Guests who have taken many services from your business will have a lot of forms listed in the Forms Unified View tab.

Note: Depending on your business need, you can rename the Forms Unified View tab of Guest profile. For example, if you are using this tab to show treatment related information then, you can enter ‘Treatment plan’ as the name of the tab.

Providers can at times find it difficult to go through the list of forms to find the relevant ones. To find a relevant form, you can access the Forms Unified View tab and use the search option in the following ways:

  • To search for forms by form name, in the Search box, enter the form name, and then click Search.

    Zenoti displays the appropriate forms.

  • To search for forms by service name, in the Search box, enter the service name, and then click Search.

    Zenoti displays the forms for the service.

  • To search for all forms for the services that the guest booked in a date range, in the From and To boxes, select the relevant dates, and then click the Search.
    Zenoti displays all the forms that the guest filled during the selected dates.

  • To filter forms using form status, select the relevant status the Form Status drop-down list, and then click Search.

    Zenoti displays all the forms with the selected form status.

  • To filter forms using the appointment status, select the relevant statuses from the Appointment Status drop-down list. Click Search. Zenoti displays all the forms with the selected appointment statuses.

  • Note:

    • 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 Closed appointment statuses are selected by default as these usually have information filled-out by guests.

    • Forms for deleted, no show, cancelled and void appointments are discarded by default. To retain forms for Deleted, No Show, Cancelled, and Void appointments, you must select the relevant appointment statuses in the organization settings.

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