Checklist to Use When Working With E-Agreements

This article will take you through; 

1. What is E-agreements
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. Next steps and additional support

What is E-agreements

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 (Waiver and Terms and Conditions) on the Dashboard, Glofox Pro, Email, and the Kiosk. In Glofox, E-agreements refer to boosted functionality Contracts.

Your client will be prompted with an E-agreement on the Kiosk, Member App or Website Portal when they log into their profile.

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 Up

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 require 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

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
• 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.