Digital consent forms and client contracts
BOC’s contracts are digital consent forms you write once per service, in English, Arabic, and French, with a men’s and a women’s version, on the web or in the BOC app. The client signs on a phone or tablet in the BOC app, and the signed copy, with the signature and the exact text they read, stays on their Customer File.
What it does
Contracts live in Business Setup, on the Contracts tab, and in the Contracts settings of the BOC app, where you choose a service, then the gender and language, to view or edit the text. The Global Contract is your general consent, written in three boxes, English Contract, Arabic Contract, and French Contract, on a Men tab and a Women tab, so the wording can differ for each. Expand opens a box full screen for long text, and a counter under each box shows its length in characters.
Below it, Service Contracts lists every service, such as Botox Treatment, Cosmetic Consultation, or Deep Cleansing Facial, each with its colour. A service contract starts from the global text, and you rewrite it for that treatment: the Botox consent can name the treated areas, explain that the effect is temporary and that bruising can happen, and give the aftercare. To save, tick I confirm that I want to update these contract templates and press Update Contracts. Reset Changes brings the boxes back to their saved text.
On the client’s side, the Contracts tab of the Customer File lists the services this person already has through appointments, treatment plans, or packages, each with its contract. A Signed badge marks the ones the client signed, and clicking it opens the client’s stored signature, while Open full shows the full English, Arabic, and French text with the signature. Print opens a paper copy of the contracts for the services this client has used, in the version for their gender and in each language that has text, with Arabic printed right to left and a signed contract printed with the exact text the client signed. Only roles that can update contracts edit the templates; for everyone else the boxes are read-only.
Signing in the BOC app
Signing happens on a phone or tablet. Staff open the client’s file in the BOC app, go to Contracts, pick the service and the language the client reads, and hand over the device. The client reads the text and signs with a finger in the signature square. BOC saves the signature image, the language and the men’s or women’s version that was signed, and a copy of the text exactly as it read at that moment.
That saved copy is the record. When you update a consent next month, the client’s signed copy keeps the wording they agreed to, and the Signed copy saved badge on the file shows it. Clients who sign after the change sign the new text. Template edits and new signatures are recorded in the Activity Log, so a manager can see who changed a contract and when.
Men’s and women’s versions
Each contract has a men’s and a women’s version because consent questions often differ. The demo clinic’s women’s consent, for example, asks the client to confirm her history including pregnancy and nursing. On the Customer File, the contract opens on the tab that matches the gender saved on the file: a female client opens on Women with the Men tab greyed out, and a male client opens on Men. In the BOC app, the version is set the same way before the client signs, so each client reads and signs the version written for them.
Because the text is stored in three languages, the same consent works for an Arabic-speaking patient in the morning and a French-speaking one in the afternoon. The file records which language each client signed, and the whole team sees the same signed copy on the web.
How it works in BOC
- Write the Global Contract. In Business Setup, Contracts, or in the BOC app, fill the English, Arabic, and French boxes on the Men and Women tabs.
- Tailor service contracts. Open a service under Service Contracts and adjust its consent, such as the risks and aftercare for Botox.
- Save the templates. Tick I confirm that I want to update these contract templates, then press Update Contracts.
- Collect the signature. In the BOC app, open the client’s file, choose the service and language, and let the client sign in the square.
- Check the signed copy. On the web, the Contracts tab shows Signed, and Open full shows the text with the signature.
Who it is for
Clinics Patients confirm their history and sign the clinic’s consent before the doctor starts.
Dental clinics Each dental service can carry its own consent, signed on a tablet at the chair.
Dermatology and laser Botox, peel, and laser consents spell out the risks and aftercare, and the signed copy sits beside the before and after photos.
Beauty salons Clients sign a treatment consent on a tablet, and the stylist finds it on the client file next time.
Spas Guests sign a health and treatment consent before a massage or facial, in their own language.
Physiotherapy Patients sign the treatment consent for their course, and it stays on the file for every return visit.
Sports clubs Members sign the club rules or a liability form for a service, kept on their member file.
Private coaches Clients sign the coach's terms or a health and liability form on the phone before the first session.
What your team gains
- One consent per service, in English, Arabic, and French.
- Separate men’s and women’s wording.
- Clients sign with a finger in the BOC app.
- The signed copy keeps the exact text and the signature.
- The file opens on the version that matches the client’s gender.
- Template changes and signatures show in the Activity Log.
- Templates edited on the web or in the BOC app.
Questions
Can clients sign consent forms digitally in BOC?
Yes. Staff open the client’s Customer File in the BOC app, choose the service and the language, and the client signs with a finger in the signature square. The signature and a copy of the signed text are saved on the file.
Can I write a different consent for each service?
Yes. Service Contracts lists every service, and each one can have its own text. A service you leave as it is uses the Global Contract.
Which languages can a contract use?
Each contract has English, Arabic, and French versions, for men and for women. The client signs in the language they read, and the file records which version they signed.
What happens to signed contracts when I change the template?
The client’s signed copy keeps the text as it was when they signed. Clients who sign afterwards get the new wording, and the change appears in the Activity Log.
Where do I see whether a client signed?
Open the client’s file and the Contracts tab. Each service shows a Signed badge once it is signed, and Open full shows the full text in the three languages with the signature image.
Where does the client sign?
On a phone or tablet in the BOC app. The web Customer File then shows the signed copy and the signature to everyone on the team who can view contracts.
Can I edit consent templates from my phone?
Yes. The BOC app has its own Contracts settings: choose a service, then the gender and language, and edit the text. The web Contracts tab and the app edit the same templates, for roles that can update contracts.
Can I print a client’s contracts?
Yes. Print on the Contracts tab of the Customer File opens the contracts for the services the client has used, in each language that has text. A signed contract prints the exact text the client signed, and Arabic prints right to left.