Introduction to Terms & Conditions
Create predefined Terms and Conditions (T&Cs) that can be added to your events and offers. By creating preset terms & conditions you can provide the flexibility to include specific T&Cs during the checkout process for particular offers such as suites, camps, and scouts or general terms & conditions for all events. This ensures that necessary T&Cs are available for relevant offers while maintaining flexibility for other offers, streamlining the creation process, and enhancing compliance.
Setting Up General Terms & Conditions
Note: Only Sales Managers have the ability to create and edit the organization's terms and conditions.
Step-by-Step Guide to Creating General T&Cs:
Navigate to the Organization Dashboard:
Go to your main dashboard and select the "Organization" tab.
Access the Terms & Conditions Section:
Find and click on the "Opt Ins" section within the Organization dashboard.
Create New General T&Cs:
Click on the option to create new T&Cs.
Enter the general terms and conditions that you want to apply to all events.
Ensure that the T&Cs are clear and cover all necessary legal and compliance requirements.
Save the T&Cs:
Save the newly created general T&Cs to make them available for use in all events.
Setting Up Offer Level Terms & Conditions
Note: While all general terms and conditions will appear on the offer, only 1 additional offer level specific term and condition can be applied.
Step-by-Step Guide to Adding Offer Level T&Cs:
Navigate to the Offers Dashboard:
Go to your main dashboard and select the "Offers" tab.
Select the Offer:
Choose the specific offer you want to add T&Cs to (e.g., suite, camp, scout offer)
Access the Details Tab:
Click on the Details tab within the selected offer.
Locate the Terms & Conditions Section:
Scroll down to find the Terms & Conditions section.
Add Specific Offer T&Cs:
From the dropdown menu, select the T&C you created in the Organization dashboard.
Ensure that these T&Cs are enabled for the checkout process.
Save Your Changes:
After adding and enabling the T&Cs, make sure to save your changes.
Benefits of Using Terms & Conditions
Flexibility: Apply specific T&Cs to relevant offers without affecting other offers.
Compliance: Ensure all legal and necessary terms are presented to customers during checkout.
Streamlined Process: Simplify the creation and management of offers with integrated T&Cs.
Examples of Use
Suites: Add specific rules and conditions for the use of suites.
Camps: Include necessary waivers and parental consent.
Scouts: Specify requirements and guidelines for scout groups.
By setting up both general and offer-level Terms & Conditions, you can enhance the user experience, ensure compliance, and maintain flexibility across different types of offers.