This article will guide you through editing the Membership Agreement Terms and Conditions and waivers using the HTML editor, allowing advanced customization. Whether you're updating existing terms or creating a temporary agreement (e.g., for a special promotion), these steps will help you manage your Terms and Conditions effectively.
Contents
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What is the HTML Editor?
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Access the Terms and Conditions Editor
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Make Changes to the Terms and Conditions
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Rename Forms for Temporary Agreements
1. What is the HTML Editor?
The HTML editor enables you to edit the content of Terms and Conditions using HTML code. This provides greater flexibility for formatting and customization, such as:
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Adding bold, italicized, or underlined text.
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Creating bullet points or numbered lists.
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Embedding hyperlinks.
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Customizing styles with HTML tags.
2. Access the Terms and Conditions Editor
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Navigate to the Settings section in GB Members (via the 3x3 grid menu icon in the upper-right corner).
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Select Datastore from the left-hand menu.
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Then look for “Terms & Conditions” near the bottom, select this, and then select the magnifying glass icon to populate the existing records.
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Look for the registration form titled "Bambora Member Registration" (or the relevant form you're updating).
3. Make Changes to the Terms and Conditions
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Click on the form to edit it.
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Type in the desired changes in plain text and use the formatting icons to stylize your text.
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Save your changes by clicking the Submit button.
4. Rename Forms for Temporary Agreements
If you're creating a temporary agreement, follow these steps to manage multiple versions of your Terms and Conditions:
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Rename the Original Agreement:
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Locate the existing form, e.g., "Bambora Member Registration."
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In the “Type” Field, rename it to "Original Bambora Member Registration" to preserve its history. Note: It is Case-Sensitive.
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Add a New Agreement:
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Create a new form titled "Bambora Member January Special Registration" or similar for the temporary terms.
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Rename this form to "Bambora Member Registration" for use during the promotional period.
**Tip**
Use a basic HTML editor (e.g., HTML Editor) to test and preview your changes before pasting them into GB Members.
Keep formatting simple to ensure it displays well on all devices.
Need Assistance?
For further assistance or clarifications, please contact software@graciebarra.com or chat with us directly in GB Members.
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation.
For the latest updates and key discussions, visit our GB Members Group within GB Connect.
For non-software related inquiries about your GB School, reach out to support@graciebarra.com
Additional Training Resources: While we are still building out this Help Center, you can find additional information within this user guide to help you easily navigate the software. There are also more screen-recorded videos in this Google Drive.
Feedback and Feature Requests:
We value your feedback and suggestions. Please fill out this form if you have any feature requests or improvements. Your opinion is crucial in enhancing our services. https://graciebarra.link/crm-feature-request