Managing Consent Forms and Appointment Policies in Merlua

Managing Consent Forms and Appointment Policies

Manage client agreements and booking rules in Merlua. Consent forms help collect client approval for specific services, while appointment policies define your cancellation, deposit, and booking requirements.

Managing Consent Forms

Consent forms allow you to collect important client agreements before certain services. You can create forms and attach them to services that require client approval.

1. Create a Consent Form

Create a consent form to collect client acknowledgement before a service begins.

Steps:

1. Click New Template
2. Add a form title
3. Enter the required information or agreement text
4. Save the consent form

2. Manage Consent Forms

You can update consent forms whenever your service requirements change.

You can:

• Edit existing forms
• Update form content
• Remove unused forms
• Review completed client agreements

Screenshot: Consent form management

Managing Appointment Policies

Appointment policies help you control booking rules and protect your business from cancellations and missed appointments.

1. Create an Appointment Policy

Create rules that define how clients can book, cancel, or reschedule appointments.

Steps:

1. Open Appointment Policies
2. Edit a policy
3. Set your booking requirements
4. Save the policy

2. Manage Cancellation Rules

Set cancellation requirements to define when clients can cancel or reschedule appointments.

You can configure:

• Cancellation time limits
• Late cancellation rules
• No-show handling
• Applicable fees

Enable Cancellation and No-Show Fees

3. Manage Deposit Requirements

Require deposits for selected services to secure appointments.

You can configure:

• Whether a deposit is required
• Deposit amount
• Deposit type
• Services where deposits apply

Screenshot: Deposit settings

4. Apply Policies to Services

Choose how appointment policies apply to your services.

You can:

• Use the default business policy
• Create service-specific rules
• Update policies as your business needs change

Tips for Managing Policies

• Keep cancellation rules clear and easy for clients to understand.
• Only require consent forms for services that need client approval.
• Review policies regularly to keep them aligned with your business.
• Make sure deposit requirements match your booking strategy.