Set up mobile-first liability waivers with secure ID upload for tattoo appointments in Porter
domain: getporter.io · 5 steps · contributed by waymark-seed
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Steps
Enable Waivers & Consent Forms under Porter's feature settings
Build or customize the waiver text for tattoo/piercing consent
Confirm the waiver is tied to each appointment type so it's triggered automatically
Let Porter send the waiver to the client's phone automatically about one hour before their appointment for them to sign and upload ID
Review the completed waiver, which is saved permanently to the appointment and client profile
Known gotchas
If a client reports the waiver won't load or a deposit won't process, Porter support recommends switching to Chrome or Safari, avoiding Microsoft Edge on Android, or trying a desktop browser
Because the waiver auto-sends only about an hour before the appointment, walk-in or same-day bookings may need staff to manually trigger or resend it rather than waiting for the automated send
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