Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This help article will assist you with customizing the details that appear on your contract.

  • Click Setup

  • Click Personalize

  • Click Contracts 

...

  • Member Information: This area contains specific details about the

...

  • Customer on the contract and

...

  • the

...

  • Member the contract is purchased for.

  • Membership Information: This area contains specific details about the actual membership terms

...

  • Payment Information: This area contains details on payment, such as the number of payments, payment frequency, etc.

  • POS Confirmation Required (Contract Signature Options): Choose the type of confirmation at the point of sale, between None if no confirmation is required, Finger Signature if you will be having members sign on screen using a mouse, finger or electronic pencil on a tablet or Digital Confirmation where the client customer can just simply type their name as acceptance. Note: Signature option is no longer used as we do not link with a signature pad.

  • Online Store Confirmation: Choose between No Confirmation, Finger Signature or Digital Confirmation  Set as Finger Signature for online purchase.  

...

  • Cancellation Terms: This area contains details on the contract's cancellation terms.

  • POS Confirmation Required (Contract Signature Options): Choose the type of confirmation at the point of sale, between None if no confirmation is required, Finger Signature if you will be having members sign on screen using a mouse, finger or electronic pencil on a tablet or Digital Confirmation where the client can just simply type their name as acceptance. Note: Signature option is no longer used as we do not link with a signature pad.

  • Online Store Confirmation:  Set as Finger Signature for online purchase.  

...

  • Legal Terms & Conditions: This area contains details of the contract's legal terms and conditions.

  • POS Confirmation Required (Contract Signature Options)Choose the type of confirmation at the point of sale, between None if no confirmation is required, Finger Signature if you will be having members sign on screen using a signature pad or Digital Confirmation where a mouse, finger or electronic pencil on a tablet or Digital Confirmation where the client can just simply type their name as acceptance. Note: Signature option is no longer used as we do not link with a signature pad.

  • Club Authorization Required: Choose between No Confirmation, or Digital Confirmation

  • Online Store Confirmation: Choose between No Confirmation or Digital Confirmation  Set as Finger Signature for online purchase.  

...

  • Click Save