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Documentation Index

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Agreements are documents (e.g. program policies, liability waivers, or terms) that students must accept during enrollment or when purchasing a standalone course. You create and publish them in one place, then choose which ones are required for each program offering or for each standalone course.

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Where to find this

Go to Program Dashboard → Agreements. Only program owners can access this page.

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Agreement statuses

StatusMeaning
DraftSaved but not visible to students. You can edit and then publish.
PublishedLive. Students see it when the offering or course requires it. You can still edit; you can also archive it.
ArchivedNo longer used. Not listed for assignment to offerings or courses. You can view or delete.
Only published agreements can be assigned to program offerings or to standalone courses. Draft and archived agreements do not appear in offering or course settings.

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Creating an agreement

  1. On the Agreements page, click Create New Agreement.
  2. Fill in:
    • Internal name — A short label for your team (e.g. “EMT Program Policy”). Shown in the agreements list and in program offering settings.
    • External name — The title students see when they accept the agreement (e.g. “EMT Program Terms and Policies”).
    • Content — The full text of the agreement. Use the editor to format and structure the content.
  3. Click Save as draft to keep it editable, or Publish to make it available for assignment.
You can edit a draft or published agreement at any time. Changes to a published agreement apply the next time a student goes through enrollment.

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List actions

From the agreements table you can:
  • View — Open the agreement in read-only mode.
  • Edit — Change internal name, external name, or content (draft or published).
  • Publish — Move a draft to published (so it can be assigned to offerings).
  • Archive — Move a published agreement to archived (it will no longer be assignable).
  • Duplicate — Create a copy as a new draft (useful for similar agreements).
  • Delete — Permanently remove an agreement (typically used for drafts or archived items).

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Assigning agreements to a program offering

Agreements are required per program offering, not globally.
  1. Go to Program Dashboard → Program Offerings.
  2. Open the program offering you want to configure.
  3. Open the Settings tab.
  4. In the left sidebar, select Required Agreements.
  5. Check the published agreements that students must accept for this offering.
  6. Click Update Program Offering to save.
You can assign multiple agreements to one offering. Students will see each required agreement during enrollment and must accept all of them before continuing.

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Assigning agreements to a standalone course

Agreements can also be required for standalone course purchases (courses sold without enrollment).
  1. Go to Program Dashboard → Courses.
  2. Open the course you want to configure.
  3. Open Edit Course Settings.
  4. In the same modal, find the Required agreements section (below price, visibility, and promo codes).
  5. Check the published agreements that students must accept before completing purchase.
  6. Click Save Changes to persist assignments.
Only published agreements from your organization appear. The same agreements you create for program offerings can be assigned to standalone courses. Students see these agreements in the standalone course purchase flow and must accept all before payment (or free confirmation).

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What students see

During enrollment — When a student enrolls in a cohort whose program offering has required agreements:
  1. During the enrollment flow, an Agreements step appears (after sign-in and profile info, and before payment if applicable).
  2. Each required agreement is shown with its external name and full content.
  3. The student must check a box to accept each agreement.
  4. They cannot proceed to the next step until all required agreements are accepted.
Accepted agreements are stored with the enrollment for your records. For standalone course purchases — When a student purchases a standalone course that has required agreements assigned in course settings, an Agreements step appears in the purchase flow (after sign-in and profile, before payment or free confirmation). The student must accept all required agreements; acceptances are recorded with the purchase.