Appointment Book and Booking Wizard
View Provider Details Screen now Shows Time Taken for Segments
The View Details screen now shows the service time split by each segment.
Connect Icon Moved Next to Guest Phone Number
Earlier, in the guest profile, the Connect icon appeared next to the email address field.
In this release, we have moved the Connect icon next to the phone number field, for convenient messaging.
Zenoti and TCPA Compliance
The Telephone Consumer Protection Act (TCPA) seeks to protect the privacy of individuals by regulating telemarketing calls, auto-dialed calls, prerecorded calls