A purchase agreement is a signed contract that defines the terms and conditions associated with a credit or membership. It outlines key details about how the credit or membership is managed, billed, and used, helping to protect both the business and the customer.
These agreements are presented for signature at purchase, whether for a credit package or a membership contract, ensuring that all parties understand and agree to the terms.
A purchase agreement may include:
Cancellation Terms
Usage Guidelines
Refund Policy
Liability Terms
Create New Purchase Agreements
If your role allows you to create and manage purchase agreements, navigate to Configuration from the left panel > Agreements > New Agreement.
Name, Location, and Agreement Text are required to save the agreement. You can insert variables into the Agreement that can pull details about the customer, location, membership, or credit.
For a full list of variables, click here.
There are a couple of instances where the variable will generate a blank:
If the customer hasn’t filled in the specific variable in their customer account.
If you utilize a variable for a credit package, such as “expiration date,” and associate the agreement with a membership contract, the variable will not populate. Membership variables are to be utilized when selling a membership contract, and credit variables are to be utilized when selling a credit package.
Once the Agreement has been saved, you can duplicate it or you can attach it to a credit package or membership contract.