Adding Terms and Conditions to Your Order Forms

Key Advantages

1. Boosted Legal Protection: Requiring customers to acknowledge your terms reduces the chances of legal disputes and chargebacks.

2. Increased Security: It helps safeguard your business by ensuring customers are well-informed about your policies before making a purchase.

3. Effortless Integration: Incorporating terms and conditions into your order forms is easy, with a user-friendly toggle feature, allowing for clickable links to detailed terms.

Simple Steps to Add Terms and Conditions

Integrating terms and conditions into your order forms is a quick process. Follow these steps to ensure proper implementation:

1. Access Your CRM Dashboard: Go to the 'Sites' section from your CRM dashboard.

2. Edit Your Funnel or Website: Find the funnel or website with the relevant order form and click "Edit".

3. Open Advanced Settings: Within the funnel or website, locate the order form and open the 'Advanced settings' tab.

4. Activate Terms and Conditions: Toggle on the "Terms and Conditions" option to enable the feature.

5. Input Your Terms: Add the terms and conditions text into the provided field. You can include clickable links to a separate page that outlines the full terms for customers who want more detailed information.

Customer Interaction

Once this feature is enabled, customers will see a checkbox on the order form, requiring them to agree to your terms before proceeding. This ensures that every customer acknowledges your conditions prior to finalizing their purchase.

Practical Examples and Applications

If you are offering a subscription service, adding a terms and conditions checkbox ensures that customers understand the payment schedules and cancellation policies, thereby reducing misunderstandings and minimizing the risk of chargebacks.

Troubleshooting and Common Questions

• What should I do if customers can't complete their purchase? 
  Make sure that the checkbox isn’t hidden or obstructed by any page elements. Additionally, check that the text is visible and the checkbox is functioning correctly.

• Can I modify the appearance of the terms and conditions checkbox? 
  Customization options may vary depending on your CRM system, but you can explore the advanced settings for available design features.