[{"data":1,"prerenderedAt":210},["ShallowReactive",2],{"help-article-/help/en/clients/client-records-and-consents":3,"help-siblings-en-clients":208},{"id":4,"title":5,"body":6,"category":197,"description":198,"draft":199,"extension":200,"meta":201,"navigation":202,"order":203,"path":204,"seo":205,"stem":206,"__hash__":207},"help_en/help/en/clients/client-records-and-consents.md","Client records, marketing consent and GDPR",{"type":7,"value":8,"toc":186},"minimark",[9,13,22,27,33,37,68,79,83,105,109,118,121,125,139,143,150,165,168,172],[10,11,5],"h1",{"id":12},"client-records-marketing-consent-and-gdpr",[14,15,16,17,21],"p",{},"Every client who books with you gets a record on the ",[18,19,20],"strong",{},"Clients"," page - this article covers that record, marketing consent, and your GDPR tools for exporting or erasing personal data.",[23,24,26],"h2",{"id":25},"the-clients-page","The Clients page",[14,28,29,30,32],{},"Open ",[18,31,20],{}," in the sidebar for an overview, filter chips (All/New/Returning/Lapsed), a search box, and the client list.",[23,34,36],{"id":35},"add-a-client","Add a client",[38,39,40,52,63],"ol",{},[41,42,43,44,47,48,51],"li",{},"Press ",[18,45,46],{},"Add Client"," to open the ",[18,49,50],{},"Add New Client"," dialog.",[41,53,54,55,58,59,62],{},"Fill in the fields you need - name, email, phone, date of birth, ID code, gender, language, address, source, and notes. Two checkboxes, ",[18,56,57],{},"Accepts email marketing"," and ",[18,60,61],{},"Accepts SMS marketing",", default to unchecked - a client is opted in only if ticked.",[41,64,43,65,67],{},[18,66,46],{}," to save. The client appears in the list right away.",[14,69,70,71,74,75,78],{},"Click a row to open the card, or ",[18,72,73],{},"Edit Client"," (",[18,76,77],{},"Save Changes",") to update it later.",[23,80,82],{"id":81},"the-client-card","The client card",[14,84,85,86,89,90,93,94,97,98,58,101,104],{},"The ",[18,87,88],{},"Profile"," tab shows contact and personal details plus a ",[18,91,92],{},"Marketing & source"," block: ",[18,95,96],{},"Source",", ",[18,99,100],{},"Email opt-in",[18,102,103],{},"SMS opt-in"," (Yes/No, with the date the consent was given once recorded), plus a consent-status line if fully unsubscribed, and a footer showing how long they've been a client.",[23,106,108],{"id":107},"marketing-consent","Marketing consent",[14,110,111,112,117],{},"Consent always starts opted out - on the staff form and on your ",[113,114,116],"a",{"href":115},"/help/en/online-booking/your-booking-page/","booking page",", where one checkbox under contact details (\"I'd like to receive offers and news from your clinic\") covers both email and SMS. The opt-in date is recorded automatically when the box is ticked, not set by you.",[14,119,120],{},"Clients booking online are matched to an existing record (by phone or email) or created new, automatically; opt-in via booking can only add consent, never remove it.",[23,122,124],{"id":123},"suppressions","Suppressions",[14,126,29,127,129,130,133,134,138],{},[18,128,124],{}," under Communications: add a contact (email, SMS or WhatsApp) that opted out elsewhere with ",[18,131,132],{},"Suppress",", so it's never messaged again, or remove one to resume. Suppression always overrides the opt-in checkbox, and also stops automated ",[113,135,137],{"href":136},"/help/en/online-booking/client-reminders/","reminders",", not just marketing.",[23,140,142],{"id":141},"export-and-erase-client-data","Export and erase client data",[14,144,145,146,149],{},"Open the ",[18,147,148],{},"GDPR"," tab in settings (owners/administrators only), search a client, and use:",[151,152,153,159],"ul",{},[41,154,155,158],{},[18,156,157],{},"Export data"," - downloads their record, appointments, invoices and consent state.",[41,160,161,164],{},[18,162,163],{},"Erase (anonymize)"," - permanently replaces name, email, phone, birth date, ID code, notes and address with \"Deleted Client\" and clears both marketing checkboxes. Appointments/invoices stay, but personal data is gone for good - this cannot be undone.",[14,166,167],{},"Both actions are logged in your audit log.",[23,169,171],{"id":170},"good-to-know","Good to know",[151,173,174,180,183],{},[41,175,176,177,179],{},"Removing a client from the list only archives them - history stays, nothing is wiped. Use ",[18,178,163],{}," to remove personal data.",[41,181,182],{},"A client can look opted in and still not receive messages if they're on the Suppressions list.",[41,184,185],{},"Client records are never deleted automatically - Tervita keeps them until you export or erase them yourself.",{"title":187,"searchDepth":188,"depth":188,"links":189},"",2,[190,191,192,193,194,195,196],{"id":25,"depth":188,"text":26},{"id":35,"depth":188,"text":36},{"id":81,"depth":188,"text":82},{"id":107,"depth":188,"text":108},{"id":123,"depth":188,"text":124},{"id":141,"depth":188,"text":142},{"id":170,"depth":188,"text":171},"clients","Learn how the Clients page works, how marketing consent is captured, and how to export or erase a client's personal data under GDPR.",false,"md",{},true,1,"/help/en/clients/client-records-and-consents",{"title":5,"description":198},"help/en/clients/client-records-and-consents","cGzJzYwdNXqQ4KVEzDH1Kf4JVxD4LDsgmMewMHsA7xQ",[209],{"path":204,"title":5},1783663856060]