What a customer can do on their agreement page

What a customer can do on their agreement page

When you send a booking's agreement, the customer gets a link to a page in your business's name. Reading and accepting is the main thing it is for, and three more things happen there.

One link, always the current agreement

The link is the customer's for as long as the booking lasts. The page always shows the agreement as the booking stands now: add or remove a set of terms, rewrite what is specific to the booking, or correct a date, and the customer opens the same link and reads the current version. Sending again after a change emails the same link, so an older email in their inbox still works.

What they sign is what they read. If the agreement changes while they have the page open, their acceptance is refused and the page shows them the current version to read first. The booking's Agreement tab shows the same document under "What the customer sees", so you can check it before sending rather than guess from the list of terms.

Details you ask for

When you create a booking under terms, and again if you edit its agreement later, you can tick which of the customer's own details to ask for at acceptance: phone number, postal address, ID or passport number, and arrival details. The customer fills them in beside their name when they accept, and they are kept with the signature on the booking's Agreement tab. A phone number also fills in the contact's, if it had none.

Asking for more before they accept costs nothing: the link they hold picks up the change, and it is not part of what is agreed. Once they have accepted, the boxes are locked, because the details are given at acceptance and that moment has passed.

Getting paid before a payment gateway exists

The platform does not take payments yet. Until it does, how to pay you is whatever your agreement says. Add a set of terms called something like "How to pay" with your UPI id or bank details under Settings, then Catalog, then Booking terms, and tick it on the bookings it applies to. The customer sees it in the one document they accept.

Once the agreement stands, the page offers the customer a way to tell you they have paid: a payment reference, and an amount and note if they want. It appears on the booking's Payment tab. Check your account, then mark it as received. Nothing about the booking changes on its own: the claim is the customer's word, and marking it received is yours.

When something is wrong

If the dates or the price on the agreement are not what the customer expects, the page lets them say so, and their message lands in the inquiry's conversation like any other reply. The agreement itself never changes on that page. Correct the booking, and the same link shows them the corrected agreement; sending it again tells them to look.

A booking taken by hand, with no inquiry behind it, has no conversation for that message to land in, so the page does not offer it.