INTRODUCTION
Feature Summary: Collect member digital signatures through email, text message, or directly on a front desk tablet.
Use Cases:
Send a member an email or text message with a secure link to sign a waiver or agreement from their mobile device
Copy the signature URL and send it to a member in a direct message or email
Access the Signature Queue and have a member sign on a front desk tablet
A separate article linked here explains how system users can configure digital signature requests on the Waivers & Agreements - Additional Settings tab.
This article covers three ways to execute signature requests:
Send an email and/or text message prompt from the admin Check-In page.
Copy the signature URL and send it to the member in a direct message or email.
Access the Signature Queue, open the member’s signing page, and have them sign the waiver or agreement on a front desk tablet.
PREREQUISITES
Enable the Waivers & Agreements add-on.
Create a waiver or agreement and a signing rule.
Understand options and URLs on the Waivers & Agreements - Additional Settings tab.
OVERVIEW
Option 1 — Check-in Page: Send Member an Email or Text Message
Send an email and/or text message prompt to the member directly from the CourtReserve Check-In page. Each option includes a secure link to the digital signing page, allowing the member to sign electronically from their mobile device.
Steps:
Go to Schedulers > Expanded.
Locate the member’s reservation.
Click the Check-In icon — a new window will appear.
Find the member and click the red icon next to their name. A popup window will display.
In the popup window, choose one or both notification methods:
Check Allow Signing from Email? to send the member an email with a link to the signing page. Confirm the email address (auto-filled by CourtReserve if on file).
Check Allow Signing from Text Message? to send the member a text message with a link to the signing page. Confirm the phone number (auto-filled by CourtReserve if on file).
If both boxes are checked, the member receives both an email and a text message.
If only one box is checked, the member receives only that notification method.
Note: If an email address or phone number isn't already on file, the admin can manually enter it on this screen before sending.
Ensure the Sign box is checked next to the relevant waiver or agreement. Click Push to Signing Queue. At this time, the member will be sent the email.
7. Once pushed to the signing queue, the icon for the member displays as orange.
8. The member receives an email and/or text message similar to the examples shown below. Once the document is signed, the waiver icon is removed from the reservation. The completed waiver can then be viewed under the member's profile on the Waivers tab.
Option 2: Copy the Waiver/Agreement Signature URL and Send to Member
System users can use this option when a member visits the front desk but does not have an active booking. In this case, staff can email or text the member a direct link to complete their digital signature.
Steps:
Go to Settings > Reservation Settings > click the Waivers & Agreements icon.
Open the Additional Settings tab.
Scroll to the Use this URL to Direct Players to the Signing Page section.
Click the Copy URL button.
To send the email, open the member’s profile page.
Click More Actions > Send Email.
Paste the copied URL into the email body and send it to the member.
The member receives an email containing the signature link. After opening the message on their mobile device, they tap the link, log in to their member portal account, and digitally sign the document.
Option 3 – Push Players to the Signing Queue and Collect Signatures via a Tablet
This option doesn't send an email or text message. Instead, the member signs the document in person at the front desk using a tablet.
Steps:
Locate the member’s name on a booking (e.g., a court reservation, lesson, or event).
If a red icon appears next to the member’s name, it indicates a signature is required. Click the red icon.
In the popup window:
Confirm the Allow Signing from Email? box is not checked.
Ensure the Sign box is checked.
Click Push to Signing Queue.
Alternative Method:
System users can also open the member’s profile page, navigate to the Waivers tab, and click Push to Signing Queue from there.
Front Desk Process
On the tablet, open the preloaded signing link generated from the Waivers & Agreements - Additional Settings page. The Signature Queue page will appear.
Locate the member’s name and click Sign and hand the table to the member.
The member taps the document link and provides their digital signature. Once completed, CourtReserve automatically removes the member’s name from the Signature Queue.
USER PERSPECTIVE
CourtReserve sends the member an email message with a link. The member taps the link and logs in to their member portal account.
Alternatively, the member receives the waiver via text message. Example shown here:
The member follows the workflow, signs the document, and saves.
ADMIN PERSPECTIVE
After the system user sends an email or text request, the icon on the Check-In page changes to orange. After the member completes the signature request, CourtReserve removes the icon.
System users can view signed waivers on a member's profile page. Open a profile and click icon or select the Waivers tab.
CourtReserve displays a waiver icon at the top of the page. Hover the icon to see details.
Select the member’s Waivers tab to view the history of all signed waivers, including the date and time each was completed.
Click the View button to open a window with signing details, including the document version number. Optionally, click the Print button to print a hard copy.
