How To Setup Your Waivers And Agreements

//How To Setup Your Waivers And Agreements
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How To Setup Your Waivers And Agreements

Membership Integrity System allows your members to electronically sign your agreements and/or waivers. Before you can start using this feature, you will need to add your club’s waivers in the system.

To add a new agreement/waiver:

  1. Go To Settings – Agreements Menu
  2. Click the + button to add a new agreement/waiver.
  3. Enter any name for the agreement/waiver.
  4. Select one of the agreement types.
    • Choosing Member will tell the software that the agreement is a universal agreement and whenever a new member is added, the system will automatically force the member to sign the agreement.
    • Choosing Membership Plan will tell the software that the agreement is a membership plan agreement and will allow you to assign the agreement to any membership plan that you add in the system so a member will be forced to sign the agreement if they join the specific membership plan.
  5. Add  the Instructions that will display next to the checkbox they click on when they sign the agreement. (Example: I have read, understand, and agree to the terms and conditions. I understand and agree that checking the box above constitutes my electronic signature and is intended to have the same force and effect as a manual signature.)
  6. Click the Save  button.
  7. As soon as you click the Save button, the agreement record will be saved and the agreement editor will open up with no content.
  8. To design your waiver, click the Pencil button and choose the Content Menu.
  9. This will open up the editor for you to start designing your waiver. You can even copy and paste from word documents.
  10. Click the Floppy Disk button to save your changes.

To edit an existing agreement/waiver do the following:

  1. Go To Settings – Agreements Menu
  2. Click the Edit link next to the agreement you want to edit.
  3. To edit the name, agreement type and or Instruction, click the Pencil button and choose the General Menu.
  4. To edit the agreement content, click the Pencil button and choose the Content Menu.

To delete an existing sales tax rate do the following:

  1. Go To Settings – Agreements Menu
  2. Click the Edit link next to the agreement you want to delete.
  3. Click the Pencil button and choose the General Menu.
  4. Click the Delete button.
  5. Confirm that you want to delete.
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