Learn how to easily upload a general Terms of Use agreement for users to accept during registration, and how to share individual contracts for signature with customers separately.
Upload the general agreement
If you require all your users to agree to the general rules in the space, add the text of this agreement to the Terms of Use.
When a new user logs in to the member web portal or mobile app for the first time, they accept your Terms of Use during the onboarding process and cannot proceed further without completing this step. By pressing "Continue", they confirm that they have carefully read and agreed to the Terms of Use.
Users can review the agreement in the Terms of Use at any time on their Account page in the member web portal and mobile app.
Collect signatures for individual contracts
If, apart from the general agreement, you need customers to sign individual contracts for office rental or membership, follow these steps:
1. Have your contracts created in an online contract signature tool (e.g., DocuSign).
2. Once a new customer signs up for a plan or applies for an office, share a link to the contract for them to e-sign through an individual chat with them.
As an alternative to the link, you can also send a document since chats support any file format.
3. Users open the attached document or link, add a signature online, and return the signed contract to you via the chat.
4. Upon receiving the signed contract, attach it to the user's/company's profile on the Customers page for quick and convenient access and secure storage.
