Summary

The Agreements feature helps you manage your business's legal documents and make sure customers sign every required agreement.

What This Does

With Agreements, you can:

• Create and require unique legal agreements for specific reservation types, such as Boarding, Grooming, or Spa, or for all reservation types.
• Require customers to sign unsigned required agreements before they request reservations.
• Assign agreements to specific locations to track and follow rules across multiple locations.
• Keep a record of which customers signed which documents, including where they signed.
• Let customers see the agreements they signed at any time in the Customer Portal.

Benefits

• Agreements are signed, location-specific, and up to date.
• You get location-based reports for better oversight.
• You can open agreements from a phone or computer with a unique web link and a downloadable PDF.
• You can print agreements for your records or to share, such as with a veterinarian.
• You can customize agreements for your business.
• Gingr uses the highest standards in e-signature authentication.
• Customers can sign on a tablet, in the Customer Portal, or by SMS.

How Multiple Locations Work with Agreements

Assign locations: When you create or edit an agreement template, Admin users can assign one, several, or all locations. Agreements apply to all locations by default.

Location recorded on signature: When someone signs an agreement, Gingr records the location automatically.

• Customer Portal, Enrollment or Waivers page: The owner's Home Location.
• Customer Portal, booking request: The Booking Location.
• Business Portal, Push to Device: The business user's current location.

The signed agreement record shows the location of signature, plus the signer's name, date, and IP address.

View agreements by location: On the Owner Profile, select the Agreements tab. Select a location to see the agreements assigned to it.

Existing agreements: Agreements signed before this feature remain valid and apply to all locations. You must collect new signatures to record location details.

Agreement Icons

Icons on the dashboard and on owner and pet profiles show agreement status for each location.

• Red icon: A required agreement for the booking location is unsigned.
• Orange icon: An unsigned agreement exists, but the pet's booking at the current location does not require it.
• No icon: All required agreements for the selected location are signed.

Location Filters in Reports

The Signed Agreements and Unsigned Agreements reports both have Home Location and Booking Location filters.

• Home Location: Shows pet parents registered at a specific location.
• Booking Location: Shows pet parents with upcoming bookings at a specific location.

Helpful Hints

• You must be in the Admin group to set up or change customer agreements.
• Gingr cannot give legal advice. Talk to your attorney when you create or update legal documents.
• If you assign an agreement to a reservation type, customers must sign it before you can create a reservation of that type. A user with the right permission can override this.

Important: Do not copy text from Microsoft Word and paste it into your agreement template. Word carries over code that shows in your agreement. Save the Word document as a PDF, then copy the text from the PDF. You can also paste the text into a plain text program, such as Notepad (PC) or TextEdit (Mac), then copy it from there 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