How to create a membership template?

Aktualizowano: 27 października, 2024

2020-10-02 07:36:50 how-to-create-an-agreement-template You can create a membership template that will automatically enter data from the system with the use of tokens yourself. 1. First, go to the Club settings -> Configuration -> Member’s options -> Agreement templates tab: Important! If the tab is not available for you, inquire about it being enabled by issuing […]

You can create a membership template that will automatically enter data from the system with the use of tokens yourself.

1. First, go to the Club settings -> Configuration -> Member’s options -> Agreement templates tab:

Important! If the tab is not available for you, inquire about it being enabled by issuing a Support ticket.

2. Then, use the editor to create a template and then add tokens:

Below the editor, you will find a list of available tokens (values contained in square brackets). Use them by clicking on the Insert button:

Below, you can find a list of available tokens:

MEMBER_CONSENT_SIGNATURE_ID:X	Signature for a consent of „X” ID
LONGEST_FREEZING_PERIOD	Maximum freezing period
IDENTITY_DOCUMENT_NUMBER	Identity document number
FIRST_INSTALLMENT_DATE	First installment’s term of payment
SUPPLEMENT_INSTALLMENT_DATE	Supplement installment’s term of payment
PHONE_NUMBER_GUARDIAN	Legal guardian’s phone number
MEMBER_SIGNATURE	Member’s signature
IBAN_NUMBER	IBAN number
JOINING_FEE	Joining fee
IDENTITY_DOCUMENT_TYPE	Type of the identity document
COMPANY_ZIP_CODE	Company’s zip code
COMPANY_REGON	Company’s CRO number
COMPANY_PHONE_NUMBER	Company’s phone number
COMPANY_EMAIL	Company’s email address
COMPANY_NIP	Company’s tax number
COMPANY_STREET	Company’s street name
COMPANY_NAME	Company’s name
COUNTRY_OF_RESIDENCE	Country of residence
AGREEMENT_VALUE	Value of the agreement
AGREEMENT_DURATION	Agreement’s duration (provided in numeric value)
ADDRESS	Client’s address
ADDRESS_FOR_CORRESPONDENCE	Client’s address for correspondence
PRICE	Membership price
MEMBERSHIP_DURATION	Agreement’s duration (provided in words)
BIRTH_DATE	Date of birth
ADDITIONAL_INFORMATION	Additional information
ID_CARD_NUMBER	Identification document number
INSTALLMENT_PAYMENT_DUE	Installment day of payment
TODAY	Current date (date of signing)
EMAIL	Email address
PAYMENT_FORM	Form of payment
SALES_STAFF	Sales staff (Account manager)
PAYMENT_SCHEDULE	Payment schedule (provided as a table)
COUNTY	County
MEMBER_ID	Member ID
PAYER_ID	Payer ID
FIRST_NAME	First name
FULL_NAME	First name and last name
MEMBERSHIP_NAME	Service category
ZIP_CODE	Zip code
NUMBER_OF_INSTALLMENTS	Number of installments in a membership
MAX_NUMBER_OF_SUSPENSIONS	Maximum number of suspensions
MAX_DURATION_OF_SUSPENSION	Maximum duration of suspensions
CITY	City
PLACE_OF_BIRTH	Place of birth
NAME_OF_THE_CLUB	Name of the club
NAME_OF_AUXILIARY_FEE	Name of an auxiliary fee
SURNAME	Surname
TAX_EXEMPT_NUMBER_NIP	Company’s tax number
FULL_MEMBER_ID	Complete Member ID
HOUSE_NUMBER	Number of the house
CARD_NUMBER	Number of the card
BANKNAME	Name of the bank
BANK_ACCOUNT_NUMBER	Bank account number
BANK_ACCOUNT_NUMBER_CLUB	Club’s bank account number
BANK_ACCOUNT_NUMBER_SYSTEM	Bank account number (provided in the settings)
MEMBERSHIP_NUMBER_IN_ORDER	Number of the agreement
MEMBERSHIP_NUMBER	Complete agreement number
ENTRY_LIMIT	Entry limit
TERMINATION_PERIOD	Termination period
ID_CARD_NUMBER_GUARDIAN	ID number of the legal guardian
EMAIL_GUARDIAN	Email address of the legal guardian
FIRST_NAME_GUARDIAN	First name of the legal guardian
SURNAME_GUARDIAN	Last name of the legal guardian
SOCIAL_SECURITY_NUMBER_GUARDIAN	SSN of the legal guardian
PHONE_NUMBER_GUARDIAN	Phone number of the legal guardian
ADMINISTRATION_FEE	Administration fee (value)
ADMISSION_FEE	Admission fee (value)
AUXILIARY_FEE	Auxiliary fee (value)
MEMBERSHIP_CARD_FEE	Membership card fee (value)
SOCIAL_SECURITY_NUMBER	SSN of the Member
PAYMENT	Payment (one-time/installments)
INSTALLMENTS_LEFT	Installments left
PROMOTIONAL_MEMBERSHIP_RENEWAL	Promotional membership renewal
SUPPLEMENT_INSTALLMENT_PRICE	Supplement installment price
MONTHLY_INSTALLMENT	Monthly installment
SUM_INSTALLMENT_ENROLLMENT_FEE	Supplement admission fee sum
SUM_FEES_SATURN	Summary of fees to be paid as of right now (e.g. an installment + a fee)
LANDLINE_PHONE_NUMBER	Landline phone number
PHONE_NUMBER	Member’s phone number
SECOND_INSTALLMENT_PAYMENT_TERM	Second installment’s payment term
LAST_INSTALLMENT_PAYMENT_TERM	Last installment’s payment term
STREET	Street
STREET2	Street 2 (second row)
AGREEMENT_TO	Agreement valid to
AGREEMENT_FROM	Agreement valid from
AGREEMENT_SOLD_BY	Agreement
INSTALLMENT_PRICE	Installment price
PAID_TODAY	Paid today

3. After creating a template, save it:

4. Additional templates can be created by using the Copy button, or a template can be deleted completely by clicking the Delete button:

5. Define a foreign language option by copying a template, filling it out with adequate foreign language and selecting it at the top of the editor:

6. Attach an appropriate agreement template to a membership by using the Club/Chain settings -> Memberships -> Memberships -> the pencil icon -> Additional options -> Agreement template option:

7. An attached agreement template can be printed by using the Member’s profile -> Agreements -> printer icon option:

Important! There is an option to have agreement templates created by the eFitness team. Creating a template is considered an additionally paid service. To have your templates created, send them in editable .doc or .docx formats to us by issuing a Support ticket.

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