# Creating Consent Forms

### <span style="color: rgb(0, 0, 0);">**<span class="rvts21">Adding Consent Forms in pickAtime</span>**</span>

<span style="color: rgb(0, 0, 0);"><span class="rvts20">If you need participants or parents to acknowledge and agree to specific terms (e.g., loan agreements, waivers, policies) during an event, pickAtime provides flexible options using the </span><span class="rvts21">Appointment Fields</span><span class="rvts20"> page. </span></span>

#### <span style="color: rgb(0, 0, 0);">**Common Uses**</span>

<span style="color: rgb(0, 0, 0);">Create a consent form to collect:</span>

- <span style="color: rgb(0, 0, 0);">Permission slips</span>
- <span style="color: rgb(0, 0, 0);">Liability waivers</span>
- <span style="color: rgb(0, 0, 0);">Media release acknowledgements</span>
- <span style="color: rgb(0, 0, 0);">Health questionnaires</span>
- <span style="color: rgb(0, 0, 0);">Code of conduct agreements</span>
- <span style="color: rgb(0, 0, 0);">Event policies</span>
- <span style="color: rgb(0, 0, 0);">Emergency contact information</span>
- <span style="color: rgb(0, 0, 0);">Transportation permissions</span>

#### <span style="color: rgb(0, 0, 0);">**<span class="rvts21">Creating your Consent Form</span>**</span>

##### <span style="color: rgb(0, 0, 0);">**<span class="rvts21">1. Create a New Appointment Field</span><span class="rvts20">:</span>**</span>

1. 1. 1. <span style="color: rgb(0, 0, 0);"><span class="rvts20">Navigate to **Events Management /** </span>**<span class="rvts21">Settings / [Appointment Fields](https://help.pickatime.com/books/additional-event-features/page/collecting-information-from-customers-contact-appointment-fields)</span>**[<span class="rvts20">.</span>](https://help.pickatime.com/books/additional-event-features/page/collecting-information-from-customers-contact-appointment-fields)</span>
        2. <span style="color: rgb(0, 0, 0);"><span class="rvts20">Add a new field (</span><span class="rvts21">Header</span><span class="rvts20"> or </span><span class="rvts21">Subheader</span><span class="rvts20">) that contains the full text of your consent form.</span></span>
        3. <span style="color: rgb(0, 0, 0);">Add the Field to Your Event by selecting the new field from **Available Fields** and clicking the **&lt;** button to move it to **Included Fields.**</span>
            
            <p class="callout info"><span style="color: rgb(0, 0, 0);">Only fields in the **Included Fields** section are shown to participants during registration.</span></p>

<span style="color: rgb(0, 0, 0);">[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-08/scaled-1680-/image.png)](https://help.pickatime.com/uploads/images/gallery/2026-08/image.png)</span>

##### <span style="color: rgb(0, 0, 0);">**<span class="rvts21">2. Configure and </span><span class="rvts21">Add the Response option for your participants</span>**</span>

<span style="color: rgb(0, 0, 0);">For your participant's response, create a new field</span>

1. 1. 1. 1. <span style="color: rgb(0, 0, 0);">Under **Type,** select **Choice**.</span>
            2. <span style="color: rgb(0, 0, 0);">Under **Choice Type,** select one of the following:</span>
                - - <span style="color: rgb(0, 0, 0);">Radio Buttons </span>
                    - <span style="color: rgb(0, 0, 0);">Drop-down List</span>
                    - <span style="color: rgb(0, 0, 0);">Checkboxes </span>
            3. <span style="color: rgb(0, 0, 0);">Enter the responses participants can choose. For example, *Yes* or *No*</span>
            4. <span style="color: rgb(0, 0, 0);">Click **Add New Option** after entering each option.</span>
            5. <span style="color: rgb(0, 0, 0);">Use the arrow controls to change the order if needed.</span>
            6. <span style="color: rgb(0, 0, 0);">Click the blue diamond. This makes the field **required**. This prevents participants from completing their registration without answering the consent question.</span>
    
    <span style="color: rgb(0, 0, 0);">[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-08/scaled-1680-/g6nimage.png)](https://help.pickatime.com/uploads/images/gallery/2026-08/g6nimage.png)</span>

##### <span style="color: rgb(0, 0, 0);">**3. Test Your Consent Form**</span>

1. <span style="color: rgb(0, 0, 0);">Before making your event available, open your Online Scheduler and begin a test registration.</span>
    
