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

To edit forms

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

2. Locate and select the form.

3. Make edits and tap Save.

4. To submit the form, tap 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.

With appropriate permissions you can perform the following steps to unlock forms:

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 screen, tap the Forms Unified View tab.

2. Locate and select the form.

3. From the top right-hand corner, tap the Unlock icon.
The Need authorization to unlock this form dialog box appears.

4. Enter your credentials and click OK.
The form is unlocked for you to edit.

Did this answer your question?