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How to add terms and conditions to your checkout forms

Show a link to your terms of service or service agreement on your checkout pages and sign-up page.

Written by Gabriel Lecointere

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

  1. Go to Settings > Portal and open the Advanced tab.

  2. Scroll down and turn on Display link to service agreement.

  3. In Link to service agreement, enter the address of your terms page. The https:// part is already there, so type the rest (for example example.com/terms).

  4. In Link text, enter the words clients will click, such as "Terms of service" or "Service agreement".

    Display link to service agreement, Link to service agreement and Link text fields
  5. 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.

Terms of service link above the Pay now button at checkout

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.

Terms of service link on the 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.

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