Contacts, consents, and client terms
Contacts (CRM per business)
Section titled “Contacts (CRM per business)”Contacts are client records scoped to one business. The same person’s email can exist as separate contacts in different businesses — they are never merged across tenants.
- Where: sidebar Contacts (when your plan includes this feature).
- Key: email (normalized) within the business; one row per
(business, email). - Created or updated on every successful booking — public guest flow or staff Create booking. Latest name and phone from the booking are saved on the contact.
- Marketing: if the guest opts in to marketing for that business, the contact stores a marketing flag and timestamp. Unchecking marketing on a later booking does not automatically remove a previous opt-in; guests can withdraw using the link in the confirmation email (see below).
For the public booking experience step-by-step, see Guest booking and payments. For staff-created visits, see Services, availability, and bookings.
Consents on the booking
Section titled “Consents on the booking”Each booking can record:
| Item | Required? | Notes |
|---|---|---|
| Operational processing | Yes | Guest confirms that providing personal data is necessary to perform the booking; includes a link to the platform Privacy Policy. |
| Marketing from the business | No | Separate optional checkbox; default off. Stored on the booking (audit) and on the Contact when checked. |
| Service-specific terms | Only if configured | Shown when the service has Client terms text; acceptance is required before confirming when terms exist. |
Staff Create booking uses the same consent pattern as the guest flow (privacy link, optional marketing, service terms when present).
Client terms on a service
Section titled “Client terms on a service”Optional Client terms are edited on the service under the Pricing section (create or edit service). You can start from the Insert template helper (starter text based on your business name, address, phone, VAT, timezone, etc.) and edit freely.
- If empty, guests and staff do not see a terms block.
- If filled, the text is shown on the booking step; acceptance can be required before the booking is created.
- The app may store a snapshot of the terms text on the booking for audit.
Businesses remain responsible for the accuracy and lawfulness of their own terms. See also Terms of Service (platform rules) vs terms between the business and the client.
Confirmation email and marketing withdrawal
Section titled “Confirmation email and marketing withdrawal”When a booking is confirmed, the guest receives the usual booking confirmation email (with calendar invite where applicable).
- If they opted in to marketing for that business, the email includes a short notice and a signed link to withdraw marketing consent for that contact. The link works without logging in; it updates the Contact record for that business.
- Transactional emails (confirmations, reminders) are separate from marketing campaigns your business may run later; configure channels and content in line with your own privacy notice and applicable law.