Use Shortcodes in Membership and Package Agreements

May 19, 2025

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Overview

The Membership and Package Agreement setup in Core has a shortcode support that allows you to dynamically insert client, package, and business details directly into your agreements—making them more accurate, personal, and legally sound without needing manual edits for each client.

Prerequisites

Admin access to Core
Existing or new Memberships or Packages under Retail Configuration
Agreement text ready for editing
Familiarity with your business’s standard contract terms

Step 1 – Navigate to Membership or Package Settings

Log into Core
Go to Payments > Retail Configuration
Select Memberships or Packages
Click Add or edit an existing item
Scroll down to the Package Agreement section
Toggle ON the Package Agreement option

Step 2 – Open the Shortcodes List

Once the agreement is enabled, click the Short Codes link
A popup or page will display a list of all available shortcodes

Step 3 – Add Shortcodes to Agreement Text

Copy any shortcode (e.g., <CLIENTNAME>, <FIRSTBILLINGDATE>, <SALESTAX>)
Paste it directly into your agreement body

Tip: Be sure to include the < and > brackets so the system recognizes it correctly.

Step 4 – Example Agreement with Shortcodes

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

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>
Monthly Dues: <AMOUNT>
Next Billing Date: <FIRSTBILLINGDATE>
Date Signed: <CURRENTDATE>

Kind Regards,
Team <BUSINESSNAME> <BUSINESSLOGO>

Tip: This will automatically display client- and business-specific information at the time of agreement review and signing.

Available Short Codes

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. as set in Payments> Retail Configuration> Retail Settings> Client Invoice Settings > Invoice Email.
<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.

Expected Outcome

Clients will now see personalized and accurate contract details when reviewing and signing their agreement. The information auto-populates from your system settings and the client profile.

FAQs

Q: Can I use shortcodes in any text field in Core?

No. Shortcodes are currently supported only in the Package Agreement field within Membership and Package setup.

Q: What happens if I type a shortcode incorrectly?

If the format is invalid (missing < > or contains typos), the shortcode will not populate data and may show as plain text in the agreement.

Q: Will the agreement preview show the populated data?

Yes. When the client views the agreement at signup or payment, all shortcodes will render with the correct details.

Need help? Reach out to our support team via [email protected]