Appointment Book

Enhancements to Zenoti Connect

We have made the following enhancements to Zenoti Connect:

  • Mark Conversations as Unread: You can now choose to mark any conversation as unread. Marking a conversation as unread serves as a visual reminder for you to respond to the guest at a later time.
  • Filter by Read or Unread Conversations: We have added a new filter that allows you to view only Read, Unread, or All conversations.
  • Identify Texts from New Guests Easily: If you receive a text from a number that is not associated with any guest, you will now see a "mobile" icon instead of the usual "guest" icon. 
  • Add a New Guest: If you receive a text from a number that is not associated with any guest at your center or another center, you will see an option "Add Guest" that you can use to create a new guest profile. 
  • Search for Guests Easily: We have made the following improvements to guest search within Zenoti Connect:  
    a) Additional Guest Details: Earlier, when you searched for a guest, you could only see the guest's name. Now, the search results also display the phone number and email address (visible only if you have appropriate permissions) to help you identify the right guest easily.
    b) Phone Number with Zero as Prefix: Earlier, relevant results were not returned if you searched for phone numbers with the prefix as zero. This is now fixed. 
  • Text a Guest from the Context Menu: If you need to text a guest to follow up on her appointment, when you click on the guest’s appointment block, you will see a new menu item "Send a text" that opens Zenoti Connect. You can then send a text message directly to the guest.

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Restrict Ability to Delete Appointments 

Earlier, the front desk could delete appointments even after product consumption details or service custom data were entered. This meant that the front desk could intentionally erase data around consumables. 

With this upgrade, you can turn on an organization level setting that prevents the front desk from deleting those appointments for which product consumption data or service custom data was entered.

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Card on File Icon Always Visible for Centers with Integrated Payment Processor  

Earlier, only if the organization setting ‘Require credit card for appointment booking’ was set to Warn or Block, Zenoti showed the ‘Card on file’ and ‘Card not on file’ icons on the Appointment Book bottom panel, Booking Wizard, POS (after selecting a guest), and Open invoices. 

With this upgrade, the icons will appear irrespective of the setting ‘Require credit card for appointment booking’, for all the centers integrated with a payment processor. 

Alerts for Employee Check-in and Checkout

Earlier, on the Employee Check-in page, the success or failure in checking-in or checking out employees was not apparent. With this upgrade, we have rolled out alert messages to communicate: 

  • Successful check-in and checkout of employees
  • Required authorization to check-in or checkout employees

View Couple Services on the Price Check Screen

With this upgrade, if you search for a service that is a couples service, the details of the couples service will appear on the Price Check screen. 

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Improvements to Refund

With this upgrade, we have made following improvements to the refund process:

  • When you refund a product, the invoice shows the available quantity of product below the price details.
  • After refund, Zenoti disables Refund button and automatically closes the invoice related to the refund.

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Booking Wizard

Booking Wizard Settings Available at Center Level

Zenoti enabled some of the Booking Wizard settings on request. We have now moved these settings to the center level so that you can control these settings based on your requirements. 

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The Booking Wizard Assigns Rooms based on Employee-Room Association 

With this upgrade, when the front desk books appointments using the Booking Wizard, the wizard will automatically assign rooms based on Employee-Room associations made in the employee schedule.

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New Behavior while Booking Add-Ons

While booking a service with Add-Ons from the Booking Wizard, the following changes will take place after this upgrade:

  • If a service and add-on are selected, then the provider drop-down list shows providers who can provide both, the service and the add-on.
  • If the provider is set to "Any", "Any Male" or "Any Female”, the time slots appear based on the availability of the providers who can perform both, the service and the add-on. 
  • If a specific provider is selected, then only those add-ons that the provider can provide appear in add-on drop-down list.

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Enforce Uniqueness of Email Address in Guest Profiles

In the past upgrades, we added a new organization level setting that allowed you to enforce uniqueness of email addresses when creating new guests. To do this, you needed to ensure that the checkbox, Allow multiple guests to use the same email address, was cleared (not selected). We have extended this feature to the Booking Wizard in this upgrade.

Employee Management

Tip Details Now Available in the Organization Level Employee Commissions Report

With this upgrade, we have included a new column in the organization-level Employee Commissions Report to show the Tip details.

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Updates to Employee Block Out Time Details Report 

We have added a new filter to track the utilization of employee block out time. You can now filter the report by ‘All Utilization Types’, ‘Considered for Utilization’, and ‘Not Considered for Utilization’.  

