Record that a client was shown your privacy policy
The client's profile shows they were shown the current policy, with today's date.
Before you start
Anyone in the business can do this.
- A privacy policy is uploaded in Settings.
Start here
The client's profile › contact details
N3EAna Popescu
OverviewAppointmentsFilesNotes
Contact information
Privacy policy: not recorded
Signed on siteGiven verbally
Steps
- 1
Click Signed on site or Given verbally.
The current version is recorded with today's date, and a green line confirms it.
What happens next
- When the front desk accepts an online request, the client is recorded automatically as having seen that version online.
If something goes wrong
- The buttons aren't there
- No policy is uploaded yet, or the client is archived.
Good to know
- A record can't be undone. Clients recorded against an older version are marked as out of date.
Can't find what you need?
Write to us →