Here's how to control the legal and consent side of your booking page in iClosed schedulers, by adding your own terms and consent checkboxes, and keep your embedded scheduler in sync with your website's cookie banner.
These are two separate settings. You add consent checkboxes on each event under Invitee Questions → Customizations, and turn on cookie consent in each event's Embed settings.
Legal & consent checkboxes
Add your own terms text and up to 3 consent checkboxes at the bottom of the scheduling form on your booking page, right above the Continue button.
iClosed always shows its own line under the Continue button: "By entering your information, you consent to your data being saved under our provider's Invitee Terms and Privacy Policy." This line can't be removed, even when iClosed branding is hidden.
When a lead enters a US phone number and the event has an SMS workflow or Credit Check turned on, iClosed also adds its own required consent checkbox, covering texting, a soft credit check, or both.
Navigate to 
AI Scheduler → Events, click the event and select Invitee Questions to start.
Step by step guide
Scroll down to Customizations and click Add legal content under Legal & consent.
Under Your consent → Text, type your terms or privacy notice, up to 500 characters. To add a link, highlight the words, click the link icon, enter the URL and click Add link.
Use the dropdown next to Text to show your notice Above checkboxes or Below checkboxes.
Click Add checkbox and type the checkbox label in Field name, up to 500 characters. You can add links here too.
Leave Required on if leads must tick the checkbox to continue, or turn it off to make it optional. You can also add an Identifier, a unique key for the question that you can use in URL parameters.
Click Save. Repeat to add up to 3 checkboxes. Hover over a checkbox to edit, delete or drag it.
Check the live Preview on the right, switching between Web and Mobile, then click Save changes.
Click Save & Continue at the bottom of Invitee Questions to save the event. Your text and checkboxes don't show on the booking page until you do.
Pro Tips
Use one checkbox per purpose, for example one for SMS reminders and one for marketing emails, and only make a checkbox required if leads must agree to it to book. Checkboxes always start unticked.
iClosed doesn't write your legal wording, so check the exact text with your legal advisor.
Global Data and Consent checkbox Objects and Fields
Each lead's answers are saved with the booking when they click Continue. Every checkbox shows as Yes (ticked) or No (not ticked) on the lead's contact card in Global Data, together with their other invitee answers.
Each checkbox is also saved as an invitee question under Settings → Tracking → Objects & Fields → Invitee Questions, with its own identifier such as sms-consent. That means you can use the answer in your automations and integrations, for example to send texts only to leads who ticked your SMS checkbox.
Cookie consent settings
Make your embedded scheduler follow the cookie choice visitors make in your website's cookie banner. When a visitor rejects cookies, analytics and marketing tags such as Meta Pixel and Google Tag Manager stay off in the embed, and the visitor can still book as normal.
Navigate to AI Scheduler → Events, open the event and click Embed at the top to start. You can also click the </> embed icon on the event card.
Step by step guide
Pick Inline Embed or Pop up via element click and click Continue.
Turn on Follow your website's cookie choices. It saves right away, you'll see "Cookie consent turned on for this embed", and it applies to both embed types for that event.
Click Copy embed code and paste it over the old code on every page where this event is embedded. The new code starts with a short cookie consent script, highlighted in blue. Until you replace it, the old code keeps loading tracking as before.
How to connect your cookie banner
Your cookie banner needs to tell iClosed what each visitor chose. Have it call setIClosedConsent(analytics, marketing) on every page load and whenever the visitor changes their choice, passing true for each category the visitor accepted:
setIClosedConsent(true, true)- the visitor accepted all cookies. Analytics and marketing tags load as normal.setIClosedConsent(true, false)- the visitor accepted analytics only. Meta Pixel and Google Tag Manager stay off.setIClosedConsent(false, false)- the visitor rejected all cookies. No analytics or marketing cookies are used.
For example, when a visitor accepts analytics but rejects marketing cookies:
<script>
setIClosedConsent(true, false);
</script>
Not sure how to set this up in your banner tool? Share this section with your web developer.