    <span style="color: rgb(0, 0, 0);">Verify that:</span>
    
    
    - <span style="color: rgb(0, 0, 0);">The consent question appears.</span>
    
    
    - <span style="color: rgb(0, 0, 0);">The response options display correctly and are clear and easy to understand.</span>
    - <span style="color: rgb(0, 0, 0);">The field is required (if configured).</span>
    - <span style="color: rgb(0, 0, 0);">The confirmation email includes any consent information or links you added.</span>
2. <p class="callout success"><span style="color: rgb(0, 0, 0);">Use **Appointment Fields** for consent that must be collected with each booking.</span></p>
    
    <p class="callout info"><span style="color: rgb(0, 0, 0);">Use **Contact Fields** only for information collected once per participant, such as phone numbers or mailing addresses. </span></p>

### <span style="color: rgb(0, 0, 0);">**Different Ways of Creating Consent Forms**</span>

#### <span style="color: rgb(0, 0, 0);">**1. Consent checkbox or acknowledgment — Appointment Fields**</span>

<span style="color: rgb(0, 0, 0);">Best for: Waivers, permissions, agreements, and acknowledgments that need to be completed when someone registers or books.</span>

<span style="color: rgb(0, 0, 0);">You can create an Appointment Field such as: *I have read and agree to the School's Summer Camp Participation and Liability Waiver.*</span>

<span style="color: rgb(0, 0, 0);">Then configure it as a Choice field with a checkbox or another response format. pickAtime supports radio buttons, drop-down lists, and checkboxes for Choice fields. </span>

##### <span style="color: rgb(0, 0, 0);">**Example**</span>

<span style="color: rgb(0, 0, 0);">Question: I have read and agree to the Summer Camp Waiver.</span>

<span style="color: rgb(0, 0, 0);">Response: ☐ I Agree</span>

<span style="color: rgb(0, 0, 0);">You can make the field required, so the participant must respond by completing the registration, depending on your event configuration.</span>

#### <span style="color: rgb(0, 0, 0);">**2. A more detailed consent form — Multiple Appointment Fields**</span>

<span style="color: rgb(0, 0, 0);">Best for: Schools that need to collect several pieces of information as part of a waiver or registration form.</span>

<span style="color: rgb(0, 0, 0);">Instead of creating one large consent question, you can create a series of fields.</span>

<span style="color: rgb(0, 0, 0);">For example:</span>

##### <span style="color: rgb(0, 0, 0);">**Summer Athletic Program Consent**</span>

<span style="color: rgb(0, 0, 0);">**Participant Information**</span>

- <span style="color: rgb(0, 0, 0);">Student's name</span>
- <span style="color: rgb(0, 0, 0);">Grade</span>
- <span style="color: rgb(0, 0, 0);">Emergency contact</span>
- <span style="color: rgb(0, 0, 0);">Emergency phone number</span>

<span style="color: rgb(0, 0, 0);">**Consent verbiage**</span>

- <span style="color: rgb(0, 0, 0);">I agree to the athletic participation waiver.</span>
- <span style="color: rgb(0, 0, 0);">I acknowledge the school's code of conduct.</span>
- <span style="color: rgb(0, 0, 0);">I give permission for emergency medical treatment.</span>
- <span style="color: rgb(0, 0, 0);">I give permission for photographs/video to be taken.</span>

<span style="color: rgb(0, 0, 0);">Each item can be configured as an individual Appointment Field.</span>

<span style="color: rgb(0, 0, 0);">You can also use [conditional logic to show or hide additional fields based on a participant's response](https://help.pickatime.com/books/additional-event-features/page/collecting-information-from-customers-contact-appointment-fields?utm_source=chatgpt.com). </span>

<span style="color: rgb(0, 0, 0);">**For example:** Do you give permission for your student to participate in off-campus activities?</span>

<span style="color: rgb(0, 0, 0);">**Yes** → show the transportation permission fields.</span>

<span style="color: rgb(0, 0, 0);">**No** → hide those fields.</span>

#### <span style="color: rgb(0, 0, 0);">**3. Link to the full waiver + collect an acknowledgment**</span>

<span style="color: rgb(0, 0, 0);">Best for: Long legal documents that would be difficult to display directly in the scheduler.</span>

