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Attaching a digital contract to a membership

How to pick a contract template for a membership from the Description & Contracts section so customers sign it at checkout.

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Written by James Shepherd

Use this article to attach a contract template to a membership from the Description & Contracts section of the membership form, so each membership that should require a signature has one.

How do I open the membership?

To open the membership, click the Edit icon on the plan on the Memberships tab. Scroll to Description & Contracts and click + Add Digital Contract.

+ Add Digital Contract link

How do I select the contract template?

The Select Default Contract window lists your templates with their question and waiver counts. Click Select under the template you want.

Select Default Contract

The chosen template is marked Selected. Click Save.

Template selected

How do I save the membership?

Back on the membership form, the section now reads ✓ Digital Contract selected. Click Update at the bottom of the dialog to save the membership and store the change.

Digital Contract selected
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