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Log In and Access

1. Log in to Manager Portal.
2. Click Settings on the top rail.
3. Select Terms & Conditions from the left-hand menu.

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T&C Activation & Agreement Options

• When you enter the T&C settings, you will see:
  • A toggle to require agreement to your T&C for online purchases. Activating this toggle forces buyers to agree before purchasing. Note that for on-site sales (in-person or mobile app), the agreement checkbox is not displayed.
  • In the Advanced Options section (when adding or editing a T&C entry), there is an option to enforce a forced checkbox (instead of an implied agreement via statements like “By clicking purchase, you agree…”). These settings for a default T&C and the agreement prompt type are independent of each other.

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Adding and Editing a T&C

• Adding a New T&C:

  • Click the Add T&C button.
  • Enter a descriptive Agreement Title.
  • Paste or type your terms into the Agreement text box.
  • Use the provided formatting tools (bold, italics, etc.) and insert links if needed.

• Editing an Existing T&C:

  • Locate the desired T&C.
  • Click the pencil icon next to it.
  • Make the necessary changes to the title or text.
  • Click Save

• Forced Checkbox Option:

  • Scroll down to Advanced Options.
  • Select the checkbox option to enforce a forced agreement.
  • This configuration applies to new events by default but remains adjustable at the individual event level.

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Assigning T&C to Events

• To assign a specific Terms and Conditions to an event, navigate to Events, select your Event, click Event Details on the left-hand rail, and then go to Terms & Conditions. Once you have made your selection click save.

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Using T&C for Waivers and Common Clauses

• Many event organizers include waivers (such as liability, refund policies, or age restrictions) in their T&C.
• If you use a waiver format, ensure that your T&C contain a clear statement indicating that attendees are agreeing to a waiver.
• For advanced situations, consider using custom attendee questions combined with services like SmartWaiver to tailor the attendee experience.

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Reviewing Customer Agreements

• To see a record of the customer having accepted the T&C, check the order notes under their order in the Orders tab.
• Here you can find:
  • The version of the T&C (or waiver) used at the time of purchase.
  • A timestamp of the agreement.
• This information is useful for record-keeping and handling future inquiries.