Edit Club - New Agreement

Settings > Settings > Club > Club Number > Edit Club > New Agreement

The New Agreement tab of the Edit Club page contains the following sub-sections or sub-tabs:

• General
• Options
• Layout
• Custom Fields
• Billing Instructions
• Documents

General

Option	Description
(After Save and Pay) Display page	The page that displays after "Save and Pay" is selected at the end of the New Agreement entry process. Options include Calendar, Manage Agreements, Manage Members, and POS.
(Warning Message) Change Billing Method from EFT to Credit Card	Whether to display the dialog box prompt "Are you sure you want to change from EFT to credit card?" when the payment method on the Billing Info page is changed from EFT to credit card. Changing a payment method after the relevant text fields are populated will clear these those fields.
(Queues) Preferred Sort Order	Whether the queue will appear in Ascending or Descending order.
(Queues) Use Pre-Approval	Whether to use the Pre-Approval queue. If Pre-Approval is set to Yes, then new agreements will be placed in the Pre-Approval queue.
(Queues) Use Approval	Whether to use the Approval queue. If Approval is set to Yes and Pre-Approval is set to No, then new agreements will be placed in the Approval queue. If Approval is set to No and Pre-Approval is set to No, then new agreements will be automatically posted.
(Queues) Use POS	Whether to allow use of the POS queue.
(Queues) Show Save & Hold Button	Whether to display and allow use of the save and hold function, which places agreements in the Hold queue.
(Cancel by Number of Days) Active Club Including Active Presale	The number of days in which a new member may cancel an agreement with an active club, including clubs with active presale, in which billing is already taking place.
(Cancel by Number of Days) Presale Club	The number of days in which a new member may cancel an agreement with a club in presale, in cases in which all billing is set to begin at a future date.
(Available Renewal Types) None	Whether to allow the option of no renewal.
(Available Renewal Types) Term Renewal	Whether to allow term renewal.
(Available Renewal Types) Auto Renew to Term	Whether to allow auto renewal to term.
(Available Renewal Types) Auto Renew to Open	Whether to allow auto renewal to open.
(ABC/Club Billing Statements) Use Statements	Whether to use billing statements.
(ABC/Club Billing Statements) Additional Amount	The additional dollar amount to add for billing statements.

Options

Option	Description
Show New Agreement Setup Menu Items	Whether to show the Electronic Agreement Entry section of the Settings menu. You must log out and log back in after changing this option before the change takes effect.
Preferred New Agreement Payment Plan	Select the default payment plan for new agreements. If you want to force selection of a payment plan, leave this field empty ("Select One").
Web Service Card Terminal	Select from a list of pre-defined card terminals.
Use Billing Info for Card on File	Automatically transfer information from the Billing Info section of the new agreement to the information saved for the card on file.
Club Account Preferred	Whether club account is a preferred inclusion for a new agreement.
Preferred Club Account Limit	The standard dollar limit placed on a new club account.
Prefill Barcode	Whether to automatically assign the new agreement number as the barcode, and to prefill the barcode field with this number.
Preferred Billing Payment Method	The preferred billing payment method when entering a new agreement: Cash, Credit Card, EFT, or Statement.
Preferred Club Account Payment Method	The preferred payment method for club account: Credit Card, EFT, or Statement.
Allow Renew / Rewrite Members from Other Clubs	Whether to allow members whose agreements are renewals or rewrites from other clubs.
Renewal Date within 30 days of Expiration	Whether to automatically adjust the renewal date to be within thirty days of expiration if that is not already the case.
Warn on Minors	Whether to prompt with the dialog box "This individual is less than 18 years old" when a minor's birth date is entered .
Duplicate Member Notification	Whether to prompt with the dialog box "Members found with similar name to (entered name)" when another member exists with a similar name.
Email Agreement	Whether to email the new agreement to the member.
Default Mass Approve Action	The Leave Transaction Pending option will be auto selected when performing mass approval of agreements with unfinished POS items. The Auto Cancel Transactions option will be auto selected when performing mass approval of agreements with unfinished POS items.
Default Fee Date after First Monthly Invoice Date	When set to Yes, the system will automatically default the fee due date to fall after the first monthly invoice date. Please contact your ABC Account Executive if you wish to enable this feature for your club.

 

 

Layout

Option	Description
(Sections) Sort Order	Place the sections in the order you wish them to appear when a new agreement is being entered.
(Sections) Display Fees	Whether to display fees when a new agreement is being entered.
(Sections) Display Payment Amounts	Whether to display payment amounts when a new agreement is being entered.
Primary Fields	Using the drop-down menu, select each section of the Primary Fields portion of the New Agreement to determine which fields are Hidden, which are Shown (optional), and which are Required. Clicking Hide, Show, or Require next to the Section drop-down menu will apply that option to all the fields below, other than those marked System, which cannot be changed.
Children Fields	Using the drop-down menu, select each section of the Children Fields portion of the New Agreement to determine which fields are Hidden, which are Shown (optional), and which are Required. Clicking Hide, Show, or Require next to the Section drop-down menu will apply that option to all the fields below, other than those marked System, which cannot be changed.
Secondary Fields	Using the drop-down menu, select each section of the Secondary Fields portion of the New Agreement to determine which fields are Hidden, which are Shown (optional), and which are Required. Clicking Hide, Show, or Require next to the Section drop-down menu will apply that option to all the fields below, other than those marked System, which cannot be changed.

 

Custom Fields

Option	Description
Custom 1 - 5	These are text fields that correspond to the New Agreement Custom Fields where they will appear.

 

Billing Instructions

Option	Description
ABC Billing	The text from this text field will appear over the ABC/Club Billing section of the Billing Info page.
Alternate ABC Billing	The text from this text field will appear over the Alternate Billing section of the Billing Info page.
Card on File	The text from this text field will appear in the Enable Card on File section of the Billing Info page.
Club Account	The text from this text field will appear in the Enable Club Account section of the Billing Info page.

Documents

On this page, you can add, edit, or delete URL links by clicking the Documents icon that will appear in the horizontal drop-down menu on the Electronic Agreement Entry page as shown in the image below.