Digital consent form dispatch and collection

Purpose

1.1. Automate digital consent form dispatch and collection for spa clients, ensuring pre-appointment compliance, risk acknowledgment, and data capture for each visit.
1.2. Automatically send digital consent forms prior to appointments, gather client signatures, automatically store files, and automate reminders for incomplete submissions.
1.3. Enable spa operators to automate compliance with local health regulations and deliver a frictionless, automated customer experience.

Trigger Conditions

2.1. Scheduled appointment entry or update in spa booking system.
2.2. New client registration received by automated online booking automation platform.
2.3. Manual staff initiation for special-case automated re-sending.
2.4. Unsubmitted consent form status after X period triggers automated reminder.
2.5. Completed form received triggers automated update to CRM and filing system.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Message API, configured to automatically dispatch link to consent form.
3.2. SendGrid
• Feature/Setting: Mail Send API, automate emailing of consent forms as tracked messages.
3.3. DocuSign
• Feature/Setting: eSignature REST API, automatically generate templated consent forms with unique client info.
3.4. HelloSign
• Feature/Setting: Signature Request API, automate consent signature capture workflow.
3.5. Jotform
• Feature/Setting: Form submission webhook, automate sending personalized links & collect digital responses.
3.6. Google Forms
• Feature/Setting: Apps Script automation, send links and automate collection of form responses.
3.7. Typeform
• Feature/Setting: Webhooks for response completed trigger, automate reminders and CRM updates.
3.8. Salesforce
• Feature/Setting: Process Builder, automate record creation and consent form follow-up tasks.
3.9. Zapier
• Feature/Setting: Multi-step Zaps, automate integration of forms, reminders, and CRM.
3.10. Microsoft Power Automate
• Feature/Setting: Automated Flows, trigger form dispatch and collection events.
3.11. HubSpot
• Feature/Setting: Workflows, automate client record update and form request emails.
3.12. Mailchimp
• Feature/Setting: Automated Campaigns, automate email consent request sequences.
3.13. Pipedrive
• Feature/Setting: Workflow Automation, trigger consent dispatch at deal stage update.
3.14. ActiveCampaign
• Feature/Setting: Automation Builder, automate multi-channel consent form campaigns.
3.15. Notion
• Feature/Setting: API integration, automate storing submitted consent files in connected database.
3.16. Airtable
• Feature/Setting: Automation scripts, automatically log and track consent form status.
3.17. Slack
• Feature/Setting: Incoming Webhooks, automate staff notifications on missing forms.
3.18. Clio
• Feature/Setting: Workflow Rules API, automate creation and tracking of compliance tasks.
3.19. Calendly
• Feature/Setting: Invitee Created webhook, automate consent dispatch at booking time.
3.20. Monday.com
• Feature/Setting: Automation recipes, automate updating boards with consent form received status.
3.21. PandaDoc
• Feature/Setting: Document Completion Webhook, trigger CRM updates automatically after signature.
3.22. Dropbox
• Feature/Setting: File upload API, automatically save all received forms for compliance audit.
3.23. Google Drive
• Feature/Setting: Automated upload, store completed digital consent forms in client folders.
3.24. Trello
• Feature/Setting: Automation (Butler), add new card when consent forms are outstanding.

Benefits

4.1. Automation eliminates manual handling and errors, ensuring forms are sent and collected on time.
4.2. Automated reminders increase client compliance rates and reduce appointment delays.
4.3. Automating filing and record-keeping secures regulatory adherence and streamlines audits.
4.4. An automated workflow frees up staff for higher-touch client service and improves operational efficiency.
4.5. Automated cross-channel forms leverage SMS, email, and in-app notifications for maximum reach.