You can set up documents and contracts for your busines and be able to print or send them by email so your customer can sign them. For example:
A document with the conditions of stay at your hotel to deliver to the customer at check-in
A document with the service conditions to deliver to the customer before providing a new grooming service
A document with the changes and returns policy to deliver to the customer at the moment of selling a puppy
Whenever you need, you can access the Tools > Documents & Contracts option to print a document and give it to your customers, but if there are documents or contracts that you send regularly at a specific moment, you can configure it in the software and save a lot of time.
For example, before a stay or a service, I always send to the customer a document with recommendations and tips prior to the stay/service. Or whenever I sell a puppy, I fill out a sales contract with all the conditions, warranties, etc.
In this case, if you want, the software will show you the documents at that exact moment (when making a sale, a booking, a check-in, ...) so you can print it or send it by email directly, without the need to go to the Documents & Contracts option.
You can achieve this by specifying a type for the documents and contracts you have configured in the software.
The available types of documents are:
|Type||Software||When it appears|
|Booking||Hotel and Daycare
|When making or editing a booking
When booking a puppy
|Check-in||Hotel and Daycare||When making or editing a check-in|
|Check-out||Hotel and Daycare||When making or editing a check-out|
|Appointment||Grooming and Training||When making or editing an appointment|
|Service||Grooming and Training||When making or editing a service|
|Sale||All||When making or editing a sale/invoice|
|Privacy||All||In the Privacy options
When adding a new Customer or Supplier
|Purchase||PetShop||When making or editing a purchase from a supplier|
To add a new document or contract, you just have to click on the ADD button. A pop-up window will appear:
The most complete editor for your documents and contracts