INTRODUCTION
Feature Summary: Digitally store signed membership agreements.
Use Cases: System users can attach an agreement requirement to all or some membership types. After creating a membership agreement, the system user must create a signing rule.
PREREQUISITES
Enable the Advanced Liability Forms & Membership Agreements w/Electronic Signature Capture paid add-on.
SETUP REQUIREMENTS
Open the Manage Waivers & Agreements page.
Click the Waivers & Agreements tab and then click the Create Waiver / Agreement button.
On the new page, fill in the fields. (see below)
Click Save.
Fill in the fields
Name - Enter a unique name for this membership agreement.
Version Name - CourtReserve auto-fills this field with a unique identifier. If a system user updates the membership agreement, CourtReserve inserts a new version name. Optionally, system users can enter a different version name.
Agreement text - Enter text that displays above the user's e-signature
Content Type - Enter the membership agreement terms. Type the terms into the field or upload a file (PDF). CourtReserve attaches a copy of this document to the member profile when a member signs the membership agreement.
Signing Notes - Add text to this optional field to help users understand where to sign the membership agreement.
Waiver / Agreement Date Specific - If the membership agreement is active for a specific period of time, check this optional box. Use the calendars to set start and end dates.
Is Active - Check the box to display this membership agreement on the member portal.
FEATURE USAGE - USERS' PERSPECTIVE
When a member who has never signed a membership agreement tries to book a court. CourtReserve displays a prompt.
The same workflow displays for new members after they create an account.
To sign the agreement, members:
Check the box to indicate agreement.
Click the grey field to open a signing window and use the mouse to digitally sign.
Click the SAVE SIGNATURE button.
FEATURE USAGE - ADMINS' PERSPECTIVE
System users can view membership agreement signatures and details on a member's profile page. Open a profile and click the Waivers tab.
CourtReserve displays a waiver icon at the top of the page. Hover the icon to see details.
Click the View button to open a window with signing details, including the document version number. Optionally, click the Print button to create a hard copy.
VIDEO TRAINING & RELATED WEBINARS
Watch this video and learn how to set up waivers and membership agreements.