Click
for a demonstrationAgreement Templates
QuikCheK Pro Only!!
A template is an outline of an agreement that you can use over and over.
Agreement templates can be made from existing contracts or they can be created in Setup. Once you save a contract, if it is similar to something that you would like to use again and again, you can click on the Save as Template button. You will be prompted to give the template a name.
Example: Family PIF 1yr.
The name you give it, will now appear in the agreement template box the next time you add a new contract to a member.
Modifying/Adding Templates in Setup
Exit CheckIn or Members and go to Setup
1. In Setup, select System on top right, then click on Other in the left column.
2. Click on the Contract Templates Tab. (On this screen you can add or modify existing templates.)
3. Click New Template to add a new template.
4. Enter a name for the template, click OK,
5. Fill in the information you want to save as part of the template.
6. Click Save to save the template.
Membership Days = the length of the agreement. For a 1 year contract enter 365, one month enter 30 or 31. Six months enter 182 You're in charge here so enter whatever makes sense to your club situation.