Go Paperless with Digital Forms
Go paperless while capturing guest details with Zenoti's latest digital forms. Providers or authorized users can access the entire guest history, review past treatments, see before-and-after pictures, and review annotations - all from the Guest History page (Forms Unified View tab). This increases the operational efficiency and helps ensure safety of procedures.
- When making a bulk booking, the confirmation screen now shows the service name, the booking date, the duration of the service, the appointment start time (for each guest), and the name of the provider. These details help the front desk verify the booking details. Other details such as the guest’s first and last name, email, and mobile details continue to appear as they did before. Note that bulk bookings are group bookings with over 6 guests.
- The Appointment Book is a great tool to track scheduled appointments. However, if you are a busy center that has many walk-in guests, adding all the walk-in appointments to the Appointment Book makes it challenging for the front desk to identify the appointments that have been scheduled or booked in advance.
Now, you can configure Zenoti to not show walk-in appointments in the Appointment Book. Walk-in guests can first take a service and your front desk can collect payments as they would with a retail sale without having to create an appointment in the Appointment Book.
To configure this, you can use the Organization level setting "Do not display services added during billing on Appointment Book" (Admin > Settings > Invoice and Receipts > Invoice settings).
- You can now use a new macro [InvoiceCloseDate] to show the date when an invoice is closed. This macro is available in the Customer Email Receipt Header and Footer email templates. Note that an invoice is closed once a business has received the full payment towards the items listed in an invoice.
- You can now use a new macro [UpcomingAppointment] in the mail receipt header and footer, and in the visit follow-up thank you email and text message. The macro provides details about an upcoming appointment that will serve as a quick reminder to guests.