Communication (New!)
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      ✍️ Disclaimers (New!)

      The Disclaimer feature lets you send digital waivers and acknowledgements to your learners before training. Below is a step-by-step guide to setting it up and using it effectively.

      🎬 Video Tutorial

      🔑 What is a Disclaimer?

      A disclaimer is a digital document that schools can assign to courses. Learners must review and sign (or decline) before attending training. This ensures:

      • Legal and safety requirements are covered.

      • School-specific rules and requirements are communicated clearly.

      • Learners confirm they understand responsibilities (e.g. correct documents, equipment, punctuality).

      Disclaimers are a Connect Pro feature.
      Only Pro users can create, assign, and manage disclaimers.

      👉 If you are not yet a Pro user, you can start your subscription by logging into Connect and visiting:
      🔗 https://www.connectmct.com/v2/pro



      Step-by-step guide to setting it up and using disclaimers feature.


      1️⃣ Create a Disclaimer Template


      1. Go to Communications → Disclaimer Template.

      2. Click Create New Template.

      3. Enter a template name (e.g. “CBT Disclaimer”).

      4. Add your disclaimer text. This can include:

        • General safety notes.

        • Documents learners must bring (licence, ID, theory certificate).

        • Kit requirements (helmet, gloves, boots).

        • School-specific rules.

      5. Save your template.

      👉 Tip: You can create multiple templates for different courses.

      2️⃣ Assign a Disclaimer to a Course

      1. Go to Courses → Edit Course.

      2. Scroll to the Disclaimer section.

      3. Select the template you want to assign.

      4. Save

      Now, every learner who books this course will automatically receive the disclaimer.

      3️⃣ Student Signing Flow

      1. Student books a course with a disclaimer attached.

      2. Student receives an email link to sign.

      3. Student clicks the link and sees the disclaimer.

      4. They choose:

        • ✅ Sign → instantly updates in Connect.

        • ❌ Decline → school is notified.

      4️⃣ Track Disclaimer Status

      • Go to the contact profile from contact section.

      • You can also check status on calendar course slot

      • In the Disclaimer section, you will see one of the following:

        • Pending – learner hasn’t signed yet.

        • Signed – learner has accepted.

        • Declined – learner refused.

      👉 You can also resend the disclaimer link from this view.

      5️⃣ After the Training

      • Signed disclaimers are stored in Connect for record-keeping.

      • You can export disclaimers if you need offline or legal copies.


      📌 FAQ

      Q: Do I need Connect Pro to use Disclaimers?
      Yes. The Disclaimer feature is only available to Connect Pro users.
      👉 If you would like to enable it, you can start your Pro subscription by logging into Connect and visiting:
      https://www.connectmct.com/v2/pro

      Q: Can I use different disclaimers for different courses?
      Yes — you can create multiple templates and assign them as needed.

      Q: Can learners sign on mobile?
      Yes — disclaimer pages are fully mobile-friendly.

      Q: What happens if a learner refuses?
      The school will be notified immediately. It is at the school’s discretion if the learner can still attend.

      Q: Can I download all signed disclaimers?
      Yes — you can export for record keeping.