Collecting a Terms & Conditions opt-in is a crucial step for managing compliance in Tern.
Learn more in our two video tutorials below, or jump directly to step by step instructions.
Setting up your Terms and Conditions
Using forms to collect opt in for T&Cs
Step by step instructions
1. Click on Settings in the top right of your screen
2. Go to Waivers & Agreements
3. Copy and paste your Terms & Conditions into the text box, and click "preview" to view them
4. Once you're ready, click "publish"
5. Your Terms & Conditions will be accessible via a public URL which you can copy directly
6. You can also include your Terms and Conditions as an element on all Tern forms
7. Clients will be required to agree to your terms when filling out a form. This will be logged in Trip and/or Contact activity (depending on the form). Learn more.
