---
title: Managing Terms and Conditions Policies
description: A walkthrough of opus1.io's terms and conditions policies feature, including creating new policies, publishing policies to services, and migrating existing subscriptions to the latest policy version.
---

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1. [opus1io Knowledge Base](https://kb.opus1.io/?hsLang=en)
2. [Business](https://kb.opus1.io/business?hsLang=en)
3. [Terms & Conditions](https://kb.opus1.io/business?hsLang=en#terms-conditions)

# Managing Terms and Conditions Policies

## A walkthrough of opus1.io's terms and conditions policies feature, including creating new policies, publishing policies to services, and migrating existing subscriptions to the latest policy version.

**Table of Contents: **

1. [**Permissions**](https://kb.opus1.io/how-do-i-create-terms-and-conditions-for-my-services-v2#Permissions)
2. [**Creating Terms and Conditions Policies**](https://kb.opus1.io/how-do-i-create-terms-and-conditions-for-my-services-v2#Creating-Terms-and-Conditions-Policies)
3. [**Publishing Terms and Conditions Policies to your Services**](https://kb.opus1.io/how-do-i-create-terms-and-conditions-for-my-services-v2#Publishing-TandC-policies)
4. [**Migrating Subscriptions to the latest Terms and Conditions Policy Version**](https://kb.opus1.io/how-do-i-create-terms-and-conditions-for-my-services-v2#Migrating-to-latest-Version)
5. [**Updating Terms and Conditions Policies**](https://kb.opus1.io/how-do-i-create-terms-and-conditions-for-my-services-v2#Updating-TandC-Policies)
6. [**Metrics**](https://kb.opus1.io/how-do-i-create-terms-and-conditions-for-my-services-v2#Metrics)

 

#### **Permissions**

- The Terms and Conditions Policies page is only accessible to **staff, managers, and owners.**
- **Staff have read-only access to T&C Policies**, where they may review T&C policy metrics. Additionally, they may update the T&C policy version for individual subscriptions as well as mark T&C policies as accepted/un-accepted for individual subscriptions.
- **Managers and Owners read and write access to T&C policies** and may create new T&C policies, duplicate existing T&C policies, publish policies to services, and batch-migrate pending and active subscriptions to the latest policy version (including batch prompting re-acceptance of the latest T&C policy version). They may update the T&C policy version for individual subscriptions as well as mark T&C policies as accepted/un-accepted for individual subscriptions.

 

#### **Creating Terms and Conditions Policies**

- To create a new Terms and Conditions policy, navigate to **Settings \> T&Cs Policies, **and click **CREATE T&C POLICY. **
- Here, you may give your T&C policy a **name, tags, revision notes**, and add **policy terms**, including term titles and content.![](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-03-17%20at%2010-36-41%E2%80%AFAM-png.png?width=2870&height=1406&name=Screenshot%202025-03-17%20at%2010-36-41%E2%80%AFAM-png.png) 
- **Optional terms** may be declined or ignored by the client and are not required to complete booking.![](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202025-03-17%20at%2010-37-47%E2%80%AFAM-png.png?width=1420&height=954&name=Screenshot%202025-03-17%20at%2010-37-47%E2%80%AFAM-png.png)
- Once your new T&C Policy is complete, you may click **CREATE POLICY **to save your policy. If you wish to immediately publish your new T&C policy to your services, click **CREATE POLICY & PUBLISH.**

 

#### **Publishing Terms and Conditions Policies to your Services**

- **Publishing** a T&C policy means making that policy visible to clients who enroll with your services. Additionally, publishing a T&C policy to a service that was previously associated with a different T&C policy will associate subscriptions to that service with the new T&C policy. 
- **To publish a T&C policy to your services, **click the **Publish **button (the spaceship icon) on one of your T&C policies.
- Next, assign services to this T&C policy. Click **Show previously assigned services **to see services already associated with this T&C policy. Once completed, click **PUBLISH, **or click **PUBLISH + MIGRATE SUBSCRIPTIONS **to continue to migrate associated subscriptions to the latest T&C policy version.![](https://kb.opus1.io/hs-fs/hubfs/image-png-Mar-17-2025-03-39-22-9691-PM.png?width=1680&height=662&name=image-png-Mar-17-2025-03-39-22-9691-PM.png)

