If you need customers to agree to terms and conditions, you can include them on your booking form in a few ways. You can add each T&C as separate booking form fields, or use a single field with an attachment, and make it mandatory with a Yes/No or Consent question to confirm agreement.
This article covers:
Creating a Yes/No field
A simple way to ask for confirmation of agreement is to add a Yes/No field to your booking form.
To do this:
Select Settings, then Booking fields from the left-hand menu on your account.
Select Create a field:
Select Attendee details under Field type, then Yes/No option as the Data type:
It’s best to set the field as an attendee field so that each attendee can confirm their agreement individually.
Select Continue to continue to the field creation screen.
Enter a field question such as "Do you agree to the terms and conditions?"
Add any Additional details, such as consequences for not agreeing. For example: "If you don't agree with the T&C's, your booking may be cancelled."
Select Save once finished.
Adding the field to the entry
To add the field to the entry:
Open your Scheduling page.
Select the entry from your schedule list, then Edit entry to open the entry settings:
Select the Booking form tab. Under Field options, select Select & reorder fields:
Find the field you created, then select the plus button "+" to add it to the form:
Select Save form to save the updated booking form:
Then select either Save or Save & Exit to save your entry.
Creating a consent field
Using a consent field is a great option if you need to gather legal consent for your terms and conditions. Consent fields default as booking detail fields, meaning they will only appear once during the booking process.
To do this:
Select Settings, then Booking fields from the left-hand menu on your account.
Select Create a field:
Select Consent under Field type, then Check box - for capturing consent as the Data type:
Select Continue to continue to the field creation screen.
Enter a field question such as "I have read and agree to the Terms & Conditions"
Add any Additional details, such as consequences for not agreeing. For example: "If you don't agree with the T&C's, your booking may be cancelled."
Select Save once finished.
Adding the field to the entry
To add the field to the entry:
Open your Scheduling page.
Select the entry from your schedule list, then Edit entry to open the entry settings:
Select the Booking form tab. Under Field options, select Select & reorder fields:
Find the field you created, then select the plus button "+" to add it to the form:
Select Save form to save the updated booking form:
Then select either Save or Save & Exit to save your entry.
Uploading a document with your terms and conditions
If your terms and conditions are in a document (like a PDF), you can upload it to your booking form for customers to read before answering the question.
To do this:
Select Settings, then Booking fields from the left-hand menu on your account.
Find the booking field in the list, the three-dot menu next to it, then Edit field to open the settings:
In the Attachment section, select Upload to upload your file:
Select Update field once finished.
A link to download the document will appear next to the question when customers book.
Listing your terms manually as booking form fields
If you’d rather show your terms and conditions directly on the booking form (instead of linking a file), you can add a Checkbox, Yes/No, or Multiple choice field for each condition. For example:
I understand that payment is non-refundable.
I agree to follow all safety instructions provided during the session.
This works well if you want customers to agree to specific conditions one-by-one.
To add these:
Select Settings, then Booking fields from the left-hand menu on your account.
Select Create a field:
Choose a field type that suits your condition: Attendee, Booking, Ticket or Consent:
Select a Data type from the drop-down menu, then Continue.
Create the field by adding the Field question, any Additional details or Attachments.
Select Save.
Repeat this step for each question, then add them to your booking form on the entry.
Making your field mandatory
To ensure customers agree before completing a booking, you can make the field Mandatory.
To do this:
Open your Scheduling page.
Select the entry from your schedule list, then Edit entry:
Select the Booking form tab, then Set mandatory fields:
Tick the checkboxes next to the fields that you would like to make mandatory:
Once finished, select the Update button, then either Save or Save & Exit in the top right-hand corner to save your settings.
Making the field mandatory means the booking can’t be completed unless the customer selects an answer.
💡 Please note: Blocking a booking based on a response is not currently possible. If someone selects 'No', you'll need to cancel the booking manually and follow up with the customer.
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