Configuring approver fields

Approver Fields are custom fields your team fills in during the review — not the customer. They're for notes, decisions, and follow-up details. Think of them as your reviewer's checklist for “did I look at everything I should have?”

Two review stages

Every KYC goes through two stages: a KYC review (verifying documents and answers are legible and match) and a Risk review (deciding whether the score and notes are acceptable).

Each approver field belongs to one of those two stages.

Adding a field

Open Settings → Risk & KYC → Approver Fields. Click + Add Field. For each one:

• Field Label — what your team sees on the review screen.
• Helper Text — optional hint.
• Field Type — Short text, Long text, Yes/No, Single choice, Multi-select, Number, or Date.
• Review Stage — KYC Review or Risk Review.
• Required — tick if your team can't approve without filling this in.

Suggested starter fields for KYC Review

• “ID verified against original?” — Yes/No. Required.
• “Documents legible and complete?” — Yes/No. Required.
• “Reviewer notes” — Long text. Optional.

Suggested starter fields for Risk Review

• “Reference call outcome” — Single choice — Confirmed (well) / Confirmed (passing) / Could not reach / Refused / Not contacted. Optional.
• “Any past defaults or red flags?” — Yes/No. Required.
• “Risk reviewer notes” — Long text. Optional.

How many sign-offs do you need?

There's a related setting on the Settings page called Approval Levels per Stage. It controls how many people must sign off at each of the two stages:

• 1 — one person signs off at each stage. Fastest. Good for small teams.
• 2 — two different people must approve at each stage. Slower but stricter; useful if your shop has multiple owners.
• 3 — rare. Only use if you genuinely need three sign-offs.

Most businesses pick 1 to start. You can change it later.

Customer KYC flow options

Two more optional toggles on the Settings page worth knowing about:

• Ask for a Liveness Selfie — adds a selfie step at the end of the customer's form. Useful if you want to be sure the person submitting matches their ID. Most rental businesses leave this on for high-value gear.
• Ask the customer to accept a digital agreement — adds an agree-and-sign step at the end. Optional.

Next step

With approver fields in place, the configuration is essentially done. The last setup step is telling the system which products trigger KYC — without that, all this configuration sits dormant. Continue to Triggering KYC on the right products.