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Managing Privacy Policy, Terms and Conditions, and FAQs

How to manage privacy policies, terms of service, and FAQs in the Dashboard.

The Legal card in Feature Settings allows agencies to create and manage their Privacy Policy, Terms and Conditions, and FAQs for staff to access and view. Content added here is available to staff in the mobile app under Settings.

Use the Legal section to publish your agency's:

  • Privacy Policy

  • Terms and Conditions

  • FAQs


Accessing Legal

  1. Log in to the Dashboard

  2. Click the Agency Settings icon in the upper-right corner

  3. Select the Legal card


Privacy Policy

  1. In the Privacy Policy section, click Edit

  2. Use the rich text editor to add, edit, and format your Privacy Policy as needed

  3. Click Save changes

Once saved, your Privacy Policy will be available for staff to view in the mobile app.


Terms and Conditions

  1. In the Terms and Conditions section, click Edit

  2. Use the rich text editor to add, edit, and format your Terms and Conditions as needed

  3. Click Save changes

Once saved, your Terms and Conditions will be available for staff to view in the mobile app.


FAQs

  1. In the FAQs section, click + Add FAQ

  2. Enter the Question

  3. Enter the Answer

  4. Click Add FAQ

  5. Refresh the page

Once saved, your FAQs will be available for staff to view in the mobile app.

You can edit, move, or delete a FAQ at any time by clicking the three dots next to it.


Viewing Legal Documents in the Mobile App

  1. Log in to the app

  2. Tap Settings at the bottom of the screen

  3. Select FAQs, Privacy Policy, or Terms & Conditions

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