Skip to main content

How do I attach a purchase agreement to a credit package or membership contract?

Attach a purchase agreement to a credit package or membership contract

Leah Cullins avatar
Written by Leah Cullins
Updated over 2 weeks ago

Once you have created a purchase agreement, attach it to a membership contract or credit package.

In Products, go to Membership Contracts or Credit Packages and select to edit or create a new Contract or Package.

Once the Credit or Membership Type is set on the contract or package, the Agreements section will appear at the bottom of the form.

Select β€œThis credit package/membership contract requires agreement(s)” > select one or more agreements, for the customer to sign upon purchase.

To comply with Click-to-Cancel requirements, make sure a purchase agreement clearly outlines the recurring terms and is linked to this membership.

Once you select an agreement, the location(s) associated with it are listed below the selected agreement.

  • More specifically, the location(s) displayed are the overlap of the locations on an agreement and the membership/credit.

  • For example, the abovementioned agreement is specifically made for the Capitol Hill location. The credit package selected can be utilized at the Dupont or Capitol Hill location.

  • The system is only rendering Capitol Hill because the purchase agreement is not available in Dupont. This means that if this credit package were purchased in Dupont, the selected agreement would not be required there.

To add multiple agreements to a credit package or membership contract, click + Add Another Agreement.

Did this answer your question?