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. 

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: Botox Consent Form.
  • Code: Enter a short code for the form. Example, BC_F 
  • 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.
  • 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.
  • 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.
  5. 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 short code for the form. Example: GC_FM. 
  • 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.
   5. 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: Botox Consent Form.
  • Code: Enter a short code for the form. Example, BC_F 
  • 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.
  • 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.

   6. Click Next.
       A text area appears where you can enter your HTML.
   7. 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

See Also

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