Video Tutorials
Your own terms and conditions
Write the terms people accept in the app before they talk to your project's agents, in the project's Settings.
What you will learn
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Where to find Terms and Conditions in the project’s Settings
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What the app does with them: everyone accepts before talking to the project’s agents
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Write clear terms with headings and lists
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Save them, and what happens when you change them later
Read the guide
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Project Administration: Project Settings, members and the rest of the project setup.
Transcript
Show the full transcript
Before advisors start practicing at Northgate Bank Academy, we'd like them to agree to a few ground rules.
You'll find that in the project's Settings. Scroll down a little, and there's Terms and Conditions.
As the note says, what we write is shown in the app before people can talk to this project's agents, and everyone must accept it.
Let's write our ground rules: a heading, then a short list. The toolbar handles headings and lists, so everything stays clear and easy to read.
We click Save Changes. Studio confirms the update, and the terms are in place.
One thing to know: if we change them later, everyone is asked to accept them again.