Guide
Send the price, and hold the time while they decide
Price a signing on the spot, send it from your own phone or by email, and hold the time for 48 hours — off your page — until they say yes.
General information, not legal advice
This page explains how Hand & Seal works. Your state’s law, and your commissioning authority, decide what you must do — when in doubt, ask them or a lawyer.
Someone asks what it would cost. Price it as you'd book it, send them the price — every line, the total, when and where — and if they need to think it over, hold the time for them so nobody else takes it.
Hold the time
Fill in New job as you would to book it: the client, where, when and the acts. The card at the foot adds up the price.
Tap Hold it, beside Add to schedule. The signing is saved as held, not booked, for 48 hours — or until the signing, if that's sooner.
When they say yes, confirm it. Open it from Jobs → Requests, where it reads “Held for Rosa Salazar until Wed, Oct 7, 3:00 PM”, and confirm it. It's booked, and a deposit can be taken.
Holds are made in the phone app. On the web, a held signing is under Jobs → Requested, labeled Held, with “Held for … until …” under its name, and Needs you on Today has a line that says the same. Open it: the banner at the top says it's not booked yet, with Confirm it and Let it go.
While a signing is held, your page doesn't offer that time to anyone else. Let it go frees it, and nobody is written to — the hold was yours. If nobody confirms it in time, the hold runs out by itself: the time is free again, and the job says “Hold ran out”.
Send the price
Send the price is on New job's price card, and on a held or booked signing. A price is sent for a saved signing, so on New job it's held for them first. Then text it from your own phone — your messaging app opens with the price written in — or email it to them in your name.
Open the job. Under Price and deposit, open Send the price….
Choose Write it out to see the price as they'll read it, then Copy it into a message, or Text it from a phone.
Or choose Email it to … — it goes from Hand & Seal in your name, and their reply comes to you (with Apple's Hide My Email, once you've given an address your clients can write to). With no address on file, type theirs first. For a company on Hand & Seal whose address on your record is that of someone who has left its desk, the button names the address it goes to instead, and the line under it says why — as an invoice does.
The price lists each line — each act at its fee, and travel on a line of its own — the total, the day, the time and the place, and your business's name. Under a travel fee it says what the travel fee is. Where your state has you explain it in set words — that it is in addition to the notarial fee and not required by law, say — those are the words; elsewhere, that it is separate from the notary's fees, and that it isn't set by state law or, where your state limits it, that your state limits it. A deposit you've taken is on it too, with what's left to pay.
- The total is always a total. With no notarization on the job yet, it's said from: with one notarized signature in it at your fee, and what each one more costs.
- Signatures whose kind nobody chose — a client who answered Not sure on your page — are priced at your fee and called notarized signatures, never an act: their document says which, and you choose it at the table.
- Their agreement to the travel fee. For a signing you booked yourself, the client's page asks them to agree to the price, travel fee included — or to have you call — once you've sent it, and the price says so. Their answer shows on the job: “Travel fee of $45 agreed by … on their page”, with the day and time.
The total you send is kept on the job (“Price sent: $75 on Oct 1”). If the bill at close-out comes to something else — an act more or less at the table — close-out tells you, so it's never a surprise to either of you.
Good to know
- Texts go from your own phone, never from Hand & Seal: the price is yours to send, from your number.
- A held signing isn't on your calendar as booked, and it's never charged or invoiced. Confirm it first, then take a deposit if you want one: Take a deposit on a booked signing.
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