This article will guide you through the steps on how to edit an existing contract template.
PLEASE NOTE: ClubReady requires that owners/admins edit their own contract templates due to the contracts being state-specific, and we are not familiar with each state's policies.
1. Locate Contract Template Settings
Navigate to Setup > Sales > Contract Templates. Click the edit pencil next to the contract template you wish to adjust.
2. Using Editor Tools
A. The template editor displays the content of your contract. You can select SHOWING VISUAL VIEW to type your edits or SHOW HTML VIEW if you want to make edits in the html code.
B. This is the yellow tool box that allows you to adjust the text within your template. You will use this to format your text, paragraphs and insert tags.
3. Editing Important Content (Example: Late Pays Fees)
If the studio is making changes to their Late Payment Fees (such as an increase in the amount), the contract template needs to be adjusted accordingly.
You can locate payment details such as fees from the TERMS OF YOUR PREPAID/RECCURRING MEMBERSHIP for the studio to enter the new amount.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Setup: can access setup
- Setup: can access contract templates setup