Setting Up the Consent Checkbox
To activate and configure the consent checkbox within your calendar settings, follow these steps:
- Navigate to the “Calendar Settings” section of the CRM.
- Select the three dots beside the calendar you wish to modify and select “Edit”.
3. Go to the “Forms and Payments” area.
4. Locate the “Consent Checkbox” option. By default, this is enabled for new calendars, but you can toggle it on or off as needed.
5. Customize the consent message if you wish to diverge from the generic default provided.
This setup ensures that every time someone books an appointment, they must check the consent box, thereby acknowledging that they agree to receive communications related to their appointment.
Implementing the Consent Checkbox in Funnels
After configuring the consent checkbox in your calendar settings, you can incorporate it into your funnels to visually demonstrate how it appears to end-users. Here’s a simple process:
- Access the “Sites” area and open the funnel you’re working with.
2. Ensure the funnel includes the calendar with the consent checkbox enabled.
3. Preview the funnel to see how the consent checkbox appears during the booking process.
This step is crucial for understanding the user experience and making any necessary adjustments to ensure clarity and compliance.
Verifying Consent Post-Booking
Once an appointment is booked with the consent checkbox feature enabled, you can verify the consent status directly within the CRM:
- Return to the “Calendars” section and view the appointments list.
- Locate the appointment of interest and check for a consent verification option.
3. Clicking on this option will provide details such as the consent status and the IP address from which the consent was given.
This verification process is essential for maintaining compliance records and ensuring you have explicit permission to communicate with the individual.
Troubleshooting Tips and FAQs
- Q: What if the consent checkbox is not appearing in my funnel?A: Ensure that the consent checkbox is enabled in the calendar settings and that the correct calendar is integrated into your funnel.
- A: Ensure that the consent checkbox is enabled in the calendar settings and that the correct calendar is integrated into your funnel.
- Q: Can I customize the consent message?A: Yes, you can customize the message to better fit your organization’s communication style or to provide additional information.
- A: Yes, you can customize the message to better fit your organization’s communication style or to provide additional information.