Can my customer still sign the agreement or debit authority after signup?

Did your customer forget to sign the agreement or debit authority upon signing up?

No problem! Just get them to sign it the next time they come into your club.
(Tip: You may want to manually put the customer on access hold so that your staff is reminded to ask the customer to sign the document upon their next check in. See instructions here.)

Here are the steps to sign the document.

1. Go to the customer’s page.
2. Select the product tab. For example, Memberships tab.
3. Expand the details of the required product. To do so, click the grey triangle next to the product name.
4. In the Documents field, select the Agreement or Debit Authority link.
5. Select Sign Document (see Wacom signature tablet).
6. Ask your customer to digitally sign the document on iconnect360.
7. Select Save Signature.

That's all! The signature will be stored in the document on iconnect360.

Will you see the Sign Document button all the time?

Nope. It won’t be there…

• If your customer has already signed the document.
• If you don’t have an agreement or debit authority attached to the product.
• If you didn’t insert the Signature merge field in your agreement template.

How do I create a membership agreement?

Alternatively, you can ask your customer to sign a printed copy of the agreement (or terms and conditions) or debit authority, then scan the signed document into your local computer and upload the scanned copy onto iconnect360.

Here are the steps to upload a document.

1. Go to the customer’s page.
2. Select the product tab. For example, Memberships tab.
3. Expand the details of the required product. To do so, click the grey triangle next to the product name.
4. In the Documents field, select the Add Document link.
5. Enter the Document Name. E.g. Agreement.
6. Select Browse... to look for the document in your local computer.
7. Select Upload.

Last updated on 30 July, 2015