Summary

You can send an agreement to a pet parent to sign from their phone. This article shows you how.

Before You Begin

Customers who opted out of Transactional SMS (formerly called System Generated SMS) do not get agreements by text message. These customers have not given Gingr permission to send or receive automated messages such as confirmations, report cards, or agreements.

To send an agreement by SMS, the customer must first opt in to Transactional SMS. Your business can change this setting for the customer, but you must get explicit consent first. Opting a customer in without permission may break SMS rules and put your business at legal risk, depending on where you operate.

Our SMS provider, Twilio, requires new customers to be opted out by default. Businesses have limited ability to change communication preferences. These rules give customers control over how they get messages and help keep message delivery working.

To make opt-in settings visible to staff, see SMS Opt-in and Opt-out.

Steps

1. Go to Expected Today.
2. Select the Actions button for the pet's reservation.
3. Select Push Agreements to Device.

   

4. Select Send SMS in the Awaiting Signature Capture panel.

   

5. Check the phone number. Gingr fills in the owner's mobile number. You can change it if needed.

   

6. Send the text. The customer gets a link to sign their agreements.
7. Watch for the message on the business side that tells you the signature worked.

   

Additional Notes

• When you send agreements by SMS, Gingr includes the agreements required for the customer's location:
  • For customers signing during enrollment, Gingr sends agreements for their Home Location.
  • For customers signing during a booking request, Gingr sends agreements for the Booking Location.
• Each completed signature records the signing location, the signer's name, the date, and the IP address.
• The SMS link expires after use for security. You cannot forward it to another customer.
• You manage staff permissions to send or override agreements in Reports & More » Groups » App Permissions.

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