Want users to agree to Terms & Conditions before they book a meeting with you?

Using the System Disclosure Field

Note: GReminders has System Level Disclosure Field. Use this when you only need informational disclosures. Read Here.

Using Custom Terms & Conditions

If you need custom Terms and Conditions, read below

Go to Org Settings > Custom Questions.

We want to create 2 new custom fields. One is a “Paragraph” or Text Block that will contain your T&Cs text, the other is a checkbox you want your clients to check so they agreed to your Terms.

Create a New Question like this:

The next question will be a simple yes/no checkbox:

Save these.

Now that we have the questions or custom form fields in our “Org” Library, we can USE them in our Event Type.

Let’s go to an Event Type, edit an existing one or create a new one.

Go to the Form Questions and click Add Question

We recommend adding a Divider block before and after your Terms & Conditions.

Add the 2 “questions” you created above, namely “Terms & Conditions” and the “T&C Acceptance” fields (or whatever you ended up naming them):

Your Form should look like this above. Then hit Save.

Navigate to your Public Scheduling Page and select a date/time (as the end client would).

You should see a form that looks something like this:

Your form should contain your T&Cs and a required checkbox for your customers to click “I agree” before they book with you.

Note: you can also include images or links in your “Paragraph” data type, giving you all kinds of flexibility.

Any questions? Email to [email protected]

Happy Scheduling.

FAQs

How can I require users to agree to Terms & Conditions before booking a meeting?

You can create custom form fields in Org Settings under Custom Questions: one Paragraph/Text Block for your Terms & Conditions text, and a checkbox for clients to agree. Then add these fields to your Event Type's Form Questions, making the checkbox required so users must agree before booking.

What is the System Disclosure Field and when should I use it?

The System Disclosure Field is a system-level informational disclosure in GReminders. Use it when you only need to provide informational disclosures without requiring user agreement.

Can I include images or links in the Terms & Conditions text?

Yes, you can include images or links in the Paragraph data type field, allowing you flexibility in how you present your Terms & Conditions.