Using the Add-onBack to top
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.