OneDiveB2B

Attach a customer and their waiver

How-to

Put a customer's name on a sale, check their waiver, and record one if it's missing, all from the cart.

WhereRegister, Settings › Integrations
Who can do itAnyone at the register.
PlanFree, Plus and Pro
Before you startNothing

What this is for. A sale with a name on it goes into the customer's history, can use their store credit, and can be emailed to them. It also shows straight away whether they have signed your waiver, before they get in the water.

Find the customer, or add them

In the cart, tap Search and type part of the customer's name, phone or email. Tap them in the list.

The customer search with Mateo typed and seven customers named Mateo, each with a phone number or a dash
Cart › Search
  1. Not there? Tap Create new customer at the bottom of the list, or New in the cart.

A new customer needs a first and last name, and a phone number or an email.

The New customer form with First name Jamie, Last name Ortiz, a phone number, an empty email and Create
Cart › New customer
  1. At least one of phone or email is required. The email is what receipts, quotes and waivers are sent to.

Check the waiver

The customer's name now shows at the top of the cart, with their waiver under it.

The cart header with Mateo Vance and a green Waiver tick
Register › Cart
  1. The customer. Who this sale is for.
  2. Waiver ✓ They have a waiver on file. Hover over it to see when it expires.
  3. Detach customer. Takes the name off the sale. The items stay.
The waiver saysWhat it means
Waiver ✓Signed and current.
No WaiverNothing on file.
Waiver expiredSigned, but past its date.

If there's no waiver, get one

Tap No Waiver or Waiver expired to see your three choices.

The cart for Jamie Ortiz with No Waiver tapped, showing Sign now, Email waiver and Waiver on file
Register › Cart
  1. No Waiver. Tap it to choose how to get one.
  2. Sign now. The customer signs on this screen, through SmartWaiver.
  3. Email waiver. Emails them a SmartWaiver link that works for 30 days.
  4. Waiver on file…. Records a waiver they signed on paper. This works without SmartWaiver.
Sign now and Email waiver need SmartWaiver. An owner or manager connects it in Settings › Integrations and picks a default waiver. Until then those two options say SmartWaiver isn't connected. Email waiver also needs an email on the customer.

Record a paper waiver

Choose Waiver on file…. Attach a scan or a photo if you have one, and an expiry date if your waiver has one. Leave the date blank if it never expires. Tap Record waiver.

Recording a paper waiver

Waiver on file: Scanned copy optional with Choose File, Expires optional with a date box, Cancel and Record waiver
Cart › Waiver on file
The cart for Jamie Ortiz now showing a green Waiver tick
Register › Cart

The waiver now shows Waiver ✓. A scan must be a PDF or a photo under 10 MB. It is kept on the customer's profile.

What happens next

  • The cart says "Diver" instead of a name? That customer has a OneDive account and hasn't shared their name with your shop. See A customer who is already on OneDive.
  • A customer with store credit shows it in the cart, and it comes off at checkout.
  • With a customer on the cart you can save it as a quote.
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Last checked October 16, 2026

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On this page

  1. Find the customer, or add them
  2. Check the waiver
  3. If there's no waiver, get one
  4. Record a paper waiver
  5. What happens next

Related

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