If a customer isn't prompted to complete a required Purchase Agreement when purchasing a Membership or Credit Package, the Purchase Agreement might not be active at the locations where the product is being sold. Additionally, other factors such as employee actions bypassing agreements or retroactive application issues can also result in missing or unsigned Purchase Agreements.
When memberships are processed through the Admin POS by employees, the Purchase Agreement can be skipped. This occurs because the system does not prompt the customer to sign the agreement if an employee makes the reservation on their behalf. To address this, customers should book a class themselves through the app or website, which will prompt them to sign the required agreement.
While the Membership or Credit Package is linked to the Purchase Agreement, the actual Purchase Agreement might not be configured to be used at a certain location. For example, if a Purchase Agreement is only configured for specific locations, memberships purchased at other locations will not include the agreement.
Go to Configuration > Agreements and find the Purchase Agreement. Under Locations, select all the Locations where the product is being sold.
If a Purchase Agreement is added to a membership template after a membership has already been purchased, the agreement will not apply retroactively. This means that earlier purchases will not include the agreement, and it will not appear on the customer’s profile.
If the Location is not added here, any Memberships or Credit Packages sold at those Locations will not be prompted to sign the Purchase Agreement.