User Agreements

You can set up one or multiple user agreements (terms of use, waivers, policies) that are required to be signed at:

Settings > Customers > User Agreements

Note: currently any version of any agreement will only need to be signed once. We track when the user signed it and save that information in their account where admins or the user can confirm it was signed. In 2023 we will be adding an option to allow you to require an agreement be signed every time a user borrows/rents/hires an item, but that is not currently an option. If you update the version of an agreement, then everyone will need to sign that agreement again according to the same rules as to when they needed to sign it the first time (they will not be emailed about re-signing it).

Each agreement can be displayed/required in the following places (you only need to select one, but can select multiple options):

1. Required for Sign Up: The agreement will appear when the user creates their own account, if you allow "self registration". There will be a list of agreements (if you have more than one required for sign up), and a checkbox to signify agreement with them all. We recommend you set your Privacy Policy as Required for Sign Up, so your users know what you do with their data before they submit it to you. We also recommend you make your main terms and conditions not required for sign up so that it automatically shows up full page on the next screen.
2. Required for All: This agreement will be required for all users. During account creation, the agreement will be presented full page right after the user signs up. They will not be able to proceed until they agree.
3. Required for Check Out: This agreement will be required when a user purchases a membership that allows items to be checked out to them. If they already have an account, it will be required either when they go to reserve an item, or before an admin checks items out to them.
4. Required for specific membership types (See Settings -> Customers -> Membership Types). If an agreement is required for sign up or required for all, you do not need to assign it to a specific membership type. This option is typically for "extra" agreements for specific membership types/groups of users (e.g. an "Organizational Agreement")
5. Special agreements tied to a specific item or membership: see below

If you add a new agreement that is "Required for Sign Up" or "Required for All" after users have signed up/created their account, they will be required to sign that agreement the next time they log in.

Additional options:

• Name or Initials Required: When enabled, the user will be required to type in their name or initials, not just click "I Agree"
• Disable Admin Bypass: When a user has not signed an agreement yet, and an admin goes to check items out to them, by default the admin has the ability to "bypass" the agreement so the user can sign it next time. This option disables the bypass and will require the admin to either sign on behalf of the user (e.g. have them read and verbally agree) or cancel the transaction.
• Agreement Text: The agreement text is the actual wording for the agreement, or what the user is agreeing to. This could be your Privacy Policy, Terms of Use, Loan or Rental Agreement, etc.

Editing Agreements

Edit: You can edit an agreement to fix a non-material typo, etc. This will not require users to sign the agreement again

New Version: If you add a new "Version" of an agreement, users will be required to sign that agreement the next time they log in (an email will not be sent automatically).  You can also fix typos in existing agreements or make other non-material-changes by Editing the agreement. 

Agreements added after you have existing users

Membership Specific Agreements

Item or Item Type Specific Agreements