STEP 7: How to add an agreement to a Member’s profile?

To add an agreement:

  1. Go to a Member’s profile
  2. Go to the Agreements tab
  3. Click the New agreement icon

Send an agreement template in a editable format, such as doc or docx, by issuing a ticket to our Helpdesk Department. Thanks to that, you will be able to print an already filled document directly from the system.

Learn more:

How to sell an agreement/ a membership?

How to manage an agreement?