Managing Policies
The Policies section is where you write and manage documents such as cancellation policies, terms of service, or any other rules and conditions you want associated with your services or products. Once created, policies are attached to service categories and product categories so customers see the relevant terms before they book or buy.
The Policies List
The Policies page lists all your policies as cards. Each card displays:
- A policy icon
- The policy title
- An Edit button (pencil icon)
- A Delete button (trash icon)
The sticky header shows the total policy count and a search bar. Use the search bar to filter policies by title or body content — results update as you type and pressing Enter triggers an immediate search. Click × to clear the search.
Policies load in batches as you scroll. "That's all!" appears when you've reached the end.
Adding a Policy
Click New in the top-right corner to open the Add Policy form.
| Field | Notes |
|---|---|
| Title | Required. The name of the policy as it will appear to customers (e.g., "Cancellation Policy", "Return Policy", "Terms of Service"). |
| Body | The full policy text. Uses a rich text editor — you can apply bold, italic, headings, bullet lists, numbered lists, and links to format the content clearly. |
Click Submit to save. The Submit button is disabled until a title is entered.
Editing a Policy
Click the pencil icon on any policy card to open the edit form with the existing title and body pre-loaded. Make your changes and click Update to save.
Deleting a Policy
Click the trash icon on any policy card. A confirmation dialog appears before anything is permanently removed.
Attaching Policies to Categories
Policies are not assigned to individual services or products directly — they are attached at the category level. When you add or edit a service category or product category, there is a Policies multi-select field where you can choose which policies apply to everything in that category.
This means:
- A "Cancellation Policy" assigned to your Appointments service category will appear on every service in that category.
- A "Return Policy" assigned to your Clothing product category will appear on every product in that category.
- You can attach multiple policies to a single category if needed.
To attach a policy to a category, go to Services → Categories or E-Commerce → Categories, open the category editor, and select the relevant policies from the Policies dropdown.
Tips
- Write policies in plain language. Customers are more likely to read and understand a policy written in clear, direct sentences than one full of legal jargon.
- Use headings and bullet lists for readability. Breaking a cancellation policy into sections — Rescheduling, Same-day Cancellations, No-shows — makes it much easier to scan than a wall of text.
- Reuse policies across categories. A single "No Refunds" policy can be attached to as many categories as needed — you only need to write it once and update it in one place if it changes.
- Keep policy titles descriptive. Names like "48-Hour Cancellation Policy" or "Online Purchase Returns" are clearer to customers than generic titles like "Policy 1" or "Terms."