Set Up Liability Agreements (How-To)

In Gingr, you can add your different legal and liability agreements for customers to sign. Customers will be able to sign these agreements online through the customer portal, at your facility on a tablet, or you can upload an image of a signed paper agreement to be stored in Gingr.

 

Before You Begin

  • Before you get started, think of all of the legal agreements you may need customers to sign. Determine which ones are required for different types of reservations (or if they are required at all).

  • If you have questions about the functionality of legal agreements in Gingr, please reach out to your onboarding specialist. If you have questions about the content of your legal agreements, please consult a lawyer.

  • If you have electronic versions of your agreements you plan to copy and paste into Gingr, make sure to always select "Paste Without Formatting" to ensure that formatting code from other programs such as Microsoft Word or Google Docs are not brought over with your text. This can cause display issues when viewing your agreement. Once text has been placed into the Agreement Template, you can use Gingr's Rich Text Editor to format the text as you wish. 

  • Note that Agreements in Gingr are not fillable forms. Agreements function as Read-Only text that will collect one signature with a time stamp. Avoid including blank lines or misleading language that would apply to a paper form. 

  • Electronic Signatures in Global and National Commerce (ESIGN) Act: The ESIGN Act grants electronic signatures the same legal status as handwritten signatures throughout the United States, greatly simplifying and expediting how organizations gather, track, and manage signatures and approvals on agreements and documents of all kinds. In the ESIGN Act, an electronic signature is defined 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 viable method to indicate agreement to a contract. More information can be found here

 

Set Up Liability Agreements

  1. Navigate to Left-hand Navigation: Admin » Agreement Templates.

  2. Add a new agreement template and configure the following fields:

    • Title: Name the agreement as you want it to appear for staff and customers.

    • Body: Type the content of the agreement here.
      • You can copy and paste from outside of Gingr, but always select Paste with Formatting to prevent carrying over conflicting formatting code. 

    • Status: Set to yes if this agreement should be active or set to no if you do not want customers to be able to sign it.

    • Reservations Required For: Optionally select one or more reservation types that this agreement should be required for. Leave blank to make it optional. Select all to make it mandatory.

  3. Save your changes and go back one page.

  4. Repeat this process for any other agreement templates you need.

 

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