Consent forms
Collect health and consent questionnaires from clients via a public form, QR code, or emailed request.
Settings
Under Settings → Consent form:
- Enable consent form page at /consent-form (off for new shops until you enable it; the page is not added to the storefront nav — share the link, QR, or send a request).
- Set the success message, submit button label, and optional expiry (years / months; 0 and 0 means no age expiry).
- Build fields (email is required and fixed). Types include headings, text, acknowledgments, checkboxes, dropdowns, and radios.
- Edit the Consent form request email template under Email templates when you send requests from a client card.
Collecting responses
- Share /consent-form, or open Contacts → Consent forms → QR code (Download PNG for print).
- From a client card, use Consent form → Send request.
Managing submissions
Contacts → Consent forms lists responses. Filter active/expired and linked/unlinked. Open a submission to link or unlink a client, or Expire it. Bulk actions are available on the list.