Payment Links | Add Custom Terms & Conditions

Payment Links | Add Custom Terms & Conditions

July 23, 20241 min read

When you create a payment link for your online course, you can include your refund policy and terms of service, ensuring every client is aware of the conditions before enrolling.

Payment Links | Add Custom Terms & Conditions: This feature allows you to add custom terms and conditions to your payment links, ensuring your clients are fully informed before making a purchase.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Trust: Clearly define terms and conditions to build trust with your clients.

  • Increased Flexibility: Tailor terms and conditions specific to each transaction or client.

  • Better Compliance: Ensure all parties are aware of and agree to the terms, enhancing legal compliance.

⭐️ How To Use Payment Links | Add Custom Terms & Conditions:

  1. Access the “Payments” tab from the left navigation menu. Click on Payment Links from the upper navigation menu and create new or edit existing ones.

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  1. Click on the checkbox on the configuration panel on the left side of the payment link.

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  1. You can now add custom terms and conditions below the Pay Button for Payment Links.

  1. Click on the Hyperlink icon and choose the text to display and redirect the link.

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  1. Add the URL and click on Save button.

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  1. End users will be able to view the terms like the picture below.

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Adding custom terms and conditions to payment links within the CRM enhances trust, flexibility, and compliance for your business transactions.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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