How to add terms and conditions

Created by Customer Support, Modified on Thu, 20 Feb at 7:39 PM by Customer Support

This article shows you the steps for adding Terms and Conditions to the system.

Including Terms and Conditions helps set clear expectations, outlines policies, and ensures users acknowledge important information.

Where can customers accept terms and conditions?

Customers can accept terms and conditions in the following ways

1. Logging into the customer portal

The very first time a customer logs into the customer portal, they will need to accept your terms and conditions before gaining entry to the portal.

2. Making an online enrolment

If a customer enrols via online bookings, they will be required to accept terms and conditions before proceeding.

3. Making a payment

Before making a payment, a customer must accept the terms and conditions.

Follow these steps to add and customize your Terms and Conditions:

Step 1 - Under the Settings menu, go to General, then click Terms and Conditions.

Step 2 - Click Add New Terms And Conditions

Step 3 - Copy and Paste your Terms and Conditions template.

Step 4 - Tick or untick Show on First Log In to choose whether the Terms and Conditions should appear the first time users log in.

Step 5 - Once you’ve configured your settings, click Update to save the new Terms and Conditions.

NOTE: If you operate under more than one location, you may wish to have different terms and conditions for different locations.

You can use the location setting in the terms and conditions feature to apply specific terms and locations for different terms and conditions.

Where can I see that a customer has accepted our terms and conditions?

On the customer/parent profile, there is a tab called agreements.

In this section, you will see details of any completed agreements including a date stamp and the terms agreed.