Introduction
Terms and conditions are often important part of Contract Documents, as they indicate the rules and legal conditions for using your Club.
You may add them in few places in the system, such as a part of your contract documents for new members.
Before you start
As adding Terms and Conditions needs usage of FileStore, please make sure you have the following system permissions set up to your employee role and access to this option:
- Go to PGM -> Clubs -> Employees -> System Permissions and find a proper one in group System Administrator -> File Stores (View of file stores and Edit). If you cannot find this permission, please contact the Perfect Gym Support Team.
Instruction
How to add your Terms and Conditions?
Important: When updating existing terms and conditions, ensure new terms and conditions has the same file name as the current one in Filestore. Within Step 3: Select "overwrite if the file exists". This way future contracts generated will automatically use the updated terms and conditions.
- Prepare your Terms and Conditions in PDF File.
- Go to the PGM -> Settings -> FileStore.
- Upload your PDF File to Regulations folder.
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- Go to the PGM -> Sales -> Memberships -> Payment plans.
- Choose Payment Plan, with which you want to add dedicated Terms an Conditions and click Edit.
- Go to Settings part and choose Template of rules.
- Click Update.
Where can I check this?
From this moment, Terms and Conditions will be added as a next page to your standard Contract Document, created after joining with chosen Payment plan.
Generate the Contract Document (How?) and see the result. You may add different Terms and Conditions to different Payment plans, just reproduce the steps for all documents.