Contract Details

Last modified by Isaac Mejia on 2025/12/15 16:25

              

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Last updated on December 15, 2025

Contract Details

Information

KB: MSI Knowledgebase • Category: Configuration • Source: https://membersolutions-9221154.hs-sites.com/kb/contract-details_1487503941

  Contract Details

     Created by
     Amith, last modified by
     Cathy Beckstead on Jul 22, 2022

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Click Setup

  • Click Personalize
  • Click Contracts

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Default Terms Contract Options

This wording is used for any “in house” contracts not billed through Member Solutions billing services.

  • Member Information: This area contains specific details about the Customer on the contract and the Member the contract is purchased for.
  • Membership Information: This area contains specific details about the actual membership terms

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  • Payment Information: This area contains details on payment, such as the number of payments, payment frequency, etc.
  • POS Confirmation Required (Contract Signature Options): Choose the type of confirmation at the point of sale, between None if no confirmation is required, Finger Signature if you will be having members sign on screen using a mouse, finger or electronic pencil on a tablet or Digital Confirmation where the customer can just simply type their name as acceptance. Note: Signature option is no longer used as we do not link with a signature pad.
  • Online Store Confirmation:  Set as Finger Signature for online purchase.

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  • Cancellation Terms: This area contains details on the contract's cancellation terms.
  • POS Confirmation Required (Contract Signature Options): Choose the type of confirmation at the point of sale, between None if no confirmation is required, Finger Signature if you will be having members sign on screen using a mouse, finger or electronic pencil on a tablet or Digital Confirmation where the client can just simply type their name as acceptance. Note: Signature option is no longer used as we do not link with a signature pad.
  • Online Store Confirmation:  Set as Finger Signature for online purchase.

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  • Legal Terms & Conditions: This area contains details of the contract's legal terms and conditions.
  • POS Confirmation Required (Contract Signature Options): Choose the type of confirmation at the point of sale, between None if no confirmation is required, Finger Signature if you will be having members sign on screen using a mouse, finger or electronic pencil on a tablet or Digital Confirmation where the client can just simply type their name as acceptance. Note: Signature option is no longer used as we do not link with a signature pad. 
  • Club Authorization Required: Choose between No Confirmation, or Digital Confirmation
  • Online Store Confirmation:  Set as Finger Signature for online purchase.

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  • Click Save

MSI Terms Contract Options:

This wording is used for any contracts that are billed through Member Solutions billing services. The option to choose Default or MSI is set in the contract setup under Setup>Inventory>Packages. See above for details about each section. Note: The signature settings in the top settings are used for both Default Terms and MSI Terms.

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