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Setup Checklist
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1. POS TASKS
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POS Task 1
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Products that need age ranges assigned are created in POS and have age ranges added to POS |
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2. INFRASTRUCTURE TASKS
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Infrastructure Task 2 -
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Confirm that the Azure function app is setup and configured to the desired frequency. -
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3. COMMERCE TASKS
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Setup Checklist
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POS Task 1
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Infrastructure Task 2 -
| optional | Set up WaiverSettings.SignWaiverDuringCheckOut to either true or false depending on whether or the signature should be stored at the time of signing.
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Confirm that the Azure function app is setup and configured to the desired frequency. -
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3. COMMERCE TASKS
Commerce Task 3 -
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Inventory is mapped to product or product variant in the Inventory Pool plugin Confirm that the Aspenware Commerce products that will have inventory assigned to them are fully configured with the correct attributes -
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Language String, Setting, HTML widget, etc. Task 4 -
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Set up WaiverSettings.SignWaiverDuringCheckOut to either true or false depending on whether or the signature should be stored at the time of signing.
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Configuration Task 5 -
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Inventory is mapped to product or product variant in the Inventory Pool plugin
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Prerequisite Tasks
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POS Tasks
POS Task that must be completed first
Infrastructure Tasks
Infrastructure Task that must be completed first. Remove section if not required
Commerce Tasks
AW Commerce task that must be completed first
Settings, Language Strings and/or HTML Widgets for this Feature
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Settings
Before setting up specific waivers, decide whether waivers should be stored to RTP | One at the time of signature, or when the order is completed and sent to RTP | One. If the waiver signature should be stored at the time of signature, set the following setting:
Go to Configuration > Settings. Search for WaiverSettings.SignWaiverDuringCheckOut and set to true.
If waiver signature should be stored at the time of order completion to RTP | One, set this setting to false.
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NOTE: If a waiver is signed in My Account, it will always go to RTP | One on the signature. |
Language Strings
AW Commerce Language Strings that must first be completed
HTML Widgets
AW Commerce HTML Widgets that must first be completed
Detailed Setup Guide
1. Review Considerations Prior to Configuration
Review the following considerations before beginning.
Are you going to require e-signature on all waivers, just some, etc? (Can be configured at waiver level)
Do you want to store waivers immediately on signing? (only configurable at store level)
Do you offer resort charge? If so, set up resort charge waiver.
Do you offer direct to lift products, or DTL products, that require a credit card on file to purchase? If so, setup the required resort charge/credit card collection waiver.
Would your legal team accept consolidated waivers where all waivers are signed by a single user?
If a waiver is already valid for a user at the time of purchase, do you want to require guests to sign again?
Would any waivers be helpful to offer signature in my account for - could be signed by any guest not just those purchasing a product?
2. Configuring New RTP Waiver (Release of Liability & Resort Charge)
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Go to the Aspenware Commerce > Waivers.
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Click Add Waiver to open the Add waiver page.
Fill in the following fields (Optional fields are marked with an asterisk here)
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Title: Enter the title of the waiver
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RTP Authorization Type Code: WHAT IS THIS?
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Collect CC Info: Check this box if setting up a waiver that enables resort charge functionality, meaning the guest can enter a credit card to add to their access card to pay for purchases at the resort. Resort charge functionality is currently only supported for Authorize.net and tokenized Payeezy.
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CC Agreement Required: Check this box if a product is required to have a resort charge. This feature is often used for direct to lift products that charge the guest automatically for every day of skiing.
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E-Signature Required: Check this box to require the customer to type in the name of the assigned user before checking off the waiver checkbox during checkout.
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Consolidate Release: If this box is checked, any products that use that waiver will show in a consolidated view on the personalization step in the store, so the guest who is logged-in will be able to sign all waivers for all members in the cart at one time. If there are any products in the cart which have waivers that are not eligible for consolidation, those waivers will behave as they did previously, where each member shows as an individual row on the personalization step, and each of those waivers must be signed for each member.
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Validate Signature - DO NOT USE UNTIL FIX FOR CHECKING EXPIRATION DATE IN PLACE
To require customers to always sign (or resign) do not check “validate signature”
To have Aspenware Commerce check RTP for an existing waiver profile and mark already-signed waivers as signed, check “validate signature”
If a waiver is already signed and this is turned on for a waiver, this is what the personalize waiver signing step will appear like for a guest with a valid authorization profile.
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Start Effective Date: To test, must be earlier than today’s date. Is this the effective date of the waiver?
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End Effective Date: - to test, must be later than today’s date. When the waiver is no longer effective?
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Link Text: This text box is not used in configuration.
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Text area: Enter waiver HTML in this field. To enter HTML, go to Tools > Source Code in the editor. A Source Code text box will appear. Paste waiver HTML in the Source Code text box. Entering HTML in the standard text box, and not within the Source code editor, will not display the authorization details on the site correctly.
