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Changes for page Enter A Contract

Last modified by Isaac Mejia on 2026/03/19 17:47
From version 27.2
edited by David Stadnyk
on 2026/03/17 17:19
Change comment: There is no comment for this version
To version 25.1
edited by David Stadnyk
on 2026/03/17 17:15
Change comment: Uploaded new attachment "1773767751613-414.png", version {1}

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19 19  
20 20  **Option 1: Sales>New Contract**
21 21  
22 -[[image:1773767751613-414.png]]
22 +[[image:kb-1487601665-2588311553-1.png]]
23 23  **Option 2: Members>Member Profile**
24 24  
25 25  Go to the Member Profile for the Purchased for Member. If the member has not been entered yet, go to Members>Add Member and add their profile information and click OK. Click New Contract to enter a contract for that member.
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26 26  
27 27  [[image:1773767508677-618.png]]
28 28  
29 -If starting from **Sales>New Contract**, you will need to add the **Purchased By**. Type the name of the Purchased By member in the field to search (available options will appear in a drop down menu once you begin typing). If starting from the Member profile, the Purchased By name will be automatically entered. Choose the staff member who sold the contract, and the Contract item from the drop down and click **Create Contract.**
29 +If starting from **Sales>New Contract**, you will need to add the **Purchased By**. Type the name of the Purchased By member in the field to search. If starting from the Member profile, the Purchased By name will be automatically entered. Choose the staff member who sold the contract, and the Contract item from the drop down and click **Create Contract.**
30 30  
31 -[[image:1773767822626-448.png]]
31 +[[image:kb-1487601665-1484357694-1.png]]
32 32  **Add Member(s): ** If the contract is for another Member, type the name in the **Member Purchased For** field. The system will automatically search for any matches. Click the name of the match, or if there are no matches click Add New Member in the drop down. You will see the **Add New Member** window. Fill in the required fields and click **Add**. To add multiple members to this contract, click the **+** sign. You can add up to 5 members on one contract. See this article on **Tiered Pricing** to setup pricing for multiple members:
33 33  
34 34  [[Setting Up Tiered Pricing for Family Contracts>>Setting-Up-Tiered-Pricing-for-Family-Contracts_2129231873.html]]
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