Recording consent
See and record what each customer has agreed to, such as your privacy policy or marketing emails.
Each consent type shows with a tick box. A tick means the customer has agreed.
Consents given at a checkout are recorded here by themselves. To record one by hand:
Tick the consent.
Check the statement the customer agreed to.
Choose how they gave it: In person, Phone or Manual.
To change or withdraw a consent, select Manage consents.
Every change is kept with the date, how it was given and the exact statement, so you can show who agreed, when, how and to what. Consent types and their wording are set in Settings › CRM › Consent types.
Updated 2026-10-24