Generating Membership Agreements In-Store

You can create and collect signatures for membership agreements as part of an in-store membership purchase. Agreements can be presented to clients through the client profile, POS, or directly on Ingenico terminals, making it easy to capture signatures at checkout.

Things to know:

• Learn more about signing agreements via the Ingenico terminal here.
• Membership agreements 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.
• If the company setting “Prompt for membership agreement signature when selling memberships in POS” is enabled, staff will see a reminder to collect a signature during the membership purchase.
• This is a reminder only and can be skipped if needed
• The prompt appears after a client is added to the ticket
• Agreement terms and conditions are displayed on the Ingenico terminal only if the “Display Waiver on Terminal Screen Before Requesting Client Signature” setting is enabled under Business Setup > Settings.

Contents

• Generating Membership Agreements via Client Profile
• Enable Prompt for Membership Agreement Signature in POS
• Generating Membership Agreements via POS

Generating Membership Agreements via Client Profile

1. Go to the Clients tab and open the desired client profile
2. In the Memberships section, click "Add Membership"
3. Select the location and the specific membership
4. When the Waiver field appears, select the appropriate agreement from the dropdown menu                                                                                                                                                     
5. Have the client review and sign the membership agreement displayed on the screen
6. Click Save to attach the signed waiver to the membership record
7. The signed waiver will be attached to the membership
8. Click "Take Payment" to proceed to the checkout screen and complete the transaction

Enable Prompt for Membership Agreement Signature in POS

1. Navigate to Business Setup > Settings
2. Scroll down to the POS section
3. Locate the setting labeled "Prompt for membership agreement signature when selling memberships in POS"
4. Toggle the setting to Yes
5. Click Save at the bottom of the page to apply your changes

Generating Membership Agreements via POS

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

1. Navigate to POS > New Ticket
2. Add a client, then add the membership to the ticket
3. If the ""Prompt for membership agreement signature when selling memberships in POS" setting is enabled, a Send Agreement prompt will appear. Select the appropriate waiver from the dropdown (if only one is available, it will be preselected).  Note: If the prompt setting is disabled, you can still manually select a waiver using the Add Waiver field.
4.  Choose the preferred method for signing:
   
   • Click "Sign here" to open the agreement on your current device for the client to sign via mouse or tablet.     
   • Sign via Payment Terminal: If using a Global Payments account with an Ingenico terminal, click "Request Signature" to display the agreement directly on the terminal.  Learn more about signing agreements via the Ingenico terminal here.  
   • Send Remotely: Click Send to deliver the agreement via:
     • Email: Redirects to a New Campaign page to email the form
     • Communicator: Generates a link within the MyTime Communicator app.
     • Shareable Link: Copies the link to your clipboard to be pasted elsewhere.  
5. If the “Prompt for membership agreement signature when selling memberships in POS” 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.
   
6. Click Save to finalize the document. The signed waiver will be automatically attached to both the ticket and the client profile.
7. Click Take Payment to complete the checkout process

For more information, contact us at support@mytime.com or (385) 233-6964.     

Related Articles:

Creating Waivers and Intake Forms

Completing Waivers and Intake Forms Online

Creating Waivers

Managing Waiver Expiration

Deleting & Archiving Waivers

Sign Waivers via Ingenico Terminal