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Updates to Employee Attendance Summary Report

We have made the following updates to the Employee Attendance Summary Report:

  • New Filter: New filter to select ‘Employees’
  • New Columns:
    a) Actual Hours (without Block Outs)
    b) Block Out Hours (Utilized)
  • Renamed Columns:
    a) ‘Actual Hours’ to ‘Actual Hours (with Block Outs)’
    b) ‘Block Out Hours (Not considered for utilization only)’ to ‘Block Out Hours (Non-utilized)’
  • Drilldowns: New drilldowns for Scheduled Hours column and Actual Hours (without Block Outs) that takes you to the Attendance Details report. 

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Updates to Employee Attendance Details Report

We have renamed the column ‘Working Hours’ to ‘Actual Hours’ in the Employee Attendance Details Report:

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Show Extended Employee Schedule Times in Reports 

In the previous upgrade, we introduced the ability to extend an employee’s schedule after an employee had checked in. When an employee schedule is extended, Zenoti will show the updated ‘Expected Check-in’ and ‘Expected Checkout’ times in the following reports: 

  • Employee Attendance Summary report
  • Employee Attendance Details report
  • Employee Punctuality report
  • Employee Payroll report

Packages

Extend the Grace Period for Packages

With this upgrade, users with a new role permission will be able to extend the grace period of a package. Guests can continue to redeem the benefits of the package as usual during this extended time. 

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Smart Marketing

View Cross-Center Bookings in the Dashboard

Earlier, due to cross-center bookings, the results in the Smart Marketing dashboard at the center level did not match with that of the organization.

We have now introduced a new metric, Cross-Center Bookings, at both, the organization and center levels to show the number of cross-center bookings separately for organization and center, so that the results match.

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Enhancements to Smart Marketing

In addition, we have rolled out the following enhancements:

  • Time Period: We have removed the options, ‘Last 7 days’ and ‘Last 30 days’ and introduced a new time period. ‘Last Month’. 
  • Visits Driven: The Visits Driven metric now shows ‘Revenue Generated’ in addition to the ‘Number of Visits’. Users can now download the Visits Driven report.
  • Sold Retail: We have merged the metrics, ‘Cross-sold retail’ and ‘Up-sold retail’ to a single metric, ‘Sold Retail’.
  • Chargeable Revenue: We have introduced a new metric, ‘Chargeable Revenue’, which is the sum of ‘Completed Revenue’ of all the themes except ‘Engage Recent Guests’ theme.

Note: The settings page in the dashboard also has a small change. The info icon against the themes in the Settings page will show theme type and description instead of theme name.

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Administration

More Custom Macro Fields 

In a previous upgrade (Nov 2018), we introduced four Optional Fields in the Organization Details and Center Details pages that you could use as macros in transactional and marketing communications (SMS and Email). In this upgrade, we have increased the number of Optional Fields to 10, so that you can add more information as macros in your communications with the guests.

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Tax Inclusive Invoicing - Show Tax Amount on Receipts (Australia)

If your organization sells items inclusive of tax, you can now choose to add a new tax label (you can customize the label name) to your receipts. When you print the receipt, the tax amount appears against the label in a new column.  

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Payments

Assign Custom Payment Types to Centers

Earlier, your administrator could create custom payment types at organization level but, could not make them relevant for specific centers. With this release, we have introduced a new tab in the Custom Payments page, within which, the administrator can associate the custom payment types to relevant centers.  

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New Device for Zenoti Payments (Beta)

Stripe is supporting a new device Verifone P400 for collecting card payments. Contact Zenoti Support for more details.

Zenoti Payments Available for Hong Kong Market

With this upgrade, for businesses that operate in Hong Kong, we are now supporting payments through Stripe.

Plutus: Process Payments from Multiple Terminals in a Center

Earlier, with Plutus as payment provider, it was not possible to process payment using multiple devices at a time. With this upgrade, Zenoti supports processing payments on multiple devices simultaneously.

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Ability to Customize Vantiv Payment Page on Webstore to Reflect a Customer's Branding Preferences

Earlier, the payment page in Webstore had a default style (as per the webpage of Vantiv). With this upgrade, you can configure the Webstore Payments page to match with your web page style and branding. For this, we have introduced a new setting: ‘Payment page in Webstore’ where you can customize the CSS of the webpage. 

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Analytics Express

New Dashboard for Feedback Analysis

With this upgrade, we are introducing a new dashboard for feedback analysis. From the charts, you can get to know about guest satisfaction and how likely they are to recommend your business to others. You can slice and dice the data to learn more about parameters such as promptness of the front desk, quality of the service, engagement level of the provider, and overall experience. You can use this data to strategize and improve guest satisfaction. 

