BookingMachine
Help Center
Getting Started
Core Features
Payments & Analytics
Settings
Team & Scheduling
Integrations
Settings
Agreements & Policies
Documents customers view or accept when they book — agreements, waivers, policies, intake forms.
Open Settings > Agreements & Policies. These are legal or intake documents shown during booking, not the booking-policy numbers on Settings > Booking Policies.
Open Agreements & Policies
Go to Settings > Agreements & Policies.
Click Create Agreement
The header button is Create Agreement.
Choose a type
Agreement, Waiver, Policy, Intake Form, or Certificate.
Choose how customers accept it
None (info only) — viewable with no action. Checkbox — the customer ticks “I agree to the [Document Title]”. Other accept modes appear on the document editor.
Publish
Enable the document on the widgets that should show it (Widget Setup also has an agreements section).
Still have questions? Contact support