Wix Bookings: Setting Up a Waiver with the Intake Forms App
10 min
In this article
- Step 1 | Create a waiver
- Step 2 | Add your health waiver to your booking policy
- FAQs
Collect key information and protect your business by adding a waiver to your site with the Intake Forms app. Waivers, such as health forms, help confirm that clients are fit to participate and understand any risks involved. Clients can review and sign your waiver online before their session, so you have everything you need to keep everyone safe and informed.
Important:
- You can download the Intake Forms app on any site. To get a shareable form link, you’ll need a Business or Business Elite Premium plan if you use the Wix Editor, or a Plus or Elite Studio plan if you use the Studio Editor. Learn more about upgrading your site.
- By using the Intake Forms app, you acknowledge that Wix is not responsible for any damages or losses arising from its use. You are solely responsible for verifying the app’s accuracy before use. Take the time to understand how the app works, including how waivers are assigned and tracked, and always manually check submissions before serving clients to prevent missing or incorrect forms.
Step 1 | Create a waiver
Create a waiver directly from your site's dashboard. The health waiver template contains form fields for all the necessary contact information you require from your clients.
You can also customize the form to find out specific information that you need by adding a variety of different field types.
To add a waiver to your site:
- (First time only) Add the Intake Forms app to your site:
- Go to the Intake Forms app in the Wix App Market and click Add to Site.
- Select the relevant site and click Continue.
- Click Get Started.
- Go to Manage Apps in your site's dashboard and click Open next to Intake Forms.
- Click + Create New Form.
- Customize your form:
- Edit the form title: Click the title at the top of the form, enter a new name (e.g. 'Health Waiver Agreement') and click the checkmark to save.
- Add form fields: Click the Add icon
on the left. You can choose which fields are required to make sure you collect the key information you need. Select the type of field you want to add:
- Contacts: Add fields for client details like address or birthday.
Note: The first name and email fields are always included and can’t be removed. - General: Collect open-ended information with short/long answers, numbers, digital signatures, file uploads, or star ratings.
- Choices: Offer clear selections with checkboxes, single or multi-choice options, tag pickers, dropdown menus, and date/time pickers.
- Layout elements: Use layout elements like header and text to organize your waiver or intake form. For example, you can create a simple waiver with just your legal text and an approval checkbox or signature. Add more headers and text fields if you need to collect extra details from clients.
Tip: The form is flexible, so you can keep it straightforward or make it as detailed as needed.
- Contacts: Add fields for client details like address or birthday.
- (Optional) Add conditional rules: Click the Rules icon
on the left to show or hide fields based on client responses:
- Click + Add Rule.
Note: To enable rules, your form must have a minimum of 2 fields. - Set up your rules:
- If: Select the field and condition (e.g. is empty, is filled).
- (Optional) Click + Add Condition to add more conditions.
- Choose And (all conditions must be met) or Or (any condition must be met).
- Then: Select the field(s) and the action (e.g. shown, hidden, required, optional).
Tip: You can apply the same result to multiple fields by selecting more than one field.
- If: Select the field and condition (e.g. is empty, is filled).
- (Optional) Click + Add Rule to add another rule.
- Click Save Rule.
- Click + Add Rule.
- Edit the form title: Click the title at the top of the form, enter a new name (e.g. 'Health Waiver Agreement') and click the checkmark to save.
- Click Save.
Step 2 | Add your health waiver to your booking policy
Once you finish creating your waiver, add the waiver to your booking policy. The health waiver is included in the confirmation email and session reminders and you can share it manually.
If you edited these automations before October 8th, 2025 you need to revert them to default to include the waiver link.
To revert to default:
- Go to Automations in your site's dashboard.
- Click the App automations tab.
- Click the More Actions icon
next to your edited automation and select Duplicate. - Click the More Actions icon
next to the original automation and select Revert to default. - Copy your custom changes from the duplicate back into the original automation.
- Delete or disable the duplicate.
To add your health waiver:
- Go to Booking Policies in your site's dashboard.
- Click an existing policy or + Add a New Policy to create a new one.
- Scroll down to Intake Forms and click the checkbox to add a waiver for clients to fill out.
- Click the Connect form drop-down and select the intake form you want to add.
Tip: Click Manage Forms if you need to edit any existing forms.
Sharing your form:
- Go to Manage Apps in your site's dashboard and click Open Dashboard next to Intake Forms.
- Hover over the relevant waiver and click Share.
- Use the relevant sharing option to send your form to clients: QR code, URL, WhatsApp, email, etc.
FAQs
Click a question to learn more about waivers.
How do I see my form submissions?
next to the relevant form.
Do clients need to fill out the form every time they book?
How can I see my form submissions through my booking calendar?
next to the client's name and share the form with your client.Why am I seeing “No valid submission” for my client’s form if they already filled one out?
Can I change the status of a form submission?
Can clients fill out a form for a group booking?
Can I view and manage form submissions from my phone?
at the bottom.Will Wix continue to support the existing bookings waiver feature?
When do clients receive the form?
