The purpose of this article is to help you:
- Collect digital signatures using the provider app
- Learn how to enable the digital signature feature
How do digital signatures work?
This feature allows providers to collect a customer's signature for a booking.
Customers can sign their name in the provider's app once the job has been completed. This is an especially useful tool to reduce the number of disputed charges for your business.
Once enabled, providers can open the booking details page in their app and then click the "Signature" button at the bottom center of the page.
On the digital signature page, the customer can sign their name and then click the "Submit" button to save the signature.
It is possible to revisit the signature page and use the "Reset" button to clear the signature if need be.
Where can admin/staff view the signatures?
To look at signatures that have been collected, the admin and staff can go to:
Bookings > Job History
If a signature has been collected, there will be a "signature icon" on the right side of the row with the rest of the action buttons.
Hover your curser over the icon to display the signature.
How to Enable Digital Signatures
To enabled the digital signature feature, please go to:
Settings > General > Store Options > Provider
Click the plus sign icon to expand the "Bookings" section.
Scroll down to the question, "Would you like to activate the digital signature feature?"
Select "Yes" for this question, then decide if you'd like to add an explanation for the digital signature.
Select "Yes" and enter the message into the text box.