Signing the Agreement

The Sign Agreement wizard walks staff and the signing parent through a structured, in-person enrollment process. It verifies contact information, reviews each student, confirms pricing, optionally collects payment, and records the wet-ink signature.

When to use it

Run Sign Agreement when:

• A draft agreement is ready with all enrollments added

• Billing has been enabled and the Billing tab reviewed

• The parent is present to sign the printed agreement

Open the agreement and click Sign Agreement in the header.

Wizard steps overview

The wizard adapts based on your setup:

Step 1: Billing Contact

Confirm or update the billing contact's information:

• Name

• Street address, city, state, ZIP

• Phone, mobile, email

Click Next to save changes to the contact record and continue.

Step 2: Members

The wizard shows one enrollment at a time. For each student:

1. Review the student name and program

2. Update contact info (phone, email) if needed

3. Optionally capture a webcam photo of the student

4. Click Next to advance to the next student

A progress indicator shows which member you're on (e.g. "Member 2 of 3").

Step 3: Monthly Tuition (billing only)

Read-only table showing each enrollment's monthly tuition after discounts.

This step is for the parent to review and acknowledge recurring charges. To change amounts, go back to the agreement's Billing tab (while still in Draft billing) before signing.

Click Next to continue.

Step 4: One-time Fees (billing only)

Read-only table showing:

• Enrollment/initiation fees per student

• Prorated tuition (if applicable) from today until the first billing date

If Do Not Prorate was checked on the agreement, proration lines are skipped.

Click Next to continue.

Step 5: Payment

Collect a card on file for the billing contact.

Using an existing saved card

If the billing contact already has a card on file, it is pre-selected. Click Next to use it.

Entering a new card

1. Check Enter a new card if replacing an existing card

2. Fill in the payment fields (card number, expiry, CVV)

3. Click Validate Card

4. Wait for validation to succeed, then click Next

The card is saved securely as a payment token for recurring charges.

See Card on File & Auto-Pay for details on what happens after signing.

Sign step

Final step - GET. THAT. SIGNATURE.:

What happens when you confirm

1. Contact updates from earlier steps are saved

2. Agreement PDF is generated and stored (if selected)

3. Document status changes to Signed

4. Billing is confirmed - enrollment fees and proration are invoiced immediately

5. Agreement and enrollments are activated (if selected)

6. If Payroc is enabled, due invoices are charged to the saved card

Click Confirm Signed to complete.

After signing

Once signed, billing prices are locked. To make changes, cancel or reset the agreement and start over.

Troubleshooting

Related guides

• Billing & Invoices

• Card on File & Auto-Pay