How to | Track and Manage Waiver Compliance | GB Members CRM Help Center

The CRM provides tracking and visual indicators to help schools monitor waiver compliance and ensure all members have completed their waivers. Below is a step-by-step guide on how waiver compliance works and how to manage it effectively.

Setting the Waiver Compliance Date
How Waiver Compliance is Tracked
Monitoring Waiver Compliance in Reports
Waiver Compliance in Self Check-In
Managing & Notifying Non-Compliant Members
Sending Waiver Reminders

1) Setting the Waiver Compliance Date

A Waiver Compliance Date can be set to identify when the school should begin tracking completed waivers.
Existing Schools: Should set the date to when they officially want to start tracking compliance.
New Schools: Should set the date to the day they start operations.
If no date is set, waiver compliance tracking will not be enabled, and no indicators will be displayed.
Navigate to School Settings in the backend of your software to set the date.

2) How Waiver Compliance is Tracked

Once a Waiver Compliance Date is set, the system will check each member's waiver status:

Red Notepad Icon: This icon displays when a waiver has not been completed or was completed before the Waiver Compliance Date.
Green Notepad Icon: This icon displays when a valid waiver has been completed (it shows the most recent completion date).
The system automatically runs a script to check the latest waiver completed for each school.
The following forms count as a valid waiver:
- Adults Registration Form
- Kids Registration Form
- Member Waiver Form
- Member Self Sign-Up Form

3) Monitoring Waiver Compliance in Reports

The Member Activity Report can be used to track waiver compliance:

If a member does not have a valid waiver, the Program Director (PD) will display a compliance warning indicator before check-in.
If a non-compliant member is checked in, an alert icon indicating a missing waiver will be displayed in their profile.

4) Waiver Compliance in Self Check-In

For schools using the Self Check-In system:

The compliance indicator will display if a member has not completed a valid waiver before allowing check-in.

5) Managing & Notifying Non-Compliant Members

To easily track and follow up with non-compliant members:

Create a Member List and filter members by using the "Waiver Compliant" checkbox.
Ensure the list only includes members with an Active, Pending Freeze, or Pending Cancellation status.
This list can be used to send targeted emails and monitor compliance progress.

6) Sending Waiver Reminders

A pre-configured Member Email Template is available to send waiver completion requests.
Schools can use this template to create a campaign or send individual waiver reminders.

Need Assistance?

For further assistance or clarifications, please contact software@graciebarra.com or chat with us directly in GB Members.

You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation.

For the latest updates and key discussions, visit our GB Members Group within GB Connect.

For non-software related inquiries about your GB School, reach out to support@graciebarra.com

Additional Training Resources: While we are still building out this Help Center, you can find additional information within this user guide to help you easily navigate the software. There are also more screen-recorded videos in this Google Drive.

Feedback and Feature Requests:

We value your feedback and suggestions. Please fill out this form if you have any feature requests or improvements. Your opinion is crucial in enhancing our services. https://graciebarra.link/crm-feature-request

How to | Track and Manage Waiver Compliance

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