This guide will demonstrate how to create a membership agreements that will provide membership contract terms and conditions for your client.
Clients
Click on Clients.
Select a Client
Search for a current client or create a New Client.
Selecting Clients Membership tab
Click on Membership tab.
Creating a Membership Agreement
Select Create under the Agreement column.
**Trainer Tip: If the pop-up blocker settings are turned on then the membership agreement window will not appear.
Signing or Printing the Membership Agreement
Click on the Disk icon to export the agreement as a file (EX. Word or PDF). Click on the Printer icon to print the agreement.
If a digital signature pad is not connected to the PC a toggle box will appear to indicate whether the client has signed their agreement.
If a digital signature pad is connected to the PC a client may sign the form electronically.
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