Your organization may need your guests to sign certain forms while buying a service, package or membership. Zenoti allows you to build, add, associate, and enable different custom forms such as a service form, guest form, treatment form, and consent form to get required information or consent from a guest.

Using Zenoti, you can manage and use the custom forms to: 

Upload or Add an HTML Form

Zenoti allows you to upload the following HTML forms: 

  • Service Form: Used to take guest consent or provide your guest with information specific to a service.  
  • Guest Form: Used to take the guest data when a guest visits you for the first time. 
  • Tags: These are the forms that you can assign to a group of services. 
  • Memberships: Used to capture a guest’s signature either offline or online after you sell a membership to a guest.
  • Packages: Used to capture required details in these forms.  You can assign this form to a group of services as part of a package.

To upload an HTML form for Service

  1. At the organization level, navigate to Admin > Custom Fields > Custom Forms.
    The Custom Forms page appears.
  2. Click Add.
    The Create Custom Form page appears.

  3. Complete the following fields:

  • Name: Enter a name for the form. Example: Spa Service - Guest Form.
  • Code: Enter a code for the form. Example: Ann 02 
  • Description:  Enter a description. This is an optional field.
  • Assigned To: To associate the HTML form with services, select the Service option.
  • Type: Select V2 Form HTML to upload an HTML form.  
  • Enable for Review: Select this checkbox to allow your providers or guests to fill the form.
    Hint: You can select this option if a provider wants to review certain legally binding forms related to a patient. 
  • Make this form read-only for guests(Webstore,CMA): Select this checkbox to make the form read-only for your guests in the Webstore and Customer Mobile Application.
    Only providers can fill the form.
  • Load this form with data from previous visit: Select this checkbox to automatically upload the data which your guest or provider has already filled in the form. Your guests or providers need not fill the form data again when the same service is taken by the guest. 
  • Validity: Select one of the options:
         - Applicable for single visit
    : This option is selected by default. If left
           unchanged, the form is valid for a single visit and the guest must fill the form
           for every visit.
         - Expires after: Enter the number of days the form must remain valid after it's
           first filled. For example, if you have entered 60 in this field and the guest fills
           the form on August 1st, then the form is valid till September 29th only.
         - Expires on: Enter a date on which the form must expire irrespective of when it
           was first filled. For example, if you select December 15th as the expiry date
           and the guest has filled the form on December 14th, then the form is valid
           only till December 15th. The guest must fill the form again in the next visit.
    Note: When a form reaches its expiry date, the information available in the form is reset and you must fill the information again.
    If no expiry date is set, Zenoti continues to display the information for each visit. 
  • Active: This option is selected by default and means that the form can be associated with either services or guest profiles.
    Clear the checkbox if you do not wish to make the form active.

  4. Click Next.
      A text area appears where you can enter your HTML.
      You can use the available macros to add variable values to the body of the form.
  5. (Optional) Click Preview to view your form before saving the changes.
       This allows you to view your form with multiple fields in one single screen

  6. Add your HTML to the text area and click Save.
      You have successfully uploaded your service form.
      You can now associate the uploaded form with services.

To upload an HTML form to access it from Guest Profiles

  1. At the organization level, navigate to Admin > Custom Fields > Custom Forms.
    The Manage Custom Forms page opens.
  2. Click Add.
    The Create New Form page appears.

   3. Complete the following fields:

  • Name: Enter a name for the form. Example: Guest Consent Form.
  • Code: Enter a code for the form. Example: GC_FM. 
  • Description: Enter a description. This is an optional field.
  • Assigned To: To associate the HTML form with guest profiles, select the Guest option.
  • Make this form read-only for guests (Webstore,CMA): Select this checkbox to make the form read-only for your guests in the Webstore and Customer Mobile Application.
    Only providers can fill the form.

   4. Click Next.
       A text area appears where you can enter your HTML.
       You can use the available macros to add variable values to the body of the form.
   5. (Optional) Click Preview to view your form before saving the changes.
       This allows you to view your form with multiple fields in one single screen.

   6. Add your HTML to the text area and click Save.
       You have successfully uploaded your guest form. This form will now be accessible
        from any guest profile.  

To upload an HTML custom form for Tags

  1. At the organization level, navigate to Admin > Custom Fields > Custom Forms.
    The Custom Forms page appears.
  2. Click Add.
    The Create Custom Form page appears.

