Create a contract or waiver

Create reusable contract and waiver templates in the Documents section, then find all signed copies in one list.

Navigate to Documents

From the dashboard, click your location card, then choose Documents (scales-of-justice icon) in the left sidebar.

The Documents page opens on the signed contracts list. To create or edit a template, click View Templates at the top right.

Create a new template

On the templates page, click the + Contract button in the top right of the list.

1. Enter a Contract Title.

2. Choose a Contract Type: contract or waiver.

3. Add a Program Description to explain what the document covers.

4. Toggle Require Signature on if members must sign the document.

5. Click Create to open the builder.

Edit the document body

The builder page opens with a rich text editor, a left sidebar for the table of contents, and a top menu for formatting and saving.

1. Edit the title in the textarea at the top.

2. Type or paste the contract or waiver text in the main editor.

3. Use the top menu to add headings, lists, or formatting.

4. Save or publish the template when finished.

Find signed documents

After a member signs a document, return to the Documents page to view it. The signed list shows the Title, Member, and Signed Date for each completed document.

Signed documents are saved as downloadable PDFs that include:

• Terms and conditions

• Effective date

• Member name and signature line

• An electronic-signature validity statement

To return to the templates list from the signed-documents page, click View Templates.