Checklist to Use When Working With E-Agreements

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This article will take you through; 

  1. What is E-agreements
  2. Checklist to use when working with E-Agreements
  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

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

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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. 

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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

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Please note:

  • E-agreements are an add-on feature. For more information, reach out to your Glofox Onboarding Manager or email us at customersuccess@glofox.com
  • E-signatures can be captured on Waivers and Terms and Conditions only. At this point, Parental waivers or Drop-in Terms and conditions are only supported with electronic acceptance and cannot be electronically signed.

 

Next steps and additional support

Read more about E-Agreements here

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.

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