What This Screen Does
This is where you create a new contract for your business. Think of it like writing up an agreement that your members will read and sign — covering things like fees, cancellation rules, or membership terms. Once you save, the contract becomes available to attach to memberships or send to members for signing.
How to Get There
Open the dashboard.
In the left-hand menu, click Contract.
Click the button to add a new contract.
You are now on the Create Contract screen.
Step-by-Step Guide
1. Fill In Contract Details
On the right side of the screen you will see a card titled Details. On the left side (on desktop) there is a short explanation: “Here you fill out what your contract includes. Like fees, membership cancellation etc.”
Fill in the following fields:
Field | Required | What to Enter |
Name | Yes | A clear title for the contract. For example: “Standard Membership Agreement” or “Adventure Seekers Expedition”. This is how the contract will appear in lists. |
Content | Yes | The full text of the contract. Use the rich-text editor to format your text with headings, bold, lists, and links. Include all the terms and conditions your members need to agree to. |
Require new signature? | No | A toggle switch. Turn it on if you want members who already signed a previous version to sign this contract again. Leave it off if existing signatures should remain valid. Defaults to off. |
2. Write the Contract Name
Click on the Name field.
Type a descriptive title for your contract.
This field cannot be left empty — you will see an error if you try to save without it.
3. Write the Contract Content
Click on the Content editor area.
Type or paste the full text of your contract.
Use the toolbar at the top of the editor to:
Make text bold or italic.
Add numbered or bulleted lists.
Insert links.
This field cannot be left empty — the contract must have a body.
4. Set the Signature Requirement (optional)
Below the content editor, you will see a toggle labelled Require new signature?
Off (default): Members who have already signed a previous contract do not need to sign again.
On: All members will be asked to sign this contract, even if they signed an earlier version.
5. Save
Click the Create button at the bottom-right of the form.
The system will:
Validate that the name and content are filled in.
Create the contract record.
Redirect you back to the contracts list.
You will see a green “Create success!” notification at the bottom of the screen.
What Happens Behind the Scenes
You click "Create"
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Form validates all fields (name and body must not be empty)
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API call: ContractsService.create({ body: { name, body, requireNewSignature } })
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Contract record is created on the server
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Success notification appears ("Create success!")
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You are redirected to /contracts (the contracts list)
Troubleshooting
“I clicked Create but nothing happens”
Check that all required fields are filled in. Both the Name and Content fields must have text in them.
Look for small red error messages below the fields — they tell you exactly what is missing.
If the button shows a loading spinner, wait a moment — the request may still be processing.
“I see ‘Name is required’ in red”
The Name field is empty. Type a title for your contract.
Make sure you did not accidentally clear the field. Even a single space does not count — you need actual text.
“I see ‘Body is required’ in red”
The Content editor is empty. You must write some contract text before saving.
If you pasted text and still see the error, try clicking inside the editor and typing at least one character. Some paste operations may not register correctly.
“I got an error after clicking Create”
A red error message will appear. Read it carefully — it usually tells you what went wrong.
Common causes: server timeout, network issue, or a temporary problem with the system.
Try clicking Create again. If the error keeps happening, check your internet connection or contact support with the error message.
“The page is slow or the editor is not loading”
The rich-text editor can take a moment to load, especially on slower connections.
Try refreshing the page.
Clear your browser cache if the editor still does not appear.
Make sure you are using a modern browser (Chrome, Firefox, Edge, or Safari).
“I want to format my contract text but I do not see a toolbar”
The formatting toolbar sits at the top of the Content editor.
If you do not see it, try clicking inside the editor area first — the toolbar may appear on focus.
If it still does not show, refresh the page.
“I saved the contract but I cannot find it in the list”
After saving, you are automatically redirected to the contracts list. Your new contract should appear there.
If you do not see it, try refreshing the contracts list.
Check that you did not accidentally navigate to a different section.
“I turned on ‘Require new signature’ by mistake — can I change it?”
If you have not saved yet, simply toggle the switch back to off before clicking Create.
If you already saved, go to the contracts list, open the contract, and edit the setting from there.