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.
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