<span style="color: rgb(0, 0, 0);">Rather than putting the entire waiver into a field, you can provide a link to the school's full consent document and then collect an acknowledgment in pickAtime.</span>

<span style="color: rgb(0, 0, 0);">**For example:**</span>

<span style="color: rgb(0, 0, 0);">Please review the complete Summer Athletic Participation Waiver before registering.</span>

<span style="color: rgb(0, 0, 0);">*\[View the Summer Athletic Participation Waiver\]*</span>

<span style="color: rgb(0, 0, 0);">☐ I have read and agree to the terms of the waiver.</span>

### <span style="color: rgb(0, 0, 0);">**Additional Options**</span>

#### <span style="color: rgb(0, 0, 0);">**Include the consent information in confirmation emails**</span>

<span style="color: rgb(0, 0, 0);">Admins can send [customized confirmation, reminder, and cancellation emails](https://help.pickatime.com/books/additional-event-features/page/notification-setup-page?utm_source=chatgpt.com) with text, links, graphics, and [macros](https://help.pickatime.com/books/additional-event-features/page/macros). </span>

#### <span style="color: rgb(0, 0, 0);">**Reviewing Responses in the Reports**</span>

<span style="color: rgb(0, 0, 0);">Admins can review responses within the [Reports](https://help.pickatime.com/books/event-management-guide/page/reports).</span>

<span style="color: rgb(0, 0, 0);">By clicking the yellow diamond for each field, the field and its response will appear in all reports. Alternatively, the admin can choose within each report which fields they want to include.</span>

### <span style="color: rgb(0, 0, 0);">**Contact Fields vs Appointment Fields for Consent Forms**</span>

##### <span style="color: rgb(0, 0, 0);">**Why use Appointment Fields?**</span>

<span style="color: rgb(0, 0, 0);">Appointment Fields are associated with the specific appointment/registration, rather than simply the person's contact record. This makes them particularly useful when consent applies to a specific program, appointment, camp, class, or event. </span>

##### <span style="color: rgb(0, 0, 0);">**Why use Contact Fields?**</span>

<span style="color: rgb(0, 0, 0);">Contact Fields are best for information or permissions that should be associated with the participant/contact rather than a specific appointment.</span>

<span style="color: rgb(0, 0, 0);">**Contact Fields** vs **Appointment Fields**:</span>

<div align="left" dir="ltr" id="bkmrk-field-collected-best"><table style="height: 196px; width: 88.8095%;"><colgroup><col style="width: 18.0965%;" width="135"></col><col style="width: 28.8204%;" width="215"></col><col style="width: 18.3646%;" width="274"></col><col style="width: 18.3646%;"></col></colgroup><tbody><tr><td><span style="color: rgb(0, 0, 0);">**Field**</span>

</td><td><span style="color: rgb(0, 0, 0);">**Collected**</span>

</td><td><span style="color: rgb(0, 0, 0);">**Best for**</span>

</td><td><span style="color: rgb(0, 0, 0);">**Example**</span>

</td></tr><tr><td><span style="text-decoration: underline; color: rgb(0, 0, 0);">Contact Field</span>

</td><td><span style="color: rgb(0, 0, 0);">When the person creates their account</span>

</td><td><span style="color: rgb(0, 0, 0);">Information that applies to the person</span>

</td><td><span style="color: rgb(0, 0, 0);">*I give permission for the school to contact me by text message.*</span>

</td></tr><tr><td><span style="text-decoration: underline; color: rgb(0, 0, 0);">Appointment Field</span>

</td><td><span style="color: rgb(0, 0, 0);">Each time they book</span>

</td><td><span style="color: rgb(0, 0, 0);">Information that applies to a specific appointment</span>

</td><td><span style="color: rgb(0, 0, 0);">*I agree to the Summer Basketball Camp participation waiver.*</span>

</td></tr></tbody></table>

</div>### <span style="color: rgb(0, 0, 0);">**Need Help?**</span>

<span style="color: rgb(0, 0, 0);">If you have questions about configuring consent forms, Appointment Fields, or Notification Setup, contact the pickAtime Support Team:</span>

<span style="color: rgb(0, 0, 0);">**Email:** <support@pickatime.com></span>

<span style="color: rgb(0, 0, 0);">The support team can help you configure custom Appointment Fields, email templates, and other event settings.</span>