Depending on your business, you can associate multiple forms with a service. The guests must fill these forms each time they visit to take a service.
For example: For a Botox service, let’s say your guests are required to fill two forms; one during their first-time visit to take the service and the other during their subsequent visits. In Zenoti, you can set up different forms and associate these forms with a service.
In addition to associating the service forms, you can also assign tag forms to a service. When you assign a tag to a service, the assigned custom form is applicable each time your guest takes the service.
Note: You can assign up to three tags per service. To learn how to assign tags, read: Assign a Tag to Multiple Services: Overview.
To assign different forms
1. At the organization level, navigate to Admin > Resources > Services.
2. Click Add to create a new service or click an existing service from the list to edit its
3. Do one of the following:
- If you are adding a new service: Follow the steps in Create a New Service until you reach the Custom section.
- If you are editing an existing service, locate the service and click the Custom tab.
4. From the Do you require a service-level form? drop-down list, select Different forms.
5. Do the following:
a. From the First visit drop-down list, select a custom form.
This is the first visit form that the guests must fill when they visit for the first time
to take the service.
b. From the Subsequent visits drop-down list, select a custom form. This form is
filled by your guests when they visit again to continue the procedure for the
service. These subsequent visits are part of the service and the guests are
required to fill necessary information.
For example, you have set up two visits for a Botox service for your business.
The first visit requires the guest to fill health information in the first-visit form. The second visit requires to record any post-procedural observation and consent
from the guest.
c. To include the form link in the email in the Appointment Confirmation and
Appointment Reminder notifications, click the Allow emailing of form link
Important: If you do not select the checkbox, the form link is not added to the
notifications and your guest won’t be able to access the form from their email.
d. (Optional) To associate a tag form with the service, click the edit icon in Select a
Tag Form 1 and perform the following steps in the Tag Form Center Association
e. Click Save.
The tag form is associated with the service
Note: If you want to add more tag forms, click the edit icon for Select a Tag Form 2 and Select a Tag Form 3, and perform steps i to iv.
6. Click Save.
The form is associated with a service.