How to Set Up Terms and Conditions in Mindbody

Terms and conditions are not the same as a liability waiver — but Mindbody studios often need both. Cancellation policies, billing authorization, studio rules, and membership contract language usually live in client forms, not the single liability waiver text field.

This guide explains how to set up terms and conditions in Mindbody using native client forms, where Mindbody’s documentation points you, and how to pair T&C with membership checkout.

Related: Liability waivers in Mindbody → · Membership forms setup →

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Liability waiver vs terms and conditions

Do not paste your entire membership agreement into the liability waiver field — Mindbody’s waiver screen is for risk acknowledgment. Use client forms for operational T&C.

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Step 1: List the policies you need

Most boutique studios publish at least:

Have legal counsel review contract language before publishing — especially auto-renew and cancellation fee clauses.

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Step 2: Create a client form in Mindbody

1. Open Mindbody Business Mode
2. Navigate to Settings → Client Forms and Liability Waiver
3. Choose Client Forms → New Form (or edit an existing form)
4. Name the form clearly — e.g. “Membership Terms & Conditions 2026”

Mindbody’s support articles describe client forms as the place for custom questions, policies, and optional signatures beyond the base waiver.

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Step 3: Add policy blocks and acknowledgements

For each T&C section:

1. Add a Policy or Text block with your terms copy
2. Enable Require client acknowledgement (checkbox) for each section members must agree to
3. For high-stakes items (billing, auto-renew), enable Require client signature if your account supports it
4. Order blocks logically: studio rules → billing → cancellation → liability cross-reference

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Step 4: Attach the form to the right workflow

Test that members cannot skip T&C blocks when checkout requires them.

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Step 5: Store and retrieve signed records

After submission:

1. Open the client profile in Business Mode
2. Confirm the form appears under Forms / Documents
3. Export or print if your insurer or franchise requires paper copies

If a member signed an old version, Mindbody will not retroactively apply a new signature requirement — resend the updated form.

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Common T&C setup mistakes

1. One giant policy block — members scroll-past on mobile; split into acknowledged sections
2. Mixing waiver and billing in one unreadable page — separate forms improve completion rates
3. No version date in the title — “Terms 2026-Q1” helps audits
4. Marketing opt-in bundled with liability — keep promotional consent separate where possible
5. External traffic (Instagram) sent to consumer login — prospects bounce before reading T&C

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Terms on membership forms specifically

If T&C is part of new member sign-up, read our dedicated guide: How to set up membership forms in Mindbody →.

Membership forms typically combine:

• Identity fields (name, email, phone)
• Liability waiver acknowledgment
• Billing and cancellation T&C
• Package selection and payment

Mindbody handles this natively for in-ecosystem checkout. External marketing often needs a branded layer on top.

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StudioCharge makes terms and conditions easier

Long T&C on a phone is where native Mindbody forms lose conversions. StudioCharge Forms is built for multi-block intake that still feels fast.

Bottom line: Mindbody stores the record. StudioCharge makes creating terms and conditions, liability waivers, and membership agreements easier to build, brand, and complete on mobile — with AI assist and one link for every marketing channel.

Forms product guide → · AI drafting guide →