How do I get the digital consent form signed?

You can trigger the consent signature from several places, the register, the appointment record, or the client record, and the flow is always the same: your client answers the health questionnaire, signs on screen, then checks the mandatory declaration. Everything is stored securely and attached to the relevant appointment.

Why this consent matters

The health questionnaire and signature protect both your client and your business. The health information requested is sensitive data: it is only used to assess whether the session can safely go ahead, and stays strictly controlled. Take this moment seriously with your client, even if it only takes a few minutes.

Starting the signature

Depending on where you are, the form opens slightly differently, but the content stays the same.

• From the register (POS): the form displays full screen, designed to flow directly into checkout.
• From an appointment record or a client record: the form opens as a side panel on desktop, or a bottom sheet on mobile.

Either way, the client answers the 6 health questions, signs in the touch area provided, then checks the declaration confirming the information given is accurate. They can also optionally accept a media release (portfolio, social media).

What's required to validate

The validate button stays disabled until these three elements are in place.

• The health questionnaire answers.
• The handwritten signature.
• The accuracy declaration checked.

The media release stays optional at all times: your client is free to accept it or not.

Once signed

The consent form is attached to the relevant appointment and appears immediately in the consent history on the client record, along with its signature date. You can view it at any time from that record, or from the Consent tab of a project if the session is part of one.

Edge cases

The client is a walk-in, with no recorded appointment. The consent form can still be signed and stays attached to the client, even without an associated appointment.

The connection drops during signature. The panel stays open so you can try again, nothing is lost as long as you haven't left the screen.

The consent form no longer matches what you offer. The questionnaire content and the minors policy are edited under Settings > Consent. The form's title and its legal validity stay fixed, only the body text is editable.

A minor shows up. The policy applied (parent signature, mandatory chaperone, or refusal) depends on what you've configured in your consent settings. If in doubt about a specific case, it's better to postpone the session than to force a signature.