How to Include Rental Agreement Waivers on Your Website

This guide explains how to add rental agreements (waivers) to your RentalSetup website. Protect your business with digital waivers that customers sign before a rental job is completed — including when the cart has multiple products that each need their own waiver.

Video: Multiple Product Waivers at Cart Checkout

Watch how customers sign each product waiver on the checkout stepper — Sign waiver opens a dialog, and the rental job will not go through until all required waivers are signed.

Video Tutorial: Setting Up Waivers on a Product

Where Waivers Are Displayed

Product Page Checkout

Every product's edit page has a Waiver tab where you configure the rental agreement for that product. When a customer checks out from the product page, that product's waiver is shown in the checkout stepper before they finish the order.

You can use different waivers for different products — for example, a bounce house may need different liability terms than tables and chairs.

Cart Checkout (Add to Cart) — Multiple Product Waivers

You no longer need Site Settings only to show a waiver on the cart checkout page. If a product has its own waiver, that waiver is shown when the product is in the cart.

When several products in the cart have waivers, customers sign each product's waiver on the waiver step:

1. They see a list of products that need a waiver, with a Sign waiver button next to each one
2. Clicking Sign waiver opens a dialog with that product's waiver (PDF, text, or waiver builder) and the signature area
3. After they sign, the dialog closes and that row is marked Signed
4. Progress is shown, such as 2 of 3 waivers were signed

The rental job will not go through until all required waivers in the list are signed. Customers cannot continue past the waiver step until every waiver is completed.

Site Settings (Legacy General Checkout Waiver)

Site Settings still has a general checkout waiver by pricing style (for example daily rental). That used to be the only way to show one waiver for the whole cart.

It is still used when:

• No products in the cart have their own waiver, or
• Only some products have a waiver (shown as General waiver at checkout along with the product waivers)

If every product in the cart has its own waiver, the Site Settings general waiver is skipped.

Three Ways to Display a Waiver

RentalSetup offers three methods to present waivers to your customers:

1. Waiver Builder (Recommended)

The Waiver Builder displays your waiver at checkout with required fields and a signature area. Once the customer signs, the signature is automatically attached to the waiver PDF.

2. Upload a PDF File

Upload your existing waiver PDF. The customer views the PDF and signs below. The signature is saved with the job, but is not automatically attached to the PDF file.

3. Text Waiver

Enter your waiver text directly. The text is shown with a signature area. Like the PDF option, the signature is saved with the job but is not automatically attached to a document.

Using the Waiver Builder

The Waiver Builder provides a user-friendly interface to create professional rental agreements:

• Left Side: Live PDF preview that updates as you make changes
• Right Side: Content editor where you add and modify your waiver

In the content editor, you can:

• Add your liability and terms text
• Include business information (company name, phone number, address)
• Upload your business logo
• Add section headers and bullet points
• Configure required signature and customer information fields

Pro Tip: You can copy a waiver from a different product and edit it for a new product. This saves time when setting up similar waivers across multiple products.

What the Customer Sees at Checkout

On a single-product checkout, the waiver appears as a step in the stepper. On cart checkout with multiple product waivers, customers use the list and Sign waiver dialogs described above.

Viewing Signed Waivers After a Customer Places an Order

After a customer completes their rental order and signs the waiver(s), you can access them here:

1. Click "Job Management" from the admin navigation bar
2. Click "Job List" to see all your rental orders
3. Find the job by scrolling or using search/filter options
4. View the signature(s) on the job details
5. Click "View Waiver" / "View Waivers" to see the full document(s)

If the cart had multiple product waivers, the job can show each signed waiver. With the Waiver Builder, View Waiver shows the PDF with the customer's signature attached — ready to save or print.

Summary