What This Screen Does
This is where you update an existing contract. Think of a contract like a written agreement between your business and your members — it covers things like fees, cancellation rules, and other terms. If you need to change the wording, rename the contract, or require members to sign it again, this is the screen you use.
How to Get There
Open the dashboard.
In the left-hand menu, click Contract.
Find the contract you want to edit in the list.
Click on the contract to open it, then click the Edit button (or click the edit action directly from the list).
You are now on the Edit Contract screen.
Step-by-Step Guide
1. Review the Breadcrumbs
At the top of the page you will see a breadcrumb trail: Dashboard → Contract → [Contract Name].
This confirms you are editing the correct contract.
You can click Dashboard or Contract to navigate back at any time.
2. Edit the Contract Details
The form has three fields. They appear inside a card labelled Details. On desktop screens you will also see a helpful description on the left:
“Here you fill out what your contract includes. Like fees, membership cancellation etc.”
Field | Required | What to Enter |
Name | Yes | The title of the contract. This is how it appears in lists and when members see it. For example: “Adventure Seekers Expedition”. |
Content | Yes | The full text of the contract. Use the rich-text editor to format headings, bullet points, bold text, and more. Write out all the terms, conditions, fees, and cancellation rules here. |
Require new signature? | No | A toggle switch. Turn it on if you want all members who previously signed this contract to sign it again with your new changes. Leave it off if the updates are minor and do not need a fresh signature. |
3. Edit the Name
Click the Name field.
Change the text to whatever the new name should be.
This field cannot be left empty. If you clear it, the form will not let you save.
4. Edit the Content
Click inside the Content editor.
The editor works like a simple word processor. You can:
Make text bold or italic.
Create numbered or bulleted lists.
Add headings and links.
Write clearly. Remember that members will read this contract, so keep the language straightforward.
5. Decide on Requiring a New Signature
Look for the Require new signature? toggle below the content editor.
Off (default): Members who already signed the contract will not be asked to sign again.
On: Every member who signed the previous version will need to sign the updated contract. Use this when you make significant changes to terms or pricing.
6. Save Changes
Click the Save Changes button at the bottom-right of the form.
The system will:
Validate that the Name and Content fields are filled in.
Send your changes to the server.
Redirect you back to the contracts list.
You will see a green “Update success!” notification at the bottom of the screen.
What Happens Behind the Scenes
You click "Save Changes"
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Form validates all fields (Name and Content must not be empty)
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API call: ContractsService.edit({ id, body: { id, name, body, requireNewSignature } })
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Server updates the contract record
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Success notification "Update success!" appears
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You are redirected to /contracts (the contracts list)
Troubleshooting
“I clicked Save Changes but nothing happens”
Make sure both the Name and Content fields are filled in. Both are required.
Look for small red error messages below the fields — they will tell you exactly what is missing.
If the button shows a loading spinner, the request is still in progress. Wait a moment for it to finish.
“The form is empty when the page loads”
The screen fetches the contract data when it opens. If your internet connection is slow, there may be a short delay before the fields fill in.
Try refreshing the page.
If the fields stay empty, the contract ID in the URL may be incorrect. Go back to the contracts list and click the correct contract.
“I see an error after clicking Save Changes”
A red error notification will appear. Read the message — it usually explains the problem.
Common causes: the server could not be reached (network issue), or someone else deleted this contract while you were editing it.
Try again after a few seconds. If the error persists, contact your administrator.
“I turned on ‘Require new signature’ but members are not being asked to sign”
The new signature requirement takes effect after you save. Make sure you clicked Save Changes and saw the success notification.
Members will be prompted to sign the next time the system presents the contract to them. It does not send an instant notification.
Check with your administrator if the contract is actively assigned to a membership or product.
“I accidentally saved changes I did not mean to make”
The system does not keep a version history on this screen. If you saved by mistake, you will need to edit the contract again and manually revert your changes.
For important contracts, consider copying the content into a separate document before editing so you have a backup.
“The rich-text editor is not working or looks broken”
Try refreshing the page. The editor loads additional resources that may fail on a slow connection.
Make sure you are using a modern browser (Chrome, Firefox, Safari, or Edge). Older browsers may not support the editor fully.
Clear your browser cache if the problem continues.
“I do not have permission to edit this contract”
Only users with the appropriate role can edit contracts. If the edit option is not available, ask an administrator or an Owner to either edit the contract for you or grant you the necessary permissions.
“The page says the contract was not found”
The contract may have been deleted by another user.
Go back to the contracts list and verify the contract still exists.
If it was deleted, you will need to create a new one instead.
