Digital Consent Forms
Create, send, sign, and approve encrypted consent PDFs for bookings and consultations.
Digital Consent Forms lets you create consent form templates, send them for a specific booking or consultation, and store the signed result as a locked, encrypted PDF, with either manual approval or optional auto-verification after signing.
Fast answers
- Where do I send a consent form? Open the booking/consultation → Consent tab.
- Where do I manage templates? Extensions → Digital Consent Forms.
- Where do I approve/reject? On the same booking/consultation → Consent tab (after the client signs).
Not legal advice
TatTool provides the tooling to capture and store consent forms, but it does not determine whether a form is legally sufficient for your jurisdiction or procedure.
Quick Start (Recommended Reading Order)
How Consent Forms Work
Understand templates vs instances, what gets stored, and what changes after signing.
Start with templates, instances, statuses, and signed PDFs.
Creating Templates
Build reusable consent forms, manage versions, and control what clients see.
Build reusable forms and manage active templates.
Sending & Signing
Create a consent form from a booking or consultation, share the link/QR, and understand what the client sees.
Create a form from an appointment and share the link or QR code.
Approval & Status
Learn the exact statuses, what they mean, and what actions are allowed.
Understand pending, awaiting approval, approved, and rejected states.
Flows & Automation
Automatically send consent links, reminders, and internal notifications using Flows.
Send links and notifications automatically.
Storage, Privacy & Compliance
How signed consent PDFs are stored, encrypted, counted for storage, and safely exported.
Review encryption, exports, retention, and deactivation behavior.
What You’ll Use This For
Common studio workflows:
- Collect consent before the appointment (send link via email/SMS with flows)
- Collect consent in person at the studio (QR code on a tablet or reception screen)
- Have reception/manager review signed forms before the appointment starts
- Keep a tamper-resistant PDF for your records
Next
How Consent Forms Work
Understand templates vs instances, what gets stored, and what changes after signing.
Learn the consent form lifecycle.
Creating Templates
Build reusable consent forms, manage versions, and control what clients see.
Build the reusable forms staff can send.
Sending & Signing
Create a consent form from a booking or consultation, share the link/QR, and understand what the client sees.
Send forms from bookings and consultations.
FAQ
Common questions about sending, signing, approvals, and troubleshooting.
Get quick answers to common consent questions.