Consent forms

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

Settings

Under Settings → Forms → 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, radios, Image upload, and Break (splits the form into steps with a Continue button — the break label becomes the button text).
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 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.