Introduction
In this article, you will learn how to configure a User Agreement in Perfect Gym that requires members to review an attached document during the registration process in the Client Portal. This setup ensures that your new members are fully informed and have actively reviewed essential agreements before joining your club.
- This article describes how to set up a process where new members must agree to the agreements before joining.
- This article will be helpful for PG Champions, Club owners and System Administrators
Before you start
To understand the use case describes below you need to have the basic understanding of using Contract agreements and Terms and Conditions. You can find more information in this article. It also covers all fields and possibilities in the configuration.
Fast lane
This is a short summary of the steps. More detailed information is provided in the next section of this article.
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Go to
PGM / Settings / User Agreements -
Click Add agreement
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Enter: name, agreement type, title, and content
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Select: document type, document code, start date
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In Requirements, check:
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Is required for new users
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Is attachment review required
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In Visibility, check:
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Client Portal
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Optional: PGM / POSWeb if needed
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Choose the language and attach the file
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Click Save
Instruction
In the instruction below, the configuration of the User Agreement will be described. The agreement will be required during the registration for new members as well as for existing members during the contract upgrade. The agreement will be available for members in the Client Portal and for the employees in PGM and PosWeb modules. In the Client Portal, the agreement will be displayed on the Contract Summary page.
1. Go to PGM > Settings > User Agreements
2. Click on Add agreement on the upper right corner
3. Add a Name
4. Select the Agreement type from the drop-down list
5. Add the Title of the agreement and the Content of the agreement
6. Select the Document type - Contract agreement and the Document code - PersonalDataSharingAgreement
7. Choose the Start date of the agreement
8. In Requirements, select:
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Is required for new users
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Is required for existing users (optional, depending on your use case)
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Is attachment review required
9. In Visible in, select :
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Client Portal
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PGM
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PosWeb
10. In Visible for groups, select
- SummaryAgreementMember
- UpgradeContractSummaryAgreement
11. The last step is to attach the file, which will be required to review before signing the contract:
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Select the Language
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Attach the file from your computer
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Click on Add to save the file
Click Save to make the agreement available for your members.
How it looks in the Client Portal
Here is an example of how the agreement with the required attachment review appears to your members during registration in the Client Portal. Members must open and review the attached document before they can accept the agreement and proceed.