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
To display your Terms and Conditions alongside the booking price without requiring payment authorization, follow these steps:
Go to the Library section in the Tern app and select Forms.
Click + New to create a new form.
Add the Terms and Conditions element to the form. This element automatically integrates with the pre-set details from your Waivers & Agreements settings.
Drag the Terms and Conditions element onto your form’s layout.
Use the Preview option to check how the form looks from the client’s perspective.
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
To add this element, navigate to the Library section, create or edit a form, and drag the Terms and Conditions element onto your desired layout. Don't forget to preview the form to ensure it looks as intended.
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).
Tips for formatting your Terms & Conditions
Tern's Terms & Conditions editor supports rich text formatting including numbered lists, bullet points, bold, and italic text.
If you're pasting from another source (like a Word document, Google Doc, or PDF), the formatting may not transfer perfectly. Here are some tips:
Use the editor's built-in numbered list tool rather than relying on pasted numbering. After pasting, select your text and apply the numbered list format from the editor toolbar.
If numbers display incorrectly (e.g., all items show as "1."), try removing the existing numbering, then re-applying the numbered list format using the editor toolbar.
Use Preview to verify your formatting looks correct before publishing.
Keep formatting simple — deeply nested or complex numbering schemes (like 1.a.i) may not convert cleanly from external sources.