Skip to main content
Require clients to agree to your terms, cancellation policy, or liability waiver before they can complete a purchase. When enabled, a checkbox appears at checkout that clients must check to proceed.
Where to find this: Payments → Products → Select product → Advanced section

​
How it works

When you enable terms on a product:
  1. A checkbox appears on the checkout page: “I agree to the Terms and Conditions”
  2. The text links to your terms page (hosted on your website or elsewhere)
  3. Clients must check the box before the “Purchase Now” button works
  4. The agreement is recorded with their purchase
Checkout page showing terms agreement checkbox

​
Enable terms on a product

1

Open the product

Go to Payments → Products and select the product you want to add terms to.
2

Go to Advanced settings

Click Advanced in the left sidebar of the product builder.
Product builder Advanced section with terms settings
3

Enable Require Agreement to Terms

Toggle Require Agreement to Terms to ON.
4

Add your Agreement Link

Enter the full URL to your terms page (e.g., https://yoursite.com/terms).This is the page clients see when they click “Terms and Conditions” at checkout.
Use CoachIQ’s legal page templates to create your terms page, then copy the URL here.
5

Save the product

Click Update (or Create) to save.
Done. Clients must now accept your terms before purchasing this product.

​
What to include in your terms

Your terms page should cover policies relevant to the product. Common sections include: For session packages and memberships:
  • Cancellation policy (how much notice required)
  • No-show policy (whether missed sessions are forfeited)
  • Refund policy
  • Rescheduling rules
For physical training:
  • Liability waiver
  • Assumption of risk
  • Medical clearance acknowledgment
  • Emergency contact consent
For programs with minors:
  • Parental consent
  • Photo/video release
  • Supervision requirements
Example terms page with cancellation and liability policies

​
Creating your terms page

You have two options:

​
Option 1: Use CoachIQ legal page templates (recommended)

  1. Go to Website Builder → Add New Page → Templates
  2. Select Terms & Conditions template
  3. Customize the template with your policies
  4. Publish the page
  5. Copy the page URL and paste it in your product’s Agreement Link
Full guide to creating legal pages →

​
Option 2: Use an external page

Link to any URL where your terms are hosted (Google Doc, Notion page, external website, etc.). Just make sure the link is publicly accessible.

​
Terms vs. waiver forms

ApproachBest ForHow It Works
Checkout terms (this feature)Quick acceptance at purchaseCheckbox + link to terms page
Waiver formDetailed signatures, custom fieldsSeparate form before/after purchase
Use checkout terms when:
  • You need simple acknowledgment of policies
  • Terms apply to the specific product being purchased
  • You want acceptance tied to each transaction
Use a waiver form when:
  • You need detailed information (emergency contacts, medical history)
  • You want a separate signed document on file
  • The waiver applies to ongoing training, not just one purchase
Many coaches use both: checkout terms for cancellation/refund policies, plus a separate waiver form for liability and medical info.

​
Common questions

Yes. Each product has its own Agreement Link setting. You can link to different terms pages for different products (e.g., camp terms vs. membership terms).
Create one using CoachIQ’s legal page templates. You can have a basic terms page live in 15-20 minutes.
The agreement is tied to the transaction. If a client completed a purchase, they agreed to the terms that were linked at the time.
No. When terms are enabled, the checkbox is required. Clients cannot complete the purchase without checking it.
Yes. The terms checkbox appears for both logged-in clients and guest checkout.

Legal Pages

Create terms, privacy policy, and disclaimers

Product Builder

All product settings reference