Only employees with appropriate role permission can edit forms. In Zenoti, you can view and edit the guest or service forms from the Guest Profile page.

To edit forms

1. On the Guest Profile page, click the Forms Unified View tab.

2. Locate the form and click the View Form icon.

The form opens.

3. Edit the form.

4. To save the form, click Save.

5. To submit the form, click Submit and close.

Important: Based on your business setup, you may come across forms that are locked; this is indicated with a lock icon on the top right-hand corner of the form.

To know how to enable appropriate permission to unlock forms, read: Permission to Unlock Forms.

After appropriate permission is enabled you can perform the following steps to unlock forms:

To unlock forms

1. On the Guest Profile page, click the Forms Unified View tab.

2. Locate the form and click the View Form icon.

The form opens.

3. Click the lock icon on the top right-hand corner.

The Need authorization to unlock this form dialog box appears.

4. Enter your credentials and click OK.

The form is unlocked for editing.

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