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How to Add Terms & Conditions and Name Verification to Your LaunchPass Page

TL;DR LaunchPass Premium users can require two things at signup: accepting Terms & Conditions and entering name on credit card. Both are optional features you toggle on. T&C tracks who accepted and when. Name verification helps prevent fraud.

Seth avatar
Written by Seth
Updated today

Why These Features Matter

Terms & Conditions Protection

What it does: Forces members to check a box agreeing to your rules before paying.

Why you need it:

  • Proves they agreed to your refund policy

  • Documents acceptable behavior rules

  • Protects you in disputes or chargebacks

  • Shows clear communication of terms

  • Helps win payment disputes with Stripe

Real scenario: Member requests refund after 3 months. You have "no refunds after 30 days" in T&C. They accepted it at signup. You show proof to Stripe. Dispute settled in your favor.

Without T&C: Member says "I never agreed to that." You have no proof. Harder to defend.

Name on Card Verification

What it does: Requires members to type the name exactly as it appears on their credit card.

Why you need it:

  • Reduces fraud (stolen cards)

  • Prevents chargebacks

  • Verifies real person, not bot

  • Matches billing information

  • Shows payment legitimacy

Real scenario: Someone tries to join with stolen card. Name doesn't match. Card gets declined or flagged. Fraud prevented.

Without name verification: Easier for fraudsters to use stolen cards. More chargebacks. More headaches.


Who Should Use These Features

Use Terms & Conditions If:

✅ You have specific refund policy (especially no refunds)
✅ You sell trading signals or financial advice
✅ Your content is controversial or polarizing
✅ You have strict community behavior rules
✅ You've had refund disputes before
✅ You charge high prices ($100+/month)
✅ You want legal protection
✅ Your community has rules members must follow

Use Name on Card If:

✅ You've had fraudulent signups
✅ You've had chargebacks
✅ You sell high-value access ($50+/month)
✅ You want extra fraud protection
✅ You're in fraud-prone industry (trading, crypto, gambling)
✅ You want to verify real people
✅ You've had problems with stolen cards

When NOT to Use

Don't require T&C if:

  • You're just starting (low-risk testing phase)

  • Your pricing is very low ($5-10/month)

  • You want simplest possible signup

  • You have generous refund policy anyway

Don't require name on card if:

  • You want fastest checkout (removes one field)

  • Fraud isn't a concern for you

  • You're testing conversion rates

  • Every extra field might reduce signups

Balance: Protection vs friction. More requirements = safer but slower signup.


How to Enable Terms & Conditions

Step 1: Create Your Terms & Conditions Document

Before enabling in LaunchPass, you need actual Terms to link to.

Where to create T&C:

  • Google Docs (public link)

  • Your website (dedicated page)

  • Notion (public page)

  • GitHub gist (if technical)

Make sure it's publicly accessible. Members must be able to read it before accepting.

What to include in your T&C (see template section below).

Step 2: Get Your T&C Link

  1. Create your Terms document

  2. Make it publicly viewable

  3. Copy the full URL

Examples:

  • docs.google.com/document/d/ABC123/view

  • yourwebsite.com/terms

  • notion.site/Terms-and-Conditions-XYZ

Test the link: Open in incognito browser. Make sure anyone can view it.

Step 3: Enable Feature in LaunchPass

  1. Log in to your LaunchPass dashboard

  2. Find the page you want to edit

  3. Click Edit

  4. Scroll down to Premium Features section

  5. Find Terms & Conditions

  6. Toggle it ON (switch turns green or shows checkmark)

  7. Paste your T&C link in the URL field that appears

  8. Click Save or Update

Your page now requires T&C acceptance.

Step 4: Test It

  1. Open your signup page

  2. Click "Subscribe" or "Join"

  3. Payment form appears

  4. Look for checkbox: "I agree to the Terms & Conditions"

  5. Try submitting without checking box (should show error)

  6. Check box, verify link works when clicked

  7. Complete test signup

If checkbox appears and link works, you're done!


How to Enable Name on Card

This one is simpler (no URL needed).

