When configuring the Exhibitor Service Center, Online Space Booking or Session Proposals public-facing applications, you may want to include some Terms and Conditions and a check box. This is used to record the public users' acceptance, before they submit their order or proposal.
The Terms and Conditions text can be added directly to the confirmation page of the portal. For longer Terms and Conditions, it may be more convenient to add a link to an external webpage or document.
If you would like to add Terms and Conditions to any other Enterprise public-facing applications, please connect with your primary Momentus contact for your custom requirements.
Included in this article:
- Create a Terms and Conditions Configuration
- Edit an existing Terms and Conditions Configuration
- Inactivate an existing Terms and Conditions Configuration
- Delete an existing Terms and Conditions Configuration
Create a Terms and Conditions Configuration
To add a new Terms and Conditions Configuration:
- From the Main Menu, search for and select Terms and Conditions Configurations. The Terms and Conditions Configurations page opens.
- Click Add. The Add Terms and Conditions window opens.
- In the Description field, add a name for your Terms and Conditions Configuration.
- In the Text box, enter your terms and conditions text or link.
- Basic text formatting is available in the toolbar above the text box.
- Click Advanced Mode in the toolbar for additional text formatting options.
- Check the Active check box.
- Click OK.
Edit an existing Terms and Conditions Configuration
You can change the description or terms and conditions text for all existing Terms and Conditions Configurations. When you change the description or the terms and conditions text, it updates in all existing configurations. If you don't want to update existing configurations, then you must add a new terms and conditions configuration using the steps in Create Terms and Conditions Configuration.
To edit an existing Terms and Conditions Configuration:
- From the Main Menu, search for and select Terms and Conditions Configurations. The Terms and Conditions Configurations page opens.
- Right-click on the Terms and Conditions Configuration you want to change and select Edit. The Edit Terms and Conditions Configuration window opens.
- Update the necessary information.
- Click OK. Your changes will be saved and updated on any public-facing applications assigned with this Terms and Conditions Configuration.
Inactivate an existing Terms and Conditions Configuration
If you no longer use a Terms and Conditions Configuration but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a Terms and Conditions Configuration inactive, it is removed from any public-facing application configurations where it was previously being used.
To inactivate an existing Terms and Conditions Configuration:
- From the Main Menu, search for and select Terms and Conditions Configurations. The Terms and Conditions Configurations page opens.
- Find the Terms and Conditions Configuration you would like to inactivate and uncheck the Active check box.
- Click Save. The selected Configuration will be updated to inactive and it's Terms and Conditions will be removed from any previously assigned public-facing application configurations.
Delete an existing Terms and Conditions Configuration
If you no longer use a Terms and Conditions Configuration and do not want to keep a record of it, you can delete it. When you delete a Terms and Conditions Configuration, it is removed from any public-facing application configurations where it was previously being used. You cannot undo the delete process.
To delete an existing Terms and Conditions Configuration:
- From the Main Menu, search for and select Terms and Conditions Configurations. The Terms and Conditions Configurations page opens.
- Right-click on the Terms and Conditions Configuration you want to change and select Mark for Delete.
- Click OK. The selected Configuration will be deleted from the page and it's Terms and Conditions will be removed from any previously assigned public-facing application configurations.
Comments
2 comments
Is the Terms & Conditions Configuration only included in a certain License? We have just upgraded to v30.97 but I cannot find it in the Main Menu with my Admin Access
0 upvotes
Hi Elisabeth,
You must be licensed to an app that uses Terms and Conditions configurations, such as Session Proposals or Exhibitor Portal. If you are licensed to an app that uses the Terms and Conditions configurations, but you do not see the option from the Main Menu, please open a ticket with Client Care so they can take a look.
Thanks,
Mike
0 upvotes
Please sign in to leave a comment.