Signature collection using an EMV reader

  • Updated

Signature collection allows customers to sign documents directly on a WisePOS EMV reader in Desk. Depending on your configuration, you can collect signatures for company disclaimers, tour Terms & Conditions (T&Cs), and payment receipts.

This page explains how to configure each signature type and how signature collection works in Desk.

Note: Signature collection requires a Stripe payment account and a WisePOS card reader configured for the desk you are using.

Signature collection overview

Desk supports three signature workflows:

  • Company Disclaimer – Collects a customer's acknowledgment of your company or desk disclaimer and stores the signed disclaimer on the client record.
  • Tour Terms & Conditions (T&Cs) – Allows customers to review and sign tour-specific terms and conditions.
  • Receipt – Collects a signature for card payment verification after a payment is processed. Receipt signatures are captured only on the printed receipt and are not stored digitally.

Setup

Before configuring signature collection, ensure that:

  • Your company has a Stripe payment account configured in Desk.
  • A WisePOS card reader has been added under Manage > Payment Devices.
  • The WisePOS card reader is assigned to the desk you are using.
  • The WisePOS card reader is connected to Wi-Fi and is online.

After these requirements are met, configure signature collection for each desk.

To enable signature collection for a desk:

  1. Navigate to Manage > Desks.
  2. Select the desk you want to configure.
  3. Under Payments > Signatures, choose which document types require signatures.
  4. Save your changes.

Configure company disclaimer signing

To configure company disclaimer signing:

  1. Navigate to Settings > Company Settings > Information.
  2. Enter your disclaimer text in the Disclaimer section.
  3. Click Save.

When company or desk disclaimer signing is enabled and the desk is configured to collect signatures, customers can sign the disclaimer using the WisePOS reader.

Capture a company disclaimer signature

Company disclaimer vouchers can be captured when settling a payment. Otherwise, you can capture a company disclaimer signature in the client record. 

To capture a company disclaimer signature:

  1. Open the client record.
  2. In the Signatures section, click the + icon next to the disclaimer.
  3. Wait for the Capture Company Disclaimer Signature window to open.
  4. Ask the customer to sign on the WisePOS reader.
  5. Wait for the signature to be submitted.
  6. Confirm the success message appears.

The signature is automatically saved to the client record and is printed on the voucher. The signed disclaimer can also be viewed later from the client record.

Configure tour Terms & Conditions signing

To configure tour Terms & Conditions signing:

  1. Navigate to Tour Gifting.
  2. Select the appropriate tour property.
  3. Enter your terms in the Terms & Conditions field.
  4. Click Save.

When both the tour and desk are configured for signature collection, customers can review and sign the tour Terms & Conditions during the booking process.

Capture Terms & Conditions signature

Tour Terms & Conditions (T&Cs) signing allows customers to review and sign tour-specific terms and conditions during the booking process.

To capture tour Terms & Conditions signatures:

  1. Open the client record.
  2. Under Signatures, click +  next to the Terms & Conditions option.
  3. In the modal overlay, click Request signature.

When both the tour and desk are configured for signature collection, customers can sign the tour Terms & Conditions using the WisePOS reader during the booking process.

Configure receipt signing

To configure receipt signing:

  1. Navigate to Settings > Company Settings > Templates.
  2. Enter the receipt text in Payment Receipt Terms.
  3. Click Save.

Capture a receipt signature

To collect a receipt signature:

  1. Process the payment using the WisePOS terminal.
  2. Wait for the payment to be authorized.
  3. Select the option to collect the receipt signature from the payment action menu.
  4. Ask the cardholder to sign the printed receipt if a signature is required.

Activity logging

For Company Disclaimer and Tour Terms & Conditions signatures, Desk automatically records signature activity.

The Activity Log includes:

  • The date and time the signature was captured.
  • The version of the disclaimer or Terms & Conditions that was signed.
  • The user who initiated the signature request.

This information can be reviewed later from the Activity Log for auditing and record-keeping purposes.