built-in Terms & Policies checkbox available in Guest Forms within Guest Portals.

Click here for a help article on how to set it up and see how it appears to your clients.

 

Option 2: E-Signature on a Custom Form

If you require clients to sign a waiver or contract, you could:

  • Create a custom form with an e-signature field and share it directly or embed it within an Itinerary, Lookbook, or Guest Portal.

Keywords: client contracts, client waivers, sign contracts, digital signatures, custom form, e-signatures

 

Did this answer your question?