Access Document Center today through Business Settings. Create your waivers and assign them to specific locations. The Document Center is your central hub for managing all studio documents. Access it through Business Settings to create, edit, and assign waivers, contracts, policies, forms, and custom documents to specific locations.
Understanding Document Types
Waivers
Liability waivers must be signed by clients before they can book services through the Walla App or Walla widgets.
Clients cannot fill out a document interactively and Walla does not automatically populate text from applicable sources such as the client's plan or current date.
Other Documents
These can all be attached to plans and enrollments.
Policies: Studio rules and guidelines
Contracts: Agreement terms for specific services
Forms: Information collection documents (
Custom Documents: Any additional paperwork specific to your business needs
Waiver States
Draft Waivers
Created but not yet assigned to any location
Perfect for preparing and refining documents before implementation
Allows for thorough review before client exposure
Remains in your system but invisible to clients
Live Waivers
Considered to be your main waiver
Assigned to one or more specific locations
Actively in use and visible to clients during booking
Clearly identified in your Document Center for easy management
Only one Live waiver can be assigned to a single location
Attaching Documents
Documents can be attached directly to Enrollments and Plans. You can attach multiple Documents to an enrollment.
Enrollments
Follow these steps to attach a document to an Enrollment:
From the Main Navigation menu select Enrollments
Select a Go on an Enrollment tile
Scroll down to the section Specific to Location
Choose the Edit pencil
Select the section titled Contracts
Choose one or more Documents
Save
Plans
Follow these steps to attach a document to a Plan:
From the Main Navigation menu select Plans
Choose a plan tile
Scroll down to Location Settings
Add Documents to the plan
Save
Create and Edit Waivers
Before your clients hop onto booking their favorite services through the Walla App or Walla widgets, they'll need to agree to your liability waiver if you've got one set up. Policies, Contracts, Forms, and Custom Documents can be attached to plans and enrollments.
Documents are not interactive, meaning clients will not be able to fill them out digitally, and text fields will not be automatically populated. Clients are required to sign your Live waiver only when booking appointments or classes.
Clients are only required to sign your Live waiver when booking services.
Add a Waiver
To upload waivers for your clients to sign, please follow these steps:
Under Business Settings, select Document Center
Choose the + Add New Document button
Select Waiver
Enter the name of the waiver and any notes
Full text gives you the option to copy and paste the entire policy or upload the document as a PDF.
Choose selected locations to display all of your locations and select only one location. You cannot have multiple waivers assigned to a single location
Save
Update a Waiver
Follow these steps to updaste a waiver:
Under Business Settings, select Document Center
Choose the Live waiver you want to edit
Under the three dots, you can edit, make Live, or archive the waiver
If you make any changes to your waiver, you have the option to send the updated version to all existing clients or to clients who have not signed the current waiver.
To send the updated waiver to all existing clients, check the box next to Require waiver to be re-signed? This will send a notification to all clients who have previously signed the waiver, prompting them to re-sign the updated version.
If you only want to send the updated waiver to clients who have not yet signed the current version, leave the box unchecked.
You also have the option to send an email to clients regarding the updated waiver. To do so, check the box next to Send an email to clients regarding update? This will send a notification to all clients, informing them of the updated waiver and prompting them to sign it. If you do not want to send an email to clients, leave the box unchecked.
Require waiver to be re-signed?
If checked: All clients who previously signed will receive a notification to sign the updated version
If unchecked: Only new clients and those who haven't signed the current version will see the updated waiver
Send an email to clients regarding update?
If checked: An email notification will be sent to relevant clients informing them of the waiver update
If unchecked: No email notification will be sent (clients will still see the updated waiver when booking)
Replace Your Live Waiver
Under Business Settings, select Document Center
Select Add New Document and complete the document details
Select Make Waiver Live
Choose to send the updated version to all existing clients or to clients who have not signed the current waiver
Document Management by Locations
Document Center gives you two powerful options for managing which locations your waivers apply to:
Option 1: All Current and Future Locations
Apply a waiver universally across your entire business
Automatically includes any new locations you add in the future
Provides consistency for multi-location operations
Simplifies management with one waiver for all locations
Option 2: Selected Locations
Apply a waiver to a specific location only
Important: You can only have one waiver per location
If you've already assigned a waiver to a location, you cannot assign another
Perfect for businesses with location-specific legal requirements
Location Selection Rules
When working with location-specific waivers, remember these important guidelines:
Each location can have only one active waiver at a time
You cannot have multiple waivers selected for a single location
If you choose "Selected locations," you must specify exactly which location(s) the waiver applies to
Making a waiver Live for a location means clients at that location will be required to sign it
Client Waiver Experience
When managing clients and their waivers, it is important to understand how the system determines which waiver to present to them. This is based on their home location assignment and the active waiver for that specific location. When adding clients to classes, the system automatically presents the correct waiver based on their home location.
Client Profile Waiver Badge
In client profiles, the "Missing Waiver" status is also based on the clients home location assignment.
Virtual Services
For virtual services, the system will present the waiver associated with your Primary Location. The waiver that is presented on the widget is also location-specific, prompting clients to sign the appropriate waiver for the specific class, appointment, or purchase they are making.
Attaching Documents
Documents can be attached directly to Enrollments and Plans. You can attach multiple Documents to an enrollment.
Enrollments
Follow these steps to attach a document to an Enrollment:
From the Main Navigation menu select Enrollments
Select a Go on an Enrollment tile
Scroll down to the section Specific to Location
Choose the Edit pencil
Select the section titled Contracts
Choose one or more Documents
Save
Plans
Follow these steps to attach a document to a Plan:
From the Main Navigation menu select Plans
Choose a plan tile
Scroll down to Location Settings
Add Documents to the plan
Save
