Use case: You want clients to see your terms of service, service agreement or scope of work before they pay. Add the link once in your portal settings and it shows on your checkout pages and your sign-up page.
Add your terms link
Go to Settings > Portal and open the Advanced tab.
Scroll down and turn on Display link to service agreement.
In Link to service agreement, enter the address of your terms page. The
https://part is already there, so type the rest (for exampleexample.com/terms).In Link text, enter the words clients will click, such as "Terms of service" or "Service agreement".
Click Save changes.
Where clients see it
The link appears just above the pay button on service checkouts, order forms, invoice payment pages and the top-up checkout. It opens in a new tab.
If your Sign up page is on, the same link also shows under the Register button. See How to enable a self sign up page.
Good to know
Clients don't need to tick a box. The line works as a notice: by paying, they accept the terms you link to.
If you leave Link text empty, clients see "By submitting this form you agree to our terms of service."
If you turn the switch off, that line still shows at checkout, but as plain text with no link.


