Creating Your Consent Templates

Design custom consent forms and legal documents that clients complete before their appointments.

Overview

As an artist, you can create personalized consent templates that reflect your specific requirements, policies, and style. These templates are sent to clients as part of the pre-appointment preparation process. Clients complete and sign them electronically before arriving, saving time and ensuring you have all necessary documentation.

What You Can Create:

• Liability waivers and consent forms
• Health questionnaires
• Aftercare acknowledgments
• Design approval forms
• Custom forms for your specific needs

Why Custom Templates Matter

For You:

• Capture the specific information you need
• Protect yourself legally with proper waivers
• Ensure clients understand your policies
• Reduce appointment-day paperwork
• Professional, consistent client experience

For Your Clients:

• Clear expectations before arriving
• Easy mobile-friendly completion
• No rushing through forms at the shop
• Time to read and understand terms

Getting Started

Navigate to Template Settings

1. Go to your Artist Dashboard
2. Click Settings in the navigation
3. Select Client Preparation
4. Click Manage Consent Templates

Template Types

Choose from these template categories:

Creating a New Template

Step 1: Basic Information

1. Click Create New Template
2. Select a template type
3. Enter a Template Name (internal reference, e.g., "Standard Consent 2026")
4. Enter a Display Title (what clients see, e.g., "Tattoo Service Agreement")
5. Add a brief Description (optional)

Step 2: Write Your Content

Use the markdown editor to write your template content. You can include:

Static Text:

• Legal disclaimers and terms
• Instructions and explanations
• Your policies and expectations

Dynamic Variables:

Variables automatically fill in with real data:

Example:

# Tattoo Service Agreement

**Client:** {{client_name}}
**Artist:** {{artist_name}}
**Appointment:** {{appointment_date}} at {{appointment_time}}

I consent to receive a tattoo from {{artist_name}}...

Using Interactive Fields

Make your forms more user-friendly with interactive fields that clients fill out directly.

Yes/No Questions

Perfect for health screening and acknowledgments:

[yes/no](field_id) Your question here?

Examples:

[yes/no](health.pregnant) Are you currently pregnant or breastfeeding?
[yes/no](health.diabetes) Do you have diabetes?
[yes/no](health.blood_thinners) Are you taking blood thinners or anticoagulants?
[yes/no](health.skin_condition) Do you have any active skin conditions?
[yes/no](consent.sober) Are you free from alcohol and drugs today?

What clients see: Radio buttons they can tap—much easier than writing "Yes" or "No".

Text Input Fields

For write-in responses:

[text](field_id) Label for the field:

Examples:

[text](health.allergies) Please list any allergies (latex, ink, adhesives):
[text](health.medications) List any current medications:
[text](emergency.contact) Emergency contact name and phone number:
[text](client.concerns) Any concerns you'd like to discuss before we start:

Date Fields

For collecting dates:

[date](field_id) Label for the date:

Examples:

[date](client.dob) Your date of birth:
[date](health.last_surgery) Date of your most recent surgery (if applicable):

Initials Fields

For acknowledging specific items—clients type their initials (1-4 letters):

[initials](field_id)

Examples:

- [ ] I confirm I am at least 18 years old. [initials](consent.age)
- [ ] I understand tattooing permanently alters my skin. [initials](consent.permanent)
- [ ] I have disclosed all relevant medical conditions. [initials](consent.medical)
- [ ] I agree to follow aftercare instructions. [initials](consent.aftercare)

What clients see: A small text box next to each item where they type "JD" or "ABC".

Checkboxes

Standard checkboxes for agreement items:

- [ ] Text the client must agree to

Examples:

- [ ] I have read and understand the above terms.
- [ ] I consent to before/after photos for documentation.
- [ ] I consent to photos being used for portfolio/marketing (optional).

Field ID Best Practices

Use descriptive, dot-notation IDs to keep your fields organized:

Complete Template Examples

Health Questionnaire

# Health Questionnaire

**Client:** {{client_name}}
**Date of Birth:** {{client_dob}}

Please answer honestly. This information helps ensure your safety.

