How To Activate A Safety Form List

Your activity settings must have the safety form question activated to enable the safety form list. 

1. When creating an activity, or editing an activity - scroll to the Booking Settings section

2. Switch on the option Attendees must complete the Safety Form before attending

3. Save changes to your activity

Safety Form Completion for Activity Attendees

1. Head over to the All Attendees tab

2. Under Safety Form, you will see each attendee’s status as either Complete or Incomplete

Find Incomplete Safety Form List

There are two areas where you can find incomplete safety forms:

• Within the activity - for attendees only

• Within the Customers tab - all customers

Within the activity:

1. Head to your activity, and the Incomplete Safety Form tab

2. You will be able to:

   1. Manually email safety form reminder

   2. Print safety form

   3. Check safety form completion

   4. See how many questions are still unanswered per attendee

Within the Customers Tab:

1. Head to the Customers Tab

2. Select Incomplete Safety Forms

This will show ALL customers including caregivers with incomplete safety forms with the below additional information:

• The last time the safety form completion was checked for each customer

• The Customer account status

• An alert triangle represents if there are a large number of unanswered questions

• A bubble with a number representing the number of unanswered questions

Last Updated: 31 Jan 2025