Order forms are how you take sales and collect shipping information from customers. Adding terms and conditions is a simple way to make sure customers know what they're agreeing to before they buy, which helps reduce the risk of disputes and chargebacks. Here's how to set it up.
Adding Terms and Conditions
Adding terms and conditions to your order forms is straightforward. Head to the "Sites" section and open the funnel or website that contains the order form you want to update.
In the builder, click the order form to open its settings, then switch to the "Advanced Settings" tab.
Find the "Terms and Conditions" option and toggle it on.
In the text box, paste or type your terms and conditions. You can also include a clickable link to a page with your full terms for more detail.
Save and publish the page to make it live for customers.
Once enabled, customers will see the terms and conditions checkbox on your order form. They must tick it before completing their purchase, confirming they've agreed to your terms. This helps raise awareness of policies like payment intervals and cancellation terms, reducing the likelihood of disputes and chargebacks.
Troubleshooting Tips and FAQs
Q: What if customers report they can't proceed with their purchase?
A: Check that the terms and conditions checkbox isn't covered or hidden by other elements on the page. Make sure the text is easy to read and the checkbox is working as expected.
Q: Can I customise the appearance of the terms and conditions checkbox?
A: The main purpose of this feature is to add the checkbox and text. Some customisation options may be available depending on the CRM's current capabilities. Check the advanced settings for any design customisation features.