Introduction

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

It allows you to:

• Create and require unique legal agreements per reservation type (i.e. Boarding, Grooming, Spa...etc) or for all reservation types.
  
  
• Require customers to sign previously unsigned required legal agreements before requesting reservations.
  
  
• Keep a record of which customers have signed which documents.
  
  
• Let customers, at any time, see which agreements they have signed.

What are the benefits?

• Helps you ensure legal agreements are signed and up-to-date so nobody slips through the cracks.
  
  
• Easy to access and reference from both smartphone and computer with a unique web link and PDF feature.
  
  
• Printable.
  
  
• Customizable for your business's needs.
  
  
• You can easily present the signed agreement to a third party such as a vet if needed.
  
  
• Uses the highest standards in e-signature authentication.
  
  
• Can be signed on a tablet, on the Customer Portal, and even by SMS!

Helpful Hints

• You must be in the Admin group to set up or modify customer agreements.
  
  
• Gingr cannot give legal advice, please refer to your lawyers for creating all legal documentation and to determine whether the Customer Agreements feature meets your legal needs.
  
  
• If you set up an agreement for a reservation type, unless overridden by staff with the appropriate user permissions, customers must sign that agreement before a reservation for that reservation type can be made for them.

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.

Video Tutorial

Topics

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