Automated Tattoo Consent Form Tracking
Every morning, WebRun checks the appointment list in Google Sheets against the signed consent envelopes in DocuSign, flags any upcoming appointment where the consent form is missing or unsigned, and posts a Slack alert with the client details so the team can chase the signature before the session.
How do I automatically track which tattoo clients have not signed a consent form?
WebRun checks your appointment sheet in Google Sheets every morning, cross-references each upcoming client against completed DocuSign envelopes, and posts a Slack alert listing every appointment where a consent form is missing or unsigned. The team has the gap list each morning with enough lead time to resend the form before the session.
- No appointment proceeds without a confirmed signed consent form on file
- Missing forms are flagged five days ahead so the team has time to chase the signature
- The studio has a clear compliance record without manual cross-checking
Built for tattoo studios · studio managers · tattoo artists · body art compliance leads
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
sheets.google.comin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - check upcoming appointments
google.com
WebRun opens Google Sheets to check upcoming appointments. - Open the appointment tracking sheet in Google Sheets
- List all appointments scheduled in the next five days with the client name, email, artist, and appointment date
- Check the consent-form status column for each client and flag any that are blank or marked as not returned
Done when All upcoming appointments are listed and those without a confirmed signed consent form are flagged.
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2
DocuSign - verify signed consent forms
docusign.com
WebRun opens DocuSign to verify signed consent forms. - Search DocuSign for a completed envelope for each flagged client using their name and email address
- Confirm the envelope status. Mark clients as cleared if a completed, signed envelope is found
- For any client still lacking a signed form, note the envelope status such as sent but not yet signed, or not yet sent
Done when Every upcoming appointment is confirmed as consent-cleared or flagged with the missing-form status from DocuSign.
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3
Slack - alert team to missing signatures
slack.com
WebRun opens Slack to alert team to missing signatures. - Post a Slack summary listing each flagged client, their appointment date, their artist, and the DocuSign status
- Include the number of appointments cleared and the number still requiring follow-up
- Prompt the front-desk team to resend the DocuSign envelope to any client whose form has not yet been sent or completed
Done when The team has a Slack list of every appointment missing a signed consent form and a clear action to resend the DocuSign envelope.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it send the DocuSign form to the client automatically?
No. WebRun identifies which clients are missing a signed form and alerts the team in Slack, but a staff member must log into DocuSign and resend the envelope. No document is sent to a client without a human action.
How does it match a DocuSign envelope to a specific appointment?
WebRun matches on the client's name and email address. As long as the email used in the appointment sheet matches the one the DocuSign envelope was addressed to, the match is reliable.
How far ahead does it check for missing consent forms?
By default it checks appointments in the next five days, giving the team enough lead time to chase a signature before the session. You can adjust the window when you set up the workflow.
Related templates
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