OtterSign

OtterSign connects directly to MindBody with no manual data entry required. Every signed document is automatically linked to the corresponding client record in real time — names, emails, phone numbers, and addresses sync bidirectionally so your MindBody profiles stay complete and current without any staff intervention.

Send signing requests, reminders, and follow-ups via text — not just email. OtterSign's SMS automation suite lets you reach clients on their phones before appointments, reducing no-shows and unsigned documents. Opt-in happens at signing, keeping your messaging compliant from day one.

Collect signatures from more than one party on a single document. For Texas massage therapy practices, this means capturing the client signature and the therapist countersignature on the same consultation document — satisfying the dual-signature requirement under 16 TAC §117.91 with a full audit trail on every record.

Build exactly the document your business needs. OtterSign's drag-and-drop form builder supports custom fields, conditional logic, multi-page documents, health history intake, consent language, and branded templates — all without touching a line of code. Every form is mobile-optimized and ready to send the moment it's built.

Running multiple locations? OtterSign's enterprise dashboard gives you centralized visibility and control across every location in your portfolio. Standardize documents across your network, allow location-level customization where needed, manage billing under a single account, and pull real-time compliance reports across your entire operation — all from one screen.

Unused document credits from the current month roll over automatically to the next. Your plan investment never goes to waste, saving businesses between $120 and $700 annually depending on volume.

Every document signed through OtterSign is stored with a complete audit trail — timestamps, IP addresses, and signature sequence — encrypted at rest and in transit. HIPAA-aligned security practices and SOC 2 certification in progress means your client data is treated with the rigor it deserves.

Every time a client disputes a charge, the first thing your payment processor asks for is documentation proving the client agreed to the service. OtterSign gives you exactly that — a timestamped, signed document tied to the specific session, synced to MindBody, and retrievable in seconds. Businesses using OtterSign report significantly higher chargeback win rates because the evidence is airtight and instantly producible. No scrambling through paper files. No he-said-she-said. Just a signed document with a full audit trail that ends the dispute before it starts.