This article reviews how a Tripleseat user may adjust the Terms and Conditions that appear by default when creating masterdocs for a booking. Depending on how your business has its terms set up, you will need to make edits from one of two places.
Updating the Terms in the Document Template
Most Tripleseat customers have a single set of Terms and Conditions that appears automatically whenever they create masterdocs for a booking. If that is the case for you, please follow the below instructions to update that verbiage.
- Go to Settings> Docs> Booking Contract & Event Order (Edit Template Content).
- Scroll to the Terms and Conditions textbox. Click in and make adjustments as needed.
- Click 'Save Template' in the upper left.
This update will not impact masterdocs that have already been created. However, all future masterdocs that you create from this document template will reflect the updated verbiage.
Updating the Terms in your Content Templates
Some Tripleseat customers have various sets of terms depending on the type of booking in question. Instead of having terms live in the document template by default, they leverage content templates to plug in the version of the terms they need on a case-by-case basis. If your business utilizes content templates for your Terms and Conditions, you may update the verbiage of that text by following the instructions below.
- Go to Settings> Content Templates.
- Identify the folder that contains your Terms. Click Edit to the right of the Terms you wish to update.
- Click into the contents field to make adjustments.
- Click Save at the bottom.
This update will not impact masterdocs where the content template has already been applied. However, any time you go to plugin this content template going forward, the updated version of that text will appear.
If you do not use content templates, but would like to learn more about how those work, please refer to this article.
Pro-Tip: You may wish to copy the new version of your terms from outside of Tripleseat and paste those into Settings. You are at liberty to do so, but please keep in mind that unless you clear formatting on that copied text, the code wrapping the text may conflict with the styling applied in Tripleseat. When this issue occurs, the text you have copied will look dissimilar and not in keeping with the rest of the text on your Tripleseat documents. To ensure that the pasted text matches the rest of your document layout, be sure to clear formatting or convert to plain text before pasting. This article here provides more context around how to do that.