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Adding GDPR consent fields to your booking forms
Adding GDPR consent fields to your booking forms

Learn how to gather consent from your customers

Anni avatar
Written by Anni
Updated over a month ago

By adding consent fields to your booking form, you can capture a customer's consent for your privacy policy or marketing correspondence.

This article covers:


Locating the Consent settings

Select Settings from the left-hand menu in your account, then Booking fields. From here, select the Consent tab:

There is a pre-existing field for agreeing to your privacy policy and marketing in this section, labelled "Do you agree to the privacy policy?":


Creating a new consent field

You can create further consent fields by selecting Create a field in the top right-hand corner:

Select Continue to confirm field type:

πŸ’‘ Without this field type, the system won't recognise it as a consent field.

Then name the field under Field question:

You also have the option to add further information and upload attachments within the creation screen.

If you'd like to add the field to all entries, please first select Create field. This will take you back to the main screen. From there, select the three-dot menu next to the field, then Edit field:

Scroll down to Restrictions and select Add to all entries:

πŸ’‘ This automatically applies to all entries.


Uploading attachments

You can add attachments to your fields, which is handy for lengthier privacy policies.

To do this, select Upload under the Attachment heading to upload your file, or choose an existing uploaded file using the drop-down menu:
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By default, the system sets the privacy policy field as mandatory when added to your booking forms (so it must be ticked to proceed with the booking). However, the marketing consent field will not be mandatory by default.


Reporting

You can export a report for your responses. To do this, select the Bookings tab from the left-hand menu, then Options. From here, select Export attendances:

✨ You can also view this data on the Customer list.


πŸ’¬ Any questions or feedback? There are two ways to get in touch:

Thank you! πŸ•Ί

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