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Wiki source code of Contract Details

Last modified by Isaac Mejia on 2025/12/15 16:25
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1 {{include reference="KBArticleHeader.WebHome"/}}
2
3 = Contract Details =
4
5 {{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/contract-details_1487503941>>https://membersolutions-9221154.hs-sites.com/kb/contract-details_1487503941]]{{/info}}
6
7 * [[Setup>>Setup_1619099713.html]]
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9 * [[Personalize>>Personalize_1619591434.html]]
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11 Contract Details
12
13 Created by
14 Amith, last modified by
15 Cathy Beckstead on Jul 22, 2022
16
17 [data-colorid=r98609yqny]{color:#ff5630} html[data-color-mode=dark] [data-colorid=r98609yqny]{color:#cf2600}[data-colorid=rvcb94dadt]{color:#ff5630} html[data-color-mode=dark] [data-colorid=rvcb94dadt]{color:#cf2600}[data-colorid=fary7uwhgl]{color:#ff5630} html[data-color-mode=dark] [data-colorid=fary7uwhgl]{color:#cf2600}[data-colorid=s5bh371fqx]{color:#ff5630} html[data-color-mode=dark] [data-colorid=s5bh371fqx]{color:#cf2600}[data-colorid=tmfmhielte]{color:#ff5630} html[data-color-mode=dark] [data-colorid=tmfmhielte]{color:#cf2600}[data-colorid=oqfcmlzdw4]{color:#ff5630} html[data-color-mode=dark] [data-colorid=oqfcmlzdw4]{color:#cf2600}[data-colorid=zme1ef99nc]{color:#ff5630} html[data-color-mode=dark] [data-colorid=zme1ef99nc]{color:#cf2600}[data-colorid=vjvjmwr1f0]{color:#ff5630} html[data-color-mode=dark] [data-colorid=vjvjmwr1f0]{color:#cf2600}[data-colorid=hzz085zb6n]{color:#ff5630} html[data-color-mode=dark] [data-colorid=hzz085zb6n]{color:#cf2600}[data-colorid=wh9xdmtzt1]{color:#ff5630} html[data-color-mode=dark] [data-colorid=wh9xdmtzt1]{color:#cf2600}[data-colorid=vlbq05e01c]{color:#ff5630} html[data-color-mode=dark] [data-colorid=vlbq05e01c]{color:#cf2600}This help article will assist you with customizing the details that appear on your contract.
18
19 Click **Setup**
20
21 * Click **Personalize**
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23 * Click **Contracts**
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25 image:kb-1487503941-2089385989-1.png
26 **Default Terms Contract Options**
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28 This wording is used for any “in house” contracts not billed through Member Solutions billing services.
29
30 * **Member Information**: This area contains specific details about the Customer on the contract and the Member the contract is purchased for.
31
32 * **Membership Information: **This area contains specific details about the actual membership terms
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34 image:kb-1487503941-2089811975-1.png
35
36 * **Payment Information**: This area contains details on payment, such as the number of payments, payment frequency, etc.
37
38 * **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.//
39
40 * **Online Store Confirmation:** Set as **Finger Signature** for online purchase.
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42 image:kb-1487503941-2089680899-1.png
43
44 * **Cancellation Terms**: This area contains details on the contract's cancellation terms.
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46 * **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.//
47
48 * **Online Store Confirmation: ** Set as **Finger Signature** for online purchase.
49
50 image:kb-1487503941-2089943041-1.png
51
52 * **Legal Terms & Conditions: **This area contains details of the contract's legal terms and conditions.
53
54 * **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. //
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56 * **Club Authorization Required**: Choose between **No Confirmation, or Digital Confirmation**
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58 * **Online Store Confirmation:** Set as **Finger Signature** for online purchase.
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60 image:kb-1487503941-2089943049-1.png
61
62 * Click** Save**
63
64 **MSI Terms Contract Options:**
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66 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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68 image:kb-1487503941-2089975811-1.png
69
70 {{include reference="KBSupportCTA.WebHome"/}}