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.
Send A Consent Form (Create An Instance)
- 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:
- Send messages (email/SMS), or
- A flow (email/SMS), or
- Copying the link, or
- Generating a QR code
Share With The Client
Send messages (Email/SMS)
If you want to send the consent link immediately, use Send messages (manual send by email or SMS):
- Choose Email or SMS
- Pick a message template
Required variable
Consent request messages must include {{consent_form_link}}.
See: Send Messages
Copy link or generate QR
On the created consent form, use the actions menu to:
- Copy a direct link
- Generate a QR code (useful for in-studio signing)
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.
Settings For Verification And Confirmation
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.
Auto-verify signed consent forms
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.