Use this to separate normal service records from optional consent areas.
| Section | Wording to adapt |
|---|---|
| Client details | Name, contact details, address or visit location, emergency contact if relevant. |
| Service record acknowledgement | I understand that [business name] will keep service records needed to provide the service, manage appointments, keep a safe and accurate record, issue invoices, and respond to questions or complaints. |
| Profession-specific data | address and access notes, keys or alarm details, property photos, recurring visit notes, emergency contact details, and marketing consent kept separate. |
| Photos or attachments | I agree / do not agree that photos or attachments may be stored in my client record where needed for [reason]. Marketing or portfolio use needs separate permission. |
| Marketing | I agree / do not agree to receive optional marketing messages. I can withdraw this at any time. |