Memvera

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العربية

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العربية

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Agreement Generation ​

Membership & Sales

What it does ​

Whenever a member signs up, Memvera produces their membership agreement automatically — the right template, filled with their details, generated as a PDF the moment the purchase completes. There's no manual paperwork: the system merges the member's name, ID, plan, pricing, and dates into the contract, delivers a copy to the member, and archives it on their profile. Agreements render in Arabic and English with proper right-to-left layout, and signed copies are stored securely in line with Saudi data-protection rules (PDPL).

Key concepts ​

  • Template — a master agreement document. There are separate templates for B2C and B2B, kept in a central, version-controlled repository and maintained by Memvera with your approval.
  • Template association — linking one or more active templates to a membership plan, so the right contract is used automatically. Conditional rules can pull extra documents (e.g. a guardian-consent form for a minor).
  • Auto-population — member and transaction data (name, National ID / Iqama, plan, price, joining fee, VAT, first due date) is merged into the document so it's accurate and legally binding.
  • Per-plan Terms & Conditions — every membership plan carries its own terms. The commercial clauses (commitment / term length, joining fee, cancellation fee, freeze rules, renewal / auto-renew) are auto-generated from the plan's policies, so the terms shown and signed always match what the system actually enforces. The operator adds free-text terms notes (English + Arabic) on the plan for anything not modelled — cancellation wording, code of conduct, health / liability. GET /plans/{plan}/terms returns the resolved terms.
  • Signature placeholder — the spot where the member signs, captured in-club or at online checkout.
  • Delivery & archival — the finished PDF is saved to the member profile and sent out (email / WhatsApp / SMS), with delivery status tracked.
  • PAR-Q — the health-readiness questionnaire, handled by InovFitness; the completed document is received and stored on the member profile.

Main tasks ​

Generate an agreement (automatic) ​

  1. Complete a membership sale at Reception, the POS, or online checkout.
  2. On successful payment, the system fetches the associated template and fills in the member and transaction details.
  3. The member signs (in-club or at checkout), and the final PDF is generated.
  4. The signed agreement is saved to the member profile and delivered automatically — no extra steps needed.
  5. The member is then prompted to review and sign it: when the PDF is generated they get an in-app notification (member-app notification center) and an email, and can sign it in the member app under Agreements.

Show and accept terms at the POS ​

  1. Selecting a membership plan at the POS opens a "View terms" modal with that plan's resolved clauses and free-text notes.
  2. The member must tick the accept checkbox before the membership sale can complete.
  3. The signed agreement PDF spells out those same resolved clauses and notes — so what the member reads at the POS is exactly what they sign.

Resend or re-distribute an agreement ​

  1. Open the member's profile → Agreements and find the document.
  2. Choose Resend to push an updated copy by email or app.
  3. To send updated Terms & Conditions to many members at once, use the bulk re-distribution option and pick the audience.

Find and review a stored agreement ​

  1. Open the member's profile → Agreements to see their signed contracts.
  2. Open any document to view or export it as PDF.
  3. Sensitive fields (medical answers, full ID) are masked from standard front-desk view per PDPL — only authorised roles can see them in full.

Tips ​

INFO

Agreements are generated from the data in the sale, so make sure the member's details and plan are correct before taking payment — the contract reflects exactly what's on file.

TIP

Bilingual contracts render Arabic right-to-left even with embedded English (emails, ID numbers) without breaking the layout, so you can issue one document that's valid in both languages.

TIP

The commercial clauses (term length, joining fee, cancellation fee, freeze, renewal) are derived from the plan's own policies, so they can't drift from what the system enforces — keep each plan's free-text terms notes filled in both English and Arabic so nothing is missing from the signed copy.

Related modules

Membership Management · Member Management · Finance & Payments · Extra Services & Add-Ons