You're ready to enroll that first Customer, but you need to make sure your legal and financial Terms and Conditions are agreed to at the time of enrollment. Here is how you add those terms:
Create Terms & Conditions
Step 1 - Enroll Form Settings
Head over to My Company and scroll down to Enroll Form. The first line is where your Terms and Conditions will go.
Step 2 - Edit Terms and Conditions
Click on the blue plus button. A new window will open with a default message and link. Here you have two options:
Change the link given to the Terms and Conditions from your company website.
Delete the default text and add your Terms right there in the editor.
NOTE: You can format your terms by adding color, links, photos, videos, etc. You can also make more than one Terms & Conditions, depending on your Program.
An Example:
NOTE: Sometimes copied, pre-formatted text doesn’t paste correctly. If that happens, try copying it from a plain-text app (like a notes tool without formatting) or retype the text manually.
Add Terms to Program(s)
Step 1 - Open Program Editor
To add your newly created Terms & Conditions to your Program, go to your Programs page. Click on the pencil icon beside the Program to open up the editor. Scroll down to the section "Enroll Form (optional)" on the left side.
Step 2 - Choose Terms & Conditions
Click under "Terms and Conditions," then check the box beside the Terms for that Program. Be sure to click Save to save any changes made.
Step 3 - Change on All Programs
Repeat these steps for every Program that needs Terms attached.
Where Terms & Conditions Show on the Enroll Form
Customers who enroll in a Program must agree to the Company's Terms and Conditions before completing enrollment. The Terms will show after entering payment info and clicking "Pay & Enroll."
A pop-up window will display the terms with a checkbox that must be checked for the enrollment to be submitted. The following compliance agreements must also be accepted before enrollment can be completed.
Compliance Agreements
Two compliance agreements are automatically added to every set of Terms & Conditions in Enrollsy. Customers must accept both before completing enrollment:
By selecting this box, I agree to receive SMS notifications about account notifications, customer care and payment reminders from [Organization Name]. Message frequency varies. Message & data rates may apply. I understand I can reply STOP to opt out at any time. Text HELP for help.
This appears ONLY if SMS is set up for your company; the only way to turn this off is to remove SMS company-wide.
This is a U.S. regulatory compliance rule you can read more about it in Twilio's Guide. The only way to remove this is to remove the SMS functionality on a company level.
If my current enrollment(s) require payment, I agree to pay invoices using a payment method of my choice.
This appears ONLY if you accept payments through Enrollsy.
This is a compliance regulation of the United States Code of Federal Regulations (CFR). You can read more about here.
Submission Confirmation Email
The terms and conditions are also on the Customer's email confirmation after enrolling. They are listed under "Enrollment Terms":
