October 2020: Upcoming Features
This document includes only the major enhancements planned for the October 2020 upgrade. Owing to the agile nature of our development, enhancements may be dropped or added to the month’s release.
We publish the What’s New document that contains the complete list of features - both major and minor - with the actual upgrade.
Here's a list of upcoming webinars - Keep Track!
Reports - New Version
Automatically Receive Reports over Email based on a Schedule
From the upcoming release, users will be able to receive the latest reports (as a secured link) over email using a scheduler option on each report. The users can then download the report from the link on their local machines.
Users must set the frequency (daily, weekly, or monthly) for each report. The scheduler then uses the saved filters and the email address of the logged-in user to send the report.
New Set of Reports
In the upcoming release, we are adding the following reports on the new version:
- Scheduler Report
- Packages Liability Report
- Gift Cards Liability Report
- Cross-Center Settlement Report
- Forms Report
- Employee KPI Report
View Current Stock based on FIFO and Average Value
Stock cost is the total cost of your available unsold stock. When you purchase a product from multiple vendors at different prices, but sell them at your specific price, you want to know the cost of your on-hand stock based on the purchase price. Doing this for each product is a time-taking process.
In the new version of the Current Stock report, businesses will be able to view the cost of on-hand stock based on one of the following two costing methods:
- Perpetual Average Value: The cost of the stock is calculated as the running average unit cost of all products with every stock-in and stock-out.
- FIFO (First In First Out): The FIFO method assumes that the oldest products in a are sold or consumed first. It is a method used for cost flow assumption purposes in the cost of goods sold or consumed calculation.
Important: This version of report is available only to businesses that enable the Edit lock (90 days financial lock).
Return Stock to Centers
Currently, businesses can only return stock to vendors using Return Order.
With the upcoming release, if a center has requested excess stock by mistake, the center can return the stock to the source center. Moreover, if the corporate office or head office has dispatched stock to an incorrect center, the destination center need not do a transfer order to return the stock, rather the destination center can do a Return Transfer Order.
Self-pay using Gift Cards (iOS & Android)
With the upcoming release, guests will be able to use gift cards as a method of payment on the app (if Self-pay is enabled) after the appointment is completed.
Guests must enter the gift card number to make the payment. If the invoice amount exceeds the amount on the gift card, guests can pay the balance amount using their saved credit card via self-pay.
For example, if the invoice amount is $130.00 and the gift card has a balance of $100.00, the guest can pay $100.00 using the gift card and the rest ($30.00) using her saved credit card - through self-pay.
Enable or Disable Tips on CMA (iOS & Android)
Currently, when guests set up auto-pay or do a self-pay through CMA, they are required to configure tips. These tips are paid to the service providers as a token of appreciation.
However, there are some businesses that do not encourage guests to tip the service providers such as medi-spas. Apart from that, regions like Australia and the UK do not have a cultural practice of tipping the service providers. To honor such varied practices, with the upcoming release, businesses will be able to enable or disable the collection of tips on CMA using an organization-level setting. When you turn off this setting, tips will be disabled on CMA for auto-pay and self-pay.
Define Visit Frequency for a Service
Certain businesses such as medi-spas require guests to come in at regular intervals for certain services and not deviate from the prescribed treatment for best results. For example, if a guest is undergoing a botox treatment, the guest must adhere to the service frequency or interval and not book another botox service in between.
Currently, businesses do not have an option to block guests from booking the same service between the service frequency or the interval.
With the upcoming release, businesses will be able to define a visit frequency (in days) for each service and restrict multiple bookings of the same treatment within a period of time.
Online Booking Prioritizes Appointment Requests Intelligently
According to our data, more than 33% of guests who regularly book appointments online have a tendency to choose a specific provider. This may be because they are either comfortable with a provider or the services are personalized as per their needs.
With this release, businesses can enable an org-level setting that intelligently prioritizes the appointments of Specific therapists over Any therapist appointments.
For example, Raimy (guest) has booked an appointment with Any provider for Monday 10:00 AM. The appointment is assigned to Judy (a provider). Nancy (a frequent guest) is looking to book an appointment with Judy (provider) for the same time - Monday at 10:00 AM. In such a scenario, Webstore will automatically prioritize the booking of Nancy and assign Judy as her provider. Since Raimy has booked the appointment with “Any” provider, the Webstore algorithm will assign another provider who is available at that time.
Reconcile Collections and Bank Payouts Easily
With the upcoming release, businesses will be able to reconcile their collections and bank payouts using the new online reconciliation tool.
This allows businesses to:
- Verify if each collection is deposited to your bank account.
- Automate the reconciliation between payouts and collections (if there are no mismatches).
- Identify the deficit (if any) between payouts and collections.
- Reconcile deficits at the transaction-level, manually.
Auto-pay is Now Faster
Earlier, for Auto-Pay to function properly, the front-desk staff had to mark the appointments as Start and Complete and then proceed to charge the saved card. If they failed to do so, the Auto-pay button would not appear on the POS and the payment was not initiated. This process created operational overheads as the front desk had to be trained on the process.
With the upcoming release, you will see an improved Auto-pay workflow, which does not require the front desk staff to mark the services as Start and Complete, meaning businesses are no longer required to train the front desk staff on the process of collecting the auto payment.
The guest’s card is authorized as soon as she checks-in (either via CMA or by the front desk staff). After the services are completed, the front-desk staff simply clicks the Auto Pay button from the context menu of the appointment to collect the payment and to close the invoice. The entire process is now completed in a single click.
Note: This flow is already available on Zenoti Web and Zenoti Mobile (iOS and Android). Zenoti Queue will adopt the new flow in the upcoming release.
As part of the regular housekeeping activity, we remove duplicate dashboards. On Oct 1, 2020, the following 2 dashboards will be deprecated:
- The Analytics Express dashboard
- The Feedback dashboard
The information and analytics that you got on these dashboards are still available on other dashboards. For more information, refer to Mapping old dashboards to new Analytics Express dashboards.
Flexibility to Attach More Forms to a Service
Currently, you can attach a maximum of four forms that need to be filled when booking a service. For instance, a service may require a consent form, treatment record, pre-care instructions, and post-care instructions associated with a service. Now, if the service also requires that you attach a COVID form, there is no option to do so.
With the upcoming release, we have increased the number of forms that you can attach to a service to 11. This gives you the flexibility to add more forms to a service, if required. You can set the maximum number of forms that can be attached to a service at the organization level.