This is available on Subscription Tiers: 

Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.

Why This Matters

Membership contracts can be created within Wodify and will be tied to your memberships. Contracts are used to provide clarity and transparency for you and your clients regarding their memberships.

Pre-requisite Pro-Tip

When enabled, contract enforcement will prevent anyone with an unsigned contract from signing into a class. Ensure you have your contracts assigned to the correct programs before turning this feature on.

Creating a Membership Contract

NOTE: You must create your contract before assigning memberships to clients. Contracts cannot retroactively be added to memberships.

To create a Membership Contract:

1. Go to Legal > Contracts
2. Click Create Contract
3. Contract Name: Fill in the Name of the Contract
4. Who Needs to Sign This Contract?: Select the Appointment or Class membership plans this contract will need to be associated with
5. Automatically apply to all new Memberships: If toggled to yes this contract will be applied to any newly created memberships in the future
6. Information to Collect: Basic details that will be required for the client to fill out such as Name, Address, DoB, Etc. 
7. Payment Plan Terms: View a sample of the Payment Plan Terms that will appear in the Client's membership contract. These Payment Plan Terms will be auto-filled in the Membership Contract based on the individual client's membership. The client will need to initial, to agree to these terms.
8. Contract Terms: The main outline of what the client will be agreeing to. These terms are the policies and rules set forth by your place of business that the client must agree to during the contract signing process. Type [initial] at any point in your terms and this will create a spot in the contract for your client to acknowledge your terms.
9. Contract Email: This is an Email Template to be sent to Clients notifying them that they have an unsigned contract that will need to be signed. Using the [contractlink] tag in the body of your message will place a link to this contract for the client to fill out online. 
10. Publish Contract: 
    • Draft - This will save the contract. It will not be available to sign.
    • Published -  The contract will be live and available to sign.
11. Save

To Update your Existing Contract Template:

1. In Wodify Admin, go to Legal > Contracts
2. Click the 3 dot icon on the right of the contract
3. Click Edit Contract
4. Make any changes to the Who Needs to Sign This Contract, Automatically Apply to all new Membership Templates, Information to Collect, Payment Plan Terms, Contracts, and Contract email sections.
5. Click Preview to view your contract and select Save when finished 
   • Once you select Save, you will receive a pop-up asking if clients who signed the original contract will need to re-sign the new version. Select Yes or No
     • If Yes is selected, your existing clients who have signed the contract previously will need to re-sign the updated version. This will automatically send an email to every client that must resign their Contract
     • If No is selected, your existing clients who have signed the original contract will not have to re-sign the updated version

Reviewing Unsigned and Signed Contracts 

1. Go to Legal > Contracts. 
2. Click on the Contract Name or the number under the Signed or Unsigned columns to see a list of clients
3. Review, re-send, or upload any contract that has been assigned to a client

Resending Missing Contract Links/Uploading a Missing Contract

Resending Your Contract (Individual) 

1. Go to Legal > Contracts > Click Into a Specific Contract > Unsigned 
2. Locate the Contract you would like to resend
3. Click the 3 Dots and then Email Contract

Resending Your Contract (Bulk) 

1. Check the name(s) of the clients on the left
2. Click the ellipsis (...)
3. Click Send Contracts 

Uploading a Missing Contract

1. Go to Legal > Contracts > Unsigned
2. Locate the Contract you would like to upload
3. Click the 3 Dots
4. Click Upload Contract

Sign Missing Contracts

1. Go to Lgeal > Contracts > Unsigned
2. Locate the Contract you would like to sign
3. Select the 3 Dots on the right, then click Sign Contract

4. This will bring the client to a 3 step signing process 
    

   

   

   ---

    

Exporting Contract Information (Bulk)

1. Go to Legal > Contracts > Signed
2. Select the name(s) you'd like to export
3. Select Three Dots > Download
   
    

Exporting Contract Information (Individual) 

1. Go to Legal > Contracts > Signed
2. Find the name of client
3. Select the paper icon, then download.

Locating a Contract within a Client Profile

1. Go to the Client Profile
2. Select Documents
3. Locate the Contract for this client

FAQs

1. What information should I include in a contract?

This is a great place to include information such as: Class No-Show and Class Cancellation Policy, Membership Cancellation Policy and Timelines, Safety and facility guidelines, and Equipment courtesies and considerations

TIP: Wodify Blueprint Course - Protect your business with contracts and waivers

If you need any additional assistance with Creating Contracts, feel free to reach out to us at support@wodify.com or via Priority Live Chat in your admin account (Promote only).