Webstore 2.0

New Prompt to Book Add-Ons

Earlier, on Webstore, you could show all the add-ons associated with a service in the  section. However, you were not able to highlight the add-ons which may have been important to the main service.

With this upgrade, with the relevant setting on, you can show a new prompt that will allow your guests to book such important add-ons upfront.


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Loyalty

Option to make Primary Employee a Mandatory Field

When you are creating a new guest using the Loyalty module, you can choose to specify a primary employee (service provider or consultant) for the new guest. 

If you are a business in which your guests mostly interact with the primary employee you assign, it is a good idea to make the Primary Employee a mandatory field to ensure that your front desk assigns a primary employee to every new guest.

With this release, you can choose to make Primary Employee a mandatory field during the new guest creation process. 

Note: Primary Employee can be a mandatory field only when you create guests from the Loyalty module. Primary Employee is not a mandatory field when you create new guests from the Appointment Book or from the context menu.

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Zenoti Mobile

Show/Hide Reports on the Dashboard (iOS, Android)

Earlier, a provider or front desk could view reports such as Sales, Performance, and Summary on the dashboard, as these were enabled by default.

With this upgrade, you can choose to hide these reports using a center level setting (ensure that the settings for these reports are not selected). This feature is supported in both Android and iOS mobile.

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Color Indication for Booked Slots (Android) 

Earlier, if Double-booking for Therapists was set to ‘Warn’, it was difficult for providers to distinguish the booked and free slots while booking an appointment. 

With this upgrade, the existing bookings are highlighted in ‘Orange’ in the Appointment Book to distinguish them from free slots.

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Easily Submit Guest Forms (Android)

Earlier, you had to scroll down to the end of the Guest Consent or Service forms to submit the form. With this upgrade, the Submit button is moved to the top of the form.

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Enforce Uniqueness of Email Address in Guest Profiles (Android)

In the previous upgrade, we added a new organization level setting that allowed you to enforce uniqueness of email addresses when creating new guests in the Booking Wizard and Zenoti Mobile (iOS) to avoid duplicates.

This feature is now extended to Android version of Zenoti Mobile in this release.
Note: To do this, ensure that the checkbox, Allow multiple guests to use the same email address, is not selected.

Zenoti Mobile Available in French (iOS)

With this upgrade, Zenoti Mobile (iOS) is available in French. 

Future Appointments Cannot be Marked as Start or Complete (Android)

With this upgrade, the front desk cannot change the status of a future date appointment to Start or Complete.

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Easily View the Provider Request Type when Booking an Appointment (iOS and Android)

With this upgrade, Zenoti Mobile will have a colored stripe on the left hand side of the Appointment Block so that you can easily identify the type of provider the guest requested. This is on par with the color codes as they appear in Zenoti Web. The color codes are: 

  • Male therapist - blue stripe
  • Female therapist - pink stripe
  • Specific therapist - green stripe
  • Other therapist - a purple stripe

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Front Desk can make Changes to Appointments (Android) 

With this upgrade, your front desk can change the following in the Appointment Details screen:

  • Start and End times (including the appointment duration)
  • Room 
  • Provider
  • Services
  • Appointment Date

Note: Your front desk needs to have appropriate permissions to be able to edit an appointment from the Appointment Details screen. With requisite permissions, the front desk can also double book the therapist or book a therapist outside of schedule, double book the guests, and change the center hours.

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Provider Name Selected by Default to Newly Added Items in an Invoice (iOS)

Earlier, when the front desk added a new item to a service-related invoice, the Sale By option by default showed the logged in user’s name. Due to this, the provider who actually made the sale lost the chance of earning a commission.

With this upgrade, the Sale By option, by default, shows the name of the provider who performed the service. 

Enter Comments for Cancelled, Deleted, and No Show Appointments (iOS) 

Earlier, when you canceled, deleted, or if there was a no show for an appointment, it was not mandatory to enter Comments for the same. 

With this upgrade, you must select a reason for making such changes to the appointment and enter appropriate comments. This is useful for tracking purposes. 

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Option to Receive Transactional Communications now Hidden from Guests (iOS and Android)

With this upgrade, guests will no longer see the option to receive transactional SMS and email notifications in the Guest Profile screen in the guest mode. Instead, the front desk will check whether the guests want to receive such communications and then turn the setting on or off, as required. 

Guest Profile in Service Forms (Android)

When taking services, a guest may need to enter or update relevant service forms with contact details or address. For convenience, we have added a new tab, Profile, to the service forms so that you can update such details quickly. 

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