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Introduction

Consent policies ensure that clients agree to terms, waivers, or specific service conditions before completing a booking. Enabling electronic consent requires customers to check an “I consent” box before their appointment is confirmed, ensuring compliance with the E-Sign Act for legally valid agreements. You can customize consent settings by selecting specific services that require consent and uploading a consent form for client acknowledgment.
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Step 1

Click “Settings” in the side menu to access business management options.images/navigate-to-settings.png
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Step 2

Within Settings, go to the Business Policy section to manage consent requirements and preferences.images/navigate-to-business-policies.png
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Step 3

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Enable “Request a Consent” 

Scroll to Consent Policies and toggle on “Request a Consent” to require clients to acknowledge terms before booking an appointment.images/request-a-consent.png
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Step 4

Under Services Require Consent, choose the services for which clients must provide consent before their booking can be confirmed. This ensures that consent is only required for relevant services.images/services-require-consent.png
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Step 5

Upload your consent form in .PDF or .DOC format, allowing clients to review and acknowledge the terms electronically before proceeding with their booking.images/upload-consent.png

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Next Steps

Now that you’ve configured your consent policies, the next step is enabling the Dual Pricing feature, allowing businesses to offer different pricing structures based on payment methods.
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