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The Agreements screen holds the legal agreements your checkout shows customers. For each one, you choose whether customers must accept it, can choose to accept it, or only see it as a link in the checkout footer.

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Where to find it

In the admin, click the Settings gear in the top bar. In the Settings sidebar, under Company, select Agreements. Agreements is also the page Settings opens first.

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The agreements list

The list shows your company’s agreements. Click New Agreement to create one.
  • The All, Active and Inactive tabs filter the list by status.
  • Use the search box to find an agreement.
  • Use the sort button (up and down arrows) to sort the list by Title, Required, Status or Created At.
The list has Title, Required, Status, Created At and Countries columns.
  • Required shows Yes when the agreement uses Required Checkbox, otherwise No.
  • Countries shows flags for the agreement’s countries. When there are more than two, you see the first two and a count of the rest.
Click a row to open the agreement. Each row’s three-dot menu has Edit, Duplicate and Delete. To duplicate several agreements at once, select their rows and choose the duplicate option (for example Duplicate 3 rows) from the three-dot menu in the table header. The copies are added to the list.

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The agreement editor

The editor opens when you click New Agreement or open an agreement from the list. On a wide screen, Agreement Details and Responses are on the left, and Status, Checkout Display and Country are in a column on the right.

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Buttons at the top

The top of the editor has Preview and Save. On a saved agreement, it also has a three-dot menu and, on wider screens, Translations.
  • Preview opens the saved agreement in checkout in a new browser tab. On a new agreement, it’s grayed out until you save.
  • The three-dot menu has Duplicate and Delete. On smaller screens, it also has Translations.

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Agreement Details

This card has the agreement’s Title, its Content in a rich-text editor, and a Preview. The preview is a mock-up of the bottom of your checkout page with your current settings. It’s different from the Preview button at the top. Click the agreement’s title in the preview to read its content. When you select Required Checkbox, the preview adds a sample Terms and Conditions agreement to show how required agreements combine. It isn’t one of your agreements.

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Responses

A saved agreement also shows a Responses table below Agreement Details. It lists the acceptances recorded for this agreement, with Recorded Date, Customer Name, Email and Status columns.
  • Customer Name: when the name is a link, click it to open the customer’s record.
  • Status: Accepted, or Agent-confirmed when an admin confirmed the agreement for the customer while placing their order.
Use the search box to find a response. Until someone accepts the agreement, the table shows No responses recorded yet.

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Status

Choose Active or Inactive. New agreements start as Inactive. On your global checkout (every checkout that isn’t an enrollment checkout), an active agreement appears the way you set it under Checkout Display. An inactive agreement is hidden. Enrollment checkouts follow different rules. See Which agreements appear on enrollment checkouts?

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Checkout Display

This card sets how the agreement appears at checkout. Choose one of three options:
  • Required Checkbox: the customer must agree before placing the order. New agreements start with this option.
  • Optional Checkbox: the customer can choose to accept.
  • Footer Link Only: no checkbox. The agreement appears as a link in the checkout footer.
Below the options, a list of checkboxes adds extra settings:
  • Show on its own line: applies to Required Checkbox. It gives this agreement its own checkbox. Otherwise, the agreement shares one required checkbox with your other required agreements.
  • Already checked when the page loads: applies to Optional Checkbox. The box starts checked.
  • Only show when the cart has a subscription: shows the agreement only on carts that include a subscription. It works with any of the three options.
An extra setting that doesn’t apply to the selected option is grayed out. Hover over the info icon next to it to see why.

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Country

Choose the countries for this agreement. The list shows the countries your company has set up in Countries settings. Once checkout has the customer’s country, customers see the agreement only if that country is one you chose. Leave Country empty to show the agreement in every country.

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Create an agreement

1

Start a new agreement

On the Agreements screen, click New Agreement.
2

Add the title and content

Fill in Title and Content. Check the Preview in Agreement Details to see how the agreement will look at checkout.
3

Choose how it appears

Under Checkout Display, choose Required Checkbox, Optional Checkbox or Footer Link Only. Select any extra settings you need.
4

Set the status and countries

Set Status to Active when you’re ready for customers to see the agreement. Under Country, choose the countries for the agreement, or leave it empty for every country.
5

Save

Click Save. The button is available once you fill in Title and Content. You return to the agreements list.

