Getting clients to read and agree to Disclosure Statement - via hyperlink in Custom Form?

Site URL: https://www.themoneyjourney.co.nz/

Hello community,

Over the weekend, I upgraded my financial services website from just a 'get in touch' functionality to a proper store.

A requirement for financial services providers here in New Zealand is to provide a Disclosure Statement to clients when they sign up for financial advice. My Disclosure Statement is available in my footer across the website. However, I would like to prompt clients to read it and agree to it as part of the checkout process.

Unfortunately, the Squarespace checkout has only got set fields for Return Policy, Terms of Service and Privacy Policy. Is there any way I can customise those to replace with another type of document, namely my Disclosure Statement?

Otherwise, I tentatively added an Additional Field below. I've been able to insert a hyperlink into the Custom Checkout Form, but it doesn't work on the live website.

Thanks a million!

Christel

The changes you can make to the checkout page are very limited. It is a SS security feature.

If you could insert HTML into to the form like you tried that would breach security.

Adding that form to each product may allow for more options customizing the form itself with custom code.

It your customers are only buying one product usually then that could work. If they buy multiple then it could be a bit tedious for them.

Great suggestion @creedon. This works beautifully, thank you!

Most of my clients would only purchase one product anyway. Worst-case scenario, it's just a box to tick, so not hugely invasive. Thanks for the help 🙂