Agreements clients sign

Somebody is buying a six-month membership. Before their card is charged you want them to have read what they're signing up for — that the fee recurs, that unused visits don't roll over, that cancelling takes thirty days. An agreement is where that text lives, and attaching it to a plan is what makes the product ask for it.

Writing one

Settings → Agreements → New agreement. Three things to decide.

Editing the wording later saves a new version. Signatures already given stay attached to the version that was actually signed — nobody is retroactively agreeing to words that weren't on screen when they signed.

Attaching it to a plan

This is the step that makes an agreement do anything. An agreement nobody has attached is a document sitting in a drawer.

It's on the plan, not on the agreement: open New plan for a membership or a package and set the Agreement field before you create it. From then on every purchase of that plan asks for the signature first — at your own till, on the client's portal, and through online checkout.

Archiving, and what it doesn't do

Archive takes an agreement out of the list offered to new plans. It does not touch plans already pointing at it — those keep asking buyers to sign, exactly as before.

That asymmetry is deliberate and worth understanding, because the alternative is worse: archiving a document should not quietly delete a legal step from a plan you're still selling. If you want a plan to stop asking for a signature, replace the plan.

Signing, at the desk and online

Whichever way the plan is bought, the text appears before the sale completes and the client signs by ticking I have read and agree and typing their full name.

At your own desk that's part of Start membership and Register package — the button stays greyed out until it's done, which is deliberate: a plan with an agreement is a plan you have decided not to sell without one. Online it's a step in checkout, before the card.

What gets stored is the typed name, the version, the date, and a word-for-word copy of the text as it was shown. That copy is what makes it worth anything six months later, when the question is not "did they agree" but "what exactly did they agree to".

Reading one back

Open the client, then the Agreements tab. Everything they have ever signed is listed newest first: what it was, which version, who signed and when, and which membership or package it was for.

View opens the whole thing — the exact wording as it stood on the day, the name they typed, and the date and time. That is the screen to be on when somebody says they were never told about the thirty days' notice.

Two names sit side by side there: Client on record is whose account it is, and Typed signature is what was actually written into the box. Usually they are the same. When they aren't — a parent signing for a teenager, a partner paying for someone's membership — the record says so in a line underneath, because that is exactly the detail nobody remembers a year later.