Appointment Book

Everything you need to know about appointments, payment collection, invoices, and guest profiles

Sagar Garuda avatar Urmilla Chandran avatar Madhuri Kamarajugadda avatar +1
213 articles in this collection
Written by Sagar Garuda, Urmilla Chandran, Madhuri Kamarajugadda and 1 other
Get Started with the Appointment Book

Explore the New Appointment Book

Learn about the new and enhanced Appointment Book and what it has to offer
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

The Appointment Book's List View

Learn about the Appointment Book's list view and the tasks you can perform in it
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Switch Views in the Appointment Book

Learn the different ways you can view appointments in the Appointment Book
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Overview: Appointment Status

A description of the different appointment statuses in Zenoti's Appointment Book
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Standard Color Codes of the Appointment Book

Identify appointments by their status with Zenoti's default colors
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Custom Color Codes of the Appointment Book

Create a customized Appointment Book view by assigning custom colors to appointments
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Customize Colors for Appointment Categories

Learn how you can color-code appointment categories to identify and differentiate between appointments
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Customize Colors for Service Categories and Subcategories

Learn how you can color-code services to differentiate between booked services in your Appointment Book
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Assign a Default Color to Appointments

Learn how to customize the default color of appointments that do not belong to any category
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Assign Predefined Categories to New or Existing Appointments

Learn how to manually assign a predefined category to an appointment using the Appointment Info panel
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Toggle between Standard Color View and Custom Color View

Learn how to switch between the custom color view and standard color view of the Appointment Book
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

View Appointments of Another Center

Learn how to switch between centers from within the Appointment Book
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

View Appointments of Another Date

Learn how to change the date in the Appointment Book
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Check In and Check Out Employees

Learn how to clock in and clock out employees using the Appointment Book
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Launch the Point of Sale Window

Learn the different ways to open the Point of Sale (POS) window to collect payments from guests with or without an appointment
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Open the Point of Sale Window to Collect Payment for an Existing Appointment

Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Open the Point of Sale Window Without Creating an Appointment

Learn how to open the Point of Sale (POS) window to directly generate an invoice without creating an appointment from scratch
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Check Prices in the Appointment Book

Learn how to check prices of services, products, packages, and memberships from within the Appointment Book
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Decide the Order in which your Providers Appear on the Appointment Book

Set up the display/sort order for your therapists based on their name, job, schedule, booking value, or a custom configuration
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Open the Close Payments Window

Learn how to use the Appointment Book and the Register Closure report to open the Close Payments Window
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Sell a Product - Overview

Madhuri Kamarajugadda avatar
Written by Madhuri Kamarajugadda
Updated over a week ago

Sell a Product While Taking Payment for an Appointment

Madhuri Kamarajugadda avatar
Written by Madhuri Kamarajugadda
Updated over a week ago

Sell a Product Directly from Point of Sale (POS)

Madhuri Kamarajugadda avatar
Written by Madhuri Kamarajugadda
Updated over a week ago
Book and Manage Appointments

Create or Book an Appointment - Overview

Learn the different ways to create or book an appointment in Zenoti
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Book Services Using the Appointment Book

Learn how to book an appointment for services using the Appointment Book's context menu and Search box
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Book Services from the Point of Sale Window

Learn how to use the Point of Sale (POS) window to book an appointment for services
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Book a Day Package Using the Appointment Book

Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Book a Custom Package Using the Appointment Book

Learn how to use the Appointment Book to book services for a guest with custom packages
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Book a Custom Package from the Point of Sale Window

Learn how to use the Point of Sale (POS) window to book an appointment for a guest with custom packages
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Balance the Appointment Book using Booked%

Enable settings so that front desk can see the Booked Percentage of providers and assign new appointments to those with lesser workloads
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Create an Appointment for a Past Date

Learn how to enter a past appointment in Zenoti
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Book Future Appointments

Learn how to book appointments in advance
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Scan Boarding Pass to Book an Appointment

Learn how to scan your guest details from a boarding pass and book an appointment
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Written by Mythri Kukkala
Updated over a week ago

Book an Appointment Using the Booking Wizard: Overview

Learn why booking appointments using the Booking Wizard are faster and more accurate
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Book an Appointment or a Group Appointment Using the Appointment Book Wizard

Learn how to create an appointment for services or day packages using the booking wizard for a group of up to six guests
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Book Services for Couples

Learn how to book couple services from the Booking Wizard
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Book an Appointment with Time Gaps between Services using Booking Wizard

