This guide will demonstrate how to use Documents to create waivers for memberships. You can create multiple waivers on EZFacility and link them to specific membership plans, capture member acceptance on self-service and review the waiver in the member profile.
***One Document per Membership.
Creating a Document
Select Administration, Documents then Document Templates.
Select Create a new document template and click on Select Action
Use the Document Templates area to create your Document/Waiver.
1 - Ensure the drop down shows as Client Document (GDPR Countries will show another option)
2 - Add a Template Name.
3- Add a Description for the Document/Waiver
4 - Type in the text or use the Paste Plain Text to paste in your pre-written text in the Template Body
5 - Select Preview to view how your document will show
6 - Press Save.
In the Document Templates area you will be able to edit or delete an already created document/waiver
Adding a Document to a Membership Plan
To add a Document to a Membership, Select Administration, Memberships then Plans
Select the membership plan to edit by clicking on the pencil icon.
On the Plan Details Tab, go to Default Documents and select a document from the drop-down list.
Once you have selected your document/waiver select next
Before you Save & Close you can edit the plan so it can Sell Online in the Billing Tab
***A document can also be added to a membership when the membership is initially created.
The Client's View on Self-Service - Accepting the Waiver
First the Client will need to click either the cart icon or the Buy button.
Once in the cart, The Client will have to accept the Document to complete the membership purchase.
The member can accept the waiver, complete the transaction, and the newly signed waiver will be visible in the client's Document tab in their client profile. This documents tab can be found by Selecting Clients, Search for the client's name, select the client's name, select Documents in their client profile.