Whether a customer visits the dock office to sign their contract in person or mails in a signed copy, as the marina, you can complete the contract in-house using Dockwa.
This feature bypasses the need for your customer to sign the agreement online and is particularly useful for those who struggle with email or technology. Instead, they can sign a paper contract, which you can then scan and upload to their Dockwa profile. This keeps all your documents organized in Dockwa, allows you to manage future payments, communicate with the customer via Dockwa chat, and track all of their contracts in the system.
It's important to note that this option should never be used to finalize a customer's contract (especially if their credit card is already on file) without first communicating with the customer and obtaining their explicit consent.
Please follow the step-by-step instructions below to learn how to use this feature.
Instructions
Log in to Dockwa and navigate to the Customers page from the left navigation panel.
Search for the customer by their name or email address.
Open their customer profile by clicking on it.
Go to the Contracts tab, where you'll find any outstanding contracts.
Click on the Actions button and choose Complete in House.
Fill in the requested information. A "Date Signed" and "Payment Method" are required to proceed. You can add the other information now or later. Remember, you have the option to scan the signed paper copy and upload it using the "Upload File" button to keep all your agreements organized in Dockwa.