Learn how to book an individual, couple, or a group appointment, with time gaps between the services on a given day
Madhuri Kamarajugadda avatar
Written by Madhuri Kamarajugadda
Updated over a week ago

Create a Bulk Booking using the Appointment Book Wizard

Learn how to create a bulk booking for services or day packages for a group of more than six guests
Madhuri Kamarajugadda avatar
Written by Madhuri Kamarajugadda
Updated over a week ago

Book Surprise Visits

What do surprise visits mean? How to book surprise appointments for guests?
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Impacts of Marking Appointments as Surprise Visits

Learn what happens in the appointment log and phone follow-up screens and the impact on regular communication - notifications (SMS/mails)
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Book a Recurring Appointment

Learn how to book a repeating appointment for services that a guest takes periodically
Madhuri Kamarajugadda avatar
Written by Madhuri Kamarajugadda
Updated yesterday

Book Perpetually Recurring Appointments

Learn what standing appointments are, how they are different from regular recurring appointments, and how to book them
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Perpetually Recurring Appointments: Impact and Considerations

Learn how standing appointments work - understand the implications of editing or marking standing appointments as No Show or Canceled
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Book a Group Appointment

Learn how to book a group appointment for multiple guests
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

View All Services in a Group Appointment

Learn how to exclusively view all the services booked by multiple guests in a group appointment
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Book Multiple Services Simultaneously

Learn how to book an appointment for multiple services with the same therapist or different therapists
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Add Guests to the Waitlist

Learn how to avoid turning down guests by adding their appointment requests to the waitlist
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Book an Appointment from the Waitlist

Learn how to book an appointment for a waitlisted guest
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Change an Appointment's Status

Step-by-step instructions to change the status of an appointment
Sagar Garuda avatar
Written by Sagar Garuda
Updated in the last hour

View Appointment Log

Learn how to view a guest's appointment details
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Appointment Confirmations Received from SMS Reply

Madhuri Kamarajugadda avatar
Written by Madhuri Kamarajugadda
Updated over a week ago

Modify an Appointment

Learn how to reschedule appointments, add services, and change therapists
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Reschedule an Appointment for the Same Day

Learn how to move an appointment to a different time on the same day
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Reschedule an Appointment for a Later Date

Learn how to move an appointment to a later date both in the Day View and Week View
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Written by Mythri Kukkala
Updated over a week ago

Change the Therapist Assigned to an Appointment

Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Change an Appointment's Therapist Using the Drag-and-Drop Method

Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Reassign Appointments to a New Provider

Learn how to move appointments of an absent therapist to a new therapist
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Change an Appointment's Therapist Using the Appointment Info Panel

Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Add Services to an Appointment

Learn how to add services to an existing appointment
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Rebook an Appointment

Learn how to rebook an appointment for a future date
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Show Busy Time for Providers on the Appointment Book

Learn how the front desk can create (add) or modify block out time to manage bookings accurately and optimally
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Block Out Room Availability on the Appointment Book

Learn how the front desk can use Block Out Time Types to show unavailability of Rooms to manage bookings accurately
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Enable Booking and Voiding Past Appointments

Learn how to enable your organization to create a past appointment, move it, and clear its transaction data
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Void a Past Appointment

Learn how to clear the transaction data of a past appointment
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Reschedule Past Appointments

Learn how to move a past appointment to another date
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Lock and Unlock Appointments

Learn how you can restrict others from making modifications to an appointment or an appointment group
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Mark a Service as a Redo Service

Learn how to mark a redo service to process reversal of the initial service provider’s commission
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Add Guest Details in the Appointment Info Panel

Learn how to add a new guest or select an existing guest while creating an appointment
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Add a Guest's Details in the Point of Sale Window

Learn how to specify new and existing guest details in the Point of Sale (POS) window
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Add Services in the Appointment Info Panel

Learn how to add service details while creating an appointment
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Enable your Organization to Double-Book Therapists

Learn how to configure your Appointment Book to assign the same therapist to multiple services simultaneously
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Enable Auto-Suggest for Services

Learn how to enable your Appointment Book to automatically suggest service names while adding services to an appointment
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Reduce the Duration of Multiple Services

Learn how to shorten the overall duration of services booked together in the Appointment Book
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Assign Buddy Categories to Service Categories and Subcategories

Learn how to assign buddy categories to services with common segments to shorten their duration when booked together
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago
Manage Payments

