Managing Waiver Expiration

Modified on Tue, 9 Sep at 6:13 PM

You can configure waivers in MyTime to either never expire or to expire after a set number of days. Expiration ensures that clients regularly review and agree to your most current terms and conditions. This article explains how to set up waiver expiration, how expiring waivers display on client profiles and appointments, and what happens when a waiver expires.


Things to know:

  • Waiver expiration is controlled by the Manage Client Setup access control setting
  • Both active and expired waivers remain visible on client profiles
  • You can set how long each waiver is valid (in days)
  • A waiver that has not yet expired must be manually deleted from the client profile before adding a new one.
  • If a waiver has expired, signing a new one will automatically remove the expired waiver from the client profile.
  • Waivers created through custom appointment fields appear in the appointment modal’s notes section, with the expiration date displayed in parentheses.


Contents:


Configuring Waiver Expiration 


To set up a waiver with an expiration period:


  1. Go to the Clients tab.
  2. Expand the Manage Clients menu.
  3. Select Customize Client Fields.
  4. Click Add Field under the desired custom field group.
  5. In the Field Type dropdown, select Waiver.
  6. Fill in the required field details.
  7. Toggle Expires to enable expiration.
  8. An expiration input will appear. Enter the number of days the waiver should be valid.
  9. Optionally, check Apply to existing waivers to update previously signed waivers.
  10. Click Save.



Once configured, expiration dates will display next to the waiver on both the client profile and the appointment modal.



Waiver with Future Expiration Date

  • Client Profile View – Waivers display with expiration dates clearly shown.
  • Appointment Modal View – Waivers appear in the appointment notes section with expiration dates shown in parentheses.


Client Profile View

   


Appointment Modal View


  

Waivers created as appointment custom fields



Expired Waiver


When a waiver expires, it remains visible in both the client profile and the appointment modal, but it is clearly marked as expired.



Client Profile View

Appointment Modal View




Appointment Waivers on Appointment Modal


 

For more information, contact us at support@mytime.com.  


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