> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/applications-overview/setup-club-policies-acceptance.md).

# How to Require Club Policies or Terms Acceptance in an Application

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Application Form**: An application must already exist. See: [How to Set Up a Membership Application](/products/control-panel-overview/applications-overview/setup-application-form.md).
* **Policies Document**: Have your club's terms, conditions, rules, and privacy policy finalised and ready to add.

### Instructions

#### Step 1: Create the T\&C questions

You can either create a new dedicated T\&C form, or add T\&C questions to an existing form that is already part of the application.

**To create a new T\&C form:**

1. Navigate to [**ENGAGE > Survey & Forms > Manage Forms**](https://control.peoplevine.com/surveys).
2. Click **CREATE A FORM** to open the form builder. See: [How to Create a Form](/products/control-panel-overview/forms-overview/create-form.md).
3. Add questions for policy acceptance:
   * A **Display Text/HTML** element with the full policy text or a link to the policy document.
   * A **Select Multiple (Checkbox)** question marked as required — e.g., "I agree to the Terms and Conditions".
   * For multiple policies (Terms of Use, Privacy Policy, Code of Conduct), add a separate required checkbox for each.
4. Save the form. Then continue to Step 2 to add it to the application flow.

**To add T\&C questions to an existing form:**

1. Navigate to [**ENGAGE > Survey & Forms > Manage Forms**](https://control.peoplevine.com/surveys).
2. Open the form you want to update.
3. Add the T\&C questions as described above (Display Text/HTML + required checkboxes).
4. Save the form. If this form is already part of the application flow, you're all set — the application automatically reflects the new questions.

#### Step 2: Add the new form to the application flow

If you created a new T\&C form in Step 1, add it to the application:

5. Navigate to [**ENGAGE > Survey & Forms > Manage Applications**](https://control.peoplevine.com/survey/groups).
6. Click the **Review** button next to the application.
7. Click **View Flow** (top-right) to see the current list of forms.
8. Select the T\&C form you created and click **ADD**.
9. Assign a number in the **Order** field to position the terms page — typically the last page before submission.
10. Click **Save**.

### What Happens Next

* **On the system side**: The applicant cannot submit the application without completing the required fields on the terms form. The applicant's responses are stored with their application submission.
* **Next step**: Configure the confirmation page shown after submission. See: [How to Create a Confirmation Page](/products/control-panel-overview/applications-overview/setup-confirmation-page.md). To display your Terms & Conditions and Privacy Policy on the member portal, see: [How to Set Up Terms & Conditions and Privacy Policy Pages](/products/control-panel-overview/applications-overview/setup-terms-privacy-pages.md).

***

*Last updated: 2026-05-24*


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