Customer Management configurations determine which customer types your store serves and how customers complete the sign-up, membership agreement, and communication opt-in process.
Membership Agreement Content
Navigate to Configuration → Customer Management → Membership Agreement Content to manage your membership agreement and customer sign-up flow.
Configure the Standard Membership Agreement
By default, customers are shown your membership agreement and asked to provide a signature before continuing to the contact information and opt-in fields.
Use the following options to manage your agreement:
Preview: View the current membership agreement.
Edit Agreement: Create or update the agreement using the text editor.
Upload DOCX: Upload an agreement created in an external word-processing application.
Membership Agreement Logo: Add the logo displayed with your membership agreement.
How Did You Hear About Us?: Ask customers how they learned about your store by using the options configured under Customer Source Reasons.
Tip: Only .docx files are supported. If your agreement uses another file format, copy and paste its content into Treez using Edit Agreement.
Skip the Membership Agreement and Signature
Enable Skip Membership Agreement Content & Signature if your store only needs to collect customer contact information and consent for loyalty or marketing communications.
When enabled:
Customers bypass the membership agreement content page.
A signature is not displayed or required.
Customers proceed directly to the contact information and opt-in fields.
Phone number and email collection remain available.
Loyalty and marketing opt-in options continue to function normally.
Customers who opt out can bypass required phone and email fields when Opt Out Bypasses Required Fields is enabled.
The agreement is marked as completed on the customer profile.
No agreement document is added to the customer profile.
The following configurations are hidden because they do not apply to this shortened flow:
Membership Agreement Text
Membership Agreement Logo
How Did You Hear About Us?
Use Customizable Reasons for How Did You Hear About Us?
Note: Skip Membership Agreement Content & Signature is disabled by default. When disabled, customers continue through the standard membership agreement and signature flow.
Membership Agreement Fields
Determine which customers must complete the configured agreement or opt-in flow and what information is collected.
Customer Type: Select which customer types can complete the flow.
Form Fields: Select which fields appear in the customer flow:
Phone: Collects the customer’s phone number. When enabled, a phone number is required.
Email: Collects the customer’s email address. When enabled, an email address is required.
Marketing Opt-In: The default opt-in checkbox, which allows the customer to consent to receiving discounts, promotions, and other marketing communications.
Loyalty Opt-In: Optionally displays a separate checkbox allowing the customer to consent to joining the loyalty program.
Opt Out Bypasses Required Fields: Allows customers to deselect the opt-in checkboxes and continue without entering an otherwise-required phone number or email address.
Use these configurations to collect the information your store needs while allowing customers to choose whether they receive marketing messages, specials, discounts, and other communications.
Value: Utilize your Customer Agreement so that you can capture and maintain the information necessary to understand the different types of customers you have as well as sensibly market to them. Make sure they opt in/out for communications about specials, user discounts or other information you may feel it is important for them to know.