Capture Guest Signature with a Tablet (VM Cloud)

Capture Guest Signature with a Tablet (VM Cloud)

This article applies when your property is using Visual Matrix Cloud and does not have signature capture enabled on a pinpad device.

Want a paperless check-in experience using a tablet? Instead of a pinpad, front desk agents can use a tablet to capture guest signatures directly as part of the registration card process. This keeps things smooth for guests, reduces printed forms, and provides a digital authorization record.
Idea
Using a tablet lets you maintain a paperless check-in process by capturing guest signatures on registration cards—without a pinpad device. The front desk agent will initiate check-in and display a signature interface on the tablet for the guest.
Info
Unlike a pinpad device, the tablet serves as the sole device used by the front desk agent to both initiate the check-in and display the signature capture interface for the guest.

Instructions

1. Go to Management → Property Settings → Forms, and set the preset text that will appear on the tablet screen when asking for the guest’s signature.
2. On the front desk, begin the check-in process. When prompted, select the guest’s method of payment.
3. When asked Bypass Acceptance Terms and Signature, choose No.
Warning
If you click Yes, the signature capture prompt will be skipped, so no signature will be collected.

4. A window will appear above the preset text—this is only for reading the acceptance terms. Ask the guest to click Accept (or OK) to proceed. At this stage, signature capture is not yet enabled.

5. Once the acceptance terms are confirmed, the signature pad appears. Ask the guest to sign directly on the tablet, then click OK to submit the signature.



6. You’ll see a confirmation screen for the signature. Review it briefly, then click OK to finalize.

7. Finish the check-in process by clicking Confirm Check-In (or the equivalent), then click OK on any final prompts.



8. Check-in is now complete. The guest’s signature will be visible on the Registration Card only; it will not appear on the folio or other documents.



Still Need Help With This Topic?

Ask Yourself:
  1. Is signature capture disabled or not enabled on your pinpad device?
  2. Has the preset text been configured (in property settings/forms) before using the tablet?
  3. Did you select a payment method when starting check-in (some steps depend on this)?
  4. Did you choose “No” for “Bypass Acceptance Terms and Signature” so that capturing a signature is enforced?
  5. Did the guest complete both the acceptance terms and the signature prompt?
Support May Ask You:
  1. What type of tablet or device are you using, and what operating system?
  2. Is signature capture enabled on any pinpad device for your property?
  3. Did you configure the preset acceptance text? If so, what text did you enter?
  4. What exactly happens when the guest goes through the signature prompt (which screens show, any missing buttons)?
  5. After check-in, is the signature showing on the registration card?

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