--- title: Trip Consent description: Step-by-step setup for the Yatra Pro Trip Consent module — create liability waivers, health declarations, or image-release forms with digital signatures, attach them to trips, and track signed status on bookings. prev: text: Additional Services link: /modules/additional-services next: text: Email Automation link: /modules/email-automation --- # Trip Consent PRO ![Yatra → Trip Consent admin — list of forms, signed count, send-test action](/screenshots/modules/trip-consent-list.webp) Collect **digital consent forms** from every traveler before their trip — liability waivers, health declarations, image-release consents, COVID screenings, anything you need a signature on. Each form is sent automatically after booking confirmation, signed in-browser, and the booking detail page tracks who has and hasn't signed yet. ## What you'll need | Thing | Where to get it | | --- | --- | | Yatra Pro license | Yatra → License | | Trip Consent module enabled | Yatra → Modules → Trip Consent | | At least one published trip | The form is sent on confirmed bookings of trips you attach it to. | | Your form copy ready | E.g. waiver text from your insurer or legal advisor — typed into the form's content blocks. | ::: tip Templates you'll likely build Operators usually need 1–3 forms: a **Standard waiver** (everyone signs), a **Health declaration** (for adventure trips), and an **Image release** (for trips where you take marketing photos). Build one of each, then attach selectively per-trip. ::: ## Step 1 — Enable the module 1. Open Yatra → Modules. 2. Find **Trip Consent** → toggle on. 3. A new menu item appears: Yatra → Trip Consent. ## Step 2 — Create a consent form Open Yatra → Trip Consent → + Add New Form. ![Trip Consent form editor — content blocks, custom fields, signature, validity](/screenshots/modules/trip-consent-form.webp) ### Form basics | Field | Notes | | --- | --- | | **Name** | Internal label (e.g. *"Liability Waiver — 2026"*). Not shown to travelers. | | **Status** | `Published` (active) / `Draft` (hidden) / `Archived` / `Trash`. | ### Content blocks Click **+ Add Content Block** to add the visible body of the form. Each block has: - **Title** — section heading shown to travelers. - **Content** — rich-text body. Supports legal-style paragraphs, lists, etc. Repeat blocks for multi-section forms ("Liability", "Risk Acknowledgement", "Medical"). ### Custom fields (optional) Beyond just signing, you can collect extra structured information: - **Field label** — e.g. *"Emergency contact phone"* - **Field type** — text / textarea / email / phone / date / select / checkbox - **Placeholder text** — shown in the input - **Required toggle** — block submission if empty - **Select options** — for dropdown fields Use these when you need to capture, say, emergency contact details or dietary restrictions on the same form. ### Signature settings | Field | Notes | | --- | --- | | **Signature type** | `full` (full-name signature box) / `half` (initials only — shorter form). | | **Require signature** | Toggle. When on, the traveler must draw their signature to submit. | | **Require initials** | Optional separate initials box. | ### Sending behaviour | Field | Notes | | --- | --- | | **Send to** | Three options: *Lead traveler only*, *All travelers*, *Travelers + Emergency contact*. | | **Send before trip (days)** | When to email the signing link (e.g. `3,1` = 3 days before *and* 1 day before). | | **Expiry (days)** | How long the signing link stays valid. Default *No expiry*. | ### Attach to trips Two options: 1. **Attach to specific trips** — pick from a multi-select of all your trips. 2. **Apply to all trips** — toggle to make this form mandatory for every confirmed booking. Save the form. ## Step 3 — Verify on a test booking 1. Make a test booking on a trip that has the form attached. 2. Confirm the booking → the consent-request email goes out at the scheduled time. 3. Open the booking detail page in admin → the **Consent Status** sidebar (Pro-only) shows pending signatures. 4. Click the signing link from the email → fill in the custom fields, draw the signature, submit. 5. Refresh the booking detail page → status flips to **All Consents Signed**. See [Bookings → Consent Status](/booking-settings#_9-consent-status-pro) for the booking-side view. ## The Trip Consent admin The list page shows every form with these columns: - **Name** - **Status** (Published / Draft / Archived) - **Attached to** (specific trips or *All trips*) - **Sent** (total requests sent) - **Signed** (with a percentage) - **Actions** — Edit / Duplicate / Send Test Email / Trash ### Bulk actions Mark as Published / Draft / Trash / Delete permanently — adapts to the current status filter. ### Sub-tabs The module exposes two additional admin views: 1. **Consent Requests** — per-traveler view of every request sent, with status (sent / opened / signed / expired). 2. **Signed Consents** — the archive. Click any row to view the rendered, signed form + signature, with a *Download PDF* button. ## How it shows up to the traveler ![Traveler-side consent form — content, custom fields, signature pad](/screenshots/modules/trip-consent-public.webp) 1. After booking is confirmed → traveler gets an email with a unique signing link (uses the `trip_consent_request` template — see [Email & notifications](/email-settings)). 2. Link opens a clean signing page with your content blocks rendered as readable HTML. 3. Traveler fills custom fields (if any), draws signature in a touch-friendly canvas, submits. 4. They receive a confirmation email with a PDF copy of the signed form. ## Common patterns | Goal | Settings combo | | --- | --- | | Single waiver, every traveler signs | Send to *All travelers*, attach to *All trips*. | | Lead traveler signs on behalf of family | Send to *Lead traveler only*. Add a custom field for traveler names. | | Adventure trips only | Attach to the specific trips that need it. | | Multi-step reminder series | Send before trip = `7,3,1` (a week out, three days out, day before). | | Capture emergency contact alongside the waiver | Add custom fields *Emergency contact name* + *Emergency contact phone*. | ## Troubleshooting **Consent email isn't sending** — check Yatra → Email → Templates → Trip Consent Request — make sure the template is *Active*. The module is gated; the row appears but the email won't fire until the module is on. **Signing link expires** — increase the *Expiry (days)* field or set it to *No expiry*. **Pages render with broken styling** — likely a theme CSS conflict. The signing page uses Yatra's clean styles in an iframe-friendly layout; you can override via the `yatra_consent_signing_page_css` filter. **Custom fields not appearing on the PDF** — the PDF renderer reads from the saved consent request. If a field was added *after* the request was sent, regenerate the request (Resend) to include the new field. ## Useful links - [Email → Trip Consent Request template](/email-settings#account-consent) — customise the email copy and merge tags. - [Bookings → Consent Status](/booking-settings#_9-consent-status-pro) — see the signed/pending status per booking. - [Hooks & filters](/hooks-filters) — `yatra_consent_form_saved`, `yatra_consent_signed`, etc. ## Where to read more - [All modules](/modules#trip-consent) — module catalog. - [Settings → Integration](/settings#_10-integration) — Pro module status.