Edit terms and conditions on bookings

The content of this page is specific to the Delphi product type only. If you are using the Delphi Core product type and want to learn more about the Delphi product type, contact your sales representative.

If your administrator has configured a terms and conditions clause to be editable, you can modify its text for an individual booking. You can also change the name of the clause and its sort order in the Booking Terms and Conditions section of the Booking page.

If a terms and conditions clause cannot be edited, you are notified when you save the record.

To edit the terms and conditions on a booking

  1. Open the Booking, navigate to the Booking Terms and Conditions section, and click Edit next to the clause.

  2. Update the following fields as needed:
    FieldDescription
    Information
    Sort OrderThis controls the order that the terms and conditions clauses display.
    NameThis is the internal name of the terms and conditions clause.
    Terms
    TermsThis is a rich-text description of the terms and conditions clause to show on documents. If your administrator has configured the terms and conditions to be editable, you can modify the text and save your changes.
  3. The required fields display a red indicator. These fields need to be complete before you can save the record.

  4. Click Save.
Learn more...

Overview: Booking terms and conditions

Add terms and conditions to a booking

Remove the terms and conditions on a booking