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NOTE: Resort charge functionality is currently only supported for Authorize.net and tokenized Payeezy. |
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Start Effective Date - to test, must be earlier than today’s date.
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Prerequisite Tasks
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POS Tasks
POS Task that must be completed first
Infrastructure Tasks
Infrastructure Task that must be completed first. Remove section if not required
Commerce Tasks
AW Commerce task that must be completed first
Settings, Language Strings and/or HTML Widgets for this Feature
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Settings
Before setting up specific waivers, decide whether waivers should be stored to RTP | One at the time of signature, or when the order is completed and sent to RTP | One. If the waiver signature should be stored at the time of signature, set the following setting:
Go to Configuration > Settings. Search for WaiverSettings.SignWaiverDuringCheckOut and set to true.
If waiver signature should be stored at the time of order completion to RTP | One, set this setting to false.
Info |
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NOTE: If a waiver is signed in My Account, it will always go to RTP | One on the signature. |
Language Strings
AW Commerce Language Strings that must first be completed
HTML Widgets
AW Commerce HTML Widgets that must first be completed
Detailed Setup Guide
1. Review Considerations Prior to Configuration
Review the following considerations before beginning.
Are you going to require e-signature on all waivers, just some, etc? (Can be configured at waiver level)
Do you want to store waivers immediately on signing? (only configurable at store level)
Do you offer resort charge? If so, set up resort charge waiver.
Do you offer direct to lift products, or DTL products, that require a credit card on file to purchase? If so, setup the required resort charge/credit card collection waiver.
Would your legal team accept consolidated waivers where all waivers are signed by a single user?
If a waiver is already valid for a user at the time of purchase, do you want to require guests to sign again?
Would any waivers be helpful to offer signature in my account for - could be signed by any guest not just those purchasing a product?
2. Configuring New RTP | One Waiver (Release of Liability & Resort Charge)
Go to the Aspenware Commerce > Waivers.
Click Add Waiver to open the Add waiver page.
Fill in the following fields (Optional fields are marked with an asterisk here)
Title: Enter the title of the waiver
RTP Authorization Type Code: WHAT IS THIS?
Collect CC Info: Check this box if setting up a waiver that enables resort charge functionality, meaning the guest can enter a credit card to add to their access card to pay for purchases at the resort. Resort charge functionality is currently only supported for Authorize.net and tokenized Payeezy.
CC Agreement Required: Check this box if a product is required to have a resort charge. This feature is often used for direct to lift products that charge the guest automatically for every day of skiing.
E-Signature Required: Check this box to require the customer to type in the name of the assigned user before checking off the waiver checkbox during checkout.
Display in My Account: Check this box if the waiver should be able to be signed within My Account. Full configuration guide for waivers in my account(ADD LINK)
Consolidate Release: If this box is checked, any products that use that waiver will show in a consolidated view on the personalization step in the store, so the guest who is logged-in will be able to sign all waivers for all members in the cart at one time. If there are any products in the cart which have waivers that are not eligible for consolidation, those waivers will behave as they did previously, where each member shows as an individual row on the personalization step, and each of those waivers must be signed for each member. (See Figure A below.)
Validate Signature - DO NOT USE UNTIL FIX FOR CHECKING EXPIRATION DATE IN PLACE
To require customers to always sign (or resign) do not check “validate signature”
To have Aspenware Commerce check RTP for an existing waiver profile and mark already-signed waivers as signed, check “validate signature”
If a waiver is already signed and this is turned on for a waiver, this is what the personalize waiver signing step will appear like for a guest with a valid authorization profile.
Start Effective Date: To test, must be earlier than today’s date. Is this the effective date of the waiver?
End Effective Date: - to test, must be later than today’s date. When the waiver is no longer effective?
Link Text
: This text box is not used in configuration.
1Risk ID
: If configuring a 1Risk waiver please see configuration instructions at 1Risk waiver setup configuration guide(INSERT LINK)
Text area
: Enter waiver HTML
in this field.
To enter HTML, go to Tools> Source Code in the editor Tools > Source Code in the editor. A Source Code text box will appear. Paste waiver HTML in the Source Code text box. Entering HTML in the standard text box, and not within the Source code editor, will not display the authorization details on the site correctly.
Save the Waiver.
box. Entering HTML in the standard text box, and not within the Source code editor, will not display the authorization details on the site correctly.
Click Save.
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Figure | Description of Screenshot Example | Screenshot (Click to expand.) |
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Figure A | This figure shows an example of what the guest will see if Consolidated Waivers has been checked in the | |
Figure B | This figure shows an example of a Release Form that requires a signature by the guest. | |
Figure C | This figure shows an example of a signed waiver that has been validated in RTP | One. |
3. Assigning Waivers to Products
Go to the Aspenware Commerce Plugins>Waivers page > Waivers in AdminAdministration.
Click Assign Waiver to Products.
Select the waiver(s) that should be applied to each product from the Assigned Waiver drop-down(s). Each product can be assigned up to four waivers.
If If an add on product requires a separate waiver, then assign the add on product the desired waiver.
