Terms & Conditions

Overview

The UM-Terms & Conditions extension empowers the registration form by making terms & conditions fields a mandatory or required step during submission. This extension allows you to reset the member's agreement to the terms and conditions based on user roles and send agreement email notifications via the Ultimate Member dashboard within the "Terms and Conditions" section. Furthermore, it provides an option to customize the agreement notification using a new email template.

Users can conveniently access and agree to the updated terms and conditions on their account page, with the added functionality of hiding the account tab once the agreement is confirmed.

Forms

The Terms & Conditions setting for the Registration form is located in wp-admin>Ultimate Member > Forms > Edit Registration>Terms & Conditions.

  • Enable on this form - This option allows you to enable or disable terms & conditions in the registration form. Select Yes from the dropdown to enable.
  • Content - This option allows you to select your T&C content from the dropdown selection.  
    • To add content or an option in this selection you must create a page, add and publish your T&C content in wp-admin>Pages>Add New.
    • Once you click on publish, go back to Ultimate Member > Forms > Edit Registration > Terms & Conditions, then select the content from the drop-down menu.

These other options allow you to edit or customize the text of your T&C:

  • Toggle Show text 
  • Toggle Hide text
  • Checkbox agreement description
  • Error Text

Settings

Once the plugin is activated, its setting is added in wp-admin> Ultimate Member> Settings> Extensions> Terms & Conditions. 

  • Terms & Conditions account tab - This option allows you to enable or disable a terms & conditions tab in the user's account page. If enabled, you'll see the other options below.
  • Hide the tab after agreement - This option, if enabled, will hide the terms & conditions tab in the user's account page after the user agrees to the terms.
  • Content - This option allows you to select which page or content you want to display in the terms & conditions tab on the user's account page.
  • Toggle Show Text - This option allows you to edit the text of the Toggle Show text in the terms & conditions tab in the user's account page.
  • Toggle Hide Text - This option allows you to edit the text of the Toggle Hide text in the terms & conditions tab in the user's account page.
  • Checkbox agreement description - This option allows you to edit the Checkbox agreement description in the terms & conditions tab in the user's account page.
  • Error Text - This option allows you to edit the error text in the terms & conditions tab in the user's account page.

Terms & Conditions Tab 

When the "Terms & Conditions account tab" setting is enabled, users will have the convenience of accessing, reviewing, and agreeing to the terms & conditions directly from this tab on their account page.

If the  Hide the tab after agreement option is enabled, the Terms & Conditions tab and its content will become hidden once the user accepts and confirms the agreement.

After confirmation, the following notification will be displayed:

  • If the user agrees or checks the box and clicks the confirm button, they will see this notification: "You have confirmed terms and conditions."
  • If the user does not agree or leaves the box unchecked and clicks the confirm button, they will see the error text notification. The default error text is: "You must agree to our terms and conditions."

Reset Agreement

If you've modified and updated your terms & conditions, this functionality enables you to reset the agreement that your users previously accepted and notify them of these changes via email. To reset the agreement, go to wp-admin>Ultimate Member> Dashboard> Terms & Conditions box. In the Terms & Conditions section, you'll see the following options:

  • Reset agreement: In this option, you can select which user role you want to reset the agreement with. By default, all roles are selected. Once you click on the "Reset" button, the terms & conditions tab will appear again in the user's account page with the updated terms & conditions content.

    These notifications will appear after the reset button is clicked:
    • If there are users that have agreed on the previous terms & conditions: Information about Terms & Conditions agreement removed for 1 member.
    • If there are no users who have agreed to the previous terms & conditions: There are no members who match criteria.
  • Send agreement notification: In this option, you can select which user role you want to send the email notifications to. This tool is intended for users who have not yet accepted and confirmed your terms and conditions.
    • For this function to work, you must enable the Email - Terms & Conditions - Agreement request in wp-admin> Ultimate Member>Settings>Email>Terms & Conditions - Agreement request. It sends the default email template discussed below.
    • This notification will appear after the send emails button is clicked: DONE. Email has been sent to 1 member.

Agreement email notification 

Enabling this email setting is essential for the proper functioning of the Send agreement notification. The default email template requires the "Terms & Conditions account tab" to be enabled in wp-admin > Ultimate Member > Settings > Extensions > Terms & Conditions. This is necessary because the default email template notification contains a redirect URL to the Account page, where users can review and accept the complete terms and conditions.

Go to wp-admin> Ultimate Member>Settings>Email>Terms & Conditions - Agreement request to enable this email notification or if you want to modify the default email template.