Implementing Terms and Conditions in Order Forms

Your Order Forms let you complete sales and collect shipping information from your customers. Adding terms and conditions to your order forms is a safeguard that ensures customers are informed about your terms before purchasing, helping you minimize legal disputes and chargebacks. Let's check how to add them!

Adding Terms and Conditions

Implementing terms and conditions on your order forms is straightforward. Start by navigating to the “Sites” section and editing the funnel or website containing the order form you wish to update.

Inside the builder, click the order form to open its settings, then switch to the “Advanced Settings” tab.

Look for the "Terms and Conditions" option and toggle it to activate this feature.

In the provided text box, add the text of your terms and conditions. You have the option to include clickable links to a page with your full terms and conditions for more detailed information.

Save the changes to the page and publish it to make it available for customers.

With this feature enabled, customers visiting your order form will see the terms and conditions checkbox. They are required to check this box before they can proceed with their purchase, ensuring they have agreed to your terms, increasing the awareness of policies such as payment intervals and cancellation policies, thereby reducing the risk of disputes and chargebacks.

Troubleshooting Tips and FAQs

Q: What if customers report they can't proceed with their purchase? 

A: Ensure the terms and conditions checkbox is not obstructed or hidden by any other elements on the page. Also, verify that the text is clear and the checkbox is functioning correctly.

Q: Can I customize the appearance of the terms and conditions checkbox? 

A: While the primary function is to add the checkbox and text, some customization options may be available depending on your CRM's current capabilities. Check the advanced settings for any design customization features.