Your NEW Setup Guide: How to Set Your Policies

Let your students know exactly what to expect before they check out by setting up your site policies.

Step 1: Open Your Setup Guide

1. From the opening screen, click Settings on the left menu.

2. Click Setup Guide.

You'll land on Your Setup Guide, where you can finish setting up your account with everything you need to sell and operate.


Step 2: Set Your Policies

Under 1. Get Sell-Ready, find Set Your Policies and click Set Policies.

This opens the Set Your Policies screen, where you'll add your terms and cancellation policy so students know what to expect at checkout.


Step 3: Manage Site Compliance

Under Site Compliance, you can manage your site's compliance and settings by adding the following:

• Privacy Policy — link to your privacy policy URL

• Refund Policy — link to your refund policy URL

• Terms Policy — link to your terms policy URL

• Disclaimer — link to your disclaimer URL

You can also set your:

• Class Terms & Conditions

• Store Terms & Conditions

Step 4: Save Your Changes

Once you've entered your policy links and terms, click Save.

You're All Set

Your site's policies are now in place, giving your students clear expectations and keeping your business compliant from the moment they check out.

If you need help finding or creating any of these policy documents, our support team is happy to help.