Policies

Settings › Customer experience › Policies holds the words your customer agrees to when they book.

Before you start

Anyone who can open Settings can change this page. Nothing is saved until you press Save.

The three policies

All three are kept per move type: when your company takes more than one, pick it in Move type at the top of the page (Each move type can have its own policies; one without its own uses the Residential ones.).

Company policy — What the customer agrees to when they book, on their page.

Cancellation policy — The cancellation terms the customer agrees to when they book.

Terms and conditions — the terms for the bill of lading.

Each has a switch for your own words: Own Company Policy, Own Cancellation Policy, Own Terms and Conditions.

• Residential, off — MoveBoard's default words show, read-only (This is the default policy. Switch on … to write your own.).
• Commercial or Military, off — the Residential policy shows, read-only: those orders use it (Off: Commercial orders show the Residential company policy. Switch on to write one for Commercial moves.).
• On — write your own in the editor.

Which policy a customer reads

The customer reads the policy written for their order's move type — on the booking page and on the crew's Order for Service. A move type with none of its own (switch off, or nothing written) shows the Residential one; each policy falls back on its own.

Also used by

The order for service the customer signs quotes these policies — see Estimate & order for service. Links to your website's privacy policy and terms pages are set on Company info.