- TABLE OF CONTENTS
- • Why Use RightSignature?
- • Setup
- • Using the RightSignature Add-on
- • Merge Fields
- • Signing on a Mobile Device
You can manage your RightSignature integration via the main menu bar at:
Manage > Add-ons > Service Add-ons
Using RightSignature With Checkfront
RightSignature is a fast and convenient way to to get documents signed without the need to pass physical paperwork back and forth with your customers.
In fact, with RightSignature, your customers have several options when signing a document, including the ability to sign directly on their smartphone!
Why Use RightSignature?
Our RightSignature add-on allows you to present a digital copy of your terms of service, booking waivers, agreements or any other documents you require a real signature on. Customers will be asked to sign a document at the time of booking and it will be stored digitally along with the rest of the booking details. No need to send a fax, no need to mail a bunch of paperwork and then wait for a reply…
Collecting digital signatures significantly reduces your administrative workload, streamlines your booking process and centralizes your data. Signed agreements are one click away when viewing a booking on Checkfront and all documents are stored in a secure cloud environment.
To enable RightSignature, you first need a RightSignature account. You can sign-up for a free trial at rightsignature.com.
You’ll want to create a template to use with your bookings. See creating templates in RightSignature for a video tutorial.
Once you have your template ready to go in RightSignature, head back to your Checkfront account.
Go to Manage > Add-ons and look for the RightSignature tile.
Hover over the tile and click on the Setup button. To connect the add-on, click Activate from the popup window and follow the authentication instructions.
Once connected, you’ll be shown another popup window in Checkfront where you will need to select the template you’ve created in RightSignature. Choose this from the drop-downmenu labeled Default template. Just below this, you can choose the booking status for which the template will be triggered and used. This field is labelled Send on.
Using the RightSignature Add-on
When a new booking is created, customers will be asked to sign the form based on your configured template. Creating the signature is as simple as holding down the mouse button and dragging the cursor as if using a pen. If the customer doesn’t like the way the signature looks, they can click on the retry button to start again. Once satisfied, clicking the Submit Signature button will continue the process and complete the booking.
When the document has been signed it will be attached to the booking. When the customer receives their confirmation email notification, they will be able to click on the View Booking Receipt link to see a copy of the signed document. If the booking was created in the backend, the customer will also be able to sign the document in order to complete the reservation.
Similarly, staff members in your organization can view the signed document by pulling up the invoice in question and clicking on the Open RightSignature Document link as seen below:
Your template should only have a single signatory, however you can (currently) also specify an additional CC field to copy the document to the end customer.
Following, are a list of fields that can be merged in from the customer booking. Note, these fields must be present in your booking form.
To set it up, simply create merge fields in the RightSignature template builder matching the field names in the left column. These will be automatically populated on creation.
|code||Unique id of the booking|
|summary||Details of booking|
|date_desc||Descriptive date of booking|
|customer_name||Full name of customer|
|customer_address||Customer street address|
|customer_region||Customer state / province|
Signing on a Mobile Device
RightSignature works on mobile devices too! When making a booking through their mobile device, or completing a booking through an email notification that was created by a staff member, customers can use their finger to create the document signature!
After clicking the link to sign the document, the user will be instructed to rotate their mobile device into a horizontal position in order to proceed. Once the screen has been rotated, the signature box will be presented. Using their finger, the customer can then proceed to add their signature.
Once happy, the user simply completes the process, following the on-screen prompts and the signature will be added to the document. They can then finalize the booking and the final screen will show the completed document attached.