Add Store Policies to Your Checkouts (Sales Settings)

The Checkout section within Sales Settings is where you add and define the legal and informational content shown to customers right before they complete a purchase.

By adding your store policies here, you increase transparency, build trust, and ensure customers can easily review important terms before placing an order.

These settings directly affect the Order Summary section of your checkout page.

Where to find Checkout settings

Navigate to Sales & Analytics > Sales Settings > Checkout

From here, you can manage the policies that appear in the footer and summary area of your checkout experience, wether it's in your built-in store checkout or in any checkouts you add using the Checkout Widget.

Store Policies

Store Policies are short legal texts that are displayed in the checkout footer and can be expanded by customers during checkout.

You can add and manage the following policies:

• Privacy Policy
• Refund Policy
• Terms of Service

Each policy has its own text field and is fully customizable.

If you leave a field empty it won't displayed in your checkouts.

Privacy Policy

The Privacy Policy explains how customer data is collected, stored, and processed.

Where it appears

• As a clickable link/tab in the checkout footer
• Expandable directly within the checkout summary section

Why it matters

• Required for GDPR and other privacy regulations
• Builds trust by clearly explaining data handling
• Often required by payment providers

Recommendation

Always include a clear and up-to-date privacy policy, especially if you:

• Collect personal data
• Use email marketing or tracking
• Sell to customers in regulated regions (EU, UK, etc.)

Refund Policy

The Refund Policy outlines how refunds, cancellations, and returns are handled.

Where it appears

• As a clickable tab in the checkout summary
• Visible before the customer completes the order

Why it matters

• Sets clear expectations
• Reduces disputes and chargebacks
• Increases confidence before purchase

Tip

Be explicit about:

• Refund eligibility
• Time limits
• Digital vs physical product rules
• Subscription cancellation terms (if applicable)

Terms of Service

The Terms of Service define the legal agreement between you and your customers.

Where it appears

• As a tab in the checkout footer
• Accessible directly from the order summary

Why it matters

• Protects your business legally
• Defines usage rights, limitations, and responsibilities
• Often required for subscription-based businesses

Recommendation

Use clear, customer-friendly language and avoid unnecessary legal complexity where possible.

How policies appear in checkout

In the checkout Order Summary section, the policy tabs are displayed after the pricing and tax information and directly above the Complete Order button.

Policies are integrated directly into the checkout experience to provide clarity without creating friction:

• Policies are shown as clickable tabs (e.g. Terms of service, Privacy, Refunds)
• Customers can switch between tabs to read each policy
• The content expands inline without leaving checkout

This ensures customers can review important information without interrupting the purchase flow.

Best practices for checkout policies

The following best practices help ensure your checkout policies are clear, accessible, and aligned with customer expectations:

• Keep texts concise and readable
• Use headings or short paragraphs where relevant
• Make sure policies are consistent with your website policies
• Review policies regularly for legal accuracy

Additional recommendations

To strengthen compliance and customer clarity, consider the following best practices.

Require explicit acceptance at checkout

It’s strongly recommended to include a checkbox in your checkout flow where customers must actively confirm that they accept your Terms of Service and Privacy Policy before completing the order.

This provides clearer consent and stronger legal protection. Please refer to this article on the Checkout Widget for more infomration on how to add such checkbox in your checkouts: Checkout Widget

Maintain full policy pages on your website

In addition to the checkout summaries, you should have dedicated pages for:

• Privacy Policy
• Terms of Service
• Refund Policy

These pages are typically linked from your website footer and can also be referenced from the checkout. This improves transparency, compliance, and customer trust.

Recommended setup checklist

Before moving on, make sure you have:

• Added a Privacy Policy
• Added a Refund Policy
• Added Terms of Service
• Verified that all policies display correctly in checkout
• Enabled or implemented a checkbox for policy acceptance at checkout
• Linked full policy pages from your website footer
• Reviewed policy wording for clarity and compliance

Why Store Policies matter

Well-configured store policies:

• Increase trust at the final purchase step
• Reduce abandoned checkouts
• Lower refund disputes and support requests
• Improve legal protection and compliance

You’ve now completed all core Sales Settings.

With Store Details, General settings, Shipping, Taxes, Payments, and Checkout configured, your store is fully prepared to accept orders with clarity, trust, and a smooth customer experience.