We are excited to announce an upgrade to the Membership and Package agreement creation process as found in Payments> Retail Configuration> Memberships / Packages. In this enhancement, we have added the ability to add shortcodes to your agreement text. Shortcodes will allow you to inject critical membership and client data dynamically into the very agreement your clients will need to review and sign. Click here to read the Instructions for Use documentation. 

 

Instructions for Use: 

Navigate to Payments> Retail Configuration> Memberships> click to add a new or edit an existing membership.  Scroll down to the Package Agreement section. Toggle ON the Package Agreement.

Now you will see a new access for Short Codes. Click on the new hyperlink as seen below

 

44fff82f77359d422bba148572991b7e5b10d96b23affc9c406d1619842a334a.png

Here are the Short Codes available. They are organized in sections: SALES, BUSINESS, CLIENT, FEE

 

Shortcode:

Name:

Propose:

<AMOUNT>

Total price for the recurring amount or package amount

Total price of the contract.

<FIRSTBILLINGDATE>

First billing date.

Date of the first billing.

<BILLINGCYCLE>

Configured billing cycle

Use the same logic as the “Billing” response in the app:

<FIRSTCREDITALLOCATIONDATE>

First credit allocation date.

Date of the first credit allocation.

<PACKAGENAME>

Package name.

Name of the package.

<PACKAGEDESCRIPTION>

Package description.

A description of the package.

<BILLINGCYCLE>

Billing cycle.

The length of time between the last statement's closing date and the next.

<MINIMUMCANCELLATIONTERM>

Minimum cancellation term.

The minimum time for a cancellation of a package.

X months/years/days etc.

<MEMBERSHIPCANCELLATIONCHARGE>

Membership cancellation charge.

The amount that is charged for cancellation of a package.

<SHAREDBUSINESSLOCATIONS>

Shared business locations.

If the list includes “All locations” then simply have “All locations”. If the list is only a few specific locations selected, then list these locations comma-separated.

<CREDITS>

Access to credits.

Use the same logic as the “Access” response in the app and website widget:

e.g.

<AUTORENEW>

Auto-renew.

Yes, if the package will auto-renew. No, if not.

<AUTORENEWPACKAGE>

Auto package.

A package name that it will auto-renew onto

<CURRENTDATE>

Current date.

The current date at the business location timezone

<LOCALTIME>

Local time.

Local time at the business location timezone.

<SETUPFEE>

One-time setup fee

Total configured set-up fee

<SALESTAX>

The total amount of sales tax

Sales tax charged.

<COTRACTDURATION>

Contract duration.

If “Unending” then = “unending”. If package length is configured then: “X months/days/years”

<EXPIRATIONDATE>

Expiration date if Limited package length configured.

The expiration date of based on the Package length at the date of signing

<AGREEMENTID>

Agreement id.

Internal ID of the agreement

<SALESPERSON>

Name of the salesperson

If no salesperson, use “Online sales”.

<BUSINESSNAME>

Business name.

Name of the business.

<BUSINESSPHONE>

Business phone.

Phone number of the business.

<BUSINESSEMAIL>

Business email.

Email address of the business.

<BUSINESSLOGO>

Business logo.

Logo of the business.

<BUSINESSADDRESS>

Business address.

Address of the business.

<BUSINESSLOCATION>

Business location.

Location of the business.

<CLIENTNAME>

Client name

Client full name.

<CLIENTFIRSTNAME>

First Name

Client first name.

<CLIENTLASTNAME>

Last Name

Client last name.

<CLIENTADDRESS>

Client address

Address of the client.

<CLIENTEMAIL>

Client email

Email address of the client.

<CLIENTADDRESS>

Address

Full address of the client

<CLIENTDOB>

Date Of Birth

Client's date of birth.

<CLIENTPHONE>

Client cell phone

Cell phone number of the client.

<CLIENTGENDER>

Client gender.

Gender of the client.

 

  

As the instructions indicate, cut and paste the shortcodes with the <..>s into your agreement texts.  

 

Here is an example of a body of text leveraging some of the Shortcodes:

 

I<CLIENTNAME>agree to the terms and conditions of this contract as is.

Charging and Monthly billing of dues - IN ADDITION, YOU MAY BE SUBJECT TO ADDITIONAL USAGE FEES FOR CERTAIN CLUBS; PLEASE INQUIRE AT YOUR CLUB OR ON OUR WEBSITE,<BUSINESSEMAIL>.

Tax Paid on signing:<SALESTAX>.

<BUSINESSNAME>Reserves the right to increase monthly rates annually with 30 days' notice to you.

Monthly Dues:<AMOUNT>.

Billing will be on a calendar month basis and the next billing date will be:<FIRSTBILLINGDATE>

Billing information / Authorization and Acceptance of Terms

This authorization remains in effect until you cancel this agreement as provided above.

Date:<CURRENTDATE>

Kind Regards,

Team<BUSINESSNAME> <BUSINESSLOGO>

 

Have more questions? Submit a request

Comments