How to Set Up Your Terms & Condition

While having a client book a tour with you is great, they must also comply with the set of rules of your company. Therefore, properly setting up your terms and conditions is essential. This allows your company to be as transparent as possible about your set of rules when sending a quote. 

Setting up your Terms and Conditions

If you want to add your Terms and Conditions, this is done simply in your account settings. Note that you can add more than one document.

1. Go to your account Settings>Quote Settings>Terms & Condition

2. Click on 'Add new document' and upload your terms and conditions in the form of a PDF, plain text, or a URL (website address). 

When you are uploading the document, you can also indicate what type of document it is by selecting the corresponding category.

3. Finally, after you upload your Terms and Conditions, press 'Add & save'. You can preview your uploaded document by clicking on the eye icon () next to the document.

Editing existing Terms and Conditions document: you can make changes to documents you have already added by clicking on the 3 green dots ( ⋮ ) on the right, then click 'Edit'.

You may also 'archive' or 'delete' the document if needed.

Tip: By checking ‘Always add to Quote’, this document will automatically be added to all new quotes. This will save you a lot of time when creating quotes and templates.

If you don’t check ‘Always Add to Quote’, you have the option to select it for every individual quote or template you create. New Terms and Conditions added to individual quotes will also show up here.