Step 1: Enable Feature

  1. Log in to LaunchPass dashboard

  2. Find your page

  3. Click Edit

  4. Scroll to Premium Features

  5. Find Require Name on Card

  6. Toggle it ON

  7. Click Save

Done! That's it.

Step 2: Test It

  1. Open your signup page

  2. Click join/subscribe

  3. Payment form appears

  4. Look for field: "Name on Card" or "Cardholder Name"

  5. Try submitting without name (should show error)

  6. Enter name, complete test signup

Field should appear and be required.


What Members See When Signing Up

Without These Features

Standard checkout:

  1. Email

  2. Password

  3. Card number

  4. Expiration

  5. CVV

  6. Billing ZIP

  7. Click "Subscribe"

Takes 30-60 seconds.

With Terms & Conditions

Checkout adds:

  • Checkbox: "I agree to the Terms & Conditions"

  • Link to your T&C (click to read)

  • Cannot submit until checked

Takes 45-75 seconds (extra 15 seconds to check box).

With Name on Card

Checkout adds:

  • Field: "Name on Card"

  • Must match card exactly

  • Example: "John Smith" not "J Smith"

Takes 40-70 seconds (extra 10 seconds to type name).

With Both Features

Checkout includes:

  • All standard fields

  • Name on Card field

  • Terms & Conditions checkbox

Takes 60-90 seconds (extra 30 seconds total).

Conversion impact: Each extra field typically reduces conversion 5-10%. Balance security with friction.


Terms & Conditions Template

Use this template as starting point. Customize for your community.

# Terms and Conditions for [Your Community Name]  Last Updated: [Date]  ## 1. Acceptance of Terms  By subscribing to [Community Name], you agree to these Terms and Conditions. If you do not agree, do not subscribe.  ## 2. Membership and Access  - You will receive access to [Discord/Slack/Telegram] upon payment confirmation - Access is for personal use only and may not be shared - We reserve the right to remove members who violate community rules  ## 3. Payment and Billing  - Subscription costs $[amount] per [month/year] - You will be charged automatically until you cancel - All payments are processed through Stripe - Prices may change with 30 days notice  ## 4. Refund Policy  [Choose one:]  Option A (No Refunds): All sales are final. No refunds will be issued under any circumstances.  Option B (Limited Refunds): Refunds available within [7/14/30] days of initial purchase only. No refunds after this period.  Option C (Pro-rated Refunds): Refunds available at any time, pro-rated for unused time remaining.  ## 5. Cancellation  - You may cancel at any time through the Customer Portal - Cancel at launchpass.com/portal - Access continues until end of billing period - No refunds for partial months  ## 6. Content and Intellectual Property  - All content shared in [Community Name] is proprietary - You may not screenshot, record, or redistribute content - Violation may result in immediate removal without refund  ## 7. Community Rules  Members must: - Be respectful to all members - Not share illegal content - Not spam or promote competing services - Follow platform rules (Discord/Slack/Telegram)  Violation may result in removal without refund.  ## 8. Disclaimer  - [Community Name] provides [signals/education/coaching] for informational purposes - We make no guarantees of results or profits - You are responsible for your own decisions - Past performance does not indicate future results  [If financial advice:] - This is not financial advice - Consult a professional before making financial decisions - Trading involves risk of loss  ## 9. Limitation of Liability  To the maximum extent permitted by law, [Your Business Name] is not liable for: - Financial losses you incur - Decisions you make based on community content - Technical issues with Discord/Slack/Telegram - Loss of access due to platform issues  ## 10. Dispute Resolution  - Any disputes will be resolved through [arbitration/mediation/court] - Governed by laws of [Your State/Country] - Each party pays own legal fees  ## 11. Changes to Terms  We may update these Terms at any time. Continued use after changes means you accept new Terms.  ## 12. Contact  Questions? Email: [[email protected]]  ---  **By checking the box at signup, you confirm you have read, understood, and agree to these Terms and Conditions.**

What to Include in Your Terms & Conditions

Must-Have Sections

1. Refund Policy (Critical)

  • State clearly: refunds or no refunds?

  • Time limits (7 days, 30 days, never?)

  • Conditions (partial month, full month?)

  • How to request (email, portal, Stripe?)

