Wiki source code of Contract Details
Last modified by Isaac Mejia on 2026/02/05 17:08
Hide last authors
| author | version | line-number | content |
|---|---|---|---|
 |
1.1 | 1 | {{include reference="KBArticleHeader.WebHome"/}} |
| 2 | |||
| 3 | = Contract Details = | ||
| 4 | |||
| 5 | [data-colorid=r98609yqny]{color:#ff5630} html[data-color-mode=dark] [data-colorid=r98609yqny]{color:#cf2600}[data-colorid=rvcb94dadt]{color:#ff5630} html[data-color-mode=dark] [data-colorid=rvcb94dadt]{color:#cf2600}[data-colorid=fary7uwhgl]{color:#ff5630} html[data-color-mode=dark] [data-colorid=fary7uwhgl]{color:#cf2600}[data-colorid=s5bh371fqx]{color:#ff5630} html[data-color-mode=dark] [data-colorid=s5bh371fqx]{color:#cf2600}[data-colorid=tmfmhielte]{color:#ff5630} html[data-color-mode=dark] [data-colorid=tmfmhielte]{color:#cf2600}[data-colorid=oqfcmlzdw4]{color:#ff5630} html[data-color-mode=dark] [data-colorid=oqfcmlzdw4]{color:#cf2600}[data-colorid=zme1ef99nc]{color:#ff5630} html[data-color-mode=dark] [data-colorid=zme1ef99nc]{color:#cf2600}[data-colorid=vjvjmwr1f0]{color:#ff5630} html[data-color-mode=dark] [data-colorid=vjvjmwr1f0]{color:#cf2600}[data-colorid=hzz085zb6n]{color:#ff5630} html[data-color-mode=dark] [data-colorid=hzz085zb6n]{color:#cf2600}[data-colorid=wh9xdmtzt1]{color:#ff5630} html[data-color-mode=dark] [data-colorid=wh9xdmtzt1]{color:#cf2600}[data-colorid=vlbq05e01c]{color:#ff5630} html[data-color-mode=dark] [data-colorid=vlbq05e01c]{color:#cf2600}This help article will assist you with customizing the details that appear on your contract. | ||
| 6 | |||
| 7 | Click **Setup** | ||
| 8 | |||
| 9 | * Click **Personalize** | ||
| 10 | |||
| 11 | * Click **Contracts** | ||
| 12 | |||
| |
9.1 | 13 | [[image:kb-1487503941-2089385989-1.png]] |
| |
1.1 | 14 | **Default Terms Contract Options** |
| 15 | |||
| 16 | This wording is used for any “in house” contracts not billed through Member Solutions billing services. | ||
| 17 | |||
| 18 | * **Member Information**: This area contains specific details about the Customer on the contract and the Member the contract is purchased for. | ||
| 19 | |||
| 20 | * **Membership Information: **This area contains specific details about the actual membership terms | ||
| 21 | |||
| |
9.1 | 22 | [[image:kb-1487503941-2089811975-1.png]] |
| |
1.1 | 23 | |
| 24 | * **Payment Information**: This area contains details on payment, such as the number of payments, payment frequency, etc. | ||
| 25 | |||
| 26 | * **POS Confirmation Required (Contract Signature Options): **Choose the type of confirmation at the point of sale, between **None **if no confirmation is required, **Finger Signature** if you will be having members sign on screen using a mouse, finger or electronic pencil on a tablet or **Digital Confirmation** where the customer can just simply type their name as acceptance. //Note: **Signature **option is no longer used as we do not link with a signature pad.// | ||
| 27 | |||
| 28 | * **Online Store Confirmation:** Set as **Finger Signature** for online purchase. | ||
| 29 | |||
| |
9.1 | 30 | [[image:kb-1487503941-2089680899-1.png]] |
| |
1.1 | 31 | |
| 32 | * **Cancellation Terms**: This area contains details on the contract's cancellation terms. | ||
| 33 | |||
| 34 | * **POS Confirmation Required (Contract Signature Options): **Choose the type of confirmation at the point of sale, between **None **if no confirmation is required, **Finger Signature** if you will be having members sign on screen using a mouse, finger or electronic pencil on a tablet or **Digital Confirmation** where the client can just simply type their name as acceptance. //Note: **Signature **option is no longer used as we do not link with a signature pad.// | ||
| 35 | |||
| 36 | * **Online Store Confirmation: ** Set as **Finger Signature** for online purchase. | ||
| 37 | |||
| |
9.1 | 38 | [[image:kb-1487503941-2089943041-1.png]] |
| |
1.1 | 39 | |
| 40 | * **Legal Terms & Conditions: **This area contains details of the contract's legal terms and conditions. | ||
| 41 | |||
| 42 | * **POS Confirmation Required (Contract Signature Options): **Choose the type of confirmation at the point of sale, between **None **if no confirmation is required, **Finger Signature** if you will be having members sign on screen using a mouse, finger or electronic pencil on a tablet or **Digital Confirmation **where the client can just simply type their name as acceptance. //Note: **Signature **option is no longer used as we do not link with a signature pad. // | ||
| 43 | |||
| 44 | * **Club Authorization Required**: Choose between **No Confirmation, or Digital Confirmation** | ||
| 45 | |||
| 46 | * **Online Store Confirmation:** Set as **Finger Signature** for online purchase. | ||
| 47 | |||
| |
9.1 | 48 | [[image:kb-1487503941-2089943049-1.png]] |
| |
1.1 | 49 | |
| 50 | * Click** Save** | ||
| 51 | |||
| 52 | **MSI Terms Contract Options:** | ||
| 53 | |||
| 54 | This wording is used for any contracts that are billed through Member Solutions billing services. The option to choose Default or MSI is set in the contract setup under Setup>Inventory>Packages. See above for details about each section. //**Note: The signature settings in the top settings are used for both Default Terms and MSI Terms.**// | ||
| 55 | |||
| |
9.1 | 56 | [[image:kb-1487503941-2089975811-1.png]] |
| |
1.1 | 57 | |
| 58 | {{include reference="KBSupportCTA.WebHome"/}} |