A Consent Form gives a written permission to another party that they understand the terms of an event or activity that will be performed. Most often this form is used for medical purposes in order to hold the hospital or surgeon harmless of any wrongdoing due to the risks involved with the procedure.
Consent Forms can be used in various different ways or event contexts such as:
guests needs to sign a waiver
asking attendees for acknowledgment of certain event policies or procedures
require confirmation of a negative Covid-19 test result or vaccination status
want each guest to fill out a quick health questionnaire
Please note that zkipster's Consent Form feature is available on Professional and Enterprise plans only.
How to Enable a Consent Form in your Event
There are two ways you can enable the consent form:
via the 'Consent Form' Tab
via the 'Edit Event' section under the 'Event Settings' Tab
How to Create a Consent Form
a) Go to the 'Consent Form' tab and customize your form. It will have the similar settings as to the main form. You also have an option to import a previously created template via the 'Import Template' option located at the top right hand side of the form builder.
Please note: 'Allow checked-in guests to submit form' is set to ON as a default setting in the consent form. We recommend to leave it ON in the consent form to allow submission.
b) Set up the necessary fields that you need to collect from your guests via the 'Response Fields' section located in the Form Composer of the Consent form.
c) In the same section, you now have an option to add an 'E-signature' if you need to collect it from your guests and define the display name if needed. Toggle ON the button next to it to activate.
d) Make sure to save all the changes that you have created in the consent form.
Auto-register in Zoom
If you are using our integration with zoom, the 'Auto-register in Zoom' settings under the 'Confirm Options' section is set to ON by default. Any Unconfirmed guest that submits a consent form will receive a zoom participant link. And any Confirmed guests that already has a zoom participant link and chose to decline the consent form will have their Zoom registration canceled.
Set Guest Status
Please note: The 'Set Guest Status' default settings under the 'Confirm or Decline Options' of the consent form is always toggled OFF. We recommend leaving it as OFF in the consent form so that the Guest status will not be changed upon submission.
Form is Taking Responses default setting
Additionally, the default settings when creating a new form will now close one week after the event end date. Please always check your settings prior to sending the invitation and change if necessary.
How to add a Consent Form in your Invitations
Create and customize your email invitation. Follow the steps in the article here.
In the 'Text' section of your email composer. You will now see the 'Form Tags' dropdown where you can insert the dynamic tag of the Consent Form and other forms that are active within your event. To learn more about dynamic tags, please visit the article here.
Please note: You can only insert the Consent Form dynamic tag in the email part of your invitation such as your main email or your confirmation email. Additionally, you also have an option to manually link the consent form to a Standalone email via the 'Button' section. Learn more in the article here.
Pro Tip: Use the Consent Form dynamic tag as hyperlinks to shorten the URL(s) in the body of your zkipster emails. It has a similar step as to how you can hyperlink the Zoom tag. Please visit this article to learn more.
Once your guest(s) confirms via the Consent Form, it will generate a PDF file and will be available to download in the Guest Profile and the mobile app. Learn more in the article linked here.