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Version 8.1 by Isaac Mejia on 2026/06/08 19:59
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Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
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3 We have created a new way on how our clubs look up their contracts. Moving forward, clubs will be able to bring up their **current** members' agreements along with their **past** agreements as well. We will be going through all the features in this **Overview of Membership Agreement Lookup**.
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5 == How to Find the New Membership Agreement Lookup ==
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7 There are two ways to bring up Membership Agreement Lookup -**Administration**page under //Agreements,// and the **Member Profile**for the member.
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9 == Administration->Agreements->Contracts ==
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11 [[image:1590394883.png]]
12 You can access the **Membership Agreement Lookup** by going to the **Administration**Page.
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14 The link for **Membership Agreement Lookup** is under the **Agreement** section, and labelled **Contracts**.
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16 == Member Profile ==
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18 [[image:1590558721.png]]
19 You can also bring up the **Membership Agreement Lookup** by going into **Member Profile** and going to the member’s account. Once there you can select the **Agreements** link near the bottom of the page, and the member's contracts will appear.
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21 == Club Administration and Member Administration Lookup ==
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23 [[image:1590624257.png]]
24 When selecting the **Contracts** link from the **Administration** page this is what will appear.
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26 The **Find a Member** screen and the **Manage Contract** screen.
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28 Search for the member you would like and their contracts will appear under the **Manage Contract** screen.
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30 == The Manage Contract Screen ==
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32 [[image:1590591493.png]]
33 We will be going through all the fields here. There are four main fields we will be focusing on:
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35 1. Type
36 1. Date
37 1. Actions
38 1. Blanks
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40 == Type Section ==
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42 The **Type** section is where you will be able to see what **Type** of agreement was processed. There are four types of agreements that will appear here:
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44 **New:  (**Not pictured) This will appear for any **Brand New Agreement**.
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46 **Renewal**: This will appear for any **Renewal** on a member's agreement
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48 **Replacement**: This will appear for any **Replacement** agreement processed on a member's account.
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50 **Null**: This will appear for an agreement that was archived before tracking of the agreement types.
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52 == Date Section ==
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54 The **Date** section will inform you of the exact date and time that the agreement was processed.
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56 For example: You can see the **Renewal** on this account was processed mid-day on March 11, 2014.
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58 This useful for when a member wants a print out of an agreement from the past. You will be able to quickly determine which agreement you should provide.
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60 == Actions Section ==
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62 The Actions Section will allow you to **Edit Signatures, Print, or Email** a member's agreement.
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64 == Selecting Print ==
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66 [[image:1590722563.png]]
67 When you select **Print** the member's agreement will appear as a PDF. As you can see, you can **View** the contract as well before printing.
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69 Once you have chosen the correct agreement you can **Print** it out as needed.
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71 == Selecting Email ==
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73 [[image:1590755329.png]]
74 When you select **Email** under actions this screen will appear.
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76 If the member has an active **Email address** on file under their **Member Profile,** their **Email Address** will appear in the **To** section.
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78 If not it will appear **blank** and all that will need to be done is to add their **Email Address** into that field.
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80 Once you have the **Email Address** under the **To** field all you will have to do is select **Send** and the member's agreement will be sent as an attachment to the member.
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82 == Blank Section ==
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84 [[image:1590624265.png]]
85 The Blank Section will allow you to print out a**Blank Contract, Easy-Pay Authorization Form or Terms and Conditions**.
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87 By selecting any of these links they will pop up and appear letting you to be able to **Print** them out for copies or manual sign up.
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89 This completes the **Overview of Membership Agreement Lookup** lesson.