Present Contracts In-Person with Your iPad or Tablet

Streamline your contract signing process by presenting contracts to your clients in person using the Light Blue mobile app. This approach is ideal for client meetings, giving you a more personal touch when finalising bookings. Instead of sending contracts via email, you can walk clients through the details, answer any questions on the spot, and have them sign directly on your tablet. Read on to learn how to make it happen.

Why Present Contracts In-Person?

Presenting a contract in person can feel more professional and personal. It shows your clients that you’re dedicated to their experience and allows you to immediately address any questions they have about the terms, packages, or payment details. It’s especially great if you use an iPad with an Apple Pencil, as clients can write their signature just as they would on paper, adding that extra touch of authenticity.

How to Use the Light Blue Mobile App for In-Person Signing

Here’s a quick step-by-step guide to publishing a contract and using your tablet for in-person signing:

1. Access the Shoot Record – Open the Light Blue mobile app and navigate to the shoot record for the booking.
2. Publish the Contract – Tap on the Activity tab, select Add Item, and choose your preferred contract template.
3. Choose to Publish – When you publish the contract, you’ll be given the option to either email the contract or open it in a browser. Select Open in Browser.
4. Hand Over Your Tablet – With the contract open, hand your tablet to your client. They can fill out the booking form, choose their package, sign the contract, and pay the booking fee – all from your device.

This feature is perfect for client meetings or events like wedding fairs, where you want to give clients the option to sign up right away. Plus, it’s a great way to make a professional impression.

Elevate the Client Experience

By using this feature, you’re not just offering a contract; you’re creating an experience. Clients appreciate the hands-on approach, and the ease of signing directly on a tablet makes the process feel smooth and modern.

Ready to give it a try? Open the Light Blue mobile app and start offering in-person contract signing today!