Consent forms

Medical services need signed consent, and paper gets lost. Consent forms live in Settings, get signed online during booking or at the desk, and stay attached to the client's record where an audit can find them.

Who can do this: managing forms takes Owner, Admin, or Manager; capturing a signature at the desk is front-desk work.

Create a form

1. In the left sidebar, click Settings, then open the Consent forms tab.
2. In the Add a consent form card, give it a Title ("Botox treatment consent").
3. Write the Consent text in plain language: what the client is agreeing to, risks included. The placeholder says it best: what the client is agreeing to, in plain language.
4. Click Add consent form.

Edit or retire a form

1. On the form's card, change the Title or Consent text and Save.
2. Retire takes a form out of service; it shows as Retired and stops being offered. Signatures already captured stay on the client records they belong to.

Where signatures happen

• Online. A service that requires consent asks during booking: the client reads the form and types their full name to sign.
• At the desk. On the client's record, the Consents card: pick the Consent form, have the client type their name into Client signature, click Capture signature.

Example. Golden Coast adds "Botox treatment consent" with the risks in plain English. A client booking Botox online reads it and types "Sarah Chen" to sign; a walk-in signs the same form at the desk from her record. Both signatures live on her Consents card.

Common questions

• How does a form get tied to a service? That mapping is part of account setup today; there's no picker on the Consent forms screen yet. The forms, signing, and records above are all live.
• Can I see who signed what? Yes: each client's record shows their signed consents on the Consents card.
• What happens to signatures when I edit a form? Signatures record what was agreed to at the time. Editing the form changes what future signers see.
• Typed names as signatures, is that real? Typing a full name is the signature the flow captures, timestamped and attached to the client. Whether that satisfies your requirements is between you and your counsel.

Good to know

• Plain language beats legalese for the client reading on a phone at 9 PM. Write the form you'd want to read.
• Retire beats delete for the same reason everywhere else: history stays intact.

Related articles

• Add your services
• What clients see when they book
• View a client's history