With Vagaro Forms, you can require an employee’s signature, such as a provider signing off on a treatment consent form. When you send a form to a customer, only the customer fields display. Any employee signature fields remain hidden. After the form is submitted, any employee assigned to sign it will receive a notification in the Notification Panel or can view it in the Unsigned Forms report. For internal forms, employees can sign immediately.
If you’re an administrator and need an employee to sign, open the form from the Unsigned Forms report. The system will show which employees can sign and prompt them to log in. You can hand the device to the employee, have them enter their credentials, and provide their signature securely.
The Unsigned Forms report shows a list of all forms that still require an employee signature. The report includes details such as which employee is authorized to sign, the customer linked to the form, and the date the form was originally completed.
From the Unsigned Report, you can view
To view unsigned forms:
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Go to → → → .
The system will show you any unsigned forms for the current month.
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Optionally, to view a different month, change the Date Range of the report.
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Optionally, to filter your report, in the top-right corner, select Filters
, set your filters, and then select Run Report:
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Employees: Filter the report for specific employees.
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Customer: Filter the report for specific customers.
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Form Name: Filter the report for specific forms.
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Signature Status: Filter the report to view recently signed forms instead of unsigned forms.
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Business Location: If your business has multiple locations, select the multi-location businesses or all locations in a group you want to review.
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Sort By: Sort the report by specific criteria, like form name and customer.
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Select the form to be signed.
If you don't have permission to sign this form, a screen will appear prompting another employee to sign in.
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Sign the form, then select Save.
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Optionally, to export your report, select Action
, then choose an option:
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Star or Remove Star: Add or remove a bookmark to this report in the Starred list at the top of the More
→ menu.
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Print: Print your report if your device is connected to a printer.
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Export PDF or Export Excel: Save the report to a PDF or Excel file.
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The employee's signature is stored in the customer's form response. You can view form responses from the customer's profile or the Form dashboard.
The Unsigned Forms report shows a table of all forms that still require an employee signature. The report includes details such as which employee is authorized to sign, the customer linked to the form, and the date the form was originally completed.
To view unsigned forms:
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Log in to Vagaro, then go to → → .
The system will show you any unsigned forms for the current month.
-
Optionally, change the date range and report filters, then select Run Report. You can select the following filters:
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Date Range: Change the date range for this report.
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Employees: Filter the report for specific employees.
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Customer: Filter the report for specific customers.
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Advanced Filters: Optionally, select any additional filters to further refine the report.
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Form Name: Filter the report for specific forms.
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Signature Status: Filter the report to view recently signed forms instead of unsigned forms.
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Business Location: If your business has multiple locations, select the multi-location businesses or all locations in a group you want to review.
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Next to the form to be signed, select Action
If you don't have permission to sign this form, a popup will appear prompting another employee to sign in.
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Sign the form, then select Save.
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At the bottom of the screen, you can select:
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Print: Get a hard copy of the report.
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Export: Save the report to an Excel or PDF file (web version only).
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The employee's signature is stored in the customer's form response. You can view form responses from the customer's profile or the Form dashboard.
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