Templates

E2E Standard Consent

Consent

Basic consent flow for sharing profile data.

Data sharing Analytics

Research Participation Consent

Agree Consent

Multi-party research consent requiring approval from researcher, IRB, school, and parent/student. Includes GDPR Art. 89 research exemption disclosures and structured researcher metadata fields.

Research data Anonymized analytics Survey responses Interview recordings

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EdTech Tool Integration

Consent

Consent for third-party educational technology tool integration. Jurisdiction auto-detected from the account's country. Covers data sharing with tool providers and analytics collection.

Student pii Tool specific data Analytics Ai processing

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FERPA Education Records Disclosure

Consent

FERPA-compliant consent for disclosure of education records. Includes all federally required disclosure elements: records specification, purpose, receiving parties, and parent/student rights notices.

Education records Directory information Disciplinary records Special education

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EU Student Data Consent (GDPR)

Consent

GDPR Article 8 compliant consent for student data processing in EU/EEA educational institutions. Parental consent required for students under 16 (or member state threshold).

Student pii Academic records Behavioral data Analytics

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US Student Data Consent (FERPA/COPPA)

Consent

FERPA directory notice and COPPA parental consent for student data collection in US educational institutions. Covers students under 13 requiring verifiable parental consent.

Student pii Academic records Behavioral data Tool specific data

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Event Registration

Consent

Basic event consent covering attendance, photography, and promotional communications

Attendance tracking Professional photography Analytics collection Marketing opt in Liability waiver

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Freemium Progressive Enrollment

Consent

Unlock features as trust grows. Four stages from basic sign-up to premium access, each triggered by a usage milestone.

Service agreement Data collection Communications

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Exhibition & Trade Show

Consent

Trade show consent with photography, sponsor data sharing, and attendee networking

Attendance tracking Professional photography Social media sharing Analytics collection Liability waiver Code of conduct +2

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Conference

Consent

Comprehensive consent for conferences with media, streaming, sponsors, and networking

Attendance tracking Professional photography Video production Social media sharing Event streaming Speaker consent +5

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Community Meetup

Consent

Lightweight consent for meetups and casual gatherings with photo sharing and code of conduct

Attendance tracking Professional photography Social media sharing Code of conduct

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Basic Check-in

Consent

Minimal consent for venue attendance tracking and anonymized analytics

Attendance tracking Analytics collection

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Standard Meeting Consent

Consent

Basic recording and sharing consent for meetings

Meeting recording Content sharing Marketing use Attendance tracking

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Workshop & Training

Consent

Workshop consent with recording for on-demand replay, attendee networking, and marketing

Attendance tracking Video production Event streaming Speaker consent Analytics collection Marketing opt in

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Gym & Fitness

Consent

Fitness venue consent with liability waiver, attendance tracking, and marketing opt-in

Attendance tracking Liability waiver Analytics collection Marketing opt in

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Vendor Qualification

Consent

Qualify new vendors with compliance documentation and data processing agreements

Identity verification Service agreement Data collection Data processing Document exchange

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Standard Consent

Consent

Basic consent flow for sharing name, email, and profile data. The simplest starting point for any integration.

Data sharing Analytics

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Student Registration

Consent

Enroll students with records transfer and policy acknowledgment

Identity verification Service agreement Data collection Document exchange Communications

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Member Enrollment

Consent

Sign up new members with consent for communications and facility access

Service agreement Data collection Communications

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AI-Enhanced Meeting Consent

Consent

Consent for meetings using AI transcription, agents, and analytics

Meeting recording Ai transcription Ai agent presence Content sharing Analytics collection Marketing use +1

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Client Onboarding

Consent

Verify identity, collect consent, and establish terms for new clients

Identity verification Service agreement Data collection Communications Third party sharing

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Festival & Large Event

Consent

Full consent for large events with all media, sponsors, networking, and comprehensive agreements

Attendance tracking Professional photography Video production Social media sharing Event streaming Liability waiver +5

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Tenant Screening

Consent

Collect identity, references, and consent for background and credit checks

Identity verification Data collection Background check Third party sharing Document exchange

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Patient Intake

Consent

Collect patient consent, medical data authorization, and emergency contacts

Identity verification Service agreement Data collection Data processing Communications

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