2. Cancellation Process

  • How members cancel (Customer Portal)

  • When access ends (immediately or end of period?)

  • What happens to unused time?

3. Community Rules

  • Acceptable behavior

  • Prohibited content

  • Consequences for violations

4. Disclaimers (Especially for Trading/Finance)

  • Not financial advice

  • No guarantee of results

  • Member assumes all risk

  • Past performance doesn't predict future

5. Payment Terms

  • Price

  • Billing frequency

  • Auto-renewal notice

  • Price change policy

Should-Have Sections

6. Intellectual Property

  • Content ownership (yours)

  • No redistribution

  • No recording/screenshots

7. Limitation of Liability

  • Not responsible for trading losses

  • Not responsible for platform issues

  • Member's own responsibility

8. Access and Removal

  • Right to remove members

  • No refund if removed for violations

  • Platform connection requirements

Nice-to-Have Sections

9. Privacy Policy Reference

  • How you use member data

  • Email communication

  • Third-party sharing (Stripe, Discord, etc.)

10. Technical Requirements

  • Need Discord/Slack/Telegram account

  • Internet connection required

  • Platform rules apply

11. Contact Information

  • Support email

  • Response time expectations


Legal Disclaimer

I am not a lawyer. This is not legal advice.

Terms & Conditions are legal documents. Consider:

For basic communities ($10-50/month):

  • Use template above

  • Modify for your situation

  • Have someone review it

For high-value communities ($100+/month):

  • Hire lawyer to create custom T&C

  • Especially for trading, financial, health, legal niches

  • Worth $200-500 investment

For international communities:

  • Consider jurisdiction differences

  • EU members have different refund rights (GDPR)

  • Some countries require specific disclosures

When in doubt: Get legal advice. Cost of lawyer is less than cost of lost lawsuit.


Where to View Terms & Conditions Acceptance Data

Question: Where do you see who accepted your T&C and when?

Answer: Currently tracked by Stripe in subscription metadata.

How to View in Stripe

  1. Log in to dashboard.stripe.com

  2. Go to Customers

  3. Click on customer name

  4. View their subscription

  5. Check subscription metadata

  6. Look for "terms_accepted" field with timestamp

Not visible in LaunchPass dashboard (as of current version).

For disputes:

  1. Member claims they didn't agree

  2. You check their Stripe subscription

  3. Show metadata with acceptance date/time

  4. Proves they agreed at signup

Better tracking: Keep your own spreadsheet.

  • Export customer list monthly

  • Note date of signup

  • Mark T&C version they accepted (if you update T&C)


How Name on Card Verification Works

What Happens Behind the Scenes

When member enters name:

  1. Types their name (e.g., "Jane Smith")

  2. Stripe receives name + card number

  3. Stripe checks if name matches card's billing info

  4. Card issuer confirms or denies match

If match: Payment processes normally

If no match: Depends on card issuer

  • Some decline immediately

  • Some flag for manual review

  • Some allow but mark as risky

Not foolproof but adds friction for fraudsters.

What It Actually Verifies

Does verify:

  • Someone typed a name

  • Name format is valid

  • Provides data point for fraud detection

Does NOT verify:

  • That name matches person using card

  • That card isn't stolen

  • That person is legitimate

Think of it as: Speed bump, not roadblock. Slows fraud but doesn't eliminate it.

Stripe's Role

Stripe handles actual verification:

  • Compares name to card network data

  • Uses machine learning for fraud detection

  • Flags suspicious patterns

  • You get cleaner payment data

You don't need to do anything except enable feature.


Common Mistakes to Avoid

Mistake 1: No Terms & Conditions Link

What happens: You toggle T&C on but don't add URL.

Result: Checkbox appears but link doesn't work. Members get confused.

Solution: Always paste your T&C URL after enabling.

Mistake 2: Private Google Doc

What happens: You link to Google Doc with "view access" restricted.

Result: Members click link, see "Request Access," can't read terms.

Solution: Make document public ("Anyone with link can view").

Mistake 3: Broken T&C Link

What happens: You move/delete your T&C page. Link breaks.

