The Agreements functionality allows you to:

  • Easily keep track of statuses - See who has agreed to optional/required documents, timestamped with the version.

  • Manage versions of Agreements - Editing an agreement creates a new version and saves the old in the Version History. Members will need to agree to the latest version.

  • Create as many Agreements as needed.

  • Share agreements via external links - This allows you to send members a copy of the agreement.

  • Send reminder emails - This allows you to send a templated reminder email from the Agreements report.

Accessing Agreements

  1. From the left navigation menu, click Org Tools > Agreements.

Creating Agreements

  1. Access the Agreements page, and click Add Agreement.

  2. Fill out the form as required/desired.

    • Please ensure the document is complete and without errors before saving it. Edits to the agreement create a new version.

  3. Click Save.

View and Manage Agreements

  1. Access the Agreements page.

  2. Shown is a list of Active agreements. From here, you can:

    • View Agreements - what classes use the agreement and whether it's required or optional.

    • Manage Agreements - Under Actions, use the icons to:

      • Edit - by clicking the pencil icon, edit your agreement to create a new version.

      • Review the Version History - by clicking the clock icon, then the version dropdown, you can pull up any past version of the agreement along with when the version was saved and by who.

      • View Agreements - click the eye icon to open the agreement in a new browser window.

      • Create/copy a link - click the document icon to copy the URL to the agreement to your clipboard.

Adding Agreements to Classes

  1. From the left navigation menu, click Classes > Class Admin.

  2. From the Classes tab, find the class you'd like to add the agreement to, and click the gear icon to the left of the "class name."

  3. From the General tab, scroll to the bottom of the page to Agreements.

  4. Click the box, and type in/select the name of the agreement.

  5. When finished, click Save & Continue or Save & Close.

Tracking Member's Agreements

You can review who has signed/unsigned agreements in a specific class or review all members.

Member Agreements via Classes

  1. From the left navigation menu, click Classes > Class Admin.

  2. From the Classes tab, find the class you'd like to add the agreement to, and to the right of the "Class Name," click the gear icon.

  3. To view those who have unsigned required/optional agreements, use the Registrations tab and use the "All Agreements" filter to pull up those with unsigned required or optional agreements.

  4. If desired, click on the red exclamation icon under "Status" to review the agreements that need to be signed. You can also pull up proof an agreement was signed by clicking the name on the Account Name > Agreements.

Member Agreements via Reports

  1. From the left navigation menu, click Classes > Class Admin.

  2. From the top horizontal menu, click Reports > Agreements.

  3. Use the "Member Agreement Status" filter to pull up those with signed/unsigned agreements. Use the date filter if you'd like to narrow down your results to a specific date range.

Send Reminder Emails

There are two ways a reminder can be sent:

  • From the Class Registration list.

  • From the Agreements Report.

Sending Reminder Emails from Class Registration

Use this option if you want to only send reminders to those in a specific class.

  1. From the left navigation menu, click Classes > Class Admin.

  2. Click Classes.

  3. Use the search to find your class, and to the right of the Class Title, click the gear icon.

  4. Click Registrations, and use the Agreements tab to select Unsigned Required/Optional Agreements.

  5. Select the members you'd like to email.

  6. In the upper right, click the Email...button, and click:

    • Send Agreement Review Reminder to automatically send a templated email.

    • Edit & Send Agreement Review Reminder to review/edit the email before sending.

Sending Reminder Emails from the Agreements Report

  1. From the left navigation menu, click Classes > Class Admin.

  2. From the top horizontal menu, click Reports > Agreements.

  3. Use the filters to select Not Signed and if desired, choose Required/Optional.

  4. Select the members you'd like to email.

  5. In the upper right, click the Email... button, and click:

    • Send Agreement Review Reminder to automatically send a templated email.

    • Edit & Send Agreement Review Reminder to review/edit the email before sending.

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