Define Payment Types

Learn how to specify what payment options can be used across your organization
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Configure the Default Payment Method in the Point of Sale Window

Learn how to configure your preferred payment method as the default method to collect payments
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Enable Guests to Clear their Total Outstanding Amount in a Single Payment

Learn how to allow guests to clear all outstanding bills or balances in one go
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Enable Your Organization to Collect Tips

Learn how to ensure that your organization settings are enabled to collect tips in the Point of Sale window
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Set Up the Tips Percentage at Your Center

Learn how you can configure the percentage of tips to be collected and automatically suggested at your center
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Enable Centers to Split Tips between Service Providers

Learn how you can configure your center's settings to allow splitting of tips between service providers assigned to the same appointment
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Restrict Discounts in the Point of Sale Window

Learn how to restrict the front office from providing or adjusting discounts
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Disable the Discount field in the Point of Sale window

Learn how to restrict application of discounts in the Point of Sale (POS) window
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Enforce Authentication to Apply Discounts

Learn how to enforce a manager or owner's authentication while applying discounts in the Point of Sale (POS) window
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

View Payment Type Details for Tips

Learn how to use the Close Payments window to display a detailed view of tips as part of the last closure details
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Unlock an Invoice

Learn how to unlock an invoice using four different methods
M
Written by Mythri Kukkala
Updated over a week ago

Add your Company Logo to Receipts

Learn how you can customize or brand your receipt with your organization’s logo
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago
Collect Payments

Collect Payments - Overview

Learn the different ways in which you can take payments using the Point of Sale (POS) window
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Collect Cash Payments

Learn how to take cash payments in the Point of Sale (POS) window
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Collect Debit/Credit Card Payments

Learn how to take card payments in the Point of Sale (POS) window
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Process Offline Card Payments

Learn how to collect payments using debit or credit cards if your center does not have an integrated payment gateway configured
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Collect Check Payments

Learn how to take check payments in the Point of Sale (POS) window
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Collect Payments Using Memberships

Learn how to redeem a guest's membership credits
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Collect Payments Using Custom Payments

Learn how to use custom payments to take payments in the Point of Sale (POS) window
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Collect Payments for Group Appointments

Learn how to accept individual payments or a single group payment for a group appointment with multiple guests
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Collect Payment for a Group Invoice with Multiple Guests

Learn how to collect payment for all the guests in a group appointment
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Add Services and Products in a Group Invoice

Add products and services to the individual invoices, while taking payment for a group appointment
Madhuri Kamarajugadda avatar
Written by Madhuri Kamarajugadda
Updated over a week ago

Collect Payment for a Group Bill that includes a Guest with a Membership or Packages

Learn how to collect payment for a group appointment that includes guest eligible for discounts
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Give Cashback to your Guests

M
Written by Mythri Kukkala
Updated over a week ago

Add Other Guest's Invoices to an Invoice

Check out two or more people (guests) on the same ticket or invoice
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Add Open Invoices to a Group Invoice

Learn how to collect payment for a group appointment with multiple guests by combining outstanding invoices
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Give Discounts on Group Bookings

Learn how to give discounts on group appointments
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Redeem Multiple Service Credits for a Single Line Item on an Invoice

Learn how to add multiple membership service credits to more than one quantity of the same service in an invoice
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Print Invoices or Receipts from the Appointment Book

Learn how to print invoices or receipts on a given day
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Print Insurance Statement

Learn how to print insurance statements for service appointments in Canada
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Redeem a Custom Coupon

Learn how to use the Point of Sale window to redeem a guest's custom coupon
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Open the Cash Register

Learn how to open a cash drawer and track who opened the cash register by viewing the logs
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated today

Trace who Opened the Cash Register

Learn how to track who opened the cash register
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated today
Process Refunds

Refund an Invoice - Overview

Learn about processing refunds in Zenoti
Sagar Garuda avatar
Written by Sagar Garuda
Updated today

Refund Payments for Services

Learn how to refund a service by using one or more payment types, or by issuing a prepaid card
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Refund Payments for Services by Searching for an Invoice

Learn how to refund a service using the invoice number or receipt number
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Refund Payments for Services Using the Guest's Profile

Follow these instructions to process a refund on services using the guest's profile (if you do not know the invoice number)
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Refund and Restock Returned Products

Learn how the front desk can refund and restock products that guests return
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Refund an Online Credit Card Payment of an Open Invoice

