- TeamUp Help Center
- For Business Owners
- Forms & Documents
-
For Business Owners
- The Dashboard
- The Calendar
- Events
- Events - Classes
- Events - Appointments
- Registration Settings for Classes/Appointments
- Events - Courses
- Forms & Documents
- Fields
- Reporting
- Customer Management
- Settings
- Customer Referrals
- Communications - Email and SMS Notifications
- Managing Pricing, Memberships and Plans
- Managing Payments and Billing
- Staff
- Discount Codes
- The Store/Shop
- To-dos
- Data
- Customer Experience
- Kiosk
- FAQ
- Pay Rates
- Community Happiness (reputation management)
-
For Members, Athletes and Customers
-
Integrations with TeamUp
-
Switching to Teamup
-
Online Classes
-
On Demand Content
Archiving a Policy
How can I archive a policy/ policies when they're no longer needed?
💡 Archiving is only possible when at least one customer has accepted the policy. If no one has accepted the policy you can simply delete it.
Head to Forms/Documents >> Policies and click Details beside the policy you'd like to archive.
Click Archive to complete.
You'll always be able to view your archived policies from Form/Documents >> Policies and click Details beside the archived policy you'd like to view.
From here you'll be able to view the policy details and agreements as with any active policy.
Jump to:
Delete a Policy
Add a Policy