Consent forms

Collect health and consent questionnaires from clients via a public form, QR code, or emailed request.

Settings

Under Settings → Consent form:

  1. 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).
  2. Set the success message, submit button label, and optional expiry (years / months; 0 and 0 means no age expiry).
  3. Build fields (email is required and fixed). Types include headings, text, acknowledgments, checkboxes, dropdowns, and radios.
  4. 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 formSend 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.