Digital Forms
Change piles of paper into time-saving digital forms
Your clients come to you for care and pampering -- not to fill out paperwork. Now, they can complete digital forms on their time, before arriving at your door. Less time waiting before service, less work for your front desk. Digital forms are streamlined and secure, with customizable options ready to go.
Growth software that nearly 30,000 businesses trust
Beauty and wellness businesses love Zenoti. 1,000+ reviews and counting.
Appointment booking software that does so much more
Make appointment scheduling a breeze
Pre-fill options and built-in logic make digital form submission super quick and easy for your customers. Smart and simple online forms ensure that your guests complete the booking process without leaving halfway through.
Auto approve or reject appointments
Automatically approve/reject each booking request based on client responses recorded via digital forms. Reduce the manual effort involved in reviewing booking requests and deliver a seamless guest experience.
Maintain form versions without messing up
Our robust version maintenance ensures that your form modifications never overwrite past versions. This helps you retain the whole guest information without botching the records.
The digital approach to better client care
Zenoti streamlines your workflow and removes the hurdles that can get in the way of a smooth client experience.
"Our migration to digital forms has significantly helped our team handle the 5,000+ patient forms we collect each month. Managing and organizing forms is now completely automated, saving us time and money. We love that our service forms are now 100% completed online... Zenoti has helped us run every aspect of our business smarter and easier."
Take the stress out of staff management
Streamline scheduling
- A drag-and-drop interface means quick scheduling based on staff availability.
- Easily manage leave requests and time off for staff.
- Automate guest appointment reminders to reduce no-shows.
Make payroll effortless
- Track staff hours, tips, and commissions accurately.
- Generate payroll reports automatically.
- Integrate with payroll applications like ADP RUN and accounting software applications like QuickBooks Online and XERO.
Simplify performance management
- Set clear goals and track individual and team performance.
- Provide real-time feedback and performance reviews.
- Identify training opportunities for staff development
What a customizable booking widget can do
Customize digital forms based on your needs - and your clients'
Choose the right digital forms for your business and configure them to meet your needs. You can select the form fields that make sense for your clients, saving them time and giving you information based on services, preferences, demographics, and more.
Ready-made forms, ready for your business
Whatever your unique business process needs, we have your specific digital forms. Zenoti has a variety of pre-designed digital forms for client intake, consultation, consent agreement, service history, and much more.
Central storage for all digital forms, organized per client
All forms from a single client or patient are stored and saved together, making it easy for staff to access corresponding records for the same person. Forms are organized based on each step of the client interaction; they can be completed together or at different times.
Safe, secure, HIPAA-compliant
Zenoti stores all digital forms securely and in compliance with HIPAA regulations. Role-based permissions restrict access to only the right staff at your business. To ensure optimal safety, geofencing prevents employees and outsiders from tampering with your records.
Streamline staffing with a centralized employee database
Create and manage employee profiles from your head office, track your team's skills and strengths, and create custom permission levels that help you manage what team members see.
Access vital information quickly
Create and manage employee profiles from your head office, track your team's skills and strengths, and create custom permission levels that help you manage what team members see.
Provide transparent performance data
Identify and reward top performers by choosing from employee management solutions that support the tracking of key performance metrics. Gather employee reviews and identify additional training needs. Motivate your staff through non-biased performance management.
Create a collaborative environment
Want to ensure employee communication is easy at every location? Take advantage of quick message notifications that drive knowledge sharing and make your whole team more efficient with staff management software.
Save time and resources
Create and manage employee profiles from your head office, track your team's skills and strengths, and create custom permission levels that help you manage what team members see.
Streamline payroll and minimize errors
Create and manage employee profiles from your head office, track your team's skills and strengths, and create custom permission levels that help you manage what team members see.
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Improve staff communication
Create and manage employee profiles from your head office, track your team's skills and strengths, and create custom permission levels that help you manage what team members see.
Your team takes charge of their performance
Create and manage employee profiles from your head office, track your team's skills and strengths, and create custom permission levels that help you manage what team members see.
Customizable, compatible, flexible
Zenoti digital forms work on just about every device including desktops, laptops, smartphones, iPads, and other tablets. With ease of access, patients can fill out forms at their convenience, wherever they are.
- Compatible with all operating systems
- Customizable number and nature of questions to suit your business
- Features auto-populated fields for easier, faster submission
Why choose Zenoti POS
As an all-in-one solution trusted worldwide, Zenoti POS ensures faster, seamless check-in and checkout for your customers. Its user-friendly interface simplifies invoicing and payments, reducing the need for extensive staff training.
Zenoti POS is also a revenue booster, integrating smoothly with your operations and eliminating errors. It provides real-time sales insights and detailed reports, ensuring efficient management of your business.
From managing loyalty rewards to inventory control, Zenoti POS handles it all, saving you valuable time and effort. Zenoti POS offers a secure, comprehensive point-of-sale solution.
How Zenoti POS benefits your business
Trusted by salons, spas, medical spas, and fitness centers around the world, Zenoti POS streamlines tasks like invoicing, inventory management, and automatic reconciliation. Impress your clients with fast, efficient service and enjoy control over your inventory across all locations.
Save time, reduce errors, and foster business growth with Zenoti POS.
A digital experience that saves time and paper
Forms that are completed before appointments can cut down on wait time, eliminate paper waste, and allow your staff to deliver the best treatment and experience to your guests.
