How to create a membership template?

You can create a membership template that will automatically enter data from the system with the use of tokens yourself.

1. First, go to the Club settings -> Configuration -> Member’s options -> Agreement templates tab:

Important! If the tab is not available for you, inquire about it being enabled by issuing a Support ticket.

2. Then, use the editor to create a template and then add tokens:

Below the editor, you will find a list of available tokens (values contained in square brackets). Use them by clicking on the Insert button:

Below, you can find a list of available tokens:

MEMBER_CONSENT_SIGNATURE_ID:X Signature for a consent of “X” ID
LONGEST_FREEZING_PERIOD Maximum freezing period
IDENTITY_DOCUMENT_NUMBER Identity document number
FIRST_INSTALLMENT_DATE First installment’s term of payment
SUPPLEMENT_INSTALLMENT_DATE Supplement installment’s term of payment
PHONE_NUMBER_GUARDIAN Legal guardian’s phone number
MEMBER_SIGNATURE Member’s signature
IBAN_NUMBER IBAN number
JOINING_FEE Joining fee
IDENTITY_DOCUMENT_TYPE Type of the identity document
COMPANY_ZIP_CODE Company’s zip code
COMPANY_REGON Company’s CRO number
COMPANY_PHONE_NUMBER Company’s phone number
COMPANY_EMAIL Company’s email address
COMPANY_NIP Company’s tax number
COMPANY_STREET Company’s street name
COMPANY_NAME Company’s name
COUNTRY_OF_RESIDENCE Country of residence
AGREEMENT_VALUE Value of the agreement
AGREEMENT_DURATION Agreement’s duration (provided in numeric value)
ADDRESS Client’s address
ADDRESS_FOR_CORRESPONDENCE Client’s address for correspondence
PRICE Membership price
MEMBERSHIP_DURATION Agreement’s duration (provided in words)
BIRTH_DATE Date of birth
ADDITIONAL_INFORMATION Additional information
ID_CARD_NUMBER Identification document number
INSTALLMENT_PAYMENT_DUE Installment day of payment
TODAY Current date (date of signing)
EMAIL Email address
PAYMENT_FORM Form of payment
SALES_STAFF Sales staff (Account manager)
PAYMENT_SCHEDULE Payment schedule (provided as a table)
COUNTY County
MEMBER_ID Member ID
PAYER_ID Payer ID
FIRST_NAME First name
FULL_NAME First name and last name
MEMBERSHIP_NAME Service category
ZIP_CODE Zip code
NUMBER_OF_INSTALLMENTS Number of installments in a membership
MAX_NUMBER_OF_SUSPENSIONS Maximum number of suspensions
MAX_DURATION_OF_SUSPENSION Maximum duration of suspensions
CITY City
PLACE_OF_BIRTH Place of birth
NAME_OF_THE_CLUB Name of the club
NAME_OF_AUXILIARY_FEE Name of an auxiliary fee
SURNAME Surname
TAX_EXEMPT_NUMBER_NIP Company’s tax number
FULL_MEMBER_ID Complete Member ID
HOUSE_NUMBER Number of the house
CARD_NUMBER Number of the card
BANKNAME Name of the bank
BANK_ACCOUNT_NUMBER Bank account number
BANK_ACCOUNT_NUMBER_CLUB Club’s bank account number
BANK_ACCOUNT_NUMBER_SYSTEM Bank account number (provided in the settings)
MEMBERSHIP_NUMBER_IN_ORDER Number of the agreement
MEMBERSHIP_NUMBER Complete agreement number
ENTRY_LIMIT Entry limit
TERMINATION_PERIOD Termination period
ID_CARD_NUMBER_GUARDIAN ID number of the legal guardian
EMAIL_GUARDIAN Email address of the legal guardian
FIRST_NAME_GUARDIAN First name of the legal guardian
SURNAME_GUARDIAN Last name of the legal guardian
SOCIAL_SECURITY_NUMBER_GUARDIAN SSN of the legal guardian
PHONE_NUMBER_GUARDIAN Phone number of the legal guardian
ADMINISTRATION_FEE Administration fee (value)
ADMISSION_FEE Admission fee (value)
AUXILIARY_FEE Auxiliary fee (value)
MEMBERSHIP_CARD_FEE Membership card fee (value)
SOCIAL_SECURITY_NUMBER SSN of the Member
PAYMENT Payment (one-time/installments)
INSTALLMENTS_LEFT Installments left
PROMOTIONAL_MEMBERSHIP_RENEWAL Promotional membership renewal
SUPPLEMENT_INSTALLMENT_PRICE Supplement installment price
MONTHLY_INSTALLMENT Monthly installment
SUM_INSTALLMENT_ENROLLMENT_FEE Supplement admission fee sum
SUM_FEES_SATURN Summary of fees to be paid as of right now (e.g. an installment + a fee)
LANDLINE_PHONE_NUMBER Landline phone number
PHONE_NUMBER Member’s phone number
SECOND_INSTALLMENT_PAYMENT_TERM Second installment’s payment term
LAST_INSTALLMENT_PAYMENT_TERM Last installment’s payment term
STREET Street
STREET2 Street 2 (second row)
AGREEMENT_TO Agreement valid to
AGREEMENT_FROM Agreement valid from
AGREEMENT_SOLD_BY Agreement
INSTALLMENT_PRICE Installment price
PAID_TODAY Paid today

3. After creating a template, save it:

4. Additional templates can be created by using the Copy button, or a template can be deleted completely by clicking the Delete button:

5. Define a foreign language option by copying a template, filling it out with adequate foreign language and selecting it at the top of the editor:

6. Attach an appropriate agreement template to a membership by using the Club/Chain settings -> Memberships -> Memberships -> the pencil icon -> Additional options -> Agreement template option:

7. An attached agreement template can be printed by using the Member’s profile -> Agreements -> printer icon option:

Important! There is an option to have agreement templates created by the eFitness team. Creating a template is considered an additionally paid service. To have your templates created, send them in editable .doc or .docx formats to us by issuing a Support ticket.

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