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Introduction

Gym Assistant eSignatures require setup on the Online Member Portal.  Please contact Gym Assistant Support to activate your Member Portal account.

Member Portal Admin Registration

 

 

Portal Menu

Gym Assistant will now have a Portal menu.

 

eSignatures

With the Member Portal you can send documents to member for eSignature.

An eSignature document must be a complete document that the member will sign.  It does not include areas for initials or additional fields to be filled.

Edit your document template for eSignature

No special changes need to be made to your document templates to prepare for eSignature.  The member signature and a timestamp will automatically be placed at the end of the document.

Send a document to member for eSignature

While viewing a member record click the Docs button (on the right).

 

Select Contract, Waiver, Forms or Letters.

If you selected a command with more than one option, select an available document template from the list.

 

 

Click the eSign button.  The document will be uploaded to the Member Portal.

Select the method you want for eSignature.

 

SMS – a text will be sent to the member with a link to click

Email – an email will be sent to the member with a link to click

Kiosk – the document will appear on a tablet or laptop that you hand to the member

Browser – the document will appear in a browser window

 

If you select SMS or Email then you then be asked if you wan to wait for eSignature completion.

 

If the member is standing in front of you and you sent the document via SMS then you can click Yes.  Otherwise click No, because you will download the signed document later.

Retrieving eSigned Documents

All eSigned documents are saved on the Member Portal until they are retrieved (downloaded).

In Gym Assistant select Check Portal for Updates from the Portal menu.

 

Click Download eSignatures.

 

To download a signed document, click Download or Download All.

To view a document (signed or unsigned), click View.

To resend an unsigned document, click Resend or Resend All.

To delete a document, click Delete.

Downloading a Document into Gym Assistant

When you download a document Gym Assistant will automatically categorize the document if the name of the document matches one of the existing categories.

If Gym Assistant cannot determine the category then you will be asked to assign the document to a category.

 

Downloaded eDocuments are automatically placed in a member’s Attachments folder.

Once a document is downloaded it will automatically be deleted from the Member Portal.

Using a tablet for in-person eSignature

For in-person eSignature of documents you can use a tablet or laptop computer.

In the eSign process select the Kiosk method to send the document.

Go to the following web page on the tablet:

 www.gymassistant.com/e-sign

 

Enter your ClubID and the Password that was set above in the Portal Settings.

The document that you uploaded for eSignature will appear on the page automatically.  If it does not appear then click the Refresh link.

 

Click on the document link (member #, member name, and document name) to view and sign.

 

Scroll down to the bottom of the document, sign in the signature box, then click Submit.

Gym Assistant will wait for the member to sign the document.

 

As soon as the member clicks the Submit button on the page Gym Assistant will automatically import the signed document into the member’s record.

 

The signed document is also automatically emailed to the member.

If you do not want to wait for the member to sign the document you will be able to download the signed document at a later time.