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How to Add Terms and Conditions
How to Add Terms and Conditions

How to add your legal/financial Terms and Conditions to your Programs

Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

You're ready to enroll that first Customer, but you need to make sure your legal/financial Terms and Conditions are agreed to at the time of enrollment. Here is how you add those terms:

Create Terms & Conditions

Step 1 - Enroll Form Settings

Head over to My Company and scroll down to Enroll Form. The first line is where your Terms and Conditions will go.

Step 2 - Edit Terms and Conditions

Click on the blue plus button. A new window will open with a default message and link. Here you have two options:

  1. Change the link given to the Terms and Conditions from your company website.

  2. Delete the default text and add your Terms right there in the editor.

default terms and conditions in Enrollsy

NOTE: You can format your terms by adding color, links, photos, videos, etc. You can also make more than one Terms & Conditions, depending on your Program.

An Example:

example terms and conditions in Enrollsy

Add Terms to Program(s)

Step 1 - Open Program Editor

To add your newly created Terms & Conditions to your Program, go to your Programs page. Click on the pencil icon beside the Program to open up the editor. Scroll down to the section "Enroll Form (optional)" on the left side.

Step 2 - Choose Terms & Conditions

Click under "Terms and Conditions," then check the box beside the Terms for that Program. Be sure to click Save to save any changes made.

Step 3 - Change on all Programs

Do this for all Programs/Terms.

adding terms to program in Enrollsy

Compliance Agreements

We have been required to add two compliance agreements that your customers are required to agree with to ALL Terms & Conditions in Enrollsy. They are the following:

  • I consent to receive SMS messages from [Company Name]. I understand I can reply STOP at anytime to no longer receive their SMS messages.

    This is a U.S. regulatory compliance rule you can read more about here.

  • If my current enrollment(s) require payment, I agree to pay invoices using a payment method of my choice.

  • This is a compliance regulation of the United States Code of Federal Regulations (CFR). You can read more about here.

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