Online Booking Workflow Step 6.4: Terms and Agreement

DocketShop, also known as Online Booking, is a digital shopping cart that’s fully integrated with your Docket account and heavily customizable. 

Part of the customization ability lives in the 6-step workflow associated with your online Storefront that lives on your website.

This article is Step 6.4 of 6 mini-steps listed in our DocketShop Setup Directory.

Before You Start

Here are a few things to know before you continue:

• You must have Admin or Office Staff permissions in order to access or edit a DocketShop workflow step.
• You must have an active DocketShop subscription in order to access or edit a DocketShop workflow step.
• While DocketShop can be used without a website, we recommend integrating it with your business website. Docket provides website services if you don’t already have one. To learn more, click here!

Access Your Terms and Agreement

To view a workflow and its various steps (also called webforms or forms) in DocketShop, click into Online Booking towards the top of your left-hand menu.



Once you’re in the DocketShop editor, you’ll always land in the Storefronts section by default.

You’re also going to see the workflow editor by default when clicking into Online Booking.

Make sure the correct Storefront name is selected to the left before you begin using the workflow editor otherwise you’ll edit the wrong Storefront’s workflow.

Set Up Your Terms and Agreement

The fourth step in your Storefront’s workflow will ask a potential client to review your terms and conditions.

1. At the top of the Terms and Agreement editor there are 3 options:
   1. Form Title: This is the name that displays to potential clients when they’re going through this workflow. We recommend leaving it as the default ‘Terms and Agreement’ name.
   2. Up and Down Arrows: These arrows can be used to reorder where this step occurs in your workflow.
   3. Redirect Drop-down: This option gives you a way to send a potential client to a different workflow step than what’s normally up next (by default the next workflow step is Payment).
2. Terms and Conditions determines what’s shown to potential clients in this workflow step. You can enter online-specific terms and conditions by choosing ‘Independent Terms’ or you can have DocketShop use the terms and conditions you’ve previously uploaded into your Dumpster Management settings by choosing ‘Imported Terms’.
   
   
3. Require Signature is where you can require that a potential client actually sign your terms and conditions before checking out.
4. Acknowledgement Text displays next to the checkbox that potential clients have to click on to indicate they’ve read and understood your terms and conditions.
   
   

Don’t forget to click "Save Changes" at the top any time you make a change!

The next workflow step (6.5) controls the payment form that appears to potential clients. Click here to jump to the next article.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!