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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, WhatsApp — each tracked separately. All default to off until the client says yes. No pre-ticked boxes.
  • Customer self-service. Send a link or show a QR code at checkout. Client updates their own details and preferences. You get an audit trail showing they made the changes.
  • Anonymisation that keeps the books straight. Remove name, email, phone, address — everything personal. Transaction history stays intact for your accountant. The record shows "Deleted Customer" instead.
  • Staff data handled too. Former employees can request their data removed. Same process: personal details gone, 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. Your back office sorted.

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See it in action

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