How to Add Your Terms & Conditions for Clients to Accept
Estimated Reading Time: 3 minutes
Applies to: All Plans
Quick Summary
Add a Terms & Conditions link in your account settings so clients can review and accept your policies before completing a purchase.
This ensures new clients agree to your policies when buying a Product and allows you to notify existing clients when important updates are made to your Terms & Conditions.
Why This Matters
Clear Terms & Conditions reduce disputes and misunderstandings. They ensure clients understand your policies around services, payments, cancellations, and Membership rules before completing a purchase.
Step by Step Instructions
Step 1: Add the Terms & Conditions links: My Company > Settings > Terms & Conditions > URL Fields
– Paste the public URL link to your Terms & Conditions. These must be valid links where clients can view your full legal Terms & Conditions.
Step 2: Enable update notifications for clients: My Company > Settings > Terms & Conditions > Latest Update Date
– Activate the option to display the latest update date. When this date changes, clients will be notified that the Terms & Conditions were updated and will need to accept them again in the app.
Best Practice
- Review your Terms & Conditions at least once per year. Update them whenever you change any aspect of your services that will require a new round of approval.
- If you update your Terms & Conditions, update the Latest Update Date so clients are asked to accept the updated version.
Common Questions
Do clients need to accept the Terms & Conditions every time they make a purchase?
– Clients must accept them when creating an account, buying a Product for the first time, or logging into the app for the first time. If the Terms & Conditions are updated, they will be asked to accept them again in the app.
Can I use my own legal text?
– Yes. The URL you add should link to your own Terms & Conditions of your business.
Can I edit my Terms & Conditions later?
– Yes. You can update them at any time on your website or document. When changes are made, update the Latest Update Date so clients are asked to accept the new version.
What if I do not have a website to host my Terms & Conditions?
– If you do not have a website, you can upload your Terms & Conditions as a document (for example a PDF) to a service like Google Drive or Microsoft OneDrive and generate a public link. This public URL can then be added in your Trainin settings.
If you would like to know more about our Pro, Premium or Add-Ons, send us an email to support@trainin.com.
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