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Custom terms for specific packages or add-ons

Use custom terms to apply to specific packages and have them applied automatically when the package they apply to is booked.

Updated over a week ago

You may offer different packages or add-ons that require completely different terms and conditions than your normal offerings. You can add custom fields into your terms that will apply only when a specific package is booked.

  1. Go to Manage --> Business Settings and click on the Terms tab.

  2. From your Terms page, click on the Create Optional Section button on the right.

  3. Give the new terms a title and a token.

  4. Write or paste in the terms that you want associated with the token you entered above.

  5. Select which packages these terms apply to.

  6. Click Save Changes to create your new terms section.

  7. The new token you just created will appear in the right sidebar.

Step 1: Click Create Optional Section.

Step 2: Paste or write in your terms & assign a descriptive name and token.

The token is a placeholder for the terms you include in the body of the terms; copy/paste the token into the main Terms box and these custom terms will be included when the package(s) or add-on(s) they are assigned to are booked.

Step 3: Copy and paste your custom terms into the body of the main terms.

After you save your custom terms, the token will appear in the optional section; just copy and paste that token into the body of your main terms wherever you'd like the custom terms to appear.

When a client books a package that you have created custom terms for, they will see those custom terms in their contract.


Learn about dynamic terms at 5:55 in this video

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