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Treatment Digital Forms Workflows
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Managing Digital Forms for Treatments in Zenoti
Step 1: Understand Form Behavior After Migration
Step 2: Open a Guest Intake Form
Step 3: Lock the Screen Before Handing the Device to the Guest
Step 4: Have the Guest Complete and Submit the Intake Form
Step 5: Open and Lock a Treatment Consent Form
Step 6: Have the Guest Submit the Consent Form
Step 7: View Past Appointment Forms from the Service Screen
Step 8: Use the Past Form Icon to Access Additional Historical Forms
Step 9: Open and Partially Complete a Treatment Record Form
Step 10: Understand Shared Forms Across Multiple Services
Step 11: Add a New Form On the Fly
Step 12: View Historical Forms and Documents from the Guest Profile