   3. Complete the following fields for the custom form:

  • Name: Enter a name for the form. Example: Health Form - Tag.
  • Code: Enter a code for the form. Example: HFT 
  • Description: Enter a description. This is an optional field.
  • Assigned To: To assign HTML custom form to a service, select the Tags option.
  • Type: Select V2 Form HTML to upload an HTML custom form.  
  • Enable for Review: Select this checkbox to allow your guests to fill the form.
  • Make this form read-only for guests (Webstore,CMA): Select this checkbox to make the form read-only for your guests in the Webstore and Customer Mobile Application.
    Only providers can fill the form.
  • Load this form with data from previous visit: Select this checkbox to automatically upload the data which your guest or provider has already filled in the form. Your guests or providers need not fill the form data again when the same service is taken by the guest.
  • Validity: Select one of the options:
       - Applicable for single visit: This option is selected by default. If left unchanged,
         the form is valid for a single visit and the guest must fill the form for every visit.
       - Expires after: Enter a number of days the form must remain valid after it's first
         filled. For example, if you have entered 60 in this field and the guest fills the
         form on August 1st, then the form is valid till September 29th only.
       - Expires on: Enter a date on which the form must expire irrespective of when it
         was first filled. For example, if you select December 15th as the expiry date and
         the guest has filled the form on December 14th, then the form is valid only till
         December 15th. The guest must fill the form again during the next visit.
  • Active: This option is selected by default and means that the form is active to be assigned to a service.
    Clear the checkbox if you do not wish to make the form active.

   4. Click Next.
       A text area appears where you can enter your HTML.
       You can use the available macros to add variable values to the body of the form.
   5. (Optional) Click Preview to view your form before saving the changes.
       This allows you to view your form with multiple fields in one single screen.

       6. Add your HTML to the text area and click Save.
      You have successfully uploaded the custom form for tag.
      You can now assign the uploaded form to a tag of type service, and
       assign the tag to a group of services

To upload an HTML custom form for Memberships

  1. At the organization level, navigate to Admin > Custom Fields > Custom Forms. The Custom Forms page appears.
  2. Click Add.
    The Create Custom Form page appears.

3. Complete the following fields for the custom form:

  • Name: Enter a name for the form. Example: Membership Form - Signature.
  • Code: Enter a code for the form. Example, MFS
  • Description: Enter a description. This is an optional field.
  • Assigned To: To assign HTML custom form to a service, select the Memberships option.
  • Select one of the options:  
    - Offline: If you select Offline, the form must be printed and you need to get the guest’s signature on the hardcopy.  
    - Online: This option is selected by default. When Online is selected, Zenoti enables a digital form, using which you can capture a guest’s signature. You can either mail this form to your guest or capture it using Zenoti Mobile. 
  • Active: This option is selected by default and means that the form is active to be assigned to a service. Clear the checkbox if you do not wish to make the form active.

 4. Click Next.
     A text box appears where you can enter your HTML.
     You can use the available macros to add variable values to the body of the form.
5. (Optional) Click Preview to view your form before saving the changes.
      This allows you to view your form with multiple fields in one single screen.  

6. Add your HTML to the text area and click Save.
     You have successfully uploaded the custom form for memberships. This form will
     be accessible from any guest profile and can be submitted on web or using Zenoti
     Mobile.

To upload an HTML custom form for Packages

  1. At the organization level, navigate to Admin > Custom Fields > Custom Forms.
    The Custom Forms page appears.
  2. Click Add.
    The Create Custom Form page appears.

3. Complete the following fields for the custom form:

  • Name: Enter a name for the form. Example: Day Package Form.
  • Code: Enter a code for the form. Example, DPF
  • Description: Enter a description. This is an optional field.
  • Assigned To: To assign HTML custom form to a service, select the Packages option.
  • Active: This option is selected by default and means that the form is active to be assigned to a service. Clear the checkbox if you do not wish to make the form active.

 4. Click Next.
     A text area appears where you can enter your HTML.
5. (Optional) Click Preview to view your form before saving the changes.
     This allows you to view your form with multiple fields in one single screen.  

6. Add your HTML to the text area and click Save.

      You have successfully uploaded the custom form for packages. To learn how to associate these forms: Associate Forms to a Custom Package Template.

See Also

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