The Goal: Create reusable terms & conditions sets that you can require members, applicants, and exhibitors to accept across GrowthZone.
Before You Begin:
- You need staff access with permission to manage billing and finance settings.
- Have the wording of your terms & conditions ready (you can include formatting, links, and images in the description).
In various locations, you will be able to require acceptance of terms and conditions. Including:
- Info Hub: The first time a member logs in, you can require that they accept terms & conditions. These are configured from the Info Hub settings under Memberships, Info Hub section.
- Membership Application You can set your application to require Terms & Conditions/Privacy Policy from the Application Forms page under Memberships. See View/Create Application Form for further instructions.
- Exhibitors: When setting up an event with exhibitors, you can include terms/conditions that must be agreed to. See Manage your Exhibitors for further instructions.
Step-by-Step Instructions
Terms/Conditions can be created "on the fly" when configuring the above, or you may proactively create terms and conditions in your billing settings:
- Click Settings in the left-hand rail.
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Go to Finance, Billing section, click Settings, then click Terms/Conditions (all terms and conditions, regardless of use, "live" in this section).
- Click the Add button.
- Enter a Name that easily identifies this terms & condition set. You may create multiple terms & conditions as needed by your business processes.
- Description - Enter your terms & conditions. You may use the standard word-processing functions (bold, italics, etc.) as well as add links and images. If you choose, the terms & conditions may be displayed on the Membership Application Form.
- Click Done.
Common Pitfalls
- Creating duplicate sets: All terms & conditions live in one place regardless of where they are used. Before adding a new set, check whether an existing set already covers your need so you do not end up with redundant entries.