How to Add a Cancellation Policy Agreement to Classes

You can require customers to acknowledge your cancellation policy when registering for classes by adding it to your registration form.

Steps to Add a Cancellation Policy

Step 1: Create or Edit a Form

1. Go to Forms in the left sidebar
2. Either create a new form or edit your existing registration form
3. This form will be attached to your classes

Step 2: Add a Policy Acknowledgment Field

1. Add a new field to your form
2. Choose field type: Checkbox or Agreement
3. Configure the field:
   • Label: "Cancellation Policy Agreement" (or similar)
   • Description: Include your full cancellation policy text
   • Make it required so customers must check it

Example text:

"I understand and agree to the cancellation policy: Cancellations made less than 24 hours before class will be charged a $15 late cancellation fee. No-shows will forfeit their class credit."

Step 3: Attach the Form to Your Class

1. Go to Calendar > Classes
2. Edit the class or event type
3. Find the Form setting
4. Select your form with the cancellation policy
5. Save changes

What Customers See

When registering for the class:

1. They'll see your registration form
2. The cancellation policy checkbox will appear
3. They must check the box to complete registration
4. Their agreement is recorded with a timestamp

Viewing Policy Agreements

To see who agreed to the policy:

1. View the class registrations
2. Click on a registration
3. View form responses - you'll see their acknowledgment

Tips

• Be clear: Write your policy in plain language
• Be specific: Include timeframes and fees
• Be visible: Make sure the policy text is readable, not hidden
• Be consistent: Use the same form for all classes with the policy

Alternative: Link to Full Policy

If your policy is lengthy:

1. Create a cancellation policy page on your website
2. In the form field, include a link: "I have read and agree to the Cancellation Policy"
3. The link opens your full policy page

Enforcing the Policy

Having customers agree to the policy helps you:

• Charge late cancellation fees with clear justification
• Handle disputes with documented agreement
• Set clear expectations upfront