 

#### **Migrating Subscriptions to the latest Terms and Conditions Policy Version**

- Whenever you publish changes to a T&C policy, a new T&C policy version is created. 
- **Migrating Subscriptions means to prompt to accept the latest published version of the policy**, allowing you to easily manage client T&C acceptance when your business's policies change. 
- To migrate subscriptions, click the **Migrate **button (the lightning icon).
- Next, select one or more previous T&C policy versions. Subscriptions to selected T&C versions will be migrated to the latest version of the T&C policy and prompted to re-accept the terms and conditions of your services.![](https://kb.opus1.io/hs-fs/hubfs/image-png-Mar-17-2025-03-40-04-2342-PM.png?width=1556&height=896&name=image-png-Mar-17-2025-03-40-04-2342-PM.png)

 

#### **Updating Terms and Conditions Policies**

- When you update your Terms and Conditions Policies, you create a new policy version. Until published to your services, this new policy version will be saved as a **Draft **version and will not be shown to clients. 
- To update an existing T&C policy, click the **Update **button (the notepad icon). Next, modify your T&C policy. We recommend including **revision notes** so you can easily remember what was changed between different T&C policy versions. 
- Once completed, you click **CREATE POLICY **to save your new T&C policy version as a **Draft** or click **CREATE POLICY & PUBLISH **to make the latest T&C policy version live for your services. 
- To duplicate existing policies, click the **Duplicate **button (the two sheets icon). This will create a new T&C policy named "Copy of \[Originating T&C Policy\]" and copy over all terms (titles & content). Revision notes are cleared when creating a new T&C policy by duplication. 

 

#### **Metrics**

- Opus1.io provides overall metrics for T&C policies and metrics for individual policy versions. 
- **T&C Policy Metrics ![](https://img.notionusercontent.com/s3/prod-files-secure%2F6da860e6-e0a4-4a71-8050-194d3e4e15dd%2Fa51cd0da-3c80-4f00-8c2e-b664af94f045%2FScreenshot_2025-02-21_at_11.48.12_AM.png/size/w=2000?exp=1742226285&sig=dafDUDbSNQ7HCLGwdHgCIZFsKMODGmCD7u7aNbe7gQ8)**  
    - **Versions** - the total number of created versions for a given T&C policy, including draft, live, live (locked), and discontinued versions
    - **Latest Version** - the creation date & time of the latest published version of the T&C policy
    - **Services** - the total number of services currently assigned to this T&C policy
    - **Total Subscriptions** - the total number of pending & active subscriptions whose services are currently assigned to any version of this T&C policy
    - **Latest Version Subscriptions** - the total number of pending & active subscriptions linked to the latest published version of the T&C policy
    - **Previous Versions Subscriptions** - the total number of pending & active subscriptions linked to the any previously published version of the T&C policy

- **T&C Policy Versions Metrics![](https://img.notionusercontent.com/s3/prod-files-secure%2F6da860e6-e0a4-4a71-8050-194d3e4e15dd%2Fa05767f2-160f-4b7c-b06e-312f8d9e632d%2FScreenshot_2025-02-21_at_11.48.34_AM.png/size/w=2000?exp=1742226312&sig=_NanRXTsuyxZIsPAq3ccR5HfvRLfoNbin3U_yJWHHVs)**  
    - **Created At** - the creation date & time for a given T&C policy version
    - **Published At** - the publish date & Time for a given T&C policy version
    - **Status** - the status of the version of the T&C policy. There are four version statuses: 
          - **Draft** - the default status for newly-created versions of T&C policies, the version has not yet been published for any services.
          - **Live** - a version that has been published for one or more services
          - **Live (Locked)** - a version that has been published for one or more services with at least one subscription that has accepted the T&C for that service
          - **Discontinued** - a previous version of T&C policies
    - **Services** - the total number of services linked to that version of the T&C policy
    - **Total Subscriptions** - the total number of pending & active subscriptions linked to that version of the T&C policy
    - **Accepted** - the total number of pending & active subscriptions that have accepted T&C for that version of the T&C policy
    - **Pending Acceptance** - the total number of pending & active subscriptions that have not yet accepted T&C for that version of the T&C policy

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