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How the e-signing process works for customers
How the e-signing process works for customers

Find out how the signing process looks like & how to monitor the status

Sarah avatar
Written by Sarah
Updated over a week ago

After enabling the e-signature feature for a specific location and configuring templates through Signable learned here, your customers will be prompted to sign the relevant document via email.

Upon completion, customers are required to check their email inbox within 10 minutes to confirm their signature and validate the contract. Customers will have the opportunity to review the contract, input the required information you've specified, and digitally sign the document. The signed contract will be automatically sent to your customer via email as a PDF attachment.

If you want to provide a more streamlined experience, check out here how the process can be performed directly within the booking flow by enabling "embedded signing".

How to monitor the signing status

You can monitor the status of the signature through the KINNOVIS manager under the corresponding booking.

Note: Should the customer fail to confirm their signature via email within a 10-minute window, the contract remains unsigned. Once expired the customer will be prompted to re-initiate the process within the booking portal.

Manual contracts during booking creation

If the contract was manually signed during a booking creation and there is no need to send the contract to the customer, the checkbox can be unchecked.

How customers can find their contracts

Signed contracts will be sent to customers via email. However, they can also download their signed documents in the customer portal under "Your bookings".

Keywords: esignature, signature, sign, esigning

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