Creating a Membership Contract Agreement in EZFacility Classic

Facilities may create Membership Agreements to inform clients about the terms and conditions of their membership contracts.  Contract fees, start and end dates, terms and conditions, auto-pay details and other policy information are included in the contract agreement details. These Agreements allow customers to agree to and sign the contract, either in paper form or electronically, via a digital signature pad. (See How to Set up a Membership Agreement).


Click on the Clients link

Select a Client

Select a Client

1. Search for your client.

2. Click on the first or last name of the client.


Click on the Membership tab

How to view the Membership Agreement

The basic details of the client's membership contract will be listed.  Select Create under the Agreement column.

New Window

New Window


A New window will open for Client's Agreement.

If pop up blocker settings are turned on you must click Allow to open the Agreement. The appearance of this notification will vary depending on the browser you are using.

Signing or Printing 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.

Was this article helpful?
1 out of 1 found this helpful



Please sign in to leave a comment.