Terms & Conditions

Overview

Terms & Conditions templates let you define your standard business terms once and attach them to multiple documents. This ensures consistency and legally protects your business.

You can create multiple T&C sets for different scenarios: Standard T&C, Rush Service T&C, Licensing T&C, Rental Agreement, etc.

Creating Terms Presets

Define standard terms and conditions that apply to your work:

Common Terms to Include

• Payment Terms — Deposit requirements, due dates, late fees
• Cancellation Policy — Conditions for canceling sessions or projects
• Usage Rights — What clients can/cannot do with the images
• Copyright Notice — You retain copyright unless otherwise specified
• Liability Limitations — Your responsibility in case of issues
• Model Release — If clients appear in photos, their rights
• Rescheduling Policy — Notice required to change appointment
• Dispute Resolution — How disputes will be handled

Creating a T&C Template

1. Go to Settings → Templates → Terms & Conditions
2. Click Create New Template
3. Give it a name (e.g., "Standard Terms", "Licensing Agreement")
4. Write out your standard terms in the text area
5. Format with headings and sections for clarity
6. Save the template

⚠️ Legal Disclaimer

These templates are for reference only and not legal advice. Consult an attorney to ensure your T&Cs comply with local laws and protect your business appropriately.

Setting Default Terms

Set a default T&C template to be automatically attached to new documents:

For Invoices & Estimates

Go to Settings → Templates and select your default invoice/estimate terms. These are automatically added to new invoices unless you override them.

You can still change or remove T&Cs for individual documents.

For Galleries

When creating a gallery, you can link it to a T&C template. Clients see the terms in the gallery footer.

Useful for clarifying usage rights and download restrictions for specific galleries.

💡 Multiple T&C Sets

Create different T&C templates for different situations:

• "Standard Business Terms" — Default for all projects
• "Licensing Agreement" — For galleries where clients buy licenses
• "Rental Terms" — For equipment rental projects
• "International Client Terms" — Specific to overseas clients

Attaching Terms to Documents

Attach T&Cs to specific documents when creating or editing them:

For Invoices & Estimates

1. Create a new invoice or estimate
2. Scroll to Terms & Conditions section
3. Click Select Terms
4. Choose a template from your saved list, or write custom terms
5. The selected T&Cs appear in the document preview
6. Clients see the terms when they view the document

For Galleries

1. Go to gallery settings
2. Find Policies & Terms section
3. Link a T&C template
4. The terms appear in the gallery footer

Customizing Per Document

Don't want to use the default terms for a specific document? You can:

• Select Different Terms: Choose a different template
• Write Custom Terms: Add one-off terms for this document only
• Remove Terms: Send without T&Cs if appropriate

Next Steps

• Consult with an attorney about your T&Cs
• Go to Settings → Terms & Conditions and create your first template
• Set a default T&C for invoices and estimates
• Link T&Cs to your galleries
• Test by creating an invoice with the T&Cs attached