Membership Waiver & Intake Form

Membership agreements can be generated and signed during in-store purchases through the client profile, POS, Ingenico terminals, or the Scheduler app, as well as online via the booking widget or the custom guest app. This article walks you through how to create and generate waivers and intake forms for memberships.

Things to know:

• The ability to create membership waivers and intake forms is governed by the "Manage Client Setup" access control setting.
• Membership agreements can be generated and signed during in-store purchases through the client profile, POS, Ingenico terminals, or the Scheduler app, as well as online via the booking widget or the custom guest app. Learn more about signing waivers via the Ingenico terminal here.
• For franchise businesses, membership waivers and intake forms can be created at both the parent (franchisor) and child (franchisee) levels. 
• Membership waivers will only appear in POS if a membership intake form has been created and memberships have been selected for that form

 CONTENTS

• Creating Membership Intake Form
• Generating Membership Waivers In-Store
• Membership Intake Forms On Booking Widget & Express Checkout Page 

Creating Membership Intake Form

The first step is to create the waiver, set up custom fields, and then build the intake form. You can learn more about creating waivers here and custom fields here.

1. Once you’ve created the membership waiver and custom fields, select the Intake Form option to continue
2. Click Create New Intake Form under either the Client Intake Form or Pet/Family Member Intake Form section
3. Name your form (e.g., Membership Intake Form)
4. Under Services, find the Memberships section and select the memberships this form should apply to.                                                                                                                                                                                                                                        
5. Save the form
6. On the left side, you'll see a list of Custom Fields and Default Fields
7. Select the fields you want to include, including the membership waiver
8. The selected fields will appear under the intake form                                                                                                                                                                                                                       
9. You can expand each field to:
   • Add a description
   • Make the field required
   • Specify if the field should be asked every time
     

Generating Membership Waivers In-Store

From the client's profile:

1. Go to the Clients tab and open the desired client profile
2. In the Memberships section, click Add Membership
3. Select the Location and the Membership
4. The Waiver field will appear. Select the appropriate waiver from the dropdown                                                                                                                                                                             
5. The membership agreement will display for the client to sign
6. After signing, click Save
7. The signed waiver will be attached to the membership
8. Click Take Payment to complete checkout

From POS:

To generate the membership waiver in POS:

1. Navigate to POS > New Ticket
2. Add a client and a membership to the ticket
3. The Waiver field will appear. Select the appropriate waiver 
4. The membership agreement will appear for the client to sign
5. Save the signed waiver
6. The waiver will be added to both the ticket and the client profile
7. Click Take Payment to complete checkout

Membership Intake Forms On Booking Widget & Express Checkout Page 

When membership waivers and intake forms are set up, clients purchasing a membership online will be prompted to complete the intake form and sign the membership agreement before checkout.

To access the membership waiver/intake form online, your clients should:

1. Navigate to your booking widget or express checkout page
2. Sign in or create an account
3. Click the Memberships link in the header
4. If applicable, choose who the membership is for (client, family member, or pet)
   • If the client has a family member or pet on their account, the "Please Select A {Family Member} or {Pet}" option will be displayed, along with a drop-down list from which the client can choose the family member or pet
   • If the client does not have a family member or pet listed on their account, they will be prompted to add one                                                                                                                    
5. Click Buy again to add the membership to the cart
6. On the checkout page:
   • Membership details (name, recipient, billing frequency, start/end date, and price) will display
   • The intake form and membership agreement will appear to the left of the payment section
7. Enter payment details and click Complete PurchaseComplete the intake form and sign the agreement 
8. Enter the card details and then select the “Complete Purchase” button 

Clients can print their transaction confirmation if desired

For more information, contact us at support@mytime.com or (385) 233-6964.