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How can I customize Agreements for separate services?
How can I customize Agreements for separate services?
Daniel Freire avatar
Written by Daniel Freire
Updated over 2 years ago

After applying your global Agreement terms, you can customize your Agreements for individual services.

Customization may include package contracts, product refunds, addendum service agreements, or general conditions. If you are looking to add general waivers, take a look at how to set up member forms.

You can add Agreements to an existing or new service.

To Modify an Existing Service:

  • Go to Services

  • Click Edit under the Service you'd like to add custom terms & conditions

  • Add Terms & Conditions

  • Click Save

If you haven't the service, follow the steps below:

STEP 1: Click Services

STEP 2: Click the type of service: package, memberships, product

STEP 3: Click + to add a new service

STEP 4: (if applicable) After entering information about the service, enable terms & conditions if it isn't enabled.

STEP 5: (if applicable) Check Require Digital Signature if not already checked if you would like to require a signature on the terms & conditions

STEP 6: Add in the text of your terms & conditions

STEP 7: Click to Save

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