Forms & Funnels

Collect a waiver or consent

Build a form with your terms, a required "Yes" and a signature, and require it before an in-person event, a session or a retreat.

Breathwork, bodywork, plant-medicine circles, retreats and movement classes often need a signed waiver before someone takes part. A custom form can show your terms, insist on a "Yes" and collect a drawn signature, and you can make it a condition of booking or registering.

When to use this

  • An in-person event or retreat where you need a liability waiver.
  • A 1:1 session that needs informed consent first.
  • A program with rules or a code of conduct people must accept.

Create a custom form

In Audience → Forms & Funnels, click Add Form, choose Custom Form, name it (for example "Retreat waiver") and set Contact Information to Required so every signature is tied to a name and email. Click Create Form.

Add your terms as a Statement

Click Add question, choose Statement, and put your waiver's heading in Question Title and the full text in Description. Statements show text with nothing to answer.

Add the consent

Add a Yes/No Question such as "I have read and agree to the terms above." Tick Require a "Yes" to continue. The card gets a Consent label.

Add a signature

Add a Signature question, for example "Sign here", and tick Required.

Ask what you need to know (optional)

Add questions such as health conditions (Paragraph), an emergency contact (Short Answer) or date of birth (Date). Mark the important ones Required.

Test it

Click Preview. Try answering No to the consent: you should see "Select "Yes" to continue" and be unable to submit. Then sign and submit, and check the response on the Responses tab.

Require it before the offering

Attach the form where people book or register, and leave Allow one-time submission reuse off if you want a fresh signature every time. See Build an intake or application form.

What people see

Your terms, then the consent question with Yes and No (neither picked), then a box to draw their signature with a Clear button ("Draw your signature in the box above."). Choosing No, or leaving the consent blank, stops the form from submitting.

Where to find signed waivers

Open the form's Responses tab and click See Answers on a response to see the consent answer and signature. Export Responses gives you a CSV of every response for your records.

Tips

  • Keep the waiver text in one Statement so it reads as a single document.
  • Write the consent question in the first person: "I agree…", "I confirm…".
  • Reuse is a choice. Allow one-time submission reuse is convenient for weekly classes; leave it off when each event carries different risks.
  • Have your waiver wording checked by someone qualified for where you work. Soul collects the signature; it doesn't make the text legally sound.

If the form is required and can't be submitted, nobody can book or register. Test the full flow in a private window before you open bookings.