Now in the Retail Payments when a new sale is transacted the business can elect to capture a signature digitally for the agreement and terms related to that Package or Membership. Previously all Agreements had to be sent the client and the business would have to wait for them to agree to the policy and Terms well after the transaction was completed.
To best leverage this feature the business should be using a touch screen device. Though a computer with a mouse can be used as well, but the signature would be less authentic.
Instructions for use:
Capturing a digital signature at the time of the sale
On a business mobile device like a tablet, touch screen laptop or Ipad, the Team Member will simply initiate a New Sale via Dashboard > Payments drop down menu:
User may sell a single or multiple packages or memberships that have an agreement configured as all will be presented in the business view for policy review and signature capture.
Packages and Memberships must have the Agreement enabled and verbiage added:
In the Payments> New Sale screen, select your client and then add the membership or package(s) as required for the sale:
Click the Checkout Button and proceed to select a method of payment:
Your Team Member is to select the memberships and packages they need reviewed and signed on this sales device by checking the Display Policy and Collect Signature radio button next to those sales items:
Upon selecting the radio button to Display Policy and Collect Signature for each package or membership, the application will display the package policy for the client to read, a signature box for them to sign via finger, stylus, or mouse on the sales device and they will click I Agree:
The I Agree button cannot be used to proceed until the Signature has been entered:
Once all agreements have been signed the Pay Securely Button will be available to process the payment. Proceed with card on file or enter a credit card as per current functionality:
This entire process can be aborted if the user simply clicks the X on the upper right to which the Team member can select a different form of payment or another option to collect signature.
A completed payment and transaction will result in this screen.
Copies of the agreement(s) signed will be sent to the member (if configured) via email and the packages and memberships sold are updated and review-able on the client record: