Set up consent forms

Click Settings at the bottom of the left-hand menu, just above your name. On a smaller screen, scroll the menu down to find it.

In the settings menu, under Patient Experience, click Consents & Aftercare. It opens on the Consent forms tab, where Your consent forms lists the forms your clinic has already switched on.

Scroll down to Template Library. Search for the treatment, or pick a type such as Filler or Other Injectables. You can also search for the name of a product you use: the form that covers it is shown with a Covers label.

Click Preview to read the form section by section, then click Activate for Clinic. A Template activated message confirms it.

The form now appears under Your consent forms. It belongs to your clinic, so read it through before you use it with patients and make sure it reflects your practice and the treatment you provide.

To change it, click the pencil on its card. In Edit Template you can change the title, the disclaimer, the risks and the aftercare instructions, then click Save Changes. The version number goes up each time you save, and every signed form records the version the patient signed.

In the settings menu, click Services & Pricing, then click the treatment's name to open it.

Under Required Consent Forms, tick each form the treatment needs, then click Save Changes. A treatment can have more than one form: here the skin booster treatment also asks for the medical history form.

When a booking for the treatment is confirmed, the patient is emailed a link to each form the booking needs, all in one email. That is when you approve an online booking or it is confirmed automatically, and when your team books an appointment that is confirmed.

The patient opens the link, checks their details, answers the medical screening questions and reads the risks and aftercare. They then tick one box to confirm, type their name, sign and click Submit Consent Form. They do not need an account.

Open the patient, click the Files & Consents tab, then Start New Consent (or + New Consent once they have signed forms). Choose the form. Only forms your clinic has switched on are listed.

Fill in your parts, such as the areas to be treated and your declaration and signature. To let the patient complete theirs on a tablet, click Hand to Patient (Device Lock): the rest of the app is hidden and the patient sees only their parts of the form. When they have signed, they tap Patient Done, Return to Practitioner and you enter the PIN. Then click Submit Consent.