RightSignature is a fast and convenient way to to get documents signed without the need to pass physical paperwork back and forth to your customers. In fact, with RightSignature, your customers have several options when signing a document, including the ability to sign directly on their smartphone! Since the Checkfront platform is built around convenience, it only makes sense that RightSignature is the perfect partnership with your favourite online booking solution!
Please note that Checkfront is no longer offering the RightSignature add-on to new customers and will not be updating the current integration any further. Accounts that have been grandfathered in will still be able to use RightSignature, but the add-on will not appear as an option for anybody else.
Please check out our Waivers add-on as a more comprehensive alternative.
Why Use RightSignature?Back to top
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-down menu labelled 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 Add-onBack to top
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:
Merge FieldsBack to top
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 upon 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 DeviceBack to top
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.