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Turtle Rock Preschool Gets Docs Signed, Collects Payments, and Innovates Early Childhood Education

By: Steve Stormoen / Monday, August 25, 2014

Our series “The Right Way” profiles RightSignature power users, revealing their success secrets and the technology tools they use every day.


In nurturing young minds, Turtle Rock Preschool believes that a solid early education is the foundation for the rest of children’s lives. Founded 35 years ago, Turtle Rock Preschool has become one of the premier centers for early childhood education in Orange County, California, attracting rave reviews and huge waiting lists full of families eager to join the Turtle Rock experience. What sets Turtle Rock Preschool apart is a drive towards innovation and improvement—a drive that led them to use RightSignature, and our powerful, new Collect Payments feature. RightSignature’s Steve Stormoen caught up with Turtle Rock Preschool’s owner, Maajed Abahusayn, to find out how this school uses cutting-edge tools and techniques to educate the luminaries of our future.

Can you tell us the story of Turtle Rock Preschool?

Maajed Abahusayn: We’ve been around for 35 years, and we’re considered to be one of the premier early childhood schools in Orange County, California. We have a great and well-deserved reputation, and it’s come from creating a warm and enriching environment for children and their families. We are a fully accredited, year-round private school for early childhood education. We accept children from 8 weeks old through kindergarten. We have 200 children in our school on a daily basis, and we have a wait list of another 250 families.

That’s where RightSignature has been beneficial, and especially RightSignature’s Collect Payments feature. Our first use of Collect Payments has been to redo our waiting list agreement, so we can collect payments and sign up new families in an extremely simplified, streamlined fashion. So far we love it, and our parents love it too.

What has been your greatest success so far, and how did you get there?

MA: The thing we’re always most proud of is sending children off to their next level of schooling with a great foundation. That’s our primary mission: to do all we can for these children for the short time we have them. Early childhood education is so important and really sets the foundation for future learning. We make our mark by creating a joyful environment where children love to learn, and learn how to love learning.

From a business perspective, our greatest success would probably be that we’re a relatively high-tech school. My background is in computer science, which is unusual for the owner of a preschool. But it’s informed me with this intrinsic mindset of the tech world—I’m always trying to push the envelope and find ways for our school to innovate and improve. We’ve headed into some uncharted territory: when you’re teaching young children, technology may not be the first thing to come to mind. But we’ve been on the forefront of bringing technology in for early childhood education, and we are pleased with the results. Both in the classroom and behind the scenes in our office management, our tech tools have been a powerful tool for us that we feel differentiates us from other schools.

How do you use RightSignature? How do you use the Collect Payments feature?

MA: There’s a lot of paperwork here at school. Everything from an accident form to sunscreen authorizations to handwritten notes in students’ cubbies—there’s a lot of paper circulating all the time. We wanted to try to reduce that and become more efficient with our staff. We initially started using RightSignature’s Online Forms to replace some of these, and we offer many forms online for our families.

The first form we set up was a signup form for our “Kids’ Night Out”, an event we hold once a month that lets our parents drop their children off with us for the evening, go out, and enjoy themselves knowing their children are safe, learning, and having fun. It was a huge success and a very easy way to get started. We’ve been doing more and more paperwork with RightSignature.


A really powerful one we’ve just implemented was our Waiting List Agreement. We signed up for the Collect Payments feature to be able to overhaul this document, which was a nightmare before. As I said, we have 250 families on our waiting list, and each one would complete the waiting list form and pay our fee in a different way. One family would hand in a paper form with a check attached, another would write down a credit card number, and we had to file the paperwork and process payments in 2 or 3 different sources, then reconcile everything in our records once the payment cleared.

RightSignature and Collect Payments simplifies everything into one form, and the payment processing is done for us in real time. It’s simple and helpful for parents, because they get confirmation that they’ve been added to the waiting list as soon as it happens.

You mentioned that technology is very important to Turtle Rock Preschool. What other online software tools do you use?

MA: We use Mailchimp for mass emails, and a specialized software called BumbleBee that manages enrollment for us. We also use BambooHR for human resources, Office365 for email, and for our summer camp program, we use an online service called CampBrain.

We’ve installed the RightSignature integrations with BambooHR and Mailchimp, but we haven’t implemented them yet. They look cool, though—it’s definitely next on our list.

RightSignature + Egnyte Integration: Evolved Online Storage and Enterprise-Ready E-Signatures

By: Steve Stormoen / Thursday, August 7, 2014

Egnyte is the enterprise-level file storage solution that uses the best of both worlds – combining the latest in cloud storage technology with robust file sharing software on your local servers – to offer the most reliable access to your company’s important files at the fastest speeds possible. Egnyte is the powerful option for data backup, file sharing, and team collaboration for companies across multiple physical locations. And now, with the new RightSignature + Egnyte integration, you can easily get your documents signed online with quick, enterprise-ready electronic signatures.

