Memberships - Agreement Forms
Would like to be able to attach forms to a membership or series (product instead of service). The workaround for this now is not ideal at all.
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Kendra Lay commented
Yes, the client needs to be able to read the agreement when purchasing the membership -- especially online. The workaround of having to attach an intake form with the membership terms to their appointment doesn't work for online sales of memberships.
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Erika Alfonso commented
Need agreements for online package and membership purchases.
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Greta Gunderson commented
Could BLVD add the ability for clients to sign an acknowledgement/agreement regarding our membership policies during the checkout process when signing up for a new membership? We could keep a copy of the acknowledgement for or records and a copy of the agreement could be sent to the client's email.
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Mary D. commented
Have the ability to manually send a form (not attached to a specific appt). For example, if a client decides to join a membership, we can manually send them the form.
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Amy Aranda commented
This is CRUCIAL for online membership sales. The fact that we can not do it, puts us at high risk if we choose to still sell memberships online and the fact is that everyone in my area does sell memberships online so not being able to also creates a large impact on my business. Software should protect us - not leave gaping holes where we can be liable for huge refunds or worse yet litigation.
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Ashley DeAzevedo commented
Would LOVE to have a way we could create a contract/agreement in forms and have the option of it popping up for the client to sign and save to their profile at the point of sale. This would consolidate many work arounds and make the process much more streamlined.
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Jeremy Shieh commented
Some of these product sales are large ticket items that probably should have a form to show the clients the terms of purchase and then we have a record of such agreement so the business and boulevard are both protected in these big sales.
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Cali Everts commented
Currently, clients can only fill out forms if they are attached to an appointment. This causes an issue with membership agreement forms. Members are not able to fill out an agreement after their appointment when they choose to sign up for a plan. Please separate the forms from appointments and instead attach them directly to client profiles with the ability to be sent or filled out by the client at anytime
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Mari Tzikas commented
Can we update the FORMS capabilities to also include forms triggered by a membership (product) purchases. For example, when someone purchases a subscription/membership, they are promted to sign a form with the terms and conditions of the membership. Thanks!
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Lisa Lee commented
To outline the details of the membership and have them (clients) sign and agree to it.