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Home > CORE > Retail Configurations > Capture Digital Signature for Agreements On Business Device
Capture Digital Signature for Agreements On Business Device
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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

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