This article will guide you through the steps you need to take to select the contract template that will be used when selling an online agreement.
1. Access Sales Package: Navigate to Setup > Sales > Sales Packages. Find the sales package and click on its name, and then click on the Installments tab.
2. Access Online Sales Package Settings: Locate the installment with the Online Signup Enabled setting turned ON and click the edit pencil to the right.
3. Select Sales Contract: Scroll through the settings to locate Contract Template For Online Terms. Choose a contract template from the drop down menu. This is the contract of terms your new client is agreeing to.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup - Can access setup
- Club Setup - Can access sales package setup
- New "Mobile Friendly Online Signup" Functionality