Digital Forms

Everything you need to know about custom HTML forms in Zenoti

Sagar Garuda avatar Urmilla Chandran avatar Vinay Antony Payyapilly avatar +1
56 articles in this collection
Written by Sagar Garuda, Urmilla Chandran, Vinay Antony Payyapilly and 1 other
Manager/Admin Actions

Upload a Custom Digital Form: Overview

Learn how to add a custom service, guest, tag, membership, packages, or loyalty form
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Upload the Guest Form

Learn how to upload the guest custom data HTML form
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Upload a Custom Service Form

Learn how to add or upload an HTML service form to associate with a service
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Upload Additional Forms for a Service

Learn how to upload additional forms that can be associated to a service
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Upload a Package Form

Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Membership Forms: An Overview

Learn how you can create a custom membership form, associate it with a membership, and use it to capture details and signature of a guest
Vinay Antony Payyapilly avatar
Written by Vinay Antony Payyapilly
Updated over a week ago

Upload the Loyalty Form

Learn how to upload the loyalty form for your loyalty program
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Building a Digital Form

The essentials required to create a basic HTML form that you can upload to Zenoti
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Validate the HTML Code in Forms

Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

View the Version History of a Form

Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Custom Forms Validity: Overview

Learn about the form (both service and tag) validity period
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Associate HTML Forms with a Service

Learn how to assign digital forms (medical charts, treatment notes, SOAP notes, consent, chart) with a service
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Associate Same Form for Each Visit

Learn how to associate same form which the guest must fill when they visit for a service
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Associate Different Forms for a Service

Learn how to associate different forms and tag forms for a service
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Assign a Tag to Multiple Services: Overview

Learn how to assign custom forms to a group of services using tags
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Retain the Relevant Data from Previous Version of a Form

Learn how to copy the details from the old version of a form to the new one
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Retain Forms for Deleted, Cancelled, and No-Show Appointments

Learn how to retain or discard blank forms for void, cancelled, deleted, and no-show appointments
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Allow Only Signed in Users to Access Guest Form Online

Use this setting to force guests to log in before they can edit or view Guest form
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Allow Only Signed In Guests to Access Service and Tag Forms Online

Use this setting to force guests to log in before they can edit or view a service or tag form
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Allow Only Signed in Users to Access Loyalty Form Online

Learn how to ensure that only singed-in users can access the loyalty form
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Edit Forms

Learn how to edit guest or service forms from the Guest Profile page
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Permissions to Lock Form Editing

Learn how to restrict the editing of forms
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Enable Permission to Unlock Forms

Learn how to enable permission to unlock forms
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Export Guests List with Expired or Will Expire Forms

Learn how to export the list of guests whose custom forms have expired or will expire soon
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Associate Custom Form with a Membership

Learn how you can associate your custom membership form with a Membership
Vinay Antony Payyapilly avatar
Written by Vinay Antony Payyapilly
Updated over a week ago

Ensure the Guest Submits Membership Forms

Learn about the different Membership forms available that you can use to capture the guest's details and signature
Vinay Antony Payyapilly avatar
Written by Vinay Antony Payyapilly
Updated over a week ago

Macros to Customize Forms for Memberships

Learn how you can use macros to customize membership forms
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Associate Forms to a Custom Package Template

Associate forms that guests need to sign while buying packages
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago
FAQ

Digital Forms FAQ

Frequently Asked Questions on Custom HTML Forms in Zenoti
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

How do I Add an Image for Annotation to a Digital Form?

Learn how to upload an image to Zenoti Image Gallery and use it in a digital form to annotate an image.
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

How do I add a signature to the HTML form?

Learn how to add the code snippet for a signature block to the HTML form
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

How do I add my business logo to an HTML form?

Learn how to add your business logo to a digital form
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

How do I hide a section of a digital form?

Learn how to hide a section of a custom HTML form
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

How do I ensure that only therapists can fill out a form?

Learn how to make a form read-only for your guests in Webstore and Customer Mobile Application (CMA)
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

How do I check if a guest has filled in all the required forms for a service?

Learn how to check whether a guest has filled all the forms required for a service
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

How do I utilize digital forms data to build and drive target segments/marketing effort?

Learn how to use the data from HTML forms to create target segments and use it for targeted campaigns
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

From where can guests access and fill forms?

Learn about the different locations from where a guest can fill custom digital forms
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago

Tag Custom Forms: FAQ

FAQ related to unassigning or deleting a tag, assigning a form to a group of services, overriding a form, and the expiry dates for a form
Jishnu Ramakrishnan avatar
Written by Jishnu Ramakrishnan
Updated over a week ago