The calendar consent checkbox lets you get explicit consent from users before they receive SMS notifications about their appointments. This article walks you through setting up and integrating the consent checkbox, so your SMS communications stay compliant and transparent.
Setting Up the Consent Checkbox
To set up the consent checkbox in your calendar settings, follow these steps:
Go to the "Calendar Settings" section from your account settings, or the Calendars tab. Click the pencil icon next to the calendar you want to modify.
Navigate to the "Form & Confirmation" area within the Advanced Settings and find the "Consent Checkbox" option. It's enabled by default for new calendars, but you can toggle it on or off as needed.
If you'd like a custom message, you can edit the default consent text to suit your needs.
Once enabled, the checkbox will appear during the booking process, and users will need to confirm they're happy to receive SMS appointment notifications.
Implementing the Consent Checkbox in Funnels
Once you've configured the consent checkbox in your calendar settings, you can add it to your funnels or other CRM tools. Here's how:
Open the "Sites" area and go to the funnel you're working with. Make sure the funnel includes the calendar with the consent checkbox enabled.
Save and preview the funnel to see how the consent checkbox appears during the booking process.
This lets you test the user experience and tweak anything for clarity or design consistency.
Verifying Consent Post-Booking
Once an appointment is booked with the consent checkbox enabled, you can check the consent status directly in the CRM:
Go back to the "Calendars" section and open the appointments list. Find the appointment you're interested in and click the consent verification option from the actions menu.
This will show you details like the consent status and the IP address from which consent was given.
Adding the consent checkbox to your booking process helps you stay compliant with communication regulations and builds trust with your clients. Turn it on in your calendar settings to protect your business and improve the client experience.
Frequently Asked Questions
Q: What if the consent checkbox does not appear in my funnel?
- Make sure the consent checkbox is enabled in the calendar settings and that the correct calendar is linked to your funnel.
Q: Can I customize the consent message?
- Yes, you can edit the message to better match your organisation's tone or to include additional information.