Step-by-step instructions to process a refund to a credit card when the invoice is open in the Point of Sale window
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Refund an Online Credit Card Payment - Overview

Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Refund an Online Credit Card Payment of a Closed Invoice

Step-by-step instructions to process a refund to a credit card when the invoice is closed
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Choose a Payment Method to Process Refunds

Learn how to use the different payment options available on the Refund Invoice window to process refunds
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Refund Payments for Memberships

Learn how to refund a service by using one or more payment types, or by issuing a prepaid card
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Refund Payments for Memberships by Searching for an Invoice

Learn how to refund a membership using the invoice number or receipt number
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Refund Payments for Memberships Using the Guest's Profile

Learn how to refund a membership using the guest's profile (if you do not know the invoice number)
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Refund Tips and Support Staff Gratuity

Learn how to refund any tips or support staff gratuity (SSG) associated with a sale item that you want to refund
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Refund Payments on Packages - Open Invoices

Learn how to process refunds on open invoices for packages and impacts of processing such refunds
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated yesterday

Refund Payments on Packages for Closed Invoices: Overview

Learn how to issue refunds on packages for guests with closed invoices
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated today

Refund Payments for Packages by Searching for an Invoice

Learn how to refund a package using the invoice number or receipt number - the invoice must be Closed
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated today

Refund Payments for Packages Using the Guest's Profile

Learn how to refund a package using the guest's profile (if you do not know the invoice number) - the invoice must be Closed
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated today
Manage Invoices

How to Open an Invoice?

Learn the different ways you can open an invoice
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Search for an Invoice or Receipt

Learn how to look for an invoice or receipt using its number
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Open an Invoice from the Guest's Profile

Learn how to use the Guest Details page to open an invoice
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

What is the difference between an Invoice Number and a Receipt Number

Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Apply Tax Exemption on Invoices

Learn how to waive tax on invoices
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Change the Payment Details of a Closed Invoice

Learn how to change the payment type and details of a closed invoice
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Reopen a closed invoice

Learn how to reopen a closed invoice based on whether you know the invoice number
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Reopen a Closed Invoice from the Appointment Book

Learn how to reopen a closed invoice if you know the invoice number
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Reopen a Closed Invoice from the Guest's Profile

Learn how to reopen a closed invoice when you know the invoice number
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Void an Invoice

Learn how to annul an invoice
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Void an Online Credit Card Payment of an Open Invoice

Learn how to annul an online credit card payment when the invoice is open in the Point of Sale (POS) window
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Maintain Separate Product Sales

Learn how to separate product sales from other sale items in your organization
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

View Invoice Logs

Learn how invoice logs are useful to trace or track all actions performed on an invoice
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated today
Manage Guests

Guest Profiles and History

Learn about using the Guest Details page to view a guest's profile and appointment history, and the different ways to access it
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

View a Guest's Profile from the Search box

Learn how to search for a guest and view guest details
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

View a Guest's Profile from the Appointment Book's Context Menu

Step-by-step instructions to view the Guest Details page using a guest's appointment block
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

View a Guest's Profile from the Appointment Info Panel

Step-by-step instructions to view the Guest Details page while creating or modifying an appointment
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Merge Guest Records Using the Appointment Book and Guest Profile

Learn how you can merge duplicate guest records from the Appointment Book and guest profile
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Edit Upcoming Appointments from the Guest Profile

Quickly update Upcoming Appointments from the Guest Profile
Urmilla Chandran avatar
Written by Urmilla Chandran
Updated over a week ago

Make Guest Details Mandatory

Learn what fields are mandatory while entering new guest details and how you can mandate other fields
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Guest Wants to Exchange a Product

Organizational settings, permissions, conditions to allow product exchanges, steps to exchange the product, and view invoices generated
Madhuri Kamarajugadda avatar
Written by Madhuri Kamarajugadda
Updated over a week ago

Create Guest Profile Alerts

Learn how you can make important notes related to your guests appear as alerts
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Replace a Guest's Credit Card Information

Learn how to replace a guest's existing credit card with a new one
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Add a Guest's Credit Card Information

Learn how to store a guest's credit card information to collect payments
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Emailing the Guest Custom Data Form

Know the methods to email the Guest Custom Data form to the guest
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Entering Data in Guest Custom Fields

Capture additional guest related information beyond the regular guest details
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Manually Entering Details in the Guest Custom Data Form

Know how to enter details manually into the Guest Custom Data form from the guest's profile
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago
Register Closure

What is Petty Cash?

Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Create a Petty Cash Category

Learn how to create petty cash categories to record petty cash transactions against each category
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Who can add Petty Cash Categories?

Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Manage Cash in Register

Learn how to add cash to the register, payout or transfer from the register, and how to track the cash in register
Madhuri Kamarajugadda avatar
Written by Madhuri Kamarajugadda
Updated over a week ago

Add Cash to Register

Learn how to add cash to register, settings that don’t allow adding cash, how and when can you delete an incorrect cash entry
Madhuri Kamarajugadda avatar
Written by Madhuri Kamarajugadda
Updated over a week ago

Payout or Transfer Cash from a Register

Learn how to make cash outflow entries from the register, required permissions and settings, and how to delete incorrect entry
Madhuri Kamarajugadda avatar
Written by Madhuri Kamarajugadda
Updated over a week ago

Transfer Business Cash to Petty Cash

Learn how to use the Appointment Book to move business cash into your petty cash register
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Record Petty Cash Transactions

Learn how to track petty cash transactions in the form of business income or expenses
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Change the Date of a Petty Cash Transaction

Learn how to backdate a petty cash transcation entry
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Written by Sagar Garuda
Updated over a week ago

Can I delete a Petty Cash entry?

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Written by Sagar Garuda
Updated over a week ago

Pay Tips to Service Providers Using Petty Cash

Learn how to use petty cash to pay out tips to service providers at the end of the day, if guests pay tips using credit cards
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Written by Sagar Garuda
Updated over a week ago

Add Cash to Your Petty Cash Register

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Written by Sagar Garuda
Updated over a week ago

Close the Cash Register for the Day

Know how to close the cash register at the end of each day after reconciling the receipts and balancing the cash register
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Written by Sagar Garuda
Updated over a week ago

Close Payments in the Appointment Book

Learn about the Expected Amounts, Actual Amounts, and Register Handover sections of the Close Payments page
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Written by Urmilla Chandran
Updated over a week ago

Register Closure with Open Invoices

Know how to allow or block register closure for open invoices
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Written by Sagar Garuda
Updated over a week ago

Edit or Add Closing Payments of a Past Date

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Written by Sagar Garuda
Updated over a week ago

Add Closing Payments of a Past Date

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Written by Sagar Garuda
Updated over a week ago

Edit Closing Payments for a Past Date

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Written by Sagar Garuda
Updated over a week ago
Notifications

Connect: Overview and Configuration

Learn what Connect is, permissions required to access Connect, layout, and FAQ
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Written by Sagar Garuda
Updated this week

Configure Email and Text Notifications for Appointment Reminders

Learn how to configure automated email and text message (SMS) notifications to remind guests of an upcoming appointment
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Written by Sagar Garuda
Updated over a week ago

Macros Available Appointment Reminder Notifications

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Written by Sagar Garuda
Updated over a week ago

Configure Email/Text Notification for Appointment Check-In

Learn how to configure and customize automated notifications to notify a service provider when a guest checks in for an appointment
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Written by Sagar Garuda
Updated over a week ago

Configure Email/Text Notification for Appointment Completion

Learn how to configure and customize automated notifications to notify a service provider when a guest completes a service in an appointment
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Written by Sagar Garuda
Updated over a week ago

Configure Email/Text Notification for Coupons

Learn how to automate email/text messages (SMS) notifications to inform guests of a custom coupon, discount, or cashback coupon
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Written by Sagar Garuda
Updated over a week ago

Available Macros to Customize Email/Text Notification for Coupons

Learn what are macros and how you can use them to customize automated email/text messages (SMS) notifications to inform guests of coupons
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Written by Sagar Garuda
Updated over a week ago

Configure Email/Text Notification for Submitted Guest Data Forms

Learn how to configure a notification to be sent to the manager of the guest’s base center when the guest submits a custom data form
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Written by Sagar Garuda
Updated over a week ago

Configure Email Notifications for Guest Data Forms

Learn how to set up an automated email notification with a link to the Guest Data Form
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Written by Sagar Garuda
Updated over a week ago

Available Macros to Customize the Email Notification for Guest Data Forms

Learn about macros and how you can use them to customize the Guest Data Form notifications
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Written by Sagar Garuda
Updated over a week ago

Configure Email Notifications for Service Data Forms

Learn how to configure and customize an automated email notification to be sent to guests with a link to the service custom data form
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Written by Sagar Garuda
Updated over a week ago

