Collect Signature via SMS (How-To)

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Collect Signature via SMS

You can send an agreement to a pet-parent for signature, right from their phone!

  1. From Expected Today, click the Actions button for the pet's reservation and select Push Agreements to Device.

    Reservation details for a dachshund.

  2. An Awaiting Signature Capture panel will pop up. On the panel, click Send SMS.

    Awaiting Signature Capture screen with Send SMS button.

  3. You'll be prompted to enter the phone number (the owners input mobile number will be pre-populated, and can be adjusted if necessary).

    Send Agreement Via SMS prompt with phone input.

  4. The customer will then be sent a link in a text message to sign their agreement(s).

  5. Once signed, you'll see a message on the business side of the app indicating that the signature was successful!

    Signature capture complete notification.

 

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