Can customer data be exported and used for marketing or with other systems?

Can customer data be exported and used for marketing or with other systems?

Yes, you have secure access and download all your signed PDF waivers and the customer data you collect.

Manual Downloads and Exports
  1. Customer Data: All the information you collect in your waivers (e.g., names, contact details, dates, lists etc...) is saved in your account. You can export this data as a CSV file at any time for use in spreadsheets, reports, or other systems.
  2. Waiver PDFs: Every waiver is automatically stored as a PDF in your account. You can download PDFs with just a few clicks—ideal for archiving, compliance, or record-keeping.
  3. Automated Exports with Zapier: Zapier eliminates manual data entry, saves time, and helps you streamline operations, grow your mailing list, and keep your systems in sync. Once connected waivers or customer data can be instantly and automatically sent to:
    1. Google Sheets, Excel or data management
    2. Marketing platforms like Constant Contact, Salesforce Marketing Hub
    3. AI systems like ChatGPT and Airtable
    4. CRMs like HubSpot, Salesforce or Zoho
    5. Email tools, storage services, or virtually any other app

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