Available Macros to Customize the Email Notification for Service Data Forms

Learn about macros and how you can use them to customize the Service Data Form notification
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Written by Sagar Garuda
Updated over a week ago

Configure Email and Text Notifications for Thank You

Learn how to send a thank you note to your guests by configuring automated email and text messages (SMS)
M
Written by Mythri Kukkala
Updated over a week ago

Available Macros for Thank You Notifications

Learn what are macros and how you can use them to customize thank you email/text message (SMS) notifications
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Written by Mythri Kukkala
Updated over a week ago

Configure Feedback in Thank You Notifications

Learn how to configure feedback option for an organization that has all centers collecting feedback
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Written by Madhuri Kamarajugadda
Updated over a week ago

Configure Feedback: Most of the Centers collect the Feedback

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Written by Madhuri Kamarajugadda
Updated over a week ago

Configure Feedback: Fewer centers collect the feedback

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Written by Madhuri Kamarajugadda
Updated over a week ago
FAQ and Troubleshooting

I'm unable to move an appointment or a block out time

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Written by Sagar Garuda
Updated over a week ago

What do the different symbols in the Appointment Book mean?

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Written by Sagar Garuda
Updated over a week ago

Appointment Status is Red

Learn when an appointment status is red and what you should do next
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Written by Sagar Garuda
Updated over a week ago

Can I split tips among therapists?

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Written by Sagar Garuda
Updated over a week ago

Can I collect multiple tips using a single credit card if I have an integrating payment processing set up?

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Written by Sagar Garuda
Updated over a week ago

How to add or edit a center's VAT number?

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Written by Sagar Garuda
Updated over a week ago

Can I modify services in a closed invoice?

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Written by Sagar Garuda
Updated over a week ago

Why didn't my guest receive an appointment reminder notification?

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Written by Sagar Garuda
Updated over a week ago

Can I print receipts with promotion names included?

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Written by Sagar Garuda
Updated over a week ago

How to customize invoice labels?

Learn how to reset the default labels for invoice number, receipt number, and payment number
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Written by Sagar Garuda
Updated over a week ago

How to customize the label for tips?

Learn how to reset the default label for tips in your organization
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Written by Sagar Garuda
Updated over a week ago

Can I move an appointment if a discount, membership redemption, or campaign is applied to its invoice?

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Written by Sagar Garuda
Updated over a week ago

My Appointment Book looks cluttered. Is there a way to hide some services?

You can hide all services added directly in POS when collecting payments, from showing up in the Appointment Book
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Written by Madhuri Kamarajugadda
Updated over a week ago

How to print membership balance without taxes on receipts?

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Written by Sagar Garuda
Updated over a week ago

How is the tips percentage calculated?

Learn how Zenoti calculates the tips percentage that you set up at your center
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Written by Sagar Garuda
Updated over a week ago

Why is an appointment missing product consumption details even when services have been set up to automatically track product consumption?

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Written by Sagar Garuda
Updated over a week ago

How to delete a closed invoice?

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Written by Sagar Garuda
Updated over a week ago

How do I backdate a closed invoice?

Learn how to change the transaction dates on an invoice
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Written by Sagar Garuda
Updated over a week ago

Can I add comments in a closed invoice?

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Written by Sagar Garuda
Updated over a week ago

Why is an invoice locked?

Learn why it is a good practice to lock invoices; actions you 'can' and 'cannot' perform on such invoices; and how to unlock such invoices
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Written by Urmilla Chandran
Updated yesterday

How to change a therapist's name on a closed invoice?

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Written by Sagar Garuda
Updated over a week ago

How to modify an open invoice with an online credit card payment?

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Written by Sagar Garuda
Updated over a week ago

What are service segments?

Learn about the servicing time, processing time, and finishing time segments, and why you need them
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Written by Sagar Garuda
Updated over a week ago

What are Buddy Categories?

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Written by Sagar Garuda
Updated over a week ago

What scanner can I use to scan a boarding pass?

Learn about the scanner Zenoti supports to scan a boarding pass.
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Written by Mythri Kukkala
Updated over a week ago

Troubleshooting: Failed email or text message delivery to service providers

Troubleshooting tips for a failed email or text message notification to service providers
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Written by Sagar Garuda
Updated over a week ago

Troubleshooting: Failed email or text message delivery to guests

Troubleshooting tips for failed email or text message notifications to guests
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Written by Sagar Garuda
Updated over a week ago