After selling a membership, the membership form must be filled and submitted by the guest at the front desk. Depending on the format (online or offline) of the membership form you created, you can capture the guest’s details and signature. To learn how to configure these forms, read: Membership Forms: An Overview

  • Offline form: You need to print the offline form and have the guest fill and sign the form.

  • Online form: You can capture the guest’s details and signature, and submit the membership form using the web and Zenoti Mobile.

To submit an online membership form

You must enable the setting at the center level to be able to access and submit the online form using the web and Zenoti Mobile.

Settings to Enable the Online Digital Form Submission

At the center level, ensure that the Enable digital submission of forms for memberships setting is enabled (Admin > Centers > Manage centers > Center > Settings tab > Membership section) for the form to be accessible using Zenoti Mobile and web.

Using the web

1. Open the Guest's Profile page.
The Guest Details page appears.
2. Go to the Memberships tab.
The tab displays a list of all the memberships purchased by the guest.
3. Click View under Form, against a membership.

The Membership Forms window appears. You can see the form associated with
the membership, its type, status of form submission, date of form submission, and
action to be performed for the form.
4. Click View.

The form appears.
5. Enter the required details in the fields.
6. Capture the guest’s signature in the text box under Signature.
7. Click Submit. The form is submitted.
Note: Once the form is submitted, you cannot make any edits.

Previous step: Associate the custom form with a Membership

See Also

Membership Forms: An Overview
Build an HTML Form

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