Overview
Set up Agency Terms & Conditions to enforce standard documentation across your team for credit card authorization, forms, and invoicing.
Set up
1. Go to Settings, and select Agency T&Cs
Make sure to hit "publish" when they are ready.
2. Go to Financial Settings -> Credit Card Auth Requirements
Check the box to 'Use agency terms & conditions for all agency trips'.
How Agency T&Cs are used
1. Your terms will be used automatically for credit card authorization & invoicing
If an agent hasn't set up their own terms, they won't be required to for authorization. Clients who make any authorizations will see they are agreeing to your agency's T&Cs.
2. If an agent has already set up their own terms, they can decide whether to use them (in addition to your agency's)
By default we'll show both T&Cs, but if they uncheck this box only agency T&Cs will appear.
When does this checkbox appear? The option to include your terms alongside your agency's terms only appears in your Waivers & Agreements settings after your agency admin has enabled agency-level Terms & Conditions. If you don't see this option, check with your agency admin to confirm whether agency T&Cs have been activated.
If they leave both on, the client will agree to both.
3. Agency T&Cs are also available in forms
Any forms you share that include your T&Cs will have those retained when copied
Your T&Cs will be auto-populated for any new contact info/trip request forms - previously, personal T&Cs were auto-populated
Your T&Cs will be available in the forms sidebar for custom forms
Frequently Asked Questions
Are Terms and Conditions automatically added to my account?
Tern doesn't include standard terms and conditions — you'll need to create your own.
Here's how to get started: many advisors draft a starting version using an AI writing tool, then edit it to fit their business. Before you use any terms and conditions in Tern's credit card authorization flow, have them reviewed by a legal professional.
Once your terms are ready, add them in Settings > Waivers & Agreements. From there, they'll automatically appear in the credit card authorization form your clients sign.
If you're part of an agency, your agency owner may also have set up agency-level terms and conditions. Check with them before creating your own — you may be able to use or build on what's already there.