- Terms and conditions
- Whether to use a simple checkbox or an e-signature for acceptance
- Whether to send enrollment emails or let users self-enroll
You may want to preview the enrollment forms users will see. Here are the steps to preview the enrollment form:
- Login to your workspace
- On the left pane, click on "Plans > All Plans"
- Search for your plan
- Click on the plan row
- Click on the "Legal" tab (if needed)
- Make sure you have selected an option which requires user enrollment
- Click on "Preview Enrollment Form"
To learn more about plan legal options, click here.
To learn more about how to view user enrollment status, click here.