Articles on: Record System
This article is also available in:

Letter of consent setup

Create and manage your Letter of Consent templates — used when sending consent forms to clients directly from their profile or via the Registration and Booking portals.


📍 Where to find this: Record System → Letter of Consent


✅ What you can do


  • Create new letter of consent templates
  • Edit existing consent form content
  • Activate or inactivate consent templates
  • Search and sort consent templates



  1. Click Record System → Letter of Consent.
  2. Click the +Add button in the top-right corner.
  3. Enter the title and content of the consent form.
  4. Fill in all required information.
  5. Click Submit to save.


Letter of Consents List


Add Letter of Consent



From the consent list you can:


  • Search — use the Search field to find a consent by name
  • Sort — sort by Recently Added, Alphabetically or Active/Inactive status
  • Edit — click the Edit icon to update the content of a consent form
  • Activate/Inactivate — click the toggle icon to activate or deactivate a template


Letter of Consent Actions


ℹ️ Inactive consent forms are hidden from the default list. Use the Active/Inactive filter to view them.


⚠️ Once a consent form has been signed by a client it is locked as a legal record. Changes to the template do not affect already signed consents.


💡 To send a consent form to a client, see Send & manage consent forms.

Updated on: 06/08/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!