Elevate Your Business with airSlate SignNow's Cms Contact Management System in Legal Agreements

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in this video we're going to demonstrate the agreements portion of the software this is available in the club management and studio management versions of the software the term agreements is a term that we use that's generic it can also be used as contracts or memberships we'll begin with the settings and tools section where you have the agreement wording and the agreements themselves in the agreement wording section here you can create multiple different contract wordings or agreement wordings or membership wordings that you want to use within your facility here we have a membership agreement as well as a personal training agreement a pre-authorized payment agreement and then a semi-monthly membership agreement which would be worded slightly different from the basic membership agreement these are just samples that we've created but you can create your own or even just copy and paste your existing contract that you use to show you how it's done we'll click edit on the membership agreement here we have the membership agreement that we've created as a sample in the box we've created the actual wording itself whether you create it from scratch or copy and paste it from another source once you have the basic text in you can then use the agreement fields buttons on the left to create fields within the contract what this will do is when you then merge this agreement or contract with a client it will import the field information into the agreement so for example here it would fill in the client's first name middle name and last name as well as their contact information any any other information that you've chosen further down we can see this other information such as the annual fee cancellation fees a card fee payment start dates all which are specific to the agreement itself which we'll show you in a second you only have to create the wording once and then you can use it for multiple different agreements so now if we click on the agreements component we can see the various types of agreements or memberships or contracts we've created in the system so as an example here's a two-year bi-weekly membership if we click edit we can see how we've created that we have the name you can give it a description if you'd like you choose whether this agreement is auto renewing or not meaning that once the term is up does it continue on on a month-to-month basis in this case yes it does you can also choose to add packages into these agreements a one-time package can be added meaning that even though they're paying bi-weekly that package will be added the entire package the first time they make a payment and one time only or you can have an each payment package this would be for example if with their bi-weekly membership you want to give them one personal training session you can add a package of one pt session and then every time they make a successful payment the system will add one personal training session to their profile these packages of course are optional now you choose the payment type in this case we've chosen bi-weekly you can choose single monthly weekly bi-weekly quarterly annually or paid in full then you choose the duration or the term of the agreement anything from one day up to five years you can then set what the agreement dues are by default as well as any admin fee and card fees you may charge and if you charge an annual fee or an enhancement fee that can be entered here as well as the override which would mean if you set this date anybody getting this agreement type will default to paying the annual fee on that specific date otherwise if it's left bank they'll pay the annual fee on the anniversary date of when they signed up you can then choose what taxes are being charged with this agreement and then here's where you insert the agreement wording itself so in this case we're going to be using the membership agreement wording for this particular agreement now down the bottom you can choose if you're adding any unlimited sessions so again for example if with this particular agreement you were including unlimited bootcamp classes you could simply click that and then the client would have access to unlimited classes as long as they're paying for their membership that's how you can create agreements in the software once that's done on the back end it's very simple to add an agreement to a client's profile so client comes in and you add their basic contact information into the system you just go to your client management page click on the shut cuts click on agreements and now you can just simply choose which agreement you're adding so in this case we'll add the two-year bi-weekly membership you choose the start date for the agreement and then let's say their first payment date will be march 15th and now you're going to add that new client agreement this will now merge the agreement and the client's information and the agreement information so here we have the two-year bi-weekly membership that's auto renewing it's for 24 months bi-weekly the defaults are set for the fees that you've set up you can now edit these one time prior to creating the actual contract if you charge a prorate you simply click calculate prorate and the system will calculate out what they owe for prorate if you were having a special where you're waiving their admin fee you would simply change that to zero you can add notes there's options for freezes and credits on the agreements as well you can add payment methods right from this screen as well so you can add their credit card or by check once agreement's set up you simply add the text and this will import the agreement wording and merge it with all the information from the client and the agreement itself so as we scroll down in the wording we can see that all the various fees and start dates have been inserted into the contract and now you have the choice of if you want to be completely paper free you can insert a signature field and have the client sign on a digital signature pad which will then insert their signature and store everything digitally alternately you can preview and then print the agreement and have them sign it and keep a hard copy on hand this is how the agreements components of the software works