Sending & Signing

Create a consent form from a booking or consultation, share the link/QR, and understand what the client sees.

Consent forms are created from an appointment (booking or consultation).

Where to create/send consent forms

Open the booking/consultation → Consent tab.

Open a booking or consultation
Go to the Consent tab (this tab appears when the Digital Consent Forms extension is installed)
Select a consent form template
Optional: select Additional flows (for example, “Send consent link by SMS”)
Click Send

After you click Send, the consent form appears in the list with status Pending.

What “Send” means

In the Consent tab, “Send” creates the consent form instance. Sharing happens via:

If you want to send the consent link immediately, use Send messages (manual send by email or SMS):

Required variable

Consent request messages must include {{consent_form_link}}.

On the created consent form, use the actions menu to:

If you attached flows, the selected flow(s) can send the link automatically on creation.

What The Client Sees

While the status is Pending, the client can fill and submit the form.
After submission, the page shows Awaiting approval by default.
If auto-verify is enabled, the page shows Approved immediately after signing.
After a staff member reviews the form, the page shows Approved or Rejected.

You can configure both verification behavior and the title, description, and image shown to the client after signing:

Go to Extensions → Digital Consent Forms → Settings
Open the Verification section to control approval behavior
Open Submission & Confirmation to customize what the client sees after signing

One screen config (current behavior)

The same confirmation title/description/image is used for both the Awaiting approval and Approved screens.

Enable Auto-verify signed consent forms if you want TatTool to mark the form as Approved as soon as the client signs it.

Default behavior: signed forms wait for staff review in Awaiting approval
Auto-verify behavior: newly signed forms go directly to Approved
Location: Extensions → Digital Consent Forms → Settings → Verification

Auto-verify skips manual review

Only enable this when you do not need a staff member to review answers after signing.

Example use case

Auto-verify can work well for a simple consent structure with a signature field at the end and no question inputs to review afterward.