Generating Membership Waivers In-Store

Modified on Fri, 16 Jan at 2:38 PM

Membership agreements can be generated and signed during in-store purchases through the client profile, POS, or Ingenico terminals. This article walks you through how to generate waivers and intake forms for memberships.

Things to know:

Membership waivers can be presented and signed:
- In-store via the client profile, POS, or Ingenico terminals
- Learn more about signing waivers via the Ingenico terminal here.
Membership waivers will only display in POS if a membership intake form has been created and one or more memberships have been selected/assigned to that form.
A waiver prompt will appear during membership purchase if the company setting “Prompt for membership waiver signature when purchasing a membership” is enabled. This prompt is a reminder only and can be bypassed if needed.
This prompt will only appear after a client is added to the ticket
Waiver terms and conditions are only displayed on the terminal when the "Display Waiver on Terminal Screen Before Requesting Client Signature" setting on Business Setup > Settings is enabled.

Contents:

Generating Membership Waivers via Client Profile
Enabling Mandatory Prompt for Membership Waivers
Generating Membership Waivers via POS

Generating Membership Waivers via Client Profile

Go to the Clients tab and open the desired client profile
In the Memberships section, click Add Membership
Select the Location and the Membership
The Waiver field will appear. Select the appropriate waiver from the dropdown
The membership agreement will display for the client to sign
After signing, click Save
The signed waiver will be attached to the membership
Click Take Payment to complete checkout

Enabling Mandatory Prompt for Membership Waivers

Navigate to Business Setup > Settings
Scroll to the POS sections
Locate the 'Prompt for membership waiver signature when purchasing a membership' setting
Toggle to 'Yes'
Save changes

Generating Membership Waivers via POS

Follow the steps below to generate and complete a membership waiver when processing a membership through the POS:

Navigate to POS > New Ticket
Add a client, then add the membership to the ticket
If the company setting “Prompt for membership waiver signature when purchasing a membership” is enabled, a Send Agreement prompt will appear whenever a waiver is associated with the membership being purchased.
Select the appropriate waiver from the dropdown. If only one waiver is available, it will be automatically preselected.
For locations without a configured payment terminal, staff can have clients sign the waiver in-store by clicking “Sign here.” The agreement will open directly on the device for immediate signing using a mouse or tablet.
For locations that do have a terminal assigned to their POS, the waiver will be presented directly on the POS screen. However, click 'Request Signature' to display the agreement on the Ingenico terminal (only available for accounts using Global Payment accounts)
Alternatively, click Send to deliver the agreement to the client via email, a shareable link, or SMS through MyTime Communicator
- Email: Redirects you to the New Campaign page, where you can email the waiver form to the client.
- Communicator: Generates a shareable link and opens it in the Communicator app for easy sending.
- Shareable Link: Copies the waiver link directly to your device’s clipboard so you can paste and share it anywhere.
If the “Prompt for membership waiver signature when purchasing a membership” setting is not enabled, the prompt will not appear but the 'Add Waiver' field will be displayed instead. Staff can use the dropdown to select a waiver manually, if needed.
The membership agreement will display for the client to review and sign
Save the signed waiver
The completed waiver will be attached to both the ticket and the client profile
Click Take Payment to complete checkout