This article is about: how to edit your online contract offers.
Quick guide to enhancing your online contract offers:
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Settings / Membership management / Membership contracts
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Click on the selected contract
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Further options: Activate contract signature for online memberships
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Edit additional text blocks and equip them with check boxes
Important: Which individual aspects should be added here and which documents or wording you should choose, you have to coordinate with your legal advisor. In this article, we show only a few exemplary configurations.
Where can I find the settings?
In the Settings / Membership management / Membership contracts section, you should optimize your contract document for the online process. To change configurations in a contract, select that contract.
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Digital signature of the contract: You can activate the contract signature for online memberships in the Further options section. This displays a digital signature field at the end of the online process and then applies the signature to the contract document. Similarly, a signature field is also displayed for the SEPA mandate.
What check box options can I create?
In the Additional text blocks widget, you can expand your contract document using the three-point menu for online conclusion:
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Check-Box for Contract Consent (Alternative to Digital Signature): add a text element with the general consent of the contract and check the Online membership signing. Additionally, you need to select Display check box in Display check boxes.
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Check-Box for T&C: Add a text element with a reference to your T&Cs incl. agreement. To do this, check the box Display in online membership signing and select either a PDF or a URL for the terms and conditions under Refer to attachment. In addition, you have to select the option Display check box at Display check boxes to confirm the mentioned document.
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Check-Box for Privacy Policy and Cancellation Policy: Add two more text elements as described for the Terms and Conditions and change the description and the stored documents to your Privacy Policy and Cancellation Policy.
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Check box for marketing consent: Add a text element and indicate in the text the use of contact data for marketing purposes. To do this, select the option Display communication settings in the Display check boxes. The member can then specify which communication channels he or she would like to be contacted through and the settings will be stored directly in your PerfectGym Next.