INTRODUCTION
Feature Summary: Digitally store signed membership agreements.
Use Cases: System users can attach an agreement requirement to all or some membership types. After creating a membership agreement, the system user must create a signing rule.
PREREQUISITES
Enable the Waivers and Agreements add-on.
SETUP REQUIREMENTS
Open the Manage Waivers & Agreements page.
Click the Waivers & Agreements tab and then click the Create Waiver / Agreement button.
On the new page, fill in the fields (see below).
Click Save.
Fill in the Fields
Name - Enter a unique name for this membership agreement.
Version Name - CourtReserve auto-fills this field with a unique identifier. If a system user updates the membership agreement, CourtReserve inserts a new version name. Optionally, system users can enter a different version name.
Agreement text - Enter text that displays above the user's e-signature
Content Type - Enter the membership agreement terms. Type the terms into the field or upload a file (PDF). CourtReserve attaches a copy of this document to the member profile when a member signs the membership agreement.
Signing Notes - Add text to this optional field to help users understand where to sign the membership agreement.
Waiver / Agreement Date Specific - If the membership agreement is active for a specific period of time, check this optional box. Use the calendars to set start and end dates.
Is Active - Check the box to display this membership agreement on the member portal.
USER PERSPECTIVE
When a member who has not yet signed a membership agreement attempts to book a court, CourtReserve displays a prompt requiring them to complete the agreement before proceeding. The same workflow appears for new members immediately after they create an account.
To sign the agreement, members:
Check the box to indicate agreement.
Click the grey field to open a signing window and use the mouse to digitally sign.
Click the SAVE SIGNATURE button.
ADMIN PERSPECTIVE
System users can view membership agreement signatures and details on a member's profile page. Open a profile and click icon or select the Waivers tab.
CourtReserve displays a waiver icon at the top of the page. Hover the icon to see details.
Select the member’s Waivers tab to view the history of all signed waivers, including the date and time each was completed.
Click the View button to open a window with signing details, including the document version number. Optionally, click the Print button to print a hard copy.
VIDEO TRAINING
Watch this video and learn how to set up waivers and membership agreements.