Introduction
This article shows how to add a GDPR clause or any other information clause (e.g. required by some Payment Providers) to the ClientPortal payment pages. Such an information clause will have a text form and will be displayed as an agreement without a checkbox in the Client Portal. It will give your clients the possibility to read the clause while joining online, choosing a payment method, or during the contract purchase.
- This article will show you how to add clause agreement to the ClientPortal via PGM.
- This article will be helpful to PG Champion, System Administrator, Front Desk Manager, and Club Owner.
Before you start
- Only one agreement with clause could exist.
- A clause could have an attachment like a standard user agreement.
- If there are several user agreements on the CP screen, the Clause user agreement will be on top of the agreements list.
- A clause could be marked as required or not - the system ignores this setting. Anyway, a user shouldn't accept this agreement, or mark anything.
- Clause visibility is managed the same way as other client agreements, i.e. it could be set up on any ClientPortal screens from groups - see the screen below!
Instruction
To add GDPR agreement go to the PGM -> Settings -> User agreements.
1. Click on Add agreement, or edit the existing one.
2. Enter the Name – it will be visible only in PGM.
3. Enter the Title of the agreement – it would be visible to members.
4. Add the clause text to the Content field – it will be displayed under the details button.
5. Set up the Clause in the Code field.
5. Select the Document type from the predefined list.
6. Set up the Requirements – decide for whom the agreement is required.
7. Select Visibility – choose the Applications and Groups in which the agreement should be visible.
8. Add attachment – it will be visible under the attachment icon and will open in a new tab.
9. Press Save.
This is how the GDPR clause looks like after configuration.
