Create New Agreement Templates (How-To)

Article Details

Summary

Agreement templates hold the text of your agreements. They set when an agreement is required and which locations and reservation types it applies to. This article shows you how to create one.

Steps

  1. Go to Left-hand Navigation: Admin » Agreement Templates.
  2. Select the blue + Add button.

    Agreement Templates page with Add button.

  3. Fill in the agreement details. Use the field guide below.

    New agreement template form.

  4. Select Save or Save and Add Another.
  5. Repeat to create more templates.

Field Guide

Field Description
Location Select one, several, or all locations where this agreement applies. By default, agreements go to All Locations. Users can assign or create agreements only for their allowed locations. To narrow where the agreement is required, choose specific locations.
Title Enter the name of the agreement as staff and customers see it.
Body Enter or paste the agreement text. Use the Rich Text Editor to add formatting, insert images, or add HTML.
Status Set to Active if customers can sign the agreement. Set to Inactive to hide it.
Reservations Required For Select one or more reservation types that require this agreement. Leave blank to make it optional. Select All to require it for all reservation types.

Additional Notes

  • Agreements created for specific locations show only to staff and customers at those locations.
  • If you select no locations, the agreement applies to all locations.
  • You can assign different agreements to different reservation types at each location.

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