This guide will show you how to view or edit a membership agreement once it has been created.
Select a Client
1. Search for your client.
2. Click on the first or last name of the client.
How to view the Membership Agreement
Click on the View button to view agreement or signature.
Click on Edit button to edit agreement or signature.
The appearance of this notification will vary depending on the browser you are using. If pop-up blocker settings are turned on you must click Allow to open the Agreement.
Signing or Printing the Agreement
1. Use the Select a Format drop-down menu to export the agreement as a file (eg. Word or PDF).
2. Use the Printer icon to print the agreement (Internet Explorer only. If you are using a different browser, please use the Export option see in step 1 to print)
3. If a digital signature pad is connected to the PC, the client may sign the form directly. If a digital signature pad is not connected to the PC, a toggle box will appear to indicate whether the client has signed their waiver.