How do customers sign for my terms and conditions?

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Step-by-Step Guide: Customer Signing Terms and Conditions via Online Quote

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Video Summary

This video outlines how customers can digitally sign terms and conditions directly from their online quote. The process involves initiating a booking request, confirming the booking, and electronically signing the document.

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Step-by-Step Instructions:

Step 1: Customer Requests Booking

• At the bottom of their online quote, customers will find and click the "Request to Book" button.

• Once clicked, both you and your customer will receive an email notification.

Step 2: Accessing the Requested Booking

• The notification email contains a direct link to the specific quote.

• Alternatively, you can log into the system and identify the requested quote by a specific tag linked to the customer's account.

Step 3: Confirming the Booking

• Navigate to the customer’s quote within the system.

• Go to the "Invoicing" section of the quote.

• Click "Confirm Booking" to initiate the signing process.

Step 4: Customer Signature Process

• After confirmation, customers can digitally sign the terms and conditions from their online quote.

• Customers should:

  1. Check the signature box.

  2. Enter their name.

  3. Click on the link to view the terms and conditions (opens in a new tab).

  4. Confirm they've read the document.

  5. Provide a digital signature.

• This signature process automatically records a date stamp, the customer’s printed name, and their digital signature.

Step 5: Viewing Signature Confirmation

• Once the customer has signed, you will receive a notification.

• The signature confirmation can also be viewed in the "Notification" tab within your system.

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Original Transcript:

0:00 This is how your customers can sign your terms and conditions from their online quote. So at the bottom of their quote, they will see a request to book button.
0:12 Once this is clicked, you and them will be sent an email. The email will link you to the quote in question, but also if you're in the system and you're in their account, you can see from this tag which quote or event they've requested to book.
0:28 So let's scroll back into that event and go to the invoicing section. So if I wanted to take this booking on, I would need to click confirm booking first.
0:40 Once that's clicked, your customer can sign, sign for the quote or sign for the terms and conditions from the online quote.
0:48 If I click the box, they can put in their name, click into the terms and conditions that will open in a new tab, click to say that they've read it, give it a signature, and that will date stamp, print the name, and show the signature.
1:06 Also, in your notification tab here, you can also see once a customer has signed.