HUBSTEER RESOURCES · RESOURCE DETAIL EXAMPLES
Test the whole journey before the busiest day
A successful signature is one checkpoint. The rollout also needs a way to identify the participant, handle a changed booking and find the record afterwards.
How to use this template
Download the text file and replace the bracketed fields with your own details. Review it against your current tours and procedures before sharing it with guests or staff.
Approve the form
Confirm the legal owner, applicable activity, participant types and approved wording. Identify required information, guardian handling, translations and the version-control process.
Map the guest journey
Decide who receives the request, when it is sent, how it relates to the booking and what happens if the booking changes. Separate the booker from individual participants where required.
Test the signing routes
Test the actual email or message link, website entry point, QR code and on-site device. Confirm supported offline behaviour, device privacy and synchronisation state.
Prepare the departure team
Define how staff find unsigned forms, review relevant flags and help a guest complete the process. Keep safety decisions and exceptions with appropriately trained people.
Check the records
Retrieve a signed example, identify its form version, test supported export and confirm staff permissions. Agree retention and deletion processes with the responsible owner.
Review after rollout
Compare guest questions and staff observations with the planned workflow. Improve unclear instructions and test the changes before expanding the process.