Step 5: Review and Finalize

Congratulations — you’ve reached the final step in creating your Membership or Community on Cohere! 🎉

In Step 4, you set up your pricing options, and now it’s time to finalize everything and bring your program to life.

This final step ensures that your offering is professional, complete, and ready for clients to join.

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Terms of Service

Before publishing your membership or community, you’ll be asked to review Cohere’s Terms of Service.
These terms outline the guidelines and policies for using the platform and hosting your services.

✅ To proceed, check the box confirming your agreement with the Terms of Service.

💡Tip: Reviewing these terms helps ensure that you and your clients are aligned with Cohere’s platform standards and community guidelines.

 

Creating an Enrollment Form

If you’d like clients to provide information before joining, you can create an enrollment form directly in this step.
Use it to collect details such as goals, interests, or preferences — helping you personalize their experience right from the start.

💡 Tip: An enrollment form is especially useful for memberships or communities where you want to learn more about each participant before granting access.

Creating a Custom Contract (Waiver)

You can also create a custom contract or waiver that members must agree to during the checkout process.
To do this:

1. Select Use Custom Contract.

2. Click Create Custom Contract to draft your agreement.

This can include your policies, disclaimers, or terms specific to your program.

💡 Tip: A customized contract adds professionalism and helps protect both you and your clients.

Electronic Signatures

Simplify your onboarding process by requiring clients to electronically sign your contracts or waivers.
Check the box next to Require electronic signature from your clients to ensure documents are securely and conveniently signed during checkout.

Thank You Page

Add a personal touch to your onboarding process by enabling a Thank You Page.
Check the box labeled Enable Thank You Page, then click Create Thank You Page to design your message.

Use this space to express gratitude, share next steps, or include helpful links for new members.

💡 Tip: A personalized thank-you message creates a positive first impression and strengthens your client relationship.

Review and Publish

Once you’ve reviewed all settings and finalized your forms, contracts, and pages, click Finalize to make your Membership or Community live.

🎉 Congratulations — your space is now ready for clients to join, engage, and grow with you on Cohere!

 

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💡 Need help?
If you get stuck or have questions, our team is here for you! Reach us anytime at support@cohere.live, and we’ll get back to you quickly. 🚀