Creating Membership Agreements

You can require clients to sign a membership agreement before they can start a new membership in person and online. Signed agreements can help protect your business and set clear expectations for clients.

• Create an agreement for each of your membership plans.

• View a client’s signed agreement in their membership details.

• Automatically send clients a copy of their signed agreement.

To view membership agreement examples and templates, visit our blog.

To create and modify membership plans, you must be an Admin user, or you must have the Can manage membership plans permission enabled in Staff Member settings.

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Creating membership agreements

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To create a membership agreement, open the Memberships app and select Manage plans.

Create a new membership plan, or select an existing plan. Select the Agreement tab and select Edit.

Enable the Require membership agreement toggle and enter the agreement for this membership plan.

When creating your agreement, things to keep in mind include:

• If you make changes to the agreement later, agreements that have already been signed will not be affected.

• The current membership price and billing frequency will be automatically included in the agreement. If you change your membership price or billing frequency, agreements that have already been signed will not be affected.

• If you switch a client’s membership to the current version of the plan, or if you change the price/discount on a client’s membership, the client’s signed agreement will not be affected.

When you’re done creating your membership agreement, select Save. Clients will now be required to sign the agreement before they can start a new membership in person and online.

Learn more about signing membership agreements, including how you can bypass membership agreements if needed.