- Zenoti Help
- Appointments
- Manage guest experience
- Manage guests
- View service forms related to a guest
View service forms related to a guest
The Forms tab of the Guest Details page is the hub for all guest forms, service or tag forms, treatment plans, medical charts, treatment notes, subjective, objective, assessment, and plan (SOAP) notes, and consent forms the guest submits for different services that they book. Providers can use the information from the forms to make informed decisions on the guest’s treatment.
Note
Your organization can rename the Forms tab of Guest profile. For example, if your organization is using this tab to show treatment-related information, then you can rename the tab as ‘Treatment plan'.
On the Forms tab, you'll first find Guest forms, followed by Service forms. You can also filter, search, view history, send emails, and access form logs.
Edit forms
From the guest profile, go to the Forms tab.
Locate the service and click the View Form icon.
Note
You can also click the Expand to view forms icon to view the list of specific forms, and then click the View Form icon.
Edit the form. Only employees with appropriate role permission can edit forms.
To save the form, click Save. To submit the form, click Submit and close
Other actions from the Forms tab
Action | Perform these steps |
View form log | Click the View Log icon. |
Unlock forms |
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View form status and appointment status | To view the completion status of each form, click the Expand to view forms icon. |
Send email reminding guest to complete a form | Next to the View Form icon of the forms with the Not Filled or Expired status, click the Send email link icon. |
Forms for Deleted, No Show, Cancelled, and Void appointments are generally blank; this is confusing to providers. To avoid this, only the forms that have Open and Closedappointment statuses are selected by default as these usually have information filled-out by guests.