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Consent Collection

The contract form includes a comprehensive consent section that collects customer preferences for communication and data processing.

Required consents

Section titled “Required consents”

Data processing

Section titled “Data processing”

Always shown and always required. The customer must acknowledge that their data will be processed.

Terms of Service

Section titled “Terms of Service”

Shown when the template has Terms of Service enabled. The customer can view the full ToS in a dialog before accepting.

Communication preferences

Section titled “Communication preferences”
Section titled “Notification consent”
  • Email notifications — Permission to send email appointment reminders
  • SMS notifications — Permission to send SMS appointment reminders
Section titled “Marketing consent”
  • Email marketing — Permission to send email marketing messages
  • SMS marketing — Permission to send SMS marketing messages

Preferred communication method

Section titled “Preferred communication method”

When both email and SMS options are selected for marketing or notifications, a radio button appears asking for the preferred method.

Copy email

Section titled “Copy email”

An email input where the customer can provide their email address to receive a copy of the signed contract.

Syncing to customer profile

Section titled “Syncing to customer profile”

When the contract is submitted, all consent choices are automatically synced back to the customer’s consent management section:

  • agreeToTerms ← ToS checkbox
  • agreeToSmsReminders ← SMS notifications checkbox
  • agreeToEmailReminders ← Email notifications checkbox
  • agreeToSmsMarketing ← SMS marketing checkbox
  • agreeToEmailMarketing ← Email marketing checkbox

Each consent is stored with a timestamp of when it was given.