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Setting Up Terms & Conditions
Setting Up Terms & Conditions
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Written by Support
Updated over 4 months ago

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:

  1. Navigate to the Organization Dashboard:

    1. Go to your main dashboard and select the "Organization" tab.

  2. Access the Terms & Conditions Section:

    1. Find and click on the "Opt Ins" section within the Organization dashboard.

  3. Create New General T&Cs:

    1. Click on the option to create new T&Cs.

    2. Enter the general terms and conditions that you want to apply to all events.

    3. Ensure that the T&Cs are clear and cover all necessary legal and compliance requirements.

  4. Save the T&Cs:

    1. 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:

  1. Navigate to the Offers Dashboard:

    1. Go to your main dashboard and select the "Offers" tab.

  2. Select the Offer:

    1. Choose the specific offer you want to add T&Cs to (e.g., suite, camp, scout offer)

  3. Access the Details Tab:

    1. Click on the Details tab within the selected offer.

  4. Locate the Terms & Conditions Section:

    1. Scroll down to find the Terms & Conditions section.

  5. Add Specific Offer T&Cs:

    1. From the dropdown menu, select the T&C you created in the Organization dashboard.

    2. Ensure that these T&Cs are enabled for the checkout process.

  6. Save Your Changes:

    1. 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.

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