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GDPR Tools

Client asks for their data or wants to be forgotten? You can handle it without calling a solicitor. Marketing consent is tracked per channel, anonymisation removes the personal stuff while keeping your financial records intact, and you can prove who opted in to what.

Key Benefits

  • Marketing consent by channel. Email, SMS, and WhatsApp are each tracked separately, and all default to off until the client says yes, with no pre-ticked boxes.
  • Customer self-service. Send a link or show a QR code at checkout, the client updates their own details and preferences, and you get an audit trail showing they made the changes.
  • Anonymisation that keeps the books straight. Remove name, email, phone, and address, everything personal, while transaction history stays intact for your accountant and the record shows "Deleted Customer" instead.
  • Staff data handled too. Former employees can request their data removed through the same process, with personal details gone and payroll records preserved as "Former Staff Member".

Learn More

Read the documentation to get the most out of this feature.

Part of Protect & Manage

Skin tests, rostering, leave, commission, payroll, GDPR. Everything you need to stay compliant and pay your team properly.

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See it in action

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