This guide will demonstrate how to use Documents to create waivers that can be linked to memberships. Using Documents allows you to target the waiver to a specific membership type and to track member acceptance.
You can create as many waivers as needed if you have various types of memberships.
Select the membership plan, then use the Default Document option to link the specific Document to the plan.
Waiver Acceptance - Methods of Acceptance
If the membership contract is sold in-house, there are four types of client acceptance:
Paper Copy - The client signs the paper copy, and the system prompts you to upload a signed copy of the document. There are several smart phone apps that allow capture of the document as a PDF.
Digital Copy - Client selects a check-box. Some facilities maintain paper copies of the signature.
Digital Signature - Requires a touch-screen computer or a Topaz Digital Signature Pen
Email Document - The waiver is emailed to the client who can accept it via their computer or smart phone. The waiver remains in pending status until it is returned.
***Trainer Tip - Use Document History to track pending waivers.
Viewing the Member's Completed Waiver
Look in the Document tab to view the completed waiver. The status shows that the waiver is signed. Click on the view link to see the Document. ***If the status shows pending, it is a waiver that was send via email, but has not yet been accepted by the client.
Waiver Acceptance - Memberships Sold Online
Clients who purchase memberships on Self-Service will need to accept the waiver to complete the transaction. The new member can opt to email the executed document once signed.
Once the waiver is complete, the IP Address of the contract holder is captured and appears in the document.
Waivers signed online will appear in the Document tab with a Status of Signed and Acceptance Type of Digital. The waiver can be emailed to the client, if requested.