The amount of waivers we are receiving is continually growing and it is very important that all of them received and entered properly. Please take note of the following procedures to ensure all the waivers being handled properly.
Getting a new waiver at the POS system.
1. When a new customer hands you a waiver please be sure you look over it thoroughly and read back all field as needed to ensure everything is legible and correct. If something is not legible or entered correctly please be sure either you or them fill it in before they are sold a session or allowed to enter the park.
The following fields are required:
-Member Over 18/Parent/Guardian Name (this is on the front page)
-Members Name (this is the actual skatepark participant)
-Date of Birth (of the skatepark participant)
-Parent/Guardian/Contact Name (only required if the Member is under the age of 18, this will be the waiver signer)
-Address
-City
-State
-Zip
-Home Phone # or Mobile Phone # (at least one is required, both are recommended)
-Members Signature (this is the signature of the member if they are over the age of 17)
-Preferred Sport (they can check all, some or one of the fields)
-Parent/Guardian Signature (this is required if the member is under the age of 18)
The following fields are optional
-Email Address
-Member or Parent/Guardian Drivers License #
ALTHOUGH OPTIONAL, PLEASE RECOMMEND THEY PUT THEIR EMAIL ADDRESS ON THE WAIVER AS IT WILL SIGN THEM UP FOR OUR EMAIL LIST. Let them know that their information is private and will not be used for anything other than internal marketing with Plan Nine.
3. Once you have checked that all the data is correct please attach the new customer to the sale. Be sure to enter their full name (First/Last) and do so in all capitol letters to signify they have a waiver on file. Save it to the sale.
4. Now that the waiver is done enter your POS username (i.e. cotto) at the bottom of the waiver in the appropriate box to signify you have done all the appropriate steps to receive the waiver.
5. File the waiver in the back room in the "Unentered Waivers" inbox.
Entering the completed waiver information after the sale.
1. In the "Customer Search" section of the POS system search for the customer by last name to find the appropriate customer.
2. Open the customer information page by clicking the "circled i" graphic to the left of the name.
3. Enter all the information from the waiver into the appropriate customer fields. Use the guidelines here to ensure the information is entered in the right place. IF ANY REQUIRED FIELDS ARE NOT ON WAIVER PLEASE REFER TO AMENDMENT BLEOW.
4. Once the waiver is entered write your POS username (i.e. cotto) at the bottom of the waiver in the appropriate box to signify you have done all the appropriate steps to enter the waiver.
5. File the waiver in the back room in the "Entered Waivers" inbox.
AMENDMENT:
If any required fields are not filled out properly you must enter the correct code directly after the First Name in the same field. This code will be visible when a customer is attached to a sale at the POS system so the appropriate updates can be made. If the waiver does need updates it must be filed in the file cabinet under the register in alphabetical order so it can be accessed quickly when the customer comes in. When you update all the appropriate fields it can then be filed in the "Unentered Waivers" inbox in the back room and go through the process again.
Please ask me if you have questions. This is very important!
