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Calendars & Appointments

How to Enable Consent Checkbox Calendars

Enable and customize the calendar consent checkbox in GHL Customer Care to request consent from contacts when they book appointments through your online calendar.

4 min read865 words7 explained imagesUpdated Wed, 12 Aug at 10:16 AM
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On this page
  1. Key Benefits of the Calendar Consent Checkbox
  2. How Consent Is Recorded in Calendars
  3. How to Enable the Consent Checkbox for a Calendar
  4. Frequently Asked Questions
  5. Related Articles

GHL Customer Care calendars can display a consent checkbox that asks contacts to provide consent when booking a meeting. You can customize the consent message based on your business requirements and the type of information you collect during the booking process. When details such as phone numbers are collected, properly configured consent can also help support applicable messaging, calling, privacy, or telecom compliance requirements.

Important: GHL Customer Care provides tools to help businesses collect and manage consent, but the appropriate consent language and legal requirements depend on your business and jurisdiction. Consult your legal counsel for compliance guidance.

TABLE OF CONTENTS

What is the Calendar Consent Checkbox?

The calendar consent checkbox gives contacts an affirmative way to provide consent while completing an appointment booking. Businesses can customize the text displayed beside the checkbox so the disclosure matches their specific use case and requirements.

When enabled, the consent checkbox appears as part of the calendar booking experience. Contacts can review the consent message and select the checkbox before completing their appointment booking.

What is the Calendar Consent Checkbox? (image 1 of 7) What this shows When enabled, the consent checkbox appears as part of the calendar booking experience. What this shows Illustrates the "What is the Calendar Consent Checkbox?" section of "How to Enable Consent Checkbox Calendars". This screenshot appears in the "What is the Calendar Consent Checkbox?" section of "How to Enable Consent Checkbox Calendars". The text alongside this image reads: When enabled, the consent checkbox appears as part of the calendar booking experience. Contacts can review the consent message and select the checkbox before completing their appointment booking. Immediately after, the guide continues: Consent during booking: Ask contacts to provide consent while they schedule a meeting. Customizable disclosure: Edit the consent checkbox text to match your business requirements. Recorded consent details: Review consent information…. Image 1 of 7 What to chooseWhen enabled, the consent checkbox appears as part of the calendar booking experience. Contacts can review the consent message and select the checkbox before completing their appointment booking. Next stepConsent during booking: Ask contacts to provide consent while they schedule a meeting. Customizable disclosure: Edit the consent checkbox text to match your business requirements. Recorded consent details: Review consent information associated with appointments after consent has been provided. Compliance support: Use affirmative consent as part of your broader privacy, messaging, calling, or telecom compliance processes when applicable.

  • Consent during booking: Ask contacts to provide consent while they schedule a meeting.

  • Customizable disclosure: Edit the consent checkbox text to match your business requirements.

  • Recorded consent details: Review consent information associated with appointments after consent has been provided.

  • Compliance support: Use affirmative consent as part of your broader privacy, messaging, calling, or telecom compliance processes when applicable.

Consent records can help you verify what a contact agreed to when completing an appointment booking. GHL Customer Care stores consent details associated with appointments where the contact selected the consent checkbox.

You can review captured consent in the following locations:

  • Appointment List: Open the menu for the applicable appointment and select View Consent.

    Step 1 of 2: Appointment List: Open the menu for the applicable appointment and… What this shows Step 1 of 2: Appointment List: Open the menu for the applicable appointment and select View Consent. What this shows Shows what to choose for step 1 of 2 in the "How Consent Is Recorded in Calendars" section of "How to Enable Consent Checkbox Calendars". This animation accompanies step 1 of 2 in the "How Consent Is Recorded in Calendars" section of "How to Enable Consent Checkbox Calendars". At this point in the walkthrough you appointment List: Open the menu for the applicable appointment and select View Consent. The next step is to contact Activity: Open the contact record and review the appointment activity. Appointments where consent was provided display a consent indicator that can be opened to view additional details. Step 1 of 2Image 2 of 7 What to chooseAppointment List: Open the menu for the applicable appointment and select View Consent.
    Buttons and menus referenced View Consent
    Next stepContact Activity: Open the contact record and review the appointment activity. Appointments where consent was provided display a consent indicator that can be opened to view additional details.
    All 2 steps in this procedure
    1. Appointment List: Open the menu for the applicable appointment and select View Consent. this image
    2. Contact Activity: Open the contact record and review the appointment activity. Appointments where consent was provided display a consent indicator that can be opened to view additional details.

  • Contact Activity: Open the contact record and review the appointment activity. Appointments where consent was provided display a consent indicator that can be opened to view additional details.

