Customer consents and the information clause

On the customer's page, in the Consents tab, you record what the customer agreed to and what they refused.

Kinds of consent

• SMS reminders
• Email reminders
• Marketing
• Information clause given: whether the customer received the GDPR notice.

Each consent is Given, Refused or withdrawn or Not recorded.

Recording a consent

1. Open the customer's page and the Consents tab.
2. Click Record a change, choose the consent and the customer's answer.
3. Click Save consent.

Old entries aren't edited: each change is a new entry in History, with the date and who recorded it.

The information clause

A manager sets the clause text in Workshop settings → Privacy, separately for each language. Lessora Auto doesn't supply the wording: a lawyer or data protection officer should write it. On the customer's page the Information clause and Consent form buttons prepare a printout to sign.

Consents and reminders

When Reminders need the customer's consent is on in the privacy settings, reminders go only to customers who consented to that channel. Booking confirmations and job messages don't need consent.