Creating Shop-Level Consent Templates

Create a reusable form in your shop workspace. Use the written-form editor to add your shop's text, then save and reopen it before using it with clients.


Before you start


You need access to your shop's Waivers page. Check the workspace name at the top of the screen. Prepare the wording your shop wants to use and choose the service it applies to.


Create and check a template


  1. In your shop workspace, open More, then find Waivers under Content.
  2. Select Create new template. Choose Write in Apprentice to use the text editor.
  3. Open Form details. Enter the Template title, choose the template type, and select a Service. Choose Any service / service-agnostic only when the content applies across services. Select Done.
  4. Write your content in the editor. Use the toolbar for headings, lists, and other formatting. Select Preview to check how the content looks.
  5. Select Save. Find the template by its title, then select Edit to check that your text was saved.



    The reopened template shows the saved text, a Needs review label, and Preview, Review, and Save controls.
  6. Check the wording and any fields before marking the template as reviewed. Saving a new template can leave it marked Needs review. A saved template is not proof that a client has received or completed it.
  7. When you are ready to use the form, follow Setting Default Preparation Requirements. Check the client flow before relying on the form for appointments.


Edit an existing template


Search for the title on Waivers, then select Edit. The editor includes an optional change summary. Save your changes and reopen the template to check them.


Keep completed, signed documents as records of what the client agreed to. Do not treat an edited template as a replacement for an earlier signed document.


If something goes wrong


  • The template is missing: Clear search and service/type filters, then search for its title again.
  • The page crashes after saving in Markdown mode: Reload the page and search for the template before trying again. If no template was saved, try Write in Apprentice with the normal text editor. Do not assume a failed save created a template.
  • The form has not reached a client: Check its review state and the shop's default preparation settings. Saving alone does not confirm delivery.




Need more help? Contact support at support@useapprentice.com.

Updated on: 10/09/2026

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