Consent Forms & Online Signing
When customers book, they can sign your documents online or check a box to agree, so you don't need paper forms.
In this guide
- Create a consent document and choose its signing method and which services it applies to
- See how customers view and sign documents in the booking flow
- View signature records
Tip
To ask customers questions and collect their details, use Booking Forms.
Who can do this
Only the Owner and Admins can create and manage consent documents.
Create a consent document
Open Settings → Documents and click New Document
Go to Settings → Documents, then click New Document 1 at the top right. The list has two tabs 2, In use and Archived, and each row 3 is one document. Click a row to open its edit page. Use the three-dot menu at the end of a row to preview, view signers, or change the document's status.
Fill in the document content and signing rules
In the "Document content" section, enter a Document name and an optional Description. For Content source, select Upload file (a PDF or image, good for existing formal documents) or Write text (type the text directly, good for short statements). Scroll down to "Signing rules" and set Signing method (Handwritten signature or Checkbox confirmation), Signing frequency (Sign once or Every visit), and Applies to (All services or Specific services).
The Live switch 1 is off by default. Customers see the document when they book only after you turn it on. Click Preview 2 to check what customers see first.
Preview what customers see
Preview shows the document at phone width, the way customers see it on the booking page, including changes you haven't saved yet. Uploaded files appear in the preview after you save. You can't sign or submit in the preview.
For documents that apply to Specific services, you can also choose which documents a service requires from that service's edit screen. Draft documents are marked (Draft) in that list.
Documents have three statuses: Draft, Live, and Archived. A new document starts as Draft. Customers see it when they book only after you turn on the Live switch on its edit page, or select Set live from the three-dot menu at the end of its row. To take it down, select Set to draft. There's no separate master switch. After you select Archive, the document moves to the Archived tab and no longer appears on the booking page, but signature records already collected are kept. Selecting Restore returns the document to Draft, and you need to set it live again. Documents with signatures can only be archived. Only documents without signatures can be deleted.
If you have several documents, click Reorder and drag them to change the order customers see.
Versions: Editing a document's content (its text or file) or its signing method creates a new version, and customers need to sign again the next time they book. A reminder appears below those fields while you edit. Changing only the name, sort order, or Applies to setting doesn't create a new version. When a Sign once document already has signers, a Save and create a new version window appears before saving and shows how many customers will need to sign again on their next booking. If you edited the content of a draft, a Make this document live window appears when you set it live. The Signed column in the list shows how many customers have signed the current version, and the "Document content" section on the edit page shows the current version. You can filter the list by status or signing frequency.
Customer signing flow
On the "Confirm details" step of the booking flow, customers see the content of each document that applies. Text and images appear directly, and PDFs have an "Open full document" link. Below the content:
- Documents that need a signature: the customer signs by hand on the signature pad.
- Documents that only need confirmation: the customer checks "I have read and agree to this document".
If a document is set to Sign once and a signed-in customer has already signed the same version, it shows as signed and the earlier signature is reused. The customer can also select "Sign again" to re-sign. Customers who aren't signed in need to sign every time.
View signature records
- By appointment: "Appointment details" lists the documents signed for that appointment, along with the signature images. Documents that reused an earlier signature are marked Reused.
- By customer: The Documents tab in customer details lists every document the customer has signed, the signing method, the most recent signing date, and how many times they've signed. Expand a document to see each time it was signed, then click an entry to open that appointment.
- By document: In the Documents list, open the three-dot menu at the end of a row and select View signers. It lists the customers who signed the document, the version, the status (Signed, Reused, or Anonymized), and the time. You can search by name or phone 1 and filter by version. Click an entry to open that appointment.
Signature records can't be edited or deleted. When a customer asks to have their personal data deleted, have the Owner email support@dolyu.com from the email address they signed up with.
Common questions
Does changing a document's "Applicable services" affect signatures already collected?
No. Changing which services a document applies to only affects future bookings. Existing signature records don't change.
Can one document require both a signature and a checkbox?
No. Each document has only one signing method. If you need both, create two documents.
Troubleshooting
| Issue | Cause and fix |
|---|---|
| A customer's signature fails to submit | If the signature file is too large, a message asks the customer to sign again. Have them clear the pad and sign with simpler strokes |
| You only changed the document name, but customers have to sign again | Only changes to the content (text or file) or the signing method require customers to sign again. Check whether you also changed the content or signing method this time |