The Forms and Policies window allows you to define membership documents, such as membership agreements and payment authorization forms. You can then assign the documents to memberships so that employees print them when they sell a membership, which helps to make sure that clients complete the correct paperwork when they purchase a membership.
Select Management > Forms and Policies.
The Forms and Policies window displays.
Click New.
In the Form/Policy Name field, type a title for the document.
Images = To add an image, open the image in a graphics editing program and press Ctrl+c. Move back to the Forms and Policies window, select the desired location for the image using the mouse, and press Ctrl+v.
Tags = Tags allow you to insert data into your document, such as client names and appointment details. To insert a tag, click Insert Tag and select a tag from the menu. Once you insert a tag, the tag displays in carats (e.g. <<TODAY’S DATE>>) in the Text Entry box.
Text = Type text as desired.
Note: If you want a web site address to display in the document, type the web address in carats as follows: <<www.harmssamplesalon.com>>.
More Info: Click here for instructions on how to assign a document to a membership.
Assigning a Membership Document