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.
- 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.










