Digital Forms

Everything you need to know about custom HTML forms in Zenoti

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

Upload a Service, Guest, or a Tag Custom Digital Form

Learn how to add a custom HTML form (such as service, guest, or a tag) to associate a service, membership, package, or guest profile
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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

Custom Forms Validity: Overview

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

Prevent Unauthorized Access to Guest Custom Data Form

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

Prevent Unauthorized Access to Service Custom Data Form

Use this setting to allow guests to log in before they can edit or view the Service Custom Data form
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Edit Forms

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

Permissions to Lock Form Editing

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

Enable Permission to Unlock Forms

Learn how to enable permission to unlock forms
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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
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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

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
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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
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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.
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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
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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
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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
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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)
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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
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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
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Written by Jishnu Ramakrishnan
Updated over a week ago

What are the different ways a guest can fill the forms?

Learn about the different ways a guest can fill custom digital forms
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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
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Written by Jishnu Ramakrishnan
Updated over a week ago