Result: Members can't read terms. Sign up breaks or causes confusion.

Solution: Test link monthly. Use permanent URL if possible.

Mistake 4: T&C Too Long

What happens: Your T&C is 20 pages of legal text.

Result: Nobody reads it. Looks intimidating. May reduce signups.

Solution: Keep it simple. 1-3 pages maximum. Use plain language.

Mistake 5: No Refund Policy

What happens: T&C doesn't mention refunds.

Result: Member requests refund. You say no. They dispute with bank. You lose.

Solution: State refund policy clearly in T&C. "No refunds" or "30-day refunds only."

Mistake 6: Requiring Name But Not Testing

What happens: You enable name requirement. Don't test it.

Result: Field doesn't appear or doesn't work. Members can't sign up.

Solution: Always test after enabling any feature.

Mistake 7: Updating T&C Without Notice

What happens: You change T&C after people joined.

Result: Original members never accepted new terms. Legally unclear.

Solution: Email members when T&C change. Give them option to review and accept or cancel.


Best Practices

For Terms & Conditions

1. Keep it simple

  • Plain language (not legalese)

  • Short paragraphs

  • Clear section headers

  • Easy to scan

2. Be specific

  • Exact refund policy (not vague "may issue refunds")

  • Exact cancellation process

  • Specific community rules

3. Update when needed

  • Mark "Last Updated: [Date]"

  • Notify members of changes

  • Keep old versions archived

4. Make it accessible

  • Permanent URL

  • Public access

  • Mobile-friendly

  • Fast loading

5. Reference in other places

  • Mention in welcome channel

  • Link in website footer

  • Include in welcome email

For Name on Card

1. Explain why

  • "To prevent fraud and protect all members"

  • "Required for verification"

  • Reduces confusion

2. Show example

  • "Enter name exactly as it appears on card"

  • Example: "John Smith" not "J. Smith"

3. Test regularly

  • Verify field appears

  • Check it's actually required

  • Ensure it submits correctly

4. Monitor fraud rates

  • Track chargebacks before/after enabling

  • Compare fraud rates with/without

  • Decide if it's worth the friction

For Both Features

1. Balance security and conversion

  • More fields = more security

  • More fields = fewer signups

  • Test to find sweet spot

2. Use both for high-risk scenarios

  • High prices ($100+/month)

  • Fraud-prone niches

  • Previous chargeback problems

3. Consider A/B testing

  • Run half signups with features

  • Run half without

  • Compare conversion and fraud rates

  • Use data to decide


Troubleshooting

Issue 1: T&C Checkbox Not Appearing

Cause: Feature not enabled correctly or not saved.

Solution:

  1. Go to Edit page

  2. Check "Terms & Conditions" toggle is ON

  3. Verify URL is pasted

  4. Click Save

  5. Wait 1-2 minutes

  6. Refresh signup page

  7. Try incognito browser

Issue 2: T&C Link Doesn't Work

Cause: URL is incorrect or doc is private.

Solution:

  1. Copy link from Edit page

  2. Paste in new browser tab

  3. Verify it opens correctly

  4. Check document permissions (public viewing)

  5. Update URL in LaunchPass if needed

Issue 3: Name on Card Field Not Appearing

Cause: Feature not toggled on.

Solution:

  1. Edit page

  2. Toggle "Require Name on Card" ON

  3. Save

  4. Test on signup page

Issue 4: Can't Submit With Name Entered

Cause: Name format issue or Stripe error.

Solution:

  • Try different name format

  • Check for special characters

  • Try different card

Issue 5: Members Complaining About Extra Fields

Cause: They're used to simpler signup.

Feedback: Some members will complain about "too many steps."

