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:

   • If enabled, the contract must be signed by the client before being purchased.

     1. If the client fails to accept the contract, they will be unable to use the package for class bookings.

   • If disabled, the contract doesn't require a signature on a contract but it's an automatic acceptance.

   

✉️ 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 be able to see:

   • Whether the contract has been signed.
   • If it is set to auto-renew.

   • Whether the client has accepted it.

     Send Signature Request

     If the contract hasn’t been signed:

   • A yellow “Send to member to sign” button will appear in the top right corner.
   • 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. Open the client’s profile.

2. Scroll to the Packages section.

   Send the contract for signature by:

   • Clicking the three dots next to the package.
   • Select “Send contract to member to sign.”
   • 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.

Once signed:

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