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How to generate and sign contract termination agreements in Tablet mode

Updated

Introduction

In Perfect Gym, you have the option to collect a cancellation form with the customer’s electronic signature when ending a main or additional contract using a tablet at your centre. When this feature is enabled, the system shows a cancellation form (RDLC) and captures the customer’s signature to confirm they agree with the cancellation and any related fees. Once the cancellation is complete, a signed cancellation document is automatically generated.

  • This article explains how to configure the cancellation process, including capturing the customer’s electronic signature, within the CP2 app running in tablet mode.
  • This article will be helpful for PG Champions, Club Owners, and the Sales Team. 

Before you start 

Before using this feature, please make sure:

  • The feature is turned on in your application settings. If this setting is not enabled, please contact the Perfect Gym Support Team to turn on the ClientPortal.Contract.RequireUserSignatureOnContractCancellationOnTabletMode setting for you.
  • The CP2 app is running in tablet mode.
  • An employee is logged in and has chosen a user account.
  • A valid contract is available for cancellation.
  • You should also know how to set up Contract Agreements. Learn more.

Fast lane

This is a brief description of the steps. You can find more detailed information and explanations later in this article.

1. Configure a contract agreement in PGM -> Settings -> User Agreements

2. Set Agreement type to Contract agreement

3. Set Document type to Contract cancel form

4. Set Visible for groups to ContractTerminationAgreements

Instruction

STEP 1 - How to configure contract agreements for contract termination

To show agreements when ending a contract on CP2, you must first set up the correct contract agreement. Follow these steps:

  1. Go to PGM -> Settings -> User agreements -> Add new agreement.
  2. Fill in the following fields for the new agreement:
    • Name: This is the internal name of the agreement, visible only to employees.
    • Title: This is the title or name of the agreement that customers will see.
    • Content: Enter the full text of the agreement here.
    • Agreement type: Select Contract Agreement from the drop-down list.
    • Document type: Select Contract cancel form the drop-down list.
    • Code: Leave this field blank.
    • Start date: Choose the date from which you want to start collecting signatures from members.
    • End date: Select the date until which you want to collect signatures (you can leave this field empty).
    • Is client signature required: Tick this option.
    • Visible in: Select Cp.
    • Visible for groups: Select ContractTerminationAgreements from the drop-down list
  3. Click the Save button.

STEP 2 - How to process Contract Termination in Client Portal - Tablet Mode

Once the agreement is configured, you can proceed with the contract termination process in the Client Portal (Tablet mode):

  1. Open the Client Portal in tablet mode.
  2. Log in using an employee profile and select the member who wishes to terminate their contract.
  3. Go to Account → Contract Details and select the contract you want to end.
  4. Click End Contract.
  5. Select the cancellation reason and click Next.
  6. The system will automatically display the Contract Termination Agreement. To confirm the cancellation, slide the toggle to Yes.
  7. A pop-up window will appear. This is where the member needs to sign the termination agreement.
  8. Click Next to complete the process.

 

 

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