Summary

This article shows admins how to upload an optional PDF of Membership Terms & Conditions. Pet parents see the PDF during membership enrollment. Every membership includes standard Terms & Conditions even if you do not upload the PDF.

Before You Begin

You'll need:

• A PDF with your detailed Terms & Conditions, if you want pet parents to acknowledge one.

The PDF name is visible to pet parents.

Important: Every membership automatically includes a summary of standard Terms & Conditions, such as renewal cycles, benefits, and costs. This is true whether or not you upload a custom PDF.

Steps

1. Go to Left-hand Navigation > Admin > Manage Memberships.
2. Select the edit button for the membership you want to upload the PDF to.
3. Optional: Select the option to upload a PDF of your Membership Terms & Conditions. Pet parents can view this PDF during the membership enrollment process.

   

4. Save your changes. This finalizes the Membership Terms & Conditions.

Helpful Tips

• Make sure the Terms & Conditions are clear about the steps for canceling memberships. The business handles cancellations, not the customer portal.
• Acknowledgment: Pet parents must acknowledge the Terms & Conditions during enrollment. You cannot turn this off because of credit card regulation compliance.

Previous Steps

• Set Membership Details
• Set Membership Benefits
• Set Membership Financial Settings

Related Articles

• Set Up New Memberships
• Membership Enrollment
• Edit Existing Memberships