On-the-day waiver

The on-the-day waiver is the consent form your client fills in before they sit down. It collects their details, the health information you need, and their agreement to the terms you set. Maelo emails it ahead of the session, the client completes it in their Client Hub, and the finished copy is stored against their booking.

It replaces the clipboard. Nobody is filling in a form with a stencil already on their arm, and you are not chasing a signature while your machine is running.

Set it up under Settings, Info/Policies, On-the-day Waiver. The waiver starts Inactive and stays that way until you switch it on, so nobody is sent a waiver you have not finished writing. The switch beside the title turns the whole thing between Active and Inactive.

Waiver Email Timing controls when the email goes out, relative to the appointment. Set a number of days, a number of hours, and whether that lands before appointment or after appointment. The default is 8 hours before, which for a lunchtime session means it arrives with the client's morning coffee.

Give clients room to actually do it. A few hours before works for a straightforward session. A day or two before is better if you need photo ID, because that is the one thing people cannot do from bed.

The email itself is short: a nudge, and a Complete waiver button. Click here in the grey box at the top of the panel to see exactly what lands in their inbox, wearing your branding.

The Client Information block decides what the form asks for. Full Name and Email Address are always collected and have no switch. The rest are yours to choose:

• •Phone Number and Address, useful where your local rules ask you to keep them on file.
• •Photo ID Upload, which adds a photo field. Turn it on and a box appears where you write the instruction the client reads, for example asking for government issued ID as required by your local health authority. Uploads are capped at 10MB and must be a JPG or PNG.
• •Digital Signature, a signing pad the client draws on with a finger or a mouse. On by default.

Below the information block, Waiver Section is where the actual terms live. Each section has a title and a body, and the client ticks a box against each one, so they cannot agree to a wall of text they never read.

Click Add Waiver Section and pick a template to start from: Health Confirmation, Age Verification, Consent, Aftercare Agreement, Photo Release, Liability Waiver, Sobriety Confirmation or Design Approval. Each opens straight into the editor with suggested wording you can rewrite entirely. Prefer a blank page? Use + Create Custom Section at the bottom of the template list.

Once a client submits, a green Waiver Completed row appears on their request with the date it was signed. Tap View to open the full copy: everything they entered, any ID photo they uploaded, and their signature.

Signatures and ID photos are stored securely and are only visible to you. Check the waiver before you start, not after. It is the one moment where a flagged medical answer is still useful information.