Creating and Managing Contracts

When a client purchases a package or a membership, you can require the client to sign a contract. An example would be a 12 month month contract for a membership that bills monthly. The client cannot cancel the monthly billing prior to the 12 month contract period ending.

Tip 1: Credit card companies are increasingly siding with customers when it comes to disputing charges. Contracts help you fight and win disputes. These are only enforceable if your client makes the purchase, if you purchase on behalf of the client, then a wet signature is required.

Tip 2: Create an automation that sends a copy of the contract to a client.

📄 How to Manage Contract Signature Requirements in Subscriptions

A new feature allows you to easily check the signature status of a contract for any user. If the contract hasn't been signed, you can manually send it to the user for completion. This is especially useful in cases where a staff member processes a membership purchase through the Dashboard and client contract acceptance is required. Even if the purchase is completed, the contract can be sent to the client afterward. Additionally, when creating a new subscription or membership, you have the option to require explicit client acceptance. This guide will walk you through how to enable and manage contract signatures within your subscription workflow.

🔧 Setting Contract Acceptance Requirements

1. Under Products & Services > Subscriptions & Packages > Click on the yellow + button to create a new package (at the top of the screen)
2. Once all package details have been entered, scroll down to the contract section
3. Create a new contract or use an existing one
4. In the contract settings, use the "Contract needs explicit acceptance from client" so that:
   1. If enabled, the contract must be signed by the client before being purchased.
5. Use the button "+ Add an Agreement" so that:
   1. If multiple agreements are included in the contract, that means the client will need to acknowledge different sections. Each item can have its own terms/content.
6. If the client fails to accept the contract, they will be unable to use the package for class bookings.
7. If disabled, the contract doesn't require a signature on a contract, but it's an automatic acceptance.

🔧 Setting Multiple Acceptance items to a Contract

During the contract creation process, you can add specific sections for clients to accept and review individually.

When you click on "+ Add an Agreement," a new section will appear.

Each new section will require the client's acceptance so the contract is fully signed.

✉️ Manually Sending a Contract for Signature

If the "Contract needs explicit acceptance from client" toggle is checked but the acceptance checkbox was not marked upon checkout, you can manually send a contract to the client for signing:

1. From the client's profile, find the active membership. Click on the 3 dot menu on the right side of the package line and click on ‘View Contract’.

1. Review Contract Status
   You’ll see:

   • Whether the contract has been signed.

   • If it’s set to auto-renew.

   • Whether the client has accepted it.
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2. Send Signature Request
   If the contract hasn’t been signed:
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   • A yellow ‘send to member to sign’ button will appear at the top right corner.
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   • Click this button to send the contract to the member.

📬 Sending a Contract to Sign via Client’s Profile

You can also send a contract for signature directly from the client's profile through the Packages section:

1. Pull the client’s profile
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2. Scroll to the Packages Section.
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3. Send the Contract for Signature by:
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   • Click on the three dots next to the package.
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   • Select “Send contract to Member to sign.”
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   • A confirmation screen will appear. Click Send to email the contract to the user

📧 What the Client Sees

The client will receive an email notification with a link to sign the contract.

If the client is purchasing the package from their app, they will see the following prompts to accept, only after they have accepted all items can the contract be signed. :

Once signed:

• The contract status in the system will automatically update to “Signed.”
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• The “Send to member to sign” button will disappear, confirming completion.