    Step 2 of 2: Contact Activity: Open the contact record and review the appointment… What this shows Step 2 of 2: Contact Activity: Open the contact record and review the appointment activity. What this shows Shows what this covers for step 2 of 2 in the "How Consent Is Recorded in Calendars" section of "How to Enable Consent Checkbox Calendars". This screenshot accompanies step 2 of 2 in the "How Consent Is Recorded in Calendars" section of "How to Enable Consent Checkbox Calendars". At this point in the walkthrough you contact Activity: Open the contact record and review the appointment activity. Appointments where consent was provided display a consent indicator that can be opened to view additional details. Step 2 of 2Image 3 of 7 What this coversContact Activity: Open the contact record and review the appointment activity. Appointments where consent was provided display a consent indicator that can be opened to view additional details.
    Buttons and menus referenced View Consent
    All 2 steps in this procedure
    1. Appointment List: Open the menu for the applicable appointment and select View Consent.
    2. Contact Activity: Open the contact record and review the appointment activity. Appointments where consent was provided display a consent indicator that can be opened to view additional details. this image

The stored consent information can include the consent text accepted by the contact and the contact's IP address at the time consent was provided.

Enabling the consent checkbox at the calendar level ensures contacts are presented with your consent request as part of that calendar's booking process. Review the consent language before publishing the change so it accurately reflects how your business intends to use the information being collected.

Note: Calendar settings are configured per calendar. If you want the same consent experience on multiple calendars, review and configure the setting for each applicable calendar individually. GHL Customer Care similarly documents calendar form configuration as being managed per calendar.

  1. Log in to your GHL Customer Care account.

  2. Go to Calendars from the left navigation menu.

  3. Click Calendar Settings.

    Step 3 of 12: Click Calendar Settings What this shows Step 3 of 12: Click Calendar Settings. What this shows Shows what to click for step 3 of 12 in the "How to Enable the Consent Checkbox for a Calendar" section of "How to Enable Consent Checkbox Calendars". This screenshot accompanies step 3 of 12 in the "How to Enable the Consent Checkbox for a Calendar" section of "How to Enable Consent Checkbox Calendars". At this point in the walkthrough you click Calendar Settings. For context, this section explains: Enabling the consent checkbox at the calendar level ensures contacts are presented with your consent request as part of that calendar's booking process. Review the consent language before publishing the change so it accurately reflects how your business intends to use the information being…. The next step is to find the calendar where you want to enable the consent checkbox. Step 3 of 12Image 4 of 7 What to clickClick Calendar Settings.
    Buttons and menus referenced Calendar SettingsCalendarsEdit CalendarAdvanced SettingsForm & ConfirmationConsent CheckboxToggle on the optionSave Changes
    Next stepFind the calendar where you want to enable the consent checkbox.
    All 12 steps in this procedure
    1. Log in to your GHL Customer Care account.
    2. Go to Calendars from the left navigation menu.
    3. Click Calendar Settings. this image
    4. Find the calendar where you want to enable the consent checkbox.
    5. Click Edit Calendar for that calendar.
    6. Open Advanced Settings.
    7. Go to Form & Confirmation.
    8. Locate Consent Checkbox.
    9. Toggle on the option to ask contacts to provide consent when booking a meeting.
    10. Review and edit the consent message displayed with the checkbox as needed for your business requirements.
    11. Click Save Changes in the upper-right corner.
    12. The consent checkbox will now be included in the booking experience for that calendar.

  4. Find the calendar where you want to enable the consent checkbox.

  5. Click Edit Calendar for that calendar.

    Step 5 of 12: Click Edit Calendar for that calendar What this shows Step 5 of 12: Click Edit Calendar for that calendar. What this shows Shows what to click for step 5 of 12 in the "How to Enable the Consent Checkbox for a Calendar" section of "How to Enable Consent Checkbox Calendars". This screenshot accompanies step 5 of 12 in the "How to Enable the Consent Checkbox for a Calendar" section of "How to Enable Consent Checkbox Calendars". At this point in the walkthrough you click Edit Calendar for that calendar. For context, this section explains: Enabling the consent checkbox at the calendar level ensures contacts are presented with your consent request as part of that calendar's booking process. Review the consent language before publishing the change so it accurately reflects how your business intends to use the information being…. The next step is to open Advanced Settings. Step 5 of 12Image 5 of 7 What to clickClick Edit Calendar for that calendar.
    Buttons and menus referenced Edit CalendarCalendarsCalendar SettingsAdvanced SettingsForm & ConfirmationConsent CheckboxToggle on the optionSave Changes
    Next stepOpen Advanced Settings.
    All 12 steps in this procedure
    1. Log in to your GHL Customer Care account.
    2. Go to Calendars from the left navigation menu.
    3. Click Calendar Settings.
    4. Find the calendar where you want to enable the consent checkbox.
    5. Click Edit Calendar for that calendar. this image
    6. Open Advanced Settings.
    7. Go to Form & Confirmation.
    8. Locate Consent Checkbox.
    9. Toggle on the option to ask contacts to provide consent when booking a meeting.
    10. Review and edit the consent message displayed with the checkbox as needed for your business requirements.
    11. Click Save Changes in the upper-right corner.
    12. The consent checkbox will now be included in the booking experience for that calendar.