With the RightSignature + Egnyte add-on, you can access your documents stored with Egnyte from directly within RightSignature, saving you the step of downloading and uploading your documents. Store and send your Sales Contracts, Non-Disclosure Agreements, and HR paperwork, and get them signed in minutes. Then, once the document is signed, RightSignature will return the final signed copy to your Egnyte storage. Here’s how to get started:
  1. One-time Installation: Login to RightSignature and go to Account > Integrations, then click on the Egnyte Integration page. Follow the directions on the screen to link your RightSignature account to your Egnyte account.
  2. Send Your Egnyte Documents for Signature: In RightSignature, click Send a Document. You’ll notice a new Egnyte button in the “Choose a Document” section. Click it to browse your Egnyte account—then, choose your document. Your file is automatically pulled from Egnyte directly into RightSignature and ready to set up and send.
  3. Signed Documents Save in Egnyte Automatically: As soon as a document sent using the Egnyte button is signed, RightSignature will automatically save a copy of the signed and completed PDF in your Egnyte account.
Bart Giordano, VP of Business Development at Egnyte, says:
RightSignature is the easiest, fastest way to get documents signed online, and a powerful, enterprise-level e-signature solution. Egnyte users are businesses and professionals who need simple, secure document signing, and RightSignature is a perfect integration partner to fill that need."

Credit Card Authorization Form Template: Approving Charges using Online Signatures

By: Steve Stormoen / Wednesday, August 6, 2014

This post was updated on 8/6/2014 to reflect the launch of RightSignature’s new Collect Payments feature.

Nearly all internet transactions take place using a credit card, but these transactions carry a degree of risk—the possibilities of credit card fraud and chargebacks threaten your business. To eliminate these risks, many businesses choose to safeguard credit card transactions with a document signed by cardholders giving permission to charge their cards. This document is known as a credit card authorization form.

What is a credit card authorization form? Read on to learn how to craft your own form—with a free credit card authorization form template for your use—and how to get your credit card auth forms signed quickly and easily online using RightSignature.

What is a credit card authorization form?

Credit Card Authorization Form. Click for full template.
Credit Card Authorization Form. Click for full template.
A credit card authorization form is a document, signed by a cardholder, giving a merchant or other entity permission to charge a specified amount to that card. A recurring credit card authorization form gives permission to charge a card monthly or on some other regular schedule. This signed document helps protect your business against chargebacks, in case the cardholder attempts to report a fraudulent or unauthorized transaction and have the charge reversed.

A credit card authorization form must include the following 4 sections:
  • Cardholder information, including full name.
  • Credit Card Information—but be careful. Depending on the technology you use, it may not be safe to collect your client’s full credit card number, expiration date, or CCV number on the authorization form. See below for more details.
  • Your business name, or the name of the entity that will be charging the card.
  • The cardholder’s signature.
Traditionally, the cardholder signs their name with a pen and paper—think of the receipt you sign each time you pay with your card at a restaurant. However, for transactions taking place over the internet, paper signatures are impractical: when payment can take place online with the click of a button, requiring a customer to print, sign, and return a paper auth form is a dealbreaker. Thankfully, an alternative exists: RightSignature digital signature software.

How to get your credit card authorization forms signed online

A credit card authorization form does not charge the specified credit card or process the payment—it simply proves the cardholder’s approval of that charge. With the Collect Payments feature, RightSignature is the fastest, most secure way to obtain the cardholder’s signature online and establish this proof.

RightSignature lets your clients fill out and sign your documents on any web browser or mobile device, instantly and securely. RightSignature does not process the credit card—it is designed to enable your customers to fill out and sign your cc authorization form online.

However, RightSignature's Collect Payments adds to this functionality by letting you add a special field for collecting your customer’s credit card information, which is sent directly to the online payment service Stripe. This feature allows for full PCI compliance on all your online signature documents and lets your customers sign a credit card authorization form and provide their credit card information for secure payment processing at the same time.

If you choose not to use Collect Payments, you can still use RightSignature to get your credit card authorization forms signed. If so, include a text field to collect only the last 4 digits of the credit card number. It is not necessary for the cardholder to include their full credit card number on the authorization form: to comply with PCI credit card security regulations, cardholders should enter their full credit card number only into a shopping cart, e-commerce, or merchant processing software system like Stripe. Collect Payments accomplishes this by adding a Stripe payment processing field directly onto your RightSignature documents.

This credit card authorization form template, created with RightSignature, turns your credit card authorization into a fillable, signable document online. Sign up for a free trial of RightSignature digital signature software, then ask our friendly support staff to enable Collect Payments on your account. Then, you can collect simple, efficient e-signatures on your credit card authorizations and other important documents. Here’s how it works:

First, choose your document. Create your own cc authorization form and upload it to RightSignature, or use the free credit card authorization form template provided here.
Next, choose your document signer. Input the cardholder’s name and email address, place the text fields and signature boxes your signer needs to complete, and click Send.
The cardholder then receives an email with a link to fill out and sign the credit card authorization form online, using any computer or mobile device. RightSignature electronic signature software guides them through the document automatically, so it’s filled out correctly on the first try, every time.
Collect Payments gathers your signer’s credit card information. As soon as your signer completes and submits your document, your signer’s credit card information is securely transmitted to Stripe, and a signed, completed version of your document is returned to you with a full document history and audit log.

Save more time with RightSignature

If your business requires a higher volume of cc authorization forms signed, you can setup your document as a RightSignature Reusable Template for faster sending, or a RightSignature Online Form to embed in your website.

With RightSignature handling credit card authorizations, you can combine the speed and flexibility of e-commerce with the security of a legally binding handwritten signature. Sign up today for a free trial, and see how RightSignature can help your business reduce chargebacks and retain revenue.

Disclaimer: This was not written by an attorney and does not constitute legal advice. If you have any questions about the legality of your credit card authorization form, please consult your attorney.

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