*Tips payout feature is available only in US
forms required per client on average
potential monthly savings eliminating monthly forms
“Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur Quis autem vel eum iure nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia”
Brendon Mann
Director, Epic Hair Designs
“Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur Quis autem vel eum iure nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia”
Brendon Mann
Director, Epic Hair Designs
“Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur Quis autem vel eum iure nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia”
Brendon Mann
Director, Epic Hair Designs
“Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur Quis autem vel eum iure nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia”
Brendon Mann
Director, Epic Hair Designs
“Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur Quis autem vel eum iure nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia”
Brendon Mann
Director, Epic Hair Designs
“Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur Quis autem vel eum iure nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia”
Brendon Mann
Director, Epic Hair Designs
"Boardroom is growing. Meeting inevitable growth challenges in today’s world means an advanced technological solution capable of simplifying the complex. Zenoti does just that. It’s designed for enterprise-level salons like ours, so we know we’ve found the technology partner we need as we continue to grow."
Bruce Schultz
CEO, Boardroom Styling Lounge
"So we chose to go with Zenoti because of the features that it has. The elevated guest experience that I find that our clients are loving is the ability with the mobile app to book appointments online 24/7. It was wonderful with Zenoti being able to get a branded Katrina's Skinworks app. The fact that it's completely integrated with the system has just made my life and the life of our clients so much easier."
Katrina Gilligan
Owner, Katrinas Skin Works
"Opening a new business can be scary but the support of the Zenoti team has been significant in launching our med spa. Online instant support assists with any immediate inquiries I may have along with [a dedicated] Senior Customer Success Manager meeting with me to discuss any features or additional questions I may have, which ensures the workflow our our office remains consistent and steady."
Ashley Bajorek
Owner, Élan Med Spa
"This is a really convenient booking platform. It's equipped with so many features. The 24 hour support team is so helpful and always provides some type of solution/answer to help guide me in understanding how to get the most out of Zenoti and help our business grow."
Lyndsey Ancheta
Owner, Cinta Aveda Institute
"ezConnect relieved the technological burden by integrating a patchwork of systems that we had put together. It enabled our team members to engage with our patients more proactively and communicate with them in real-time, increasing the connection rate, guest satisfaction, and show rates."
James Raysbrook
COO, Sono Bello
"ezPulse has given us the ability to see how our teams are performing in live time and to compare to previous periods of time. Having the information right at our fingertips rather than running reports has allowed us to make decisions quickly and therefore has improved our business. It’s how an integral part of our team monitoring and performance- staff love it too! The app is continually being improved upon our feedback so it’s only getting better!"
Teresa Malik
Director, Lovoir Beauty
"Seeing those additional overnight bookings is huge for us. It's being able to cast a wider net for our clients and fill that schedule as quickly as possible.If you want to be more present and up your customer service, SmartBot's a great way to do it."
Bridget Adamson
Training & Development Manager, Shobha Salon
"We love ezConnect’s robust texting capability and access to guests’ full conversation history. It’s beenvery valuable in managing cancellations and no-shows, and the automated responses outside of business hours have been a great touch point for our guests."
Nicole Acosta
Technology Specialist, VIO Med Spa
A single software solution for all your business needs
Here are a few ways our technology platform helps today's top-performing beauty and wellness brands.
Frequently Asked Questions
Is my guest data safe with digital forms?
Zenoti Digital forms are completely safe and secure. HIPAA compliant, once filled these forms save the data accurately with limited role-based editing rights. To cite a few examples, aside from clients no other person has rights to edit and update communication and payment details. Similarly, service update editing rights are giving only to the providers. The limited editing rights ensures that much of the data cannot be compromised or tampered with. Further, through geo-fencing, employee can access the guest data within the salon and spa premises. Thus, the data is kept completely safe and secure from both inside stake holders such as employees and outside stake holders such as other spas and salons.
Are the Zenoti Digital forms customizable?
Zenoti Digital forms are completely customizable to meet the dynamics of your business model. Zenoti Digital forms come with a variety of pre-designed formats and purposes based on the process requirements. To cite a few examples of the different types of forms that are available: customer intake, consultation, consent agreement, treatment history etc. Based on the purpose at each step the forms can be easily filled either all at once or at different times. All forms associated with one client ID are saved together such that the records can be easily accessed by the staff. In order to ensure complete data security, the access of data is role based and only relevant information is shared with the stakeholders.
How can clients fill out the Digital Forms?
Digital forms are designed keeping the client’s convenience in mind. Designed to work on all sorts of devices such as desktop, laptop, tablets, pads, and phones the digital forms can be filled anytime anywhere. These forms are further customized to work on various operating systems such as Windows, Linux, Apple, and Android. Based on the nature of your business the forms can have as minimum and maximum number of questions that you would like the clients to fill in. The forms are enabled to accurately auto populate information such as name, email, based on the client’s personal device email login and expedite the process for the clients.
How can digital forms help my med spa business?
Digital forms are the first step towards in conducting truly digitized operations. There are multiple purposes of adopting digital forms. On one hand the clients get a quicker and smoother experience, on the other hand for med spas crucial patient information ranging from contact details to clinical history is all compiled and stored in one place. By ensuring that the data is accurately archived with complete details, the system ensures that there is no incorrect information that is being shared with the process stakeholders such as consultants, technicians, etc. Moreover, the value-able data garnered through digital forms helps vastly contribute towards planning of marketing campaigns, which have much higher acceptability rate with the guests.
