Use this article to create a reusable digital contract template on the Digital Contracts tab, with contract text, waiver checkboxes and custom questions. A digital contract is the agreement a customer reads, accepts and signs when they buy a membership. You create it once as a template and then attach it to any membership.

To start a new contract template, go to Shop+ → Memberships → Digital Contracts and click Create Template. The list shows existing templates with their number of waivers and questions.

In the Contract step, give the template a name, a short Contract Description, and edit the agreement text in the editor. The template comes pre-filled with a general membership agreement that uses merge fields such as {companyName} – review and adapt it to your business (the built-in disclaimer recommends checking with an attorney). Click Next.

The Waiver step holds the statements the customer must tick before signing. Two are pre-filled (agreeing to the terms, and to automatic renewal); edit the text or add your own checkboxes. Click Next.

In the Questions step, add optional custom questions the customer answers at sign-up. Each question has an Answer Type of Multiple Choice, Single Choice or Text; click Add more for additional questions. Click Next.

The Result step previews the finished agreement as the customer will see it. Click Save to save the template.

The template now appears in the Digital Contracts list with its waiver and question counts.