Collect Signature via Tablet (How-To)

Article Details

Summary

If a customer is at your facility, they can sign required agreements on your tablet. You can push agreements to the tablet from the Expected Today section of your dashboard or from the customer's Owner Profile.

Before You Begin

Tip: To push agreements to a tablet, the user needs the Can Upload/Delete Agreements permission.

Important: Any tablet with a mobile browser works, but Chrome is the browser we recommend. Amazon Fire tablets are not supported.

Steps

Set Up E-Signature on the Tablet

  1. Log in to Gingr on your tablet.
  2. Go to Left Navigation: Point of Sale Icon » E-signature.
  3. Give your device a name to connect it.

    Device naming prompt with Front Desk.

Push Agreements from Expected Today

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

    Reservation details for a dachshund.

  3. Look at the Awaiting Signature Capture panel, which shows the connected tablet. If more than one tablet is available, select the one you want.

    Awaiting Signature Capture screen.

  4. Hand the tablet to the customer. They see all unsigned required agreements for this booking location and the signature panel.
  5. Have the customer read, sign, and submit the agreement.

    Terms of Service agreement with signature box.

Tip: When someone signs on a tablet, Gingr records the staff user's current location as the location of signature.

Push Agreements from the Owner Profile

  1. Go to Owner Profile » Agreements tab.
  2. Select the Actions button next to an agreement.
  3. Select Push to Device.

    Agreements tab with Push to Device in the Actions menu.

  4. Look at the Awaiting Signature Capture panel, which shows your connected tablets. If you have more than one, you can select a different tablet.

    Awaiting Signature Capture screen interface.

  5. Have the customer read, sign, and submit the agreement on the tablet.

    Terms of Service agreement form.

Tip: When you push from the Owner Profile, the tablet shows only agreements set up for the selected location.

Rename the Tablet

  1. Clear the browser cache on that device for all time.
  2. Open Gingr again and go to E-signature.
  3. Enter a name when Gingr asks you to name the device as a new connection.

Additional Notes

  • Gingr filters the agreements on the tablet by location:
    • Enrollment or Waivers page: Home Location.
    • Booking request or Expected Today: Booking Location.
    • Push to Device (Business Portal): The business user's current location.
  • Signature records show the signer's name, date, IP address, and location of signature.

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