Self Service Terms & Conditions Acknowledgment

Click Administration

Click Self Service

Click Design

Set Acknowledgment Frequency:

• Never — no acknowledgment step. This is how this section has always functioned, and remains the default for all existing facilities — nothing changes unless you configure it.
• On First Purchase — client acknowledges once per facility, then never again
• Every Purchase — client acknowledges every time they check out

Choose the Terms & Conditions content source:
         Custom Text - use this existing rich-text editor

Existing Document — pick from the list of document templates already set up in the Documents module
***To set up a document click this guide Creating Document Templates in EZFacility

Click Save

Your clients will need to acknowledge this section prior to completing checkout based on your settings.

• Opt-in, not automatic — existing facilities default to "Never," so nothing changes for anyone until an admin turns it on.
• Not retroactive — switching to "On First Purchase" does not require existing clients to acknowledge anything for past purchases; they're only prompted starting with their next checkout.
• Applies even to $0 checkouts — if the frequency requires it, the checkbox and block-until-checked behavior still apply.
• Can stack with existing document requirements — if a client purchases a service that already has its own connected document (e.g., a membership or group with a waiver), and this feature is turned on, the client will see two separate documents to acknowledge at checkout.
• Audit trail — every acknowledgment is logged as a new record on the client's Documents tab (not an overwrite), so a full history is kept if "Every Purchase" is selected.