Contacts, consents, and client terms

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

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.
SMS - transactional messages	No	Shown when the business and service enable SMS for confirmations, cancellations, or reschedules. Without this consent, those SMS messages are not sent.
SMS - reminder	No	Separate consent for the one-time reminder SMS before the appointment. Without this consent, reminder SMS is not sent.
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, SMS consent, service terms when present). For SMS setup, see SMS notifications.

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.

Starter template - group classes, workshops, series (edit and get legal sign-off)

Below is suggested wording you may paste into Client terms on a Group session / class service (including when you sell series or single sessions). It is not a finished legal document: remove brackets, fill in specifics, align with your policy, and have it reviewed by qualified counsel.

Your booking and payment (if any) confirm your place on the stated date / in the stated package, as described in the booking flow.

If we cancel the event or the entire series for reasons on our side, we will notify you without undue delay. In that case, [full refund / reschedule / voucher for the same value - choose one] will be provided within [e.g. 14 days] of cancellation as described in the confirmation email, unless mandatory law requires otherwise.

If you cancel your participation: [e.g. up to 7 days before the first session - X% refund; later - no refund / voucher - customise]. This does not limit any mandatory consumer rights where applicable.

Purchasing a full series (package) covers all sessions listed in the booking confirmation; single-session tickets (if offered) are described separately in the offer.

Disputes about performance are handled under [your terms / applicable law - customise] using the contact details shown above.

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.
Transactional and reminder SMS have separate booking-level consents. They do not replace marketing consent and should not contain promotional content.