Integrating a Consent Checkbox for SMS Compliance in Your Calendar

Setting Up the Consent Checkbox

To incorporate a consent checkbox in your calendar settings, follow these steps:

1. Access Calendar Settings: Begin by navigating to the "Calendar Settings" within your CRM system.

2. Edit the Desired Calendar: Click on the three vertical dots next to the calendar you want to modify and choose "Edit."

3. Forms and Payments Section: Proceed to the "Forms and Payments" section.

4. Enable or Disable the Checkbox: Find the "Consent Checkbox" option. This is usually enabled by default for new calendars, but you can switch it on or off according to your needs.

5. Customize the Consent Message: If you prefer a message different from the default, you can modify it here.

This setup ensures that clients must check the consent box when booking an appointment, confirming their agreement to receive communications regarding their appointment.

Adding the Consent Checkbox to Funnels

Once you've set up the consent checkbox in your calendar, you can add it to your funnels to see how it looks from the user's perspective. Here's how:

1. Access Your Funnel: Go to the "Sites" section and open the funnel you want to work on.

2. Ensure Calendar Integration: Make sure the calendar you configured with the consent checkbox is included in the funnel.

3. Preview the Funnel: Review the funnel to see how the consent checkbox appears during the booking process.

This step is vital for assessing the user experience and ensuring that everything is clear and compliant.

Verifying Consent After Booking

After a client books an appointment using the consent checkbox, you can confirm their consent directly in the CRM:

1. View Appointments: Go back to the "Calendars" section and access the appointments list.

2. Check Consent Status: Find the appointment you’re interested in and look for the consent verification option.

3. Review Consent Details: Clicking this option will show details such as the consent status and the IP address from which consent was obtained.

This verification process is crucial for keeping accurate compliance records and ensuring that you have explicit consent for communication.

Troubleshooting and FAQs

Q: What if the consent checkbox doesn't appear in my funnel?

• A: Check that the consent checkbox is enabled in the calendar settings and that the correct calendar is integrated into your funnel.

Q: Can I personalize the consent message?

• A: Yes, you can tailor the message to match your organization's communication style or to provide more detailed information.