  6. Open Advanced Settings.

  7. Go to Form & Confirmation.

    Step 7 of 12: Go to Form & Confirmation What this shows Step 7 of 12: Go to Form & Confirmation. What this shows Shows where to go for step 7 of 12 in the "How to Enable the Consent Checkbox for a Calendar" section of "How to Enable Consent Checkbox Calendars". This screenshot accompanies step 7 of 12 in the "How to Enable the Consent Checkbox for a Calendar" section of "How to Enable Consent Checkbox Calendars". At this point in the walkthrough you go to Form & Confirmation. For context, this section explains: Enabling the consent checkbox at the calendar level ensures contacts are presented with your consent request as part of that calendar's booking process. Review the consent language before publishing the change so it accurately reflects how your business intends to use the information being…. The next step is to locate Consent Checkbox. Step 7 of 12Image 6 of 7 Where to goGo to Form & Confirmation.
    Buttons and menus referenced Form & ConfirmationCalendarsCalendar SettingsEdit CalendarAdvanced SettingsConsent CheckboxToggle on the optionSave Changes
    Next stepLocate Consent Checkbox.
    All 12 steps in this procedure
    1. Log in to your GHL Customer Care account.
    2. Go to Calendars from the left navigation menu.
    3. Click Calendar Settings.
    4. Find the calendar where you want to enable the consent checkbox.
    5. Click Edit Calendar for that calendar.
    6. Open Advanced Settings.
    7. Go to Form & Confirmation. this image
    8. Locate Consent Checkbox.
    9. Toggle on the option to ask contacts to provide consent when booking a meeting.
    10. Review and edit the consent message displayed with the checkbox as needed for your business requirements.
    11. Click Save Changes in the upper-right corner.
    12. The consent checkbox will now be included in the booking experience for that calendar.

  8. Locate Consent Checkbox.

  9. Toggle on the option to ask contacts to provide consent when booking a meeting.

  10. Review and edit the consent message displayed with the checkbox as needed for your business requirements.

  11. Click Save Changes in the upper-right corner.

  12. The consent checkbox will now be included in the booking experience for that calendar.

    Step 12 of 12: The consent checkbox will now be included in the booking experience… What this shows Step 12 of 12: The consent checkbox will now be included in the booking experience for that calendar. What this shows Shows what this covers for step 12 of 12 in the "How to Enable the Consent Checkbox for a Calendar" section of "How to Enable Consent Checkbox Calendars". This screenshot accompanies step 12 of 12 in the "How to Enable the Consent Checkbox for a Calendar" section of "How to Enable Consent Checkbox Calendars". At this point in the walkthrough you the consent checkbox will now be included in the booking experience for that calendar. Step 12 of 12Image 7 of 7 What this coversThe consent checkbox will now be included in the booking experience for that calendar.
    Buttons and menus referenced CalendarsCalendar SettingsEdit CalendarAdvanced SettingsForm & ConfirmationConsent CheckboxToggle on the optionSave Changes
    All 12 steps in this procedure
    1. Log in to your GHL Customer Care account.
    2. Go to Calendars from the left navigation menu.
    3. Click Calendar Settings.
    4. Find the calendar where you want to enable the consent checkbox.
    5. Click Edit Calendar for that calendar.
    6. Open Advanced Settings.
    7. Go to Form & Confirmation.
    8. Locate Consent Checkbox.
    9. Toggle on the option to ask contacts to provide consent when booking a meeting.
    10. Review and edit the consent message displayed with the checkbox as needed for your business requirements.
    11. Click Save Changes in the upper-right corner.
    12. The consent checkbox will now be included in the booking experience for that calendar. this image

Frequently Asked Questions

Q: Is the calendar consent checkbox only for collecting phone numbers?
No. The checkbox is designed to request consent when a contact books a meeting. If your booking process also collects information such as a phone number, the consent you request may additionally support applicable requirements related to how that information is used.

Q: Can I customize the consent checkbox message?
Yes. GHL Customer Care allows you to customize the consent checkbox text based on your specific requirements.

Q: Does enabling the checkbox automatically make my booking process compliant?
No. The checkbox provides a way to request and record consent, but applicable legal and compliance requirements depend on your business, use case, and jurisdiction. Consult your legal counsel for guidance.

Q: Can I add a clickable Privacy Policy or Terms link directly inside the consent checkbox text?
No. The calendar consent checkbox does not support HTML or clickable links. You can place a Privacy Policy or Terms link on the page where the calendar is embedded or use a custom form with a Terms & Conditions element when appropriate.

Q: Do I need to create a custom form to use the calendar consent checkbox?
No. The native calendar consent checkbox is configured within the calendar settings. Custom forms are available separately when you need to collect additional information during the booking process.

Q: Where can I review consent after an appointment is booked?
Consent can be reviewed from the applicable appointment using View Consent or from the appointment activity within the contact record.

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