Summary

You can create and manage the legal and liability agreements customers must sign. Customers can sign online in the Customer Portal or at your facility on a tablet. You can also upload scanned copies of signed paper agreements to store them in Gingr.

Before You Begin

List all the legal agreements your business requires and the reservation types each applies to.

• For questions about how agreements work in Gingr, contact your Onboarding Specialist or the Support Team.
• For questions about the content of your legal agreements, consult a lawyer.
• When you copy text into Gingr, choose Paste Without Formatting. This prevents code that can cause display problems. After you paste the text into the Agreement Template, use Gingr's Rich Text Editor to format it.
• Agreements are read-only and collect one signature with a timestamp. They are not fillable forms. Do not add blank fields or form-style language.

Legal Note: The Electronic Signatures in Global and National Commerce (ESIGN) Act gives electronic signatures the same legal status as handwritten signatures across the United States. The ESIGN Act defines an electronic signature as "an electronic sound, symbol, or process, attached to or logically associated with a contract or other record and executed or adopted by a person with the intent to sign the record." In simple terms, electronic signatures are legally recognized as a way to agree to a contract. See more information.

Steps

1. Go to Admin » Agreement Templates.
2. Select + Add Agreement Template.
3. Complete these fields:

   Field	Description
   Title	Enter the name of the agreement as staff and customers see it.
   Body	Type or paste the agreement text. Use Paste Without Formatting to prevent formatting problems. Use the Rich Text Editor to style the content after you paste.
   Status	Set to Yes if the agreement is active. Set to No if customers should not see it or use it for new signatures.
   Reservations Required For	Optionally select one or more reservation types that require this agreement. Leave blank to make it optional. Select All to make it required for all reservations.
   Assign Locations	Select one, many, or all locations where this agreement applies. Agreements apply to All Locations by default. This lets each location manage its own agreement requirements and signatures.

4. Select Save. You return to the Agreement Templates page.
5. Repeat for any other agreement templates your business needs.

How Location Affects Signatures

When agreements are assigned to specific locations, Gingr records where each signature was captured:

• Customer Portal, Enrollment or Waivers Page: Captures the customer's Home Location.
• Customer Portal, Booking Request: Captures the Booking Location.
• Business Portal, Push to Device: Captures the Business User's Current Location.

The signature record shows this location with the signer's name, date, and IP address.

Helpful Tips

• If your business has many locations, assign agreements to the right locations for accurate compliance tracking.
• Agreements signed before location selection existed stay valid across all locations.
• Only Admin users can create or change agreement templates.

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