Terms & Condition in Order Forms

January 04, 2024β€’1 min read

Introducing our latest enhancement to the CRM: you can now effortlessly include terms and conditions checkboxes on your order forms, ensuring legal compliance and protecting your business with just a simple toggle. Simplify the customer agreement process and reduce chargebacks with this valuable addition.

Terms & Conditions in Order Forms: Easily add terms and conditions checkboxes to your order forms, ensuring your customers agree to your terms before making a purchase.πŸ‘‡πŸ»

⭐️ Why does it matter to your business?

  • Increased Legal Compliance: Ensure that your customers acknowledge and agree to your terms and conditions, reducing disputes and chargebacks.

  • Enhanced Protection: Protect your business by requiring customers to check the box, ensuring they are aware of your terms before making a purchase.

  • Streamlined Process: Simplify the process of adding terms and conditions to your order forms with an easy-to-use toggle and the option to include clickable links for detailed terms.

⭐️ How To Use Terms & Conditions in Order Forms?

  1. Go to your CRM dashboard and navigate to sites.

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    2. Access the funnel or website and click on β€œEdit”.

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    3. Find the order form you wish to update and open its Advanced settings.

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  1. Look for the "Terms and Conditions". Toggle it on to enable this feature.

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  1. Add your terms and conditions text in the provided text box. Optionally, include clickable links to your full terms and conditions.

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  1. When customers visit your order form, they will now see the terms and conditions checkbox. They must check it before proceeding with their purchase.

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