To learn how to add an Agreement, watch our tutorial or read on below.
Visit the Agreements page and click "+ Add Agreement" in the upper right. (This can also be done while editing a specific button.)
If you select Editable Text, you’ll be asked to name and give a heading for the agreement. You can then type or paste your Legal Agreement content, then edit your agreement with any images, visitor data, or other formatting you'd like. The "Visitor Data" feature will allow you to merge in standard fields you've collected during check-in, such as name, email, etc.
When you select the YouTube Video you’ll be asked to name and give a heading for the video, and the YouTube identifier. Note that you need only to load the identifier string that comes AFTER the V in the YouTube URL. If you paste in a YouTube URL, the correct part of the URL will be parsed out for you.
With each type of agreement you have a selection of Button types you want to display to visitors:
Signature with Agree or Cancel
Yes or No
Agree or Cancel
The first option, “Signature with Agree or Cancel” is the only Agreement presentation that will collect a signature ON your legal agreement. The latter two options present slightly different wording. ALL options will cancel the check-in if "Cancel" or "No" is selected. All legal agreements require ‘agreement’ in order to continue with check-in.
If you need your agreements to expire and be reviewed every time a returning visitor checks in, you can use the Agreement Expiration feature. When editing an agreement, set the expiration to "When updated, or after 0 days" to ensure that returning visitors are prompted to sign the agreement upon each visit:
Once your agreement has been saved, you can edit any button to add this agreement OR you can set up different agreements or even multiple agreements for each button!
By default, Agreements are designed to deny entry and terminate a check-in to visitors who select a "no" or "cancel" response. If you would like visitors who select a negative response to complete the check-in process, you can make agreements optional. Please note that Optional Agreements are only available for agreements that do not require a signature.
Navigate to the Legal Agreements section within each button's settings. Click the lock icon to the right of the title of the agreement to make it required or optional (be sure to save your changes):
This is how agreements with a negative answer selection will appear in the Visitor Details within the Visit Log:
*Optional Agreements are not yet available for all accounts. Please contact us by using the orange chat bubble or calling 888-315-5230 if you would like to utilize this feature.*