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Edit an agreement

1

Open and edit the agreement

In the agreements list, click the agreement, or choose Edit from its three-dot menu. Make your changes.
2

Save

Click Save. In the Consider Creating a New Version dialog, click Save Changes to update this agreement. You return to the agreements list.
In the Consider Creating a New Version dialog, Duplicate copies the last saved version, discards your unsaved edits and returns you to the agreements list. To make a new version, duplicate the agreement before you edit it. See Create a new version of an agreement.

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Create a new version of an agreement

The Consider Creating a New Version dialog recommends editing a copy, so you keep the earlier version. A copy keeps the original’s Status, Checkout Display settings and countries, but it isn’t linked to any enrollment. Its title ends in a copy marker: (Copy), or (Copy 2), (Copy 3) and so on when you copy a copy.
A copy of an active agreement is live on your global checkout right away, next to the original.
1

Duplicate the agreement

In the agreements list, choose Duplicate from the agreement’s three-dot menu. Or open the agreement, open the three-dot menu and choose Duplicate. The copy opens.
2

Edit and save the copy

Remove the copy marker from the Title and make your changes. To keep the copy off checkout until it’s ready, set its Status to Inactive. Click Save, then Save Changes. You return to the agreements list.
3

Update translated titles

If the agreement has translations, open the copy and click Translations. Remove the copy marker from each language’s Agreement Title, then click Save in the translations panel.
4

Switch to the new version

When the copy is ready, open it, set its Status to Active, and click Save, then Save Changes. Open the old version, set its Status to Inactive, and save it the same way.
5

Update linked enrollments

Setting the old version to Inactive doesn’t remove it from enrollment checkouts, so update each enrollment it’s linked to. Open the enrollment (see Which agreements appear on enrollment checkouts?). In its Agreements section, turn on the toggle next to the new version (listed under Available — toggle on to add) and turn off the toggle next to the old version. Then click Save.

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Translate an agreement

You can add translations after you save the agreement. The translations panel has a column for each of your company’s active languages. The column marked DEFAULT is the agreement itself. Editing it changes the agreement’s Title and Content.
1

Open translations

Open the agreement and click Translations. On smaller screens, open the three-dot menu and choose Translations.
2

Enter the translations

For each other language, enter the Agreement Title and the Description (the translated Content). To fill a column automatically, click the translate icon in its header. Its tooltip reads Translate to followed by the language name.
3

Save

Click Save in the translations panel. Changes to the DEFAULT column update the agreement directly, without the Consider Creating a New Version dialog.
To add or change your languages, click Language Settings in the translations panel. It opens in a new browser tab. See Languages.

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Delete an agreement

1

Choose Delete

In the agreements list, choose Delete from the agreement’s three-dot menu. Or open the agreement, open the three-dot menu and choose Delete.
2

Confirm

Click Delete to confirm. You can’t undo this.
To delete several agreements, select their rows, choose the delete option from the table header’s three-dot menu (for example Delete 3 rows), then click Delete to confirm.
You can’t delete an agreement that has responses. Fluid shows Error deleting agreement. When you delete several agreements and any of them has responses, Fluid deletes none of them and shows Error deleting agreements. To stop showing an agreement that has responses, set its Status to Inactive instead, and turn it off in the Agreements section of any enrollment it’s linked to.

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FAQ

An enrollment checkout shows the agreements linked to its enrollment, even inactive ones. Other agreements don’t appear there. If the cart has a subscription, it also shows your active agreements set to Only show when the cart has a subscription.Linked agreements still follow their Country and Only show when the cart has a subscription settings. You link agreements on the enrollment itself: in the admin sidebar, under We-Commerce, click Storefront > Enrollments, click the enrollment’s title, and use its Agreements section.