Add New Agreements, Documents, or Terms to Your Memberships

To add a new agreements, terms, or documents to your memberships, follow the steps below:

Step 1: Access Membership Terms

Navigate to Billing > Settings from the side menu. Here, you will find the Membership Terms section.

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Step 2: Add a New Term

Click on the '+ Terms' button to create a new agreement or document.

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Step 3: Choose the Term Type

There are two types of terms you can create:

  • Simple Term: A title and text-only agreement.
  • Term with File Attachment: An agreement that includes an uploaded file.
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Step 4: Creating a Simple Term

For a Simple Term, enter a title and a description.

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Step 5: Creating a Term with File Attachment

For a Term with File Attachment, follow these steps:

  • Click on 'Choose file' to upload the document.
  • Select the file from your computer.
  • The uploaded file will be listed below.
  • Enable the 'Require Patient Signature' toggle if you want patients to sign the agreement when enrolling.
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Step 6: Apply to All Plans or Specific Plans

  • If 'Apply to all plans' is enabled, the term will apply to all memberships.
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  • If 'Apply to all plans' is disabled, a new field will appear where you can select specific memberships for the term. Selected membership plans will appear as badges under the Select Membership Plan section.
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Step 7: Save the Agreement

Once all settings are configured, click the 'Save' button. A confirmation message will appear, and the new term will be added to your Membership Terms list.

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By following these steps, you can efficiently manage agreements and documents for your memberships within SigmaMD.