How to collect signed consent forms before a service.
Consent forms are signed on the customer phone or on a staff device. Each signed copy is kept as a PDF on the customer.
- Who it is for
- Owners and managers
- Plan
- Every plan (Basic, Advance and Team)
Create a form
- Open Settings > Consent forms and click New form.
- Fill Form name and pick where to start: Start from your questionnaire, Blank form, or a template such as Treatment consent, Health declaration or Photo release. Click Create.
- Click Add field to add questions: short answer, paragraph, choice, yes or no, date, body diagram, agreement or information. Every form ends with a drawn signature and full name.
- Under Required before, tap each service that needs this form.
- Under How often, choose Every visit, Once or Repeat with a number of days.
- Click Publish.
Getting it signed
- When a booking for one of those services is made, Timeo sends the signing link by WhatsApp from your own connected number, or by email.
- On the booking, the Consent section offers Sign on this device, Send link and Copy link.
- Signed copies are under Consent forms in the More list on the customer profile, with View PDF.
What your customers see
- Customers open the link, answer the questions, sign with a finger or mouse and can Download a copy (PDF).
Common problems
- Customers are not asked to sign.
- The form is a draft, or no service is ticked under Required before. Publish it and choose at least one service.
- I changed a form but customers see the old one.
- Field changes wait until you click Publish. Forms set to Once keep using the copy a customer already signed; duplicate the form to ask everyone again.
Related guides
- How to set up the new member questionnaire
- How to require a signed agreement before members buy
- Appointments and bookings
More in Customers and members, or start with the getting started guide. Still stuck? Contact us.