Formatting for Client Policies and Agreements
in progress
Adam Smith
You can now format your
Cancellation Policy
, Visit Request Policy
, and Client Agreements
using the text editor.These are configured under:
- Admin > Business Settings > Clients
- Operations > Agreements
What Changed
Instead of plain text only, these policy and agreement fields now support formatting such as:
- Bold text
- Headings
- Bullet points
- Italics
- Colored text
This makes it easier to highlight important details clients need to clearly understand, such as cancellation fees, same-day service charges, request deadlines, agreement terms, or other important policies.
For example, you can make a same-day cancellation charge stand out using bold text, a heading, or color.
Any formatting added to these fields will appear wherever clients view the
Cancellation Policy
, Visit Request Policy
, or Client Agreements
.Log In
H
Hillary Rich
This is awesome! Thank you!
Adam Smith
updated the status to
in progress
This is now available in PPC Labs.
Shira Winitzky
Adam Smith Hi Adam I'm so glad we have this now! Thank you! But I am having a problem with it. Is there a limitation of how much content can be in each agreement? I started updating this tonight but its is cutting off my Service and Vet Agreements content. Can we make sure there is no limitation of how much content can be in our agreements? Unfortunately in trying to update both my service and vet agreement I lost the old information before this update and had clicked on my clients to view it upon logging in. If you can let me know soon so I can take care of this that would be great. Love this update and look forward to updating it soon.
Shira Winitzky
Adam Smith - Had to give a big THANK YOU shoutout to Adam and his team for always being quick to assist when needed. I just reported this last night when I wanted to update things and Adam already resolved it this morning. My agreements look great and appreciate PPC Team. TY!
H
Hillary Rich
This is great. Can you make these same changes to the “Agreements” section of the portal, please?
Shira Winitzky
Hillary Rich Yay I requested this too and hope so! Definitely need it for my vet and service agreements. :)
H
Hillary Rich
Shira Winitzky looks like he added it to client agreements. You need to turn it on in PPC labs.
Adam Smith
Merged in a post:
Cancelations / Same Day Services - a larger block that pops up to inform clients that there will be a charge that they agree to so at billing time there is no push back
P
Pamela Stonehouse
date naming
Adam Smith
updated the status to
planned
Adam Smith
Would the ability to format that policy using the editor (such as adding headings, bold text, and bullet points) address the concern here? This would allow each business to make important cancellation or fee information more prominent while keeping the wording fully customizable.
Zue Kupfer
Adam Smith Absolutely!
Adam Smith
When clients request cancellation they are shown your Cancelation Policy (Business Settings > Clients > Cancellation Policy)
S
Suzanne Joyce
Adam Smith my request is to be able to send a message without having to go back into the canceled service and click confirm
Adam Smith
Suzanne Joyce: You will want to submit that as a separate feature request so we can properly gauge interest
S
Suzanne Joyce
Adam Smith we did it's called "Ability to leave client note on a cancellation" to eliminate the current 3 or 3 step process to cancel and leave a note. thanks.
Adam Smith
Suzanne Joyce: I see it. I did mark that one as "Planned", which means we intend to implement it when we have the chance.
S
Suzanne Joyce
YES!!
S
Suzanne Joyce
I would like to leave a note not just send the generic cancellation accepted information. There is no option to add a note.