Overview

Policies and package agreements both help protect your business and set expectations with clients — but they serve different purposes. Knowing when and how to use each ensures clients are clearly informed and legally accountable from the moment they join.

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Prerequisites

Before you begin:

• Have access to Edit Profile and Retail Configuration in CORE
• Know what terms you want clients to agree to at signup vs per membership/package
• Have legal-ready wording for policies and agreements

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Step-by-step instructions

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Step 1: Understand what a policy is

• A policy is something the client agrees to once, typically during first login or signup.
• They appear as checkboxes with linked content and cover general terms like:
  • Liability waivers
  • COVID-19 protocols
  • Studio cancellation and no-show rules

✅ Policies are business-wide and apply to every client.

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Step 2: Add or view a policy

1. Click your Studio Name > Edit Profile
2. Go to Policies
3. Click on an existing policy to view the content or use the + icon to add a new one
4. Add your policy title and text
5. Mark it as Required so clients must agree before continuing

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Step 3: Understand what a package agreement is

• A package agreement (sometimes called a membership agreement) is tied to a specific pack or membership.
• These are more detailed and often include:
  • Commitment periods (e.g., “12-month minimum”)
  • Class cancellation rules specific to that membership
  • Termination or refund conditions

📄 Unlike policies, agreements are signed and stored in the client’s file with a timestamp.

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Step 4: Add or view a package agreement

1. Go to Payments > Retail Configuration
2. Click into Memberships or Packages
3. Select a specific item
4. Scroll to the Agreement Section
5. Toggle it ON and paste your agreement content
6. Enable Send Electronic Confirmation so clients get a copy
7. Save the changes

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Expected outcome

Clients will:

• Agree to your policies during initial sign-up (tick box)
• Sign agreements when purchasing packs or memberships (signature required)

Your team will be able to:

• View policies and signed agreements in the client profile
• Download signed agreements as PDFs (not available for ticked policies)

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FAQs

Q: Can I repeat policy content in my agreement?

A: Yes — many studios include key clauses in both places for clarity and reinforcement.

Q: Can I remove the agreement option from a membership?

A: Yes — agreements are optional and can be toggled off for certain items.

Q: Where can I view what a client agreed to?

A: In their profile under Client Info, you’ll see policy acceptance dates and downloadable agreement files.

 

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Still need help?

Reach out to our support team via [email protected]