Your organization may need your guests to sign certain forms while buying a service, package or membership. Zenoti allows you to build, add, associate, and enable different custom forms such as a service form, guest form, treatment form, and consent form to get required information or consent from a guest.

Using Zenoti, you can manage and use the custom forms to:

When you add HTML to a form, the chances of errors are high. As HTML is not compiled, everything still works in a way, but it might not be the way that you want the form to work. HTML validator is a quick way to check for such errors.

To validate the HTML you have copied over

  1. At the organization level, click the Admin icon.

  2. Navigate to Custom Fields > Custom Forms.

  3. Click Add.

  4. Complete the following fields:

    • Name: Enter a name for the form. Example: Spa Service - Guest Form.

    • Code: Enter a code for the form. Example: Ann 02

    • Description: Enter a description. This is an optional field.

    • Assigned To: Select from Service, Guest, Tag, Memberships, Packages, and Loyalty.

    • Type: Select V2 Form HTML to upload an HTML form.

    • 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.

    Similarly, configure the other settings, such as Enable for review and Validity.

  5. Click Next.

    A text area appears where you can enter your HTML.

    You can use the available macros to add variable values to the body of the form.

  6. Add your HTML to the text area.

    (Optional) Click Preview to view your form before saving the changes.

    This allows you to view your form with multiple fields in one single screen.

  7. Click Save. The HTML validator validates the HTML code.

    If the validation fails, a banner appears on top.

  8. Click the banner.

    A pop-up appears, displaying the issues present in the HTML code.

  9. Make the changes accordingly, copy over the corrected HTML to the text area, and then click Save.

    You have successfully uploaded your digital form.

Did this answer your question?