Adding consent fields to your booking form allows you to collect customer consent for your privacy policy or marketing communications. This helps ensure transparency and compliance with data protection regulations.
This article covers:
Locating the consent fields
To find your consent fields:
Select Settings from the left-hand menu in your account, then Booking fields.
Select the Consent tab:
There is a pre-existing field for agreeing to your privacy policy and marketing, labelled "Do you agree to the privacy policy?":
Creating a new consent field
To create a new consent field:
Select Settings from the left-hand menu in your account, then Booking fields.
Select the Consent tab, then Create a field in the top right-hand corner:
Ensure the Consent field type is selected, then select Continue to confirm field type:
š” Without this field type, the system won't recognise it as a consent field.
Then name the field under Field question:
You can also add further information in the Additional details field and upload attachments within the creation screen.
Once completed, select Create field.
Adding the field to all entries
If you'd like to add the field to all entries:
Ensure you have already created the field by selecting Create field in the creation screen.
Once you select Create field, we will redirect you back to the main booking fields 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:
š” Selecting Add to all entries automatically applies the field to all entries.
Uploading attachments
You can attach files to your fields, which is useful for longer privacy policies or other important documents customers may need to review.
To do this:
Select Settings from the left-hand menu in your account, then Booking fields.
Select the relevant tab, then either Create a field to create a new booking field, or open an existing booking field using the 3-dot menu next to the relevant one, then Edit field:
Select Upload under the Attachment heading to upload your file, or choose an existing uploaded file using the drop-down menu:
By default, the system requires customers to tick the privacy policy field to proceed with their booking. However, the marketing consent field is optional unless you choose to make it mandatory.
Reporting
There are two ways to export a report to review all responses collected through your booking form:
Bookings tab
To do this:
Select theĀ BookingsĀ tab from the left-hand menu on your account.
Add any relevant filters, such as a date range, and thenĀ SearchĀ to generate the results.
Select the Options drop-down menu, then Export attendances (CSV):
This will download a spreadsheet that you can open in your software of choice (such as Google Sheets, Excel, etc.).
Customer list
To do this:
Select the Customers tab from the left-hand menu on your account.
Add any relevant filters, then Search to generate the results.
Select the Options drop-down menu, then Export customers (CSV):
This will download a spreadsheet that you can open in your software of choice (such as Google Sheets, Excel, etc.).
š¬ Any questions or feedback? There are two ways to get in touch:
For a quicker response, please contact us via live chat on our homepage or your account.
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