Adding consent questions to forms, payments and check-in

Consent questions don’t only appear on your main registration form. You can also attach them to profile editor sign-up modules, payment groups and pages, and check-in. Set the questions up first – see Setting up consent questions and mailing channels – then add them wherever you need them.

Profile editor sign-up modules

The profile editor is a cut-down sign-up module, often used for something like a newsletter sign-up that drops people into a group of your choice. If you use one, you can attach consent questions to it.

You’ll find it in Templates (Site Settings > Design > Templates) and Layouts (Site Settings > Design > Themes and Layouts). Open the module’s settings with the edit icon at its top right, scroll to the consent area, and set the questions you need for the logged-in and logged-out options, depending on how the module is used.

Payment groups and payment pages

You can include any or all of your consent questions during a payment sign-up.

• For a payment group, go to its Settings > Registrations tab and scroll to the Consent Questions area.
• For a payment page, go to Settings > Advanced Options > Registrations and scroll to the Consent Questions area.

In both, you can choose all your consent fields or pick specific ones.

Check-in

Holding children’s details for check-in and children’s ministry is generally treated as legitimate interest, so you don’t have to ask for consent, and many churches don’t. If you leave check-in with no consent questions, guardians are added to your database with login disabled and no consent recorded; if you later enable their login, they can set their own consent.

If you do want consent questions in check-in, add them under Site Settings > Events > Check-In Profiles, at the bottom of the page. A few things to remember:

• Consent is stored against the child, so create questions meant specifically for children in check-in.
• The consent is listed as given by the ‘Check-In Kiosk’ user.
• You’ll need to do this for each check-in profile, and make sure your profiles are assigned to the right groups.

For more on setting up check-in itself, see the Attendance and Check-In guides.