Automate collection of signed waivers and parental consent forms

Purpose

1.1. Enable automatic collection and management of digital waivers and parental consent forms from students and guardians during onboarding.
1.2. Ensure legal compliance by securing signed documents before participation in Aikido classes.
1.3. Eliminate manual tracking, centralize records, and trigger reminders or restrict access based on document status.
1.4. Integrate data retrieval and signatures with scheduling, student profiles, and payment systems for holistic administration.

Trigger Conditions

2.1. New student profile created in CRM or class booking system.
2.2. Status update for returning student lacking up-to-date waivers or consents.
2.3. Payment confirmation for registration fees.
2.4. Submission of online enrollment or trial lesson request form.
2.5. Manual request by administrator.
2.6. Periodic annual waiver renewal reminder.

Platform Variants

3.1. DocuSign
• Feature/Setting: "Envelope Creation" API to send custom waiver templates, auto-populate fields.
3.2. Adobe Sign
• Feature/Setting: "Agreement Send" REST API to assign forms and capture e-signatures.
3.3. HelloSign
• Feature/Setting: "Signature Request Send With Template" for parental consent collection.
3.4. PandaDoc
• Feature/Setting: "Document Send" API to distribute Aikido waiver forms.
3.5. Formstack Sign
• Feature/Setting: Auto-generate signature request using "Documents" endpoint.
3.6. Jotform
• Feature/Setting: "Form Submission" Webhook to trigger signed liability release.
3.7. Wufoo
• Feature/Setting: "New Entry" triggers consent PDF merge via Zapier integration.
3.8. Cognito Forms
• Feature/Setting: Real-time "Entry Created" events for onboarding emails with signature links.
3.9. Typeform
• Feature/Setting: "Response Notification" with DocuSign integration for triggered waiver requests.
3.10. Google Forms
• Feature/Setting: "Form Submit" to Google Drive + HelloSign Auto-request.
3.11. Airtable
• Feature/Setting: "Record Created" Webhook to start signature flow in e-signature platforms.
3.12. Salesforce
• Feature/Setting: Process Builder automatic DocuSign envelope on new Contact creation.
3.13. HubSpot
• Feature/Setting: Workflow-based "Send Consent Email" using Formstack Sign integration.
3.14. Zoho CRM
• Feature/Setting: "Workflow Automation" triggers waiver distribution via Zoho Sign.
3.15. Twilio SMS
• Feature/Setting: "Message Create" API sends waiver link to phone on registration event.
3.16. Mailchimp
• Feature/Setting: "Automated Email" campaign for unreturned forms.
3.17. SendGrid
• Feature/Setting: "Transactional Template" for sending personalized consent requests.
3.18. Slack
• Feature/Setting: "Incoming Webhook" for staff alerts on unsent waivers.
3.19. Microsoft Power Automate
• Feature/Setting: Scheduled "Flow" checks waiver status, sends reminder emails.
3.20. Trello
• Feature/Setting: "Card Automation" moves student cards to 'Pending Consent' pile.
3.21. Notion
• Feature/Setting: "Database Automation" to flag incomplete onboarding workflows.
3.22. Stripe
• Feature/Setting: "Payment Succeeded" webhook to immediately dispatch consent request.

Benefits

4.1. Full legal compliance with digital traceability.
4.2. No more missing forms, reduced admin workload.
4.3. Faster onboarding, enabling earlier student participation.
4.4. Automated reminders decrease drop-off.
4.5. Centralized, audit-ready storage of consent documents.
4.6. Enhanced parent/student experience with seamless, mobile-friendly workflow.
4.7. Integration with payment verification and scheduling for real-time class readiness.