In Part I, this guide will demonstrate how to link a membership agreement to a membership plan. In Part II, the guide will also show how to use Documents to create membership agreements and waivers.
** This function is specifically for Advanced Membership contracts.
Select Administration, then select Memberships and Plans.
Select Membership Plan to edit.
*** The Agreement/Waiver can also be added when creating a new Membership Plan.
Select the pencil to edit a plan.
Select Default Document
***See PART II below for instructions for creating documents
Choose the Document from the list. Please see below to create Documents.
Select Save & Close if updating a Membership Plan. Select Save & Next to complete set-up of a new Membership Plan.
How to create waivers and agreements that can be linked to membership plans.
Select Administration, then select Documents and Document Templates.
Select Create a new Document, then Select Action.
Create Document Template
Select Save. The new Document will now be available to link to a Membership Plan.