### Medical History

[yes/no](health.pregnant) Are you currently pregnant or breastfeeding?
[yes/no](health.diabetes) Do you have diabetes?
[yes/no](health.heart_condition) Do you have a heart condition?
[yes/no](health.bleeding_disorder) Do you have a bleeding disorder?
[yes/no](health.skin_condition) Do you have eczema, psoriasis, or other skin conditions?
[yes/no](health.immune_issues) Do you have any immune system issues?
[yes/no](health.recent_surgery) Have you had surgery in the past 6 months?

### Additional Information

[text](health.allergies) Please list any allergies (latex, ink, adhesives, medications):

[text](health.medications) List any current medications:

[text](health.notes) Anything else I should know about your health:

### Confirmation

I confirm all information above is accurate. [initials](health.confirm)

**Client Signature:** **********\_\_\_\_********** Date: ****\_\_****

Consent Form with Initials

# Tattoo Consent Form

**Client:** {{client_name}}
**Artist:** {{artist_name}}
**Date:** {{appointment_date}}

### Please Read and Initial Each Item

- [ ] I am at least 18 years of age (or have guardian consent where legally permitted). [initials](consent.age)
- [ ] I understand tattooing permanently alters my skin and results cannot be guaranteed. [initials](consent.permanent)
- [ ] I understand risks include infection, scarring, allergic reactions, and healing variations. [initials](consent.risks)
- [ ] I am not under the influence of alcohol or drugs. [initials](consent.sober)
- [ ] I have disclosed all relevant medical conditions and allergies. [initials](consent.medical)
- [ ] I agree to follow all aftercare instructions provided. [initials](consent.aftercare)
- [ ] I consent to photos for documentation purposes. [initials](consent.photos)

### Agreement

By signing below, I acknowledge I have read, understood, and agree to all terms above.

**Client Signature:** **********\_\_\_\_********** Date: ****\_\_****

Activating Your Template

Step 3: Save and Enable

1. Click Save Template
2. Toggle Active to make it available
3. Choose when this template is used:

• All Appointments - Every client sees this
• New Clients Only - First-time clients only
• Manual Selection - You choose per appointment

Step 4: Set Display Order

If you have multiple templates, set the order clients will complete them:

1. Drag templates to reorder
2. Or set a number (1 = first, 2 = second, etc.)
3. Clients complete templates in sequence

Managing Templates

Editing Templates

1. Go to Manage Consent Templates
2. Click Edit on any template
3. Make your changes
4. Click Save

Note: Changes affect future prep requests only. Already-signed forms remain unchanged.

Duplicating Templates

1. Click the ⋮ menu on any template
2. Select Duplicate
3. Modify the copy as needed
4. Save with a new name

Great for creating variations (e.g., "Standard Consent" vs. "Minor Consent").

Deactivating Templates

1. Toggle Active off
2. Template won't be sent to new clients
3. Previously signed forms remain valid
4. Re-activate anytime

Deleting Templates

1. Click the ⋮ menu
2. Select Delete
3. Confirm deletion

Warning: This is permanent. Previously signed forms are preserved, but the template cannot be recovered.

Tips

• Keep it simple: Clients complete forms on phones—use short paragraphs and clear questions
• Use interactive fields: [yes/no] questions are easier to answer than writing text
• Add initials for key items: Ensures clients acknowledge each important point
• Test your template: Preview it and complete it yourself before using with clients
• Review with an attorney: Have legal documents reviewed to ensure they meet your jurisdiction's requirements
• Version your templates: Include dates or version numbers in template names
• Be honest about risks: Clear communication protects both you and your clients

Common Issues

Issue: Clients say the form is too long

Solution: Break into multiple shorter templates, or use interactive fields instead of long text sections.

Issue: Field IDs aren't working

Solution: Check syntax—IDs must be inside parentheses with no spaces: `yes/no not `[yes/no] (health.pregnant).

Issue: Variables show as {{client_name}} instead of the actual name

Solution: Variables only fill in when clients view the form. Use Preview mode to see how it looks with sample data.

Issue: Clients can't sign on their device

Solution: The signature pad works best on touchscreens. Suggest using a phone or tablet, or signing more slowly with a mouse.

Shop Artists vs. Independent Artists

If you're part of a shop:

• The shop may have required templates that all clients must complete
• You can add your own templates in addition to shop templates
• Your templates appear after shop templates

If you're independent:

• You have full control over all templates
• Consider including all necessary legal protections
• You're responsible for compliance with local regulations

Updated on: 20/01/2026