Contract Details
- Member Solutions (Unlicensed)
- Cathy Beckstead
This help article will assist you with customizing the details that appear on your contract.
Click Setup
Click Personalize
Click Contracts
Default Terms Contract Options
This wording is used for any “in house” contracts not billed through Member Solutions billing services.
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 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: 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 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: Set as Finger Signature for online purchase.
Click Save
MSI Terms Contract Options:
This wording is used for any contracts that are billed through Member Solutions billing services. The option to choose Default or MSI is set in the contract setup under Setup>Inventory>Packages. See above for details about each section. Note: The signature settings in the top settings are used for both Default Terms and MSI Terms.