Important
Until your banner calls setIClosedConsent, iClosed treats every visitor as having rejected cookies. If you turn the setting on but don't connect your banner, Meta Pixel and Google Tag Manager won't fire for anyone.
If you're stuck or need any help at all, reach us through the chat in the bottom right corner of iClosed, or email hello@iclosed.io.
FAQs
Why don't my terms or checkboxes show on the booking page?
Why don't my terms or checkboxes show on the booking page?
The event probably wasn't saved. Click Save changes in the Legal & consent window, then Save & Continue at the bottom of Invitee Questions. Legal & consent is set on each event separately, so also check that you're looking at the booking page of the event you changed.
Will a consent checkbox stop leads when the form is prefilled or skipped?
Will a consent checkbox stop leads when the form is prefilled or skipped?
Yes, if the checkbox is required. Prefilled information doesn't tick consent checkboxes, so with Pre-qualified form skipping on, leads still see the form with their answers filled in and need to tick the required checkbox and click Continue. Optional checkboxes don't stop the form from being skipped.
If you send leads with prefilled links and want them to go straight to the calendar, make your checkboxes optional.
Why do some leads see a consent checkbox I didn't add?
Why do some leads see a consent checkbox I didn't add?
That's iClosed's own consent. When a lead enters a US phone number and the event has an SMS workflow or Credit Check turned on, iClosed adds a required checkbox for texting, a soft credit check, or both. It can't be removed.
Why can't leads get past the form after I added a required checkbox?
Why can't leads get past the form after I added a required checkbox?
Leads can't click Continue until they tick every required checkbox. They become Potential contacts as soon as they fill in the first questions, and stay Potential until they tick the checkbox and continue. If many leads drop off here, turn off Required on any checkbox leads don't have to agree to.
Can I show an SMS consent checkbox only to US leads?
Can I show an SMS consent checkbox only to US leads?
Not with your own checkboxes. Checkboxes you add in Legal & consent are shown to every lead, whatever their phone number. Only iClosed's own SMS and credit check consent is limited to US numbers.
Does an unticked checkbox stop my SMS or emails?
Does an unticked checkbox stop my SMS or emails?
Not on its own. Your checkboxes save the lead's answer as Yes or No. Use that answer in your automations and integrations to decide who receives SMS or marketing messages.
What does Yes or No mean in a lead's consent answers?
What does Yes or No mean in a lead's consent answers?
Yes means the lead ticked the checkbox, and No means they left it unticked when they clicked Continue. Required checkboxes always show Yes for leads who booked, because they can't continue without ticking them.
Can I hide or change iClosed's default consent text?
Can I hide or change iClosed's default consent text?
No. The line can't be removed or edited. It's shown under the Continue button on every booking page, on every plan, and hiding iClosed branding removes the logo, not this line. Add your own notice above it with Legal & consent.
Do I need to set this up on every event?
Do I need to set this up on every event?
Yes. Consent checkboxes and cookie consent are both set per event, so you can use different wording for different events.
How many checkboxes can I add?
How many checkboxes can I add?
Up to 3 checkboxes, plus one terms text. Each can be up to 500 characters and can include links.
Why did Meta Pixel or Google Tag Manager stop firing on my website?
Why did Meta Pixel or Google Tag Manager stop firing on my website?
Cookie choices are on and your banner isn't calling setIClosedConsent yet, so every visitor is treated as having rejected cookies. Connect your banner as shown in How to connect your cookie banner above.
Visitors who reject cookies don't fire marketing tags, so expect fewer Meta Pixel and Google Tag Manager conversions than bookings in iClosed.
Will cookie consent stop leads from booking?
Will cookie consent stop leads from booking?
No. Visitors who reject cookies can still fill out the form and book. Only analytics and marketing tags are switched off for them.
Why does tracking still load after a visitor rejects cookies?
Why does tracking still load after a visitor rejects cookies?
Your website is probably still using the old embed code, or the setting is off. Turn on Follow your website's cookie choices, then copy the new embed code and paste it over the old code on every page.
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