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📃 The Documents page of the Booking Configuration area lets you set up document types that customers must review, download, fill out, or sign as part of the booking process. You can require a signature, request a description, or upload your own file for customers to download, complete, and return. This article covers how to view your document types and how to add a new one. Take a look at what you can do here!

Documents Page

To get to this page, go to Booking > Configuration > Documents.

Here is how to work with your Documents:

1. Add New — Click this button to create a new document type. See the section below on Add a New Document for details.
2. Instructions Text — Read this note at the top of the page before you add a document.
   • If you want to collect a document from the customer, leave Signature Required unchecked and do not upload a file.
   • If you want the customer to download a document and fill it out, upload your document here. Check Signature Required if you also want the customer to sign it when they upload it.

Add a New Document

Here is how to add a new document type for your customers:

1. Name — Enter the name you want to use to identify this document type to your customers.
2. Signature Required — Check this box if you want the customer to give a signature when they submit this document. Leave this box unchecked if you only need the customer to provide their own document without a signature.
3. Require Description — Check this box if you want the customer to enter a description along with the document they upload.
4. Upload Doc — Click the Select File button to upload your own document, such as a form or waiver, for the customer to download and fill out. Leave this blank if you only want to collect a document from the customer like a vaccination record.
5. Save — Click this button to save the new document type.

Your new document type will now be available to attach to services you require it for during the booking process.

Related Topics

Waiver of Liability

Booking Configuration 1

Booking Configuration 2

Service Types

Pet Types

Frequently Asked Questions

Q: What is the difference between checking Signature Required and leaving it unchecked?

A: When you leave Signature Required unchecked and don't upload a file, the customer simply submits their own document, such as a vaccination record. When you check Signature Required, the customer must provide a signature at the time they submit or upload the document.

Q: Can I edit a document type after I create it?

A: The Documents page only allows you to add new document types. If you need to make changes to an existing one, contact our support team for assistance.

Q: I have a question, but I can't find my answer here. How do I get more assistance?

A: You can ask any question at the number listed here. Contact our support team at (323) 370-0738 for the U.S. and (888) 370-2363 for Canada.