Overview

You can capture digital signatures on the spot during the sale of a membership or package—no more waiting for the client to sign via a separate link. This update makes in-person sales smoother and agreements immediate.

To get the best results, we recommend using a touchscreen device (tablet, iPad, or touchscreen laptop). Signatures captured with a mouse are accepted but may appear less natural.

Prerequisites

• A touch-enabled device (recommended)
• The package or membership must have an agreement enabled with saved verbiage
• Admin access to Dashboard > Payments

Step 1 – Start a New Sale

1. Log into your Core account

2. Navigate to Payments > New Sale

3. Select the client for the sale

   

4. Choose the package or membership you want to sell

   

Tip: Ensure the agreement is already set up under Retail Configuration for the selected package or membership.

Step 2 – Proceed to Checkout

1. Click the Checkout button

   

2. Select the payment method

Step 3 – Display Policy and Capture Signature

1. Scroll down and check the Display Policy and Collect Signature box

   

2. The agreement policy text will appear on-screen

3. A signature box will also appear for the client to sign using:

   • Finger
   • Stylus
   • Mouse

4. The client must sign and then tap I Agree to continue

   

Note: The I Agree button will remain inactive until a signature is provided.

Step 4 – Finalize the Payment

1. Once signed, the Confirm Payment button will become visible

2. Click Confirm Payment to process the payment and complete the sale

   

Optional – Abort the Process

• If the sale needs to be paused or changed:
  • Click the X in the top-right corner to cancel
  • You can then choose a different payment method or send the agreement to the client for remote signature

Expected Outcome

The sale is completed and the digital agreement is stored instantly. A copy is:

• Sent to the client (if email is configured)
• Saved under the client’s profile in Core

FAQs

Q: Can I use a desktop computer for this?

A: Yes, but using a mouse for the signature may result in a less accurate representation than a touchscreen device.

Q: What happens if the client refuses to sign on the spot?

A: You can exit the signature flow and choose to send the agreement digitally instead.

Q: Where can I access the signed agreement?

A: It is saved in the client’s profile under their transaction or document history.

Need help? Reach out to our support team via support@hapana.com