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4. Waiver Signing in My Account
For resorts on RTP | One, waivers can be signed in my account. Guests can login log in to the ecommerce site, go to my account My Account, and sign waivers for themselves and other members of their household without requiring checkoutbeing required to check out.
In the waiver plugin, waivers can be set to show in my account My Account by checking “Display Display in My Account” Account when editing a waiver. If a waiver is set to show in my accountMy Account, and is already signed by the household member, then the waiver will show as signed in my accountMy Account, but if the waiver is not yet signed, waivers can be signed here and will be recorded in RTP | One as Authorization type profiles for the designated guest. The following settings and language strings should be set up and edited to turn on the feature and to customize copy on the waiver signing screen in my account.
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Language String | Value |
Account.WaiverSigning.Title | Waiver signing |
account.waiversigning.description | Sign waivers for your family members before you arrive at the resort. |
Account.ResortCharge.WaiverSuccessToast | Your waiver has been added! |
Account.ResortCharge.WaiverErrorToast | There was a problem adding your waiver. Please try again later. |
5. Resort Charge in My Account
For resorts on RTP | One and have Auth Authorize.net as a payment provider, the resort charge feature can be setup set up for households in my accountMy Account. Guests can login log in to the ecommerce site, go to my account and setup My Account and set up resort charge for themselves and other members of their household without requiring checkoutbeing required to check out.
In the waiver plugin, waivers can be set as “resort charge waivers” by checking both the “Is Is Resort Charge Waiver” Waiver and “Collect Collect CC Info” Info settings when editing a waiver. If resort charge is already enabled for the household member, meaning they have both a primary credit card profile on their account or inherited to their account, and they have agreed to the resort charge authorization type, then the household will be toggled on for resort charge and the configured credit card will be displayed for the household.
The primary credit card setup set up for resort charge for the individual and household can be added and updated from this screen and RTP | One will be updated. If a household member is not setup set up for resort charge, they can be toggled on for resort charge. This will both add the primary credit card to their profile and add the resort charge authorization type agreement to their profile. The following settings and language strings should be setup set up and edited to turn on the feature and to customize the copy on the resort charge screen in my account. Note: Resort charge in my accountis
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NOTE: The resort charge feature in My Account is not supported for tokenized credit currently and only supported for |
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Authorize.net. If Payeezy, Square or Braintree is your payment provider, this feature should not be enabled. |
Setting | Value |
customersettings.hideresortcharge | True/False - Shows and hides resort charge in my account |
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Language String | Value |
account.resortcharge | Resort Charge |
Account.ResortCharge.Title | Resort Charge |
Account.ResortCharge.Description | Sign up or modify your resort charge settings. You can change the credit card associated with resort charge. The same credit card will be used for all members of your family. |
Account.ResortCharge.CreditCardHeader | Resort Charge Credit Card |
Account.ResortCharge.CreditCardMissing | No credit card registered for resort charge |
Account.ResortCharge.GroupMembersHeader | Your group members |
Account.ResortCharge.GroupMembersDescription | Toggle resort charge to add/remove resort charge for group members |
Account.ResortCharge.WaiverModalTitle | Add Resort Charge |
Account.ResortCharge.WaiverModalMainText | Add Resort Charge to |
Account.ResortCharge.WaiverModalSubtext | By registering for resort charge you agree to |
Account.ResortCharge.CCUpdateSuccessToast | Your resort charge credit card has been added! |
Account.ResortCharge.CCUpdateErrorToast | There was a problem adding your resort charge credit card. Please try again later. |
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6. Activating/Inactivating Waivers to be
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Signed on
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Personalization Step
This setting will affect whether an authorization profile is created in RTP | One as soon as the waiver is signed (and prior to checkout/order processing). If using 1Risk waivers set this value to true
*Note: This setting applies to all waivers (even if using both 1Risk and Aspenware Waivers)
Navigate to Aspenware Commerce > Settings > Search “WaiverSettings.SignWaiverDuringCheckOut”
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DELETE CONTENT AFTER THIS LINE
go to the Glossary page and add the key terms Excerpt Include that you added for your configuration guide.
To add the feature terms to the Glossary, navigate to the glossary and add a header for your feature using an H2. Select the + and then select …view more. Search for Excerpt Include and in the Page Containing the Excerpt search for “Configuration: [FEATURE]” select to hide panel, preview and add.
How-to Guide of this page can be found here: [Internal] Configuration page Setup Guide
Real Example of this page can be found here: https://aspenware.atlassian.net/wiki/spaces/DB/pages/edit-v2/1037172926. If using 1Risk waivers set this value to true (See Configuration Guide for 1Risk (INSERT LINK).)
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NOTE: This setting applies to all waivers (even if using both 1Risk and Aspenware Waivers.) |
Navigate to Aspenware Commerce > Settings. Search for WaiverSettings.SignWaiverDuringCheckOut
To ensure an authorization profile is created during the personalization step, select Edit and set the value to true.
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