Checklist to Use When Working With E-Agreements

This article will take you through; 

1. What are E-agreements and why should I use them? 
2. Checklist to use when working with E-agreements
   • Ensure your members are prompted with an e-signature
   • Add additional signatures
   • Add a signature to your welcome and membership confirmation emails
3. The Unsigned E-Agreements Report
4. Next steps and additional support

What are E-agreements and why should I use them? 

An E-agreement, also known as an Electronic Agreement, is an electronic exchange of agreements, in this case, between you and your clients. Glofox E-agreements capture the signature of documents for the Waiver and Terms and Conditions. In Glofox, E-agreements refer to boosted functionality Contracts.

Your client can sign an E-agreement in the Member App, by Email, or on the Pro App ('Staff Mode' or 'Kiosk Mode'). You can also request an E-agreement from the client's profile on the 'Dashboard'. 

Studies show that over 40% of gym users have been injured while working out. Given the high probability of injury, it is important to ensure you're covered with signed contracts should anything happen.

E-agreements cover the following Contracts: 

• Waivers – Your clients must accept this waiver when they first register;
• Membership Terms & Conditions – Clients must accept this every time they purchase a membership

Read more about E-agreements here:

• The Difference Between E-agreements and Other Contracts and How to Set Them
• Signing E-Agreements from the Glofox Pro App and the Member App

Checklist to use when working with E-agreements

1. Ensure your members are prompted with an e-signature

Ensure your members are prompted with an e-signature when signing their E-agreements by adding them into the Form template. 

To do this, follow these steps: 

• From your Glofox Dashboard, click the menu icon at the top-right hand corner of your screen
• Click 'Settings' 
• Click 'Forms' 
• Select 'Edit' on either the 'Membership Terms and Conditions' or 'Waiver' 
• You will see a button called 'Signature' at the bottom of the form, click this to add a required signature. Remember, you can add as many required signatures as you like

2. Add additional signatures

With E-agreements, you can add as many e-signatures as you please throughout your Contracts. This means your clients will be sure to read the entire document, and not merely scroll to the end. This also proves that a particular piece was mentioned in your Contract, giving you additional security e.g. a cancellation fee or a pause policy. 

3. Add a signature to your welcome and membership confirmation emails

Another way to ensure everyone signs their documents, you can add signatures to your welcome and membership confirmation emails.

To do this, follow these steps; 

1. From your dashboard, click on the 'Connect' tab
2. Select either Membership Confirmation or Welcome to the Studio
3. At the bottom of your template click +E-agreements Document URL (tip: add the URL as a hyperlink in the body of the email)

4. Signed E-agreements via Email 

If E-Agreements are enabled on your Dashboard, this 'Signed document' email will be visible in the 'Connect' section under the 'Messages' tab. Keep the email set to 'Active' to ensure your leads and clients receive a signed copy of the document. If you don't want your prospects/members to receive a copy, simply toggle it off.    

The Unsigned E-Agreements Report

Under the Activity Reports, you can find the Unsigned E-Agreements Report. This report shows you a list of your clients and leads who have unsigned documents.

At the top of the report, you can filter by:

• Waiver 
  • Signed or Unsigned
• Membership terms
  • Signed or Unsigned
• Current membership status
• Currently has a membership

Then, you'll see a snapshot of the total amount of unsigned documents, and a breakdown of the total amount of unsigned waivers and total amount of unsigned membership terms.

Below that is a breakdown of unsigned documents by client or lead name.

Next steps and additional support

Read more about E-Agreements here:

• The Difference Between E-Agreements and Other Contracts and How to Set Them Up
• Signing E-Agreements from the Glofox Pro App and the Member App
• FAQ: My clients are not being promoted to sign their e-agreements

To get started with E-agreements, reach out to customersuccess@glofox.com. 

For additional support, reach out to support@glofox.com, and we will be happy to assist you.