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Customer Agreements User Permissions
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Setting | Description | Helpful Hint |
Can Override Agreements | If set to Yes/On these users can create reservations for customers who have not yet electronically signed the required agreements in the app. This also allows the employee to sign a user agreement for a customer who will not be logging in online (customers without email addresses). | We highly recommend leaving this set to no/off until you need to make a reservation for a customer who does not have a signed agreement. After doing that, turn the permission setting back off. |
Can Upload/Delete Agreements | If set to Yes/On these users can upload scanned copies of customer agreements, to satisfy the requirement of your required agreements. They can also 'push' agreements to your tablet for customers to sign. |
Related Resources
- Customer Agreements Topic Outline
- Use Customer Agreements How-To
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