Registration Set Up: Add Documents and Waivers

This article explains how to add waivers and/or documents in your registration form.

Create a New Document

When setting up a registration form, you have the ability to upload documents that will be presented to registrants during the registration process (such as a form that needs to be printed and filled out), or request that registrants upload a file to the registration (such as a completed form). Here's how to set that up:

1. Log into TeamSnap
2. Enter your club or league under the My Leagues section of the Dashboard screen
3. Click Registration tab
4. Hover over the Admin ... button and click Edit for the form you will be adding document(s) to
5. Click the Documents button
6. Click Create Document or New Document
7. Enter document details:
   1. Title
   2. Description
   3. Required
      1. Checked = The registrant must upload a document
      2. Unchecked = The registrant can download a provided document, but is not required to upload.  
   4. Filled Out
      1. Per Participant: this will require the document to apply to each participant being registered and is the required selection if you'd like to add conditional logic to the document (for instance, for 2 siblings being registered at the same time, the document applies twice - once for each sibling)
      2. Per Registration: the document applies once per registration, regardless of the number of participants being registered at the same time
   5. Conditional Logic -  this setting allows you to select from custom fields you have created to display the document to registrants with matching selections for the custom field
   6. Visible
      1. to Player: all players on a team will be able to view and access the documents in the player's roster profile after registration is complete
      2. to Team Managers: the document will be visible only to team managers after registration is complete
   7. Attachment
      1. If an attachment is added, it will be presented to the registrants during the registration process
      2. If no attachment is added, the registrants will be asked to upload a file as indicated by the Title and Description information
8. Click Save 

You're all set! To see how the document is presented to or requested from the registrant, use the Preview Form button at the top of the Registration screen.

Create a New Waiver

When setting up a registration form, you have the ability to add waiver information that will be presented to registrants and will require acknowledgment during the registration process. Here's how to set that up:

1. Log into TeamSnap
2. Enter your club or league under the My Leagues section of the Dashboard screen
3. Click the Registration tab
4. Hover over the Admin ... button and click Edit for the form you will be adding waiver(s) to
5. Click the Waivers button
6. Click Create Waiver or New Waiver
7. Enter waiver details:

   

   1. Name
   2. Content (text, file, or both):
      1. Waiver Text: Enter text content here to be displayed as the waiver statement that must be acknowledged 
      2. Waiver: Click Choose File in the Waiver section at the bottom to upload a file that will be displayed as a link that the registrant must click to download and view, then return to the Waiver screen to acknowledge
   3. Description - this is optional to provide context and additional information about the waiver for registrants
   4. Filled Out 
      
      1. per participant - this will require the waiver to be acknowledged once for each participant being registered and is the required selection if you'd like to add conditional logic to the waiver
      2. per registration - this will require the waiver to be acknowledged once per registration no matter how many participants are being registered
   5. Conditional Logic - this setting allows you to select from custom fields you have created to display the waiver to registrants with matching selections for the custom field
   6. Signature - the entry will be required to match the account holder information for the TeamSnap account that the registration is being completed under
8. Click Save

Boom! Done. To see how the waiver is presented to the registrant, and how the acknowledgment looks, use the Preview Form button at the top of the Registration screen.

Tip: TeamSnap waivers are technically more of an 'acknowledgement' than an electronic signature. In the event of a dispute, a full name entry carries more weight than a check-box acknowledgement. If an organization wants to obtain a legally enforceable document at the time of registration, the best option is to require a physical signature on registration document be uploaded at the time of registration, using Registration Documents. 

Next Up: Add Fees and Advanced Fee Adjustments