Accept, Sign & Pay Technology
Getting started with Accept, Sign & Pay Technology
Sign & Accept Technology in OpsDriver
Overview
This module walks users through TBN’s Accept, Sign & Pay technology—allowing customers to digitally review booking details, sign contracts, and pay deposits seamlessly, all in one streamlined workflow.
1. Purpose of Accept, Sign & Pay
TBN’s integrated feature enables:
Seamless customer review of booking details
Digital signature collection for terms, disclaimers, and booking approval
Optional online payment at the time of signature
2. Sending a Booking for Review & Signature
Step-by-Step Instructions:
Navigate to your Bookings screen in OpsDriver.
Open the individual booking you want to send.
Click the Send Booking Detail button.
This opens a preview showing what your customer will receive.
3. Customer Experience: What the Customer Sees
A. Disclaimers and Terms
Customers first land on the Disclaimers and Terms & Conditions page.
They must initial each box to accept your company’s legal disclaimers and terms.
B. Review Booking Details
Customers can then review:
Total price and any add-ons
Requested vehicles and individual pricing
Full itinerary breakdown
Once reviewed, they:
Click Accept and Continue
Type their name for an electronic signature
Click Agree and Continue
4. Confirmation & Customer Checkout
After Signing:
The signed document becomes available on the customer’s side to download for their records.
Customers are automatically directed to a Checkout page.
On the Checkout Page:
If a deposit is scheduled:
Customer can immediately pay using TBN’s integrated payment system.
Payment is processed via Credit Card Processor integration.
5. How to Set Up Disclaimers & Terms
Company Setup Instructions:
Go to Company Settings > Disclaimers and Terms & Conditions.
Disclaimers: These are the items customers must initial individually.
You can customize these to meet your legal needs.
Terms & Conditions: Add a document that mirrors what you have on your website or sales agreement.
6. Key Benefits
Ensures legal documentation is on file for each charter.
Simplifies contract handling and reduces paperwork.
Offers a smooth, professional booking process for customers.
Enables instant payment collection at time of contract approval.
Best Practices
Set up your disclaimers and terms to reflect your website language or standard agreement.
Always review the finalized document before dispatching.
Use the email template to professionally present the booking and contract.
Related Articles
Sending booking details to customers
Sending booking details to customers \ Overview This module walks through how to set up and send booking confirmations using email templates in OpsDriver. It includes how to configure your booking detail email template and how to send booking ...Management tools on the bookings screen
Management tools on the bookings screen ? Training Module: Managing Bookings on the Bookings Dashboard ? Objective This module will teach users how to effectively manage and track bookings using the TBN Bookings Dashboard. By the end of this ...Signing Up with Clover Connect to accept payments through OpsDriver
Clover Connect & Fiserv TBN is proud to offer our customers a first of its kind online payment integration with CloverConnect driven by Fiserv. This integration allows you to put the full power of OpsDriver to work managing payments from customers ...Recording payments against bookings
Recording payments against bookings Overview This module explains how to manually record customer payments for a booking in OpsDriver. This includes payments by check, cash, transfer, or credit card—ensuring accurate tracking of financial records and ...Setting invoice and payment terms for customers
Setting invoice and payment terms for customers Overview This module explains how to configure invoicing rules and payment terms for individual contacts in OpsDriver. These settings are used to define how deposits, final payments, and credit limits ...