Guests can fill Guest and service forms in the following ways:

Membership forms can be filled out from:

Email link

If the front-desk staff has booked an appointment for you over the phone or if you have booked an appointment through the Webstore, you will receive an email with a link that will take you to all the required forms for the appointment. You can click the link to the form, and then sign in with your credentials to access the guest intake form and the required service forms for the appointment.

Webstore

If you booked your appointment through Webstore, you can fill forms from:

  • Booking confirmation page

  • Email link

  • Webstore profile

Booking confirmation page

In Webstore, after you confirm booking, you are redirected to the booking confirmation page. On this page, you can click the Fill Forms button to complete the forms that are required for all the services in your appointment.

Email link

You will also receive an appointment confirmation email with a link that will take you to the forms for the appointment.

Webstore profile

To fill forms in Webstore for an upcoming appointment, log in, and then :

  1. Click Appointments.

  2. Click Upcoming Appointments.

  3. Next to the appointment, click Fill Forms.

    The Fill Forms page opens with the following details:

    • Appointment date and time

    • All the relevant forms in a pane on the left.

    • The status of each form under the form title

    • Services associated to the form below the status.

  4. After completing each form, click Submit and Fill Next.

  5. After you complete all the forms, click Submit.

Consumer Mobile App

  1. To fill the guest intake and service forms in CMA, log in to the Consumer Mobile App.

  2. Tap the hamburger icon on the top left to open the menu.

  3. Tap Appointments.

    The Upcoming and Past appointment tabs appear.

    The Upcoming appointments tab displays a list of all the upcoming appointments. In the upcoming appointments, below the center location, all the forms that are to be filled for the particular appointment will be listed.

  4. Tap Form submission required

  5. The Forms page appear. Complete all the forms listed on this page.

Zenoti Mobile App

To fill the guest form for a service in ZMA:

  1. Log in to Zenoti Mobile.

  2. Tap Appointments from the Zenoti Mobile menu.

  3. Select a service.

    The Appointment details screen shows the guest form with an orange triangle with Not filled status indicating that the form is incomplete for a service.

  4. Tap the guest form.

    The form opens with two tabs. The Guest Details and the name of a guest form (such as the Guest Intake or the service-related form).

  5. Tap the ‘Lock’ icon on the top right corner of the screen.

    The Guest mode is turned on.

    Note: Enable this lock before handing over the device to the guest so that they can fill the form. This lock ensures that guests cannot access anything apart from the intake form in the app.

  6. Expand each form.

  7. Ensure the guest fills the details in the form as per requirement.

  8. Tap Submit.
    A submit message appears on the Appointment details screen.

    Note: If you minimize or toggle the screen, an alert message appears prompting you to submit or save the changes to avoid loss of data.

    The submitted form displays the date of submission.

Kiosk

To fill the guest intake and service forms at a kiosk:

  1. Open the Kiosk home page.

    Note: You can open the Kiosk home page by navigating to the URL or tapping Kiosk in the settings of Zenoti Mobile (iOS).

    Kiosk home page opens and shows a list of all the guests and their position in the queue.

  2. Click the name of the guest.

    The phone number confirmation pop-up appears.

  3. Enter the last 4 digits of your phone number to check-in.

  4. Click Submit.

    The forms page opens.

    Note: The forms page appears only if the selected service has a form associated, and requires a consent from the guest. Otherwise, the guest will continue the booking process without seeing this page.

  5. Select the form or forms and fill them accordingly.

  6. Click Check-in.

    You are Checked-In pop-up message appears.

  7. Click OK.

    The Kiosk home page appears again indicating your position in the queue.

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