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Overview
There are two ways to collect a digital signature for package or membership agreements in Hapana Core:
- In-person at checkout
- Remotely via a link sent to the client’s device
This article explains how to send a digital agreement link directly to the client so they can review and sign from their own phone or computer.
Prerequisites
- The package or membership must have an enabled agreement and saved verbiage
- Admin access to Retail Configurations and Payments
- The client must have a valid mobile number or email address on file
Step 1 – Confirm Agreement Is Enabled for the Package
- Navigate to Payments > Retail Configuration > Memberships or Packages
- Click the pencil icon to edit the item
- Scroll to Package Agreement and toggle it ON
- Add agreement text in the space provided
Tip: For help enabling agreements, see: CORE | Enable Package Agreements
Step 2 – Start a New Sale
- From the Dashboard, click the Payments tab
- Select New Sale
Step 3 – Select the Package or Membership
- Choose the relevant package from the right-hand side menu
Step 4 – Add the Client to the Sale
- Click the + icon next to Clients Selected
- Search for and select the client
Step 5 – Proceed to Checkout
- Click the Checkout button
- Select a payment method
Step 6 – Send the Agreement to the Client
- Under the agreement section, select "Send agreement to client to agree online after checkout"
Tip: If the client has opted out of SMS or has no mobile number, the agreement will be sent via email instead.
Step 7 – Client Reviews and Signs the Agreement
- The client receives a link via SMS or email
- When they open the link, they see the agreement and must click I Agree
- A digital signature window appears
- The client signs and submits
Step 8 – Confirmation and Activation
- Once the agreement is signed:
- The membership/package activates
- Any payment due for the day is processed
- A confirmation email with the signed agreement is sent to the client (if enabled)
- A copy of the signed agreement is saved in the Client’s Profile > Client Information tab in Core
Expected Outcome
The client receives a secure link to sign the agreement remotely. Once signed, the package activates and all records are automatically updated in Core.
FAQs
Q: What if the client doesn’t receive the link?
Check that their mobile number or email address is correct and they haven’t opted out of communication.
Q: Can I resend the agreement if the client loses the link?
Yes. Return to the client profile or sale to trigger a resend.
Q: Where can I find the signed agreement later?
Go to the client’s profile in Core. The agreement is saved under their Documents or Agreements section.
Need help? Reach out to our support team at [email protected]
