Add Agreements and Terms to the Online Portal
Dance Studio Manager lets you add agreement pages so parents, guardians, students, or customers can review important terms before creating an account, adding a student, registering, or checking out. Studios can use these pages for waiver language, studio policies, registration terms, checkout terms, consent forms, and other notices that should be acknowledged inside DSM.
Where to Add Agreement Pages
From the admin area, go to Settings > Pages. When you add or edit a page, choose the page relation that matches how the agreement should be used.
Common Agreement Types
- Agreement: Used for general account or portal agreement language.
- Student Agreement: Used when agreement language should apply to students added to the account.
- Guardian Agreement: Used when agreement language should apply to guardians.
- Checkout Agreement: Used during checkout so clients can review and accept terms before completing a purchase or registration.
Online Signatures and Saved PDF Records
For agreements that require a signature, DSM can show a signature box that clients can sign with a mouse or finger. The signed agreement can then be stored as a PDF record so the studio has a clearer record of what was presented, who agreed to it, and which agreement was signed.
This can be useful when a studio needs to document acceptance of policies, answer questions about a waiver or registration term, or support a conversation about unpaid balances, payment policies, or other account responsibilities. It is not a substitute for legal advice, but having a signed copy of the agreement can give the studio much better documentation than relying on a verbal conversation or paper form that may be difficult to find later.
Works with Online and Mobile Access
Agreement and signature workflows can be used as part of the Online Client experience, and they can also support families using DSM through mobile access, including iOS and Android app access when enabled for the studio. This helps families review and accept required terms from the device they are already using, rather than requiring a separate paper process.
The screenshot below shows the Pages area where agreement settings can be configured.
Related Online Client Features
- Website Integration for Dance Studios explains ways to connect your website, online client, and mobile access options.
- DSM compatibility covers browser and device access, including smartphones and tablets.
- Allowing Registration Without Payment may be useful if you want families to register or join a waitlist before collecting payment.
If you need help deciding which agreement type to use, or if you want help setting up online signatures, please contact Dance Studio Manager support.