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
- Log in to Gingr on your tablet.
- Go to Left Navigation: Point of Sale Icon » E-signature.
- Give your device a name to connect it.
Push Agreements from Expected Today
- Select the Actions button for the pet's reservation.
- Select Push Agreements to Device.
- Look at the Awaiting Signature Capture panel, which shows the connected tablet. If more than one tablet is available, select the one you want.
- Hand the tablet to the customer. They see all unsigned required agreements for this booking location and the signature panel.
- Have the customer read, sign, and submit the agreement.
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
- Go to Owner Profile » Agreements tab.
- Select the Actions button next to an agreement.
- Select Push to Device.
- Look at the Awaiting Signature Capture panel, which shows your connected tablets. If you have more than one, you can select a different tablet.
- Have the customer read, sign, and submit the agreement on the tablet.
Tip: When you push from the Owner Profile, the tablet shows only agreements set up for the selected location.
Rename the Tablet
- Clear the browser cache on that device for all time.
- Open Gingr again and go to E-signature.
- 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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- Collect Signature via SMS How-To
- Upload Scans of Paper Agreements How-To
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