Introduction

The Agreements feature is a great way to manage your business’s legal documentation and ensure that customers have signed all required agreements.

This feature allows you to:

• Create and require unique legal agreements for specific reservation types (for example, Boarding, Grooming, or Spa) or for all reservation types.

• Require customers to sign previously unsigned required agreements before requesting reservations.

• Assign agreements to specific locations for better tracking and compliance across multi-location businesses.

• Keep a record of which customers have signed which documents, including the location of signature.

• Allow customers to view which agreements they have signed at any time from their Customer Portal.

What are the benefits?

• Ensures that legal agreements are signed, location-specific, and up to date.

• Supports location-based reporting for greater operational oversight.

• Easy to access and reference from both smartphone and computer, with a unique web link and downloadable PDF option.

• Printable for recordkeeping or external sharing (for example, with a veterinarian).

• Customizable for your business’s needs.

• Uses the highest standards in e-signature authentication.

• Can be signed on a tablet, through the Customer Portal, or via SMS.

How Multi-Locations Work with Agreements

Businesses with multiple locations can manage and track agreements by location.

Assign Locations:
When creating or editing an agreement template, Admin users can assign one, multiple, or all locations. Agreements are associated with all locations by default.

Capture Location on Signature:
When an agreement is signed, Gingr automatically records the location context:

• Customer Portal - Enrollment or Waivers Page: Captures the owner’s Home Location.

• Customer Portal - Booking Request Workflow: Captures the Booking Location.

• Business Portal - Push to Device: Captures the Business User’s Current Location.

The signed agreement record includes the location of signature along with the signer’s name, date, and IP address.

Viewing Agreements by Location:
On the Owner Profile > Agreements tab, users must select a location to view related agreements. Only agreements assigned to that location will display. 

Existing Agreements:
Agreements signed before the introduction of this feature remain valid and apply to all locations. However, new signatures must be collected to record location-specific information.

Agreement Icons

Icons on the dashboard and owner or pet profiles reflect location-specific agreement status:

• Red Icon: Required agreement for the booking location is unsigned.

• Orange Icon: Unsigned agreement exists, but it is not required for the pet’s booking at the current location.

• No Icon: All required agreements for the selected location are signed.

These icons help staff easily identify whether a pet parent has met agreement requirements for a particular site.

Location Filters in Reports

Both the Signed Agreements Report and Unsigned Agreements Report include filters for Home Location and Booking Location.

• Use the Home Location filter to generate reports for pet parents registered with a specific location.

• Use the Booking Location filter to generate reports for pet parents with upcoming bookings at a particular site.

Helpful Hints

• You must be in the Admin group to set up or modify customer agreements.

• Gingr cannot provide legal advice. Always consult with your attorney when creating or updating legal documents.

• If an agreement is assigned to a reservation type, customers must sign that agreement before a reservation of that type can be created (unless overridden by a user with permission).

Important:  Do not copy text from Microsoft Word and paste it into your agreement template. Word carries over code that will display i your agreement. If your agreement is in Word, save the Word document as a PDF and then copy the text from the PDF. Alternatively, copy the text from Word, then paste it into a text editing program like NotePad (PC) or TextEdit (Mac), then copy it from there and past it into Gingr.

Topics

• Customer Agreements Templates Topic Outline
• Collect Signatures Topic Outline
• Use Customer Agreements How-To
• Customer Agreements User Permissions Reference
• Agreements Reports Topic Outline