--- title: Understanding the Difference Between a Policy and a Package Agreement description: policy and a package --- [Skip to content](https://support.hapana.com/kb/article/743#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) # Understanding the Difference Between a Policy and a Package Agreement ## Overview Policies and package agreements both help protect your business and set expectations with clients — but they serve different purposes. Knowing when and how to use each ensures clients are clearly informed and legally accountable from the moment they join. 🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/da962258e6114608a8c129b5ef5a9341) Or preview it below: --- ## Prerequisites Before you begin: - Have access to **Edit Profile** and **Retail Configuration** in CORE - Know what terms you want clients to agree to at signup vs per membership/package - Have legal-ready wording for policies and agreements --- ## Step-by-step instructions --- ### Step 1: Understand what a policy is - A **policy** is something the client **agrees to once**, typically during first login or signup. - They appear as checkboxes with linked content and cover general terms like: - Liability waivers - COVID-19 protocols - Studio cancellation and no-show rules > ✅ Policies are business-wide and apply to every client. --- ### Step 2: Add or view a policy 1. Click your **Studio Name** \> **Edit Profile** 2. Go to **Policies** 3. Click on an existing policy to view the content or use the **+ icon** to add a new one 4. Add your policy title and text 5. Mark it as **Required** so clients must agree before continuing ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445014111_a2e43067_image-20250530130958-46-1.png?width=2048&height=1273&name=1759445014111_a2e43067_image-20250530130958-46-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445015749_c1188b4c_image-20250530131011-47-1.png?width=2048&height=1273&name=1759445015749_c1188b4c_image-20250530131011-47-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445017446_49bf84c8_image-20250530131017-48-1.png?width=2048&height=1273&name=1759445017446_49bf84c8_image-20250530131017-48-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445019043_1a332ee8_image-20250530131023-49-1.png?width=2048&height=1273&name=1759445019043_1a332ee8_image-20250530131023-49-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445020994_9a1cb49f_image-20250530131030-50-1.png?width=2048&height=1273&name=1759445020994_9a1cb49f_image-20250530131030-50-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445022843_3cc99959_image-20250530131035-51-1.png?width=2048&height=1273&name=1759445022843_3cc99959_image-20250530131035-51-1.png) --- ### Step 3: Understand what a package agreement is - A **package agreement** (sometimes called a membership agreement) is tied to a **specific pack or membership**. - These are more detailed and often include: - Commitment periods (e.g., “12-month minimum”) - Class cancellation rules specific to that membership - Termination or refund conditions > 📄 Unlike policies, agreements are signed and stored in the client’s file with a timestamp. --- ### Step 4: Add or view a package agreement 1. Go to **Payments** \> **Retail Configuration** 2. Click into **Memberships** or **Packages** 3. Select a specific item 4. Scroll to the **Agreement Section** 5. Toggle it ON and paste your agreement content 6. Enable **Send Electronic Confirmation** so clients get a copy 7. Save the changes ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445024701_97634296_image-20250530131042-52-1.png?width=2048&height=1273&name=1759445024701_97634296_image-20250530131042-52-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445026590_6b11b669_image-20250530131049-53-1.png?width=2048&height=1273&name=1759445026590_6b11b669_image-20250530131049-53-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445028569_4c942423_image-20250530131057-54-1.png?width=2048&height=1273&name=1759445028569_4c942423_image-20250530131057-54-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445030561_1f792bb4_image-20250530131104-55-1.png?width=2048&height=1273&name=1759445030561_1f792bb4_image-20250530131104-55-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445032701_52437bad_image-20250530131111-56-1.png?width=2048&height=1273&name=1759445032701_52437bad_image-20250530131111-56-1.png) --- ## Expected outcome Clients will: - Agree to your **policies** during initial sign-up (tick box) - Sign **agreements** when purchasing packs or memberships (signature required) Your team will be able to: - View policies and signed agreements in the client profile - Download signed agreements as PDFs (not available for ticked policies) --- ## FAQs **Q: Can I repeat policy content in my agreement?** A: Yes — many studios include key clauses in both places for clarity and reinforcement. **Q: Can I remove the agreement option from a membership?** A: Yes — agreements are optional and can be toggled off for certain items. **Q: Where can I view what a client agreed to?** A: In their profile under **Client Info**, you’ll see policy acceptance dates and downloadable agreement files.   --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana