Articles on: Client management

Send & manage consent forms

In the Letter of Consents, you can create consent forms with publishing permission for before/after pictures. You can send consents to clients and request them to fill out on the registration and booking portal.

📍 Where to find this: Clients → select a client → Records → Letter of Consents tab

✅ What you can do

Add a letter of consent for a client
Set publishing permission for before/after pictures
Sign, view, download or cancel consent forms
Send consent forms to clients via the portal

Click the Clients menu.
Click on the client from the list.
Go to the Records section → click the Letter of Consents tab.
Click the +Add button — opens the Add Letter of Consent pop-up.

Records

Select a consent from the dropdown menu.
Select the publishing permission for before/after pictures from the dropdown.
Tick the Accept consent checkbox.
Save or finalise:

Submit Draft — saves without signing
Submit and Sign — opens the Sign Letter of Consent pop-up

(optional) Click Cancel to discard.

Add Letter of Consent

⚠️ The consent must be signed to be authenticated. Once signed it is locked — it can only be viewed and cancelled, not edited. You can only download after signing.

Icon	Action	What it does	Available when
✏️	Sign	Finalise & lock the consent	Unsigned only
👁️	View	Read the full consent form	Any status
🗑️	Delete	Remove permanently	Unsigned only
⬇️	Download	Export signed form as PDF	Signed only
🚫	Cancel	Cancel & add a reason note	Signed only
🗒️	View cancel note	Read the cancellation reason	Cancelled only

Letter of Consent Actions

💡 To send a consent form link to the client, see Send messages, questionnaires, LOCs or files to clients.

Updated on: 19/06/2026

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Send & manage consent forms

✅ What you can do

➕ Add a letter of consent

⚙️ Consent form actions