Response:

  • Explain it's for security

  • Note it takes 10 extra seconds

  • Emphasize fraud protection benefits

  • Or consider removing if conversion drops significantly


Impact on Conversion Rates

Research on Form Fields

General rules:

  • Each extra field reduces conversion 5-10%

  • Required fields impact more than optional

  • Name fields are relatively low-friction

  • Checkboxes are medium-friction

Expected Impact

Adding T&C checkbox:

  • Typical reduction: 3-8% conversion

  • Higher if T&C looks scary/long

  • Lower if positioned as protection

Adding Name on Card:

  • Typical reduction: 2-5% conversion

  • Lower than most fields (people know their name)

  • Minimal if explained well

Adding both:

  • Combined reduction: 5-13% conversion

  • Stack effects (not additive)

  • Worth it for high-value/high-risk communities

When It's Worth It

Benefits outweigh costs when:

  • Chargeback rate drops >5%

  • Refund disputes decrease

  • Fraud prevention saves money

  • Legal protection is valuable

  • High-ticket pricing ($100+/month)

Calculate:

  • Current: 100 signups/month at $50 = $5,000

  • With features: 90 signups/month at $50 = $4,500

  • But: Save $300/month in chargebacks and refund disputes

  • Net: Lose $500 revenue but gain $300 protection = $200 net loss

  • Decision: Maybe not worth it unless fraud is big problem

Test it: Run with features for 1 month. Compare metrics. Decide based on data.


FAQ

Do I need both features?

No. Use what makes sense for your community. High-value or high-risk = both. Low-risk = neither or just T&C.

Can I change my Terms & Conditions later?

Yes. Update your document. Change the URL in LaunchPass. Notify existing members of changes.

What if someone doesn't accept T&C?

They cannot complete signup. The "Subscribe" button won't work until they check the box.

Does Stripe store the name on card?

Yes, as part of payment data. Used for verification and fraud prevention.

Can I see who accepted my T&C?

Yes, in Stripe subscription metadata. Not currently in LaunchPass dashboard.

Do these features cost extra?

No. Included with LaunchPass Premium ($29/month). No additional fees.

Can I use for free communities?

No. These are Premium features. Only available for paid communities (which require Premium plan).

What if my T&C page goes down?

Members cannot sign up (link broken). Keep T&C on reliable hosting. Test monthly.

Should I use external T&C generator?

You can use online T&C generators as starting point. Customize for your specific situation. Consider lawyer review for high-value communities.

Do I need separate Privacy Policy?

Recommended but not required. Privacy Policy covers data handling. T&C covers membership terms. Can be separate documents or combined.

Can I require other acceptances?

Currently only T&C checkbox available. For other agreements, include in your T&C document.

What happens if I disable these features later?

New signups won't see them. Existing members who accepted keep their acceptance on record in Stripe.


Related Resources

LaunchPass Guides

  • How to Edit Your Signup Page Settings

  • How are Refund Requests Handled

  • Customer Portal Guide

  • Stripe + LaunchPass FAQs

Legal Resources

  • Disclaimer: These are not legal advice

  • TermsFeed.com (T&C generator)

  • PrivacyPolicies.com (Privacy generator)

  • Consult actual lawyer for custom needs

Payment Security

  • Stripe documentation

  • PCI compliance information

  • Fraud prevention best practices


Summary Checklist

Before enabling these features:

Terms & Conditions

  • Create T&C document

  • Include refund policy

  • Include community rules

  • Include disclaimers (if needed)

  • Make document public

  • Get permanent URL

  • Test link works

  • Enable in LaunchPass

  • Paste URL

  • Save changes

  • Test on signup page

  • Verify checkbox appears

  • Verify link works

  • Test that signup requires acceptance

Name on Card

  • Decide if you need it

  • Calculate conversion impact

  • Enable in LaunchPass

  • Save changes

  • Test on signup page

  • Verify field appears

  • Test that field is required

  • Complete test signup

After Enabling

  • Test full signup flow

  • Monitor conversion rate

  • Track chargeback rate

  • Watch for member confusion

  • Adjust if needed


Need Help?

LaunchPass Support

We help with:

  • Enabling features

  • T&C setup guidance

  • Testing signup flow

  • Troubleshooting issues

  • Best practice recommendations

Response time: Within 24 hours

Legal Help

For Terms & Conditions creation:

  • Consult lawyer in your jurisdiction

  • Especially for high-value communities

  • Especially for financial/health/legal niches

Not legal advice: LaunchPass support cannot provide legal guidance on T&C content.

Live Chat

Click blue rocket icon in LaunchPass dashboard for instant help.


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