Adjust your Client Signature to receive signing approval on an event from either a physical client or a senior staff member.
In this article, we will guide you through adjusting your Client Signature Settings in Roosted. This feature allows you to receive signing approval on an event from either a physical client or a senior staff member.To adjust your settings, navigate to Configuration -> Settings -> Time Tracking -> Client Signature.From this page, you can modify the following settings.
If enabled, an email will be sent to the main email address listed in the client’s profile.If disabled, no email will be sent.
If you are seeking a signature from a senior staff member and do not need to
notify the client, ensure this is toggled off. For further assistance, contact
your Client Support Specialist.
If enabled, the email will include a list of individual time punches for the event. This applies to all email notifications set above.If disabled, individual punches will not be included.And that’s how you can adjust your Client Signature settings in Roosted! 😎