Policies

Create store policies that are presented to customers during booking, checkout, layaway setup, and other customer-facing flows. Policies support rich text formatting, versioning, and acknowledgment tracking.

Go to Settings > Policies to manage them.

Policy List

The list shows all your policies with:

• Title — policy name
• Status — Active or Inactive
• Version — version number (v1, v2, etc.)
• When to Show — badges showing which flows display this policy
• Acknowledgments — number of customer signatures

Click View Signatures to see who has acknowledged the policy, or Edit / Delete to manage it.

Creating a Policy

Click New Policy to open the creation form.

Policy Details

Field	Required	Description
Policy Title	Yes	Name of the policy (e.g., "Cancellation Policy", "Layaway Terms")
Policy Content	Yes	The full policy text, written using the rich text editor

Rich Text Editor

The policy content editor supports:

• Bold, Italic, Underline — standard text formatting
• H2 and H3 — section headings
• Bullet list and Numbered list — for listing terms or conditions
• Link — insert clickable URLs within the policy text

Status

• Policy is active — toggle on to show the policy to customers. Toggle off to hide it without deleting.

When to Show

Select one or more customer-facing flows where this policy should be presented. You can assign the same policy to multiple flows, and multiple policies can be assigned to the same flow.

Flow	When It's Shown
Appointment Booking	When a customer books an appointment through your public booking page
Layaway Plan	When setting up a layaway payment plan
Purchase / Checkout	At POS checkout
Special Order	When placing a special order
Gift Card Purchase	When a customer purchases a gift card online
Customer Portal Login	When a customer first accesses their portal
Always (All Flows)	Shown in every customer-facing flow listed above

Selecting Always automatically covers all flows. At least one flow must be selected.

How Customers See Policies

On your public booking and gift card purchase pages, a message appears during the review step:

"By booking, you agree to our store policies."

The "store policies" link opens a dedicated page showing all active policies for that flow, rendered with full formatting. Customers can review the complete policy text before proceeding.

Versioning

When editing an existing policy, you can check "Save as new version" instead of overwriting the current text. This:

• Deactivates the previous version
• Creates a new version (v2, v3, etc.) with your updated content
• Preserves all existing acknowledgments on the old version

This is important for compliance — if a customer acknowledged v1 of your cancellation policy, that record stays intact even after you update to v2.

Acknowledgments

Click View Signatures on any policy to see a detailed log of customer acknowledgments:

• Customer name and email
• Signed at — exact date and time
• Context — which flow triggered the acknowledgment (Booking, Gift Card, etc.)
• IP address — for compliance records
• View Snapshot — expands to show the exact policy text the customer agreed to at the time of signing, plus their browser/device info

The snapshot ensures you have a record of exactly what the customer saw and agreed to, even if the policy has been updated since.