Consent Forms are Templates that are linked to the Consent Form and Guardian Consent Form properties of a Service Type. Consent Forms can be printed and signed, or signed electronically with the Signature Pad.
It is recommended you familiarize yourself with the Templates topic before proceeding with this topic.
Using the Signature Pad
Using the Signature Pad you can capture signatures for your release forms and store them digitally.
To initiate a client signature for a release form, click the Sign Consent Form action in a service.
The signature pad cannot scroll text, so customers cannot read your entire release form on the pad. Users will generally have a laminated copy for their release form for customers to read and acknowledge.
Customizing Consent Forms
- Navigate to Configuration > Templates.
- Select a built-in consent form template provided by REV23.
- Click the Clone action to create your own copy.
- Click the Show Template Designer action.
- Make your desired changes in the Template Designer and save.
- Navigate to Configuration > Service Types.
- Double click a Service Type record that you wish to apply your new aftercare template to.
- Set the Consent Form and/or the Guardian Consent Form property to your new template.
- Click the Save & Close action to save the Service Type.
This service type will now use the selected template. Repeat steps 7-9 for each service type you wish to use this consent form template.
It’s important to note that you do not need to create a separate consent form for each individual service type. Any property that exists on the service type, such as Service Ty, can be merged into the aftercare form template, so in most cases, you can reuse the same template across multiple service types such as all of your piercings.
If you wish to create an empty template for your consent form rather than cloning an existing one, consent forms require a Template with the Data Type of Service.
If customizing the consent form template, ensure that you add the properties for the images of the signatures, otherwise they will not appear on the generated copy. -
Service > Customer Signature Image-
Service > Employee Signature Image-
Service > Guardian Signature Image
After a release form is signed, it can optionally be automatically exported to a hard drive for extra protection. Ideally this hard drive should be an external hard drive.
Another extra benefit of auto exporting is the ability to save to a cloud storage service such as OneDrive, Dropbox or Google Drive by setting your export path to a synced folder.
Guardian & Minor Consent Forms
When a customer does not meet the Required Age property of the service’s service type, REV23 Desktop will attempt to use the Guardian Consent Form configured for that service type. If a value is not set, you will not be able to proceed with the service.
Printing Consent Forms
You can print a consent form from a Service by clicking the Print Consent Form action.
Emailing Consent Forms
The Virtual Receptionist can email a copy of a signed consent form to your customers immediately after a they has been signed. An email will be sent to the customer containing a body, and a PDF attachment of the signed consent form.
- Navigate to Configuration > Virtual Receptionist.
- Ensure that the Email consent form workflow is active.
This workflow will execute automatically for customers that have an email address.
If you wish to disable this feature, simply deactivate the Email consent form workflow.
Customize the Email Subject
You can customize the subject of the email that is sent in Configuration > Custom Texts by modifying the custom text with key name
Customize the Email Body
The body that is sent in the email is a template which you can customize.
The template that is used for the email body can be changed in Configuration > Virtual Receptionist Options in the Consent Form Customer Copy Email Options tab. By default this is the template with key name
REV23_CONSENTFORM_EMAIL_BODY, and is recommended you clone that template if you wish to change this text.
The email body should not contain your consent form, but a more general email along the lines of “Thank you for coming in to Gotham City Tattoo & Piercing, attached is your signed release form.“
Template Common Fields
When modifying consent forms in the Template Designer, there are several fields that are useful to merge into your template from the Data Explorer.
|Customer ID||Service > Customer > Identification Image||The ID image of the customer.|
|Guardian ID||Service > Guardian > Identification Image||The ID image of the guardian.|
|Customer Signature||Service > Customer Signature Image||The acquired signature of the|
|Employee Signature||Service > Employee Signature Image||The acquired signature of the employee, or the stored signature of the artist from their profile.|
|Guardian Signature||Service > Guardian Signature Image||The acquired signature of the guardian.|
|Service Type Name||Service > Service Type > Name||The name of the service type.|
|Age||Service > Customer Age on Service Date||The age of the customer the date the service was performed. Use this rather than Customer > Age.|