How to add your Terms & Conditions and Privacy Policy to Flodesk

Flodesk makes it easy to display your Terms & Conditions (ToS) and Privacy Policy on your forms, checkouts and products. Adding these helps protect your business, set clear expectations with buyers, and comply with privacy requirements.

Important: Please note that Flodesk cannot provide legal advice. Please consult with your attorney to ensure your business Terms & Conditions and Privacy Policy are compliant with your local laws and regulations.

• Go to Account settings > Data and privacy

• From here, you can edit both your Terms & Conditions and your Privacy Policy documents.

1. Click Edit Terms and conditions.

2. If you don’t have a Terms & Conditions document, you can use the generic ToS you see pre-uploaded. Flodesk provides these Terms & Conditions for your convenience, and it makes no warranties or representations about its content; you accept them “as is”.
   
   Replace the highlighted default placeholder values with your business information and modify the Terms and Conditions to fit your business.
   
   If you already have a Terms and Conditions that you want to use, delete this preloaded version and replace it entirely with your own.

3. Save your changes. Any changes you make to the terms and conditions will apply to all products across checkout.

1. Click Edit Privacy policy.

2. If you don’t have a Privacy policy document, you can use the generic template you see pre-uploaded. Flodesk provides this Privacy policy for your convenience, and it makes no warranties or representations about its content; you accept it “as is”.
   
   Replace the highlighted default values with your business information and modify the Privacy policy to fit your business. 
   
   If you already have a Privacy policy document that you want to use, delete this preloaded version and replace it entirely with your own.

3. Save your changes. Any changes you make to the privacy policy will apply to every checkout product and form.

• Go to the Checkout dashboard and select a Checkout to edit it

• Click Setup > Advanced

• Toggle ON the Terms & Conditions and the Privacy policy

  • You can also make acceptance required, which adds a mandatory checkbox before buyers can complete their purchase

Your Terms & Conditions and Privacy Policy appear on the checkout page under the payment details section.

If you make them mandatory, buyers must select the checkbox before they can complete their purchase.

• Go to the Commerce dashboard and select a product to edit it

• Under Product details, scroll to the bottom of the right-side panel

• Toggle ON the Terms & Conditions and the Privacy policy

  • You can also make acceptance required, which adds a mandatory checkbox before buyers can complete their purchase

• Open the form for editing and click the Settings button

• On the Settings tab, toggle ON the Privacy policy

  • You can also make acceptance required, which adds a checkbox visitors must agree to before submitting the form
    

On forms, your Privacy Policy link will appear under the submission section.

If you make it mandatory, it adds a checkbox visitors must agree to before submitting the form.

• Privacy Policy and Terms & Conditions links open in a modal window (or new tab for pop-up/inline forms).

• When you duplicate or import forms/templates, your Privacy Policy settings carry over (toggled on/off, mandatory or not). 

• You can edit these policies either from Account settings > Data and privacy or directly in the form/checkout/product builder.

• In the form builder, click on the privacy policy block.

• Use the options under the Font and Style tabs to customize the look and feel of the block on your form.

• Under the Privacy tab, you can directly review and edit your privacy policy.

In the legacy checkout builder, click on the terms and conditions or privacy policy link. The document will open in a popup modal to review and edit it as needed.

In the product builder, click on the terms and conditions or privacy policy hyperlink. The document will open in a popup modal to review and edit it as needed.

Where can I edit my Terms & Conditions and Privacy Policy?
Go to Account settings > Data and privacy. Or edit them directly in the form/checkout/product builder.

Do I need to write my own documents?
Yes. Flodesk provides these (Terms & Conditions and Privacy policy) for your convenience, and it makes no warranties or representations about its content; you accept them “as is”. You should edit and replace them with your own business policies. Please consult with your attorney to ensure your business Terms & Conditions and Privacy Policy are compliant with your local laws and regulations.

Where will customers see my Terms & Conditions and Privacy Policy?
On the checkout page under payment details.

Where will form visitors see my Privacy Policy?
Under the form submission area.

Can I make them required?
Yes. Both Terms & Conditions and Privacy Policy can be set to “required,” adding a checkbox visitors must agree to before they proceed.

What happens if I don’t enable them?
If toggles are off, your forms and checkouts won’t display these links.

Does the checkbox stay checked on return visits?
No. The Privacy Policy agreement checkbox always resets and must be checked again on each visit.

Do settings copy when I duplicate forms or templates?
Yes. Your Privacy Policy and Terms & Conditions settings carry over (toggled on/off, mandatory or not). 

If I’m using Team seats to add team members to my account, what can they access?

Under My Account:

Under Checkouts:

Under Forms: