The calendar consent checkbox is a key feature designed to obtain explicit consent from users before they receive SMS notifications related to their appointments. This article will guide you through the process of setting up and integrating the consent checkbox, ensuring that your SMS communications are both compliant and transparent.
Setting Up the Consent Checkbox
To activate and configure the consent checkbox within your calendar settings, follow these steps:
Go to the "Calendar Settings" section from your account settings, or the Calendars tab. From there, click the pencil icon associated with the calendar you wish to modify.
Navigate to the "Forms and Payments" area and locate the "Consent Checkbox" option. By default, this option is enabled for new calendars, but you can toggle it on or off as needed.
If you wish to use a custom message, you can modify the default consent message to better suit your requirements.
Once enabled, the checkbox will appear during the booking process, requiring users to acknowledge that they consent to receive SMS appointment communications actively.
Implementing the Consent Checkbox in Funnels
After configuring the consent checkbox in your calendar settings, you can incorporate it into your funnels or other CRM tools. Here's a simple process:
Access the "Sites" area and open the funnel you're working with. Ensure the funnel includes the calendar with the consent checkbox enabled.
Preview the funnel to see how the consent checkbox appears during the booking process.
This step allows you to test the user experience and make adjustments for clarity or design consistency.
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. Next, locate the appointment of interest and click the consent verification option from the actions menu.
Clicking on this option will provide details such as the consent status and the IP address from which the consent was given.
By incorporating the consent checkbox into your booking process, you not only strengthen compliance with communication regulations but also demonstrate a commitment to transparency and user trust. Enable this setting in your calendars today to protect your business and enhance the overall client experience.
Frequently Asked Questions
Q: What if the consent checkbox does not appear in my funnel?
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?
Yes, you can customize the message to better fit your organization's communication style or to provide additional information.