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A Terms and conditions agreement (or Service agreement) requires customers to acknowledge your policies before completing a purchase. Add one to any Offer to support legal compliance and set clear expectations upfront.
Note: These steps apply to the Legacy Checkout only. If you are using Enhanced Checkout, Service agreement settings are managed from the Settings tab of your Offer.

From the Dashboard, click Sales, then Pricing. Select an Offer, click the Settings tab, and scroll down to Customer account settings.
Note: In Offer settings, the Terms and conditions agreement is labeled Service agreement. These refer to the same feature.

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Add, edit, or remove terms and conditions

  1. From the Dashboard, click Sales.
  2. Click Pricing.
  3. Select the Offer you want to add terms and conditions to.
  4. Click the Settings tab.
  5. Scroll down to Customer account settings.
  6. Under Service agreement, select one of the following:
    • Default service agreement: Uses Kajabi’s standard terms and conditions text.
    • Custom: Lets you write your own agreement, including linking out to terms hosted elsewhere.
    • Not required: Removes the agreement from checkout.
  7. Click Save.
Note: To edit the wording of the Default service agreement, go to Settings, click Checkout, then click Language overrides. Learn how to customize checkout text with Language overrides.

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FAQs

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Can a customer complete a purchase without accepting the agreement?

No. If Service agreement is set to Default service agreement or Custom, customers must accept it before they can complete checkout.

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What is the difference between the Default service agreement and a Custom agreement?

Default service agreement applies Kajabi’s standard terms and conditions text. Custom lets you write your own agreement, including linking out to terms hosted elsewhere.

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Where does the Terms and conditions agreement appear on the Checkout page?

The agreement appears as a checkbox at the bottom of the checkout form. Customers must check the box before the purchase button becomes active.

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Can I link to an external terms page instead of writing my own?

Yes. If you select Custom under Service agreement, you can write your own agreement text and include a hyperlink to your full terms hosted on an external page or your Kajabi site.

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Can I preview what the agreement looks like before publishing?

Yes. After saving your settings, use the test purchase workflow to preview the checkout experience, including the Terms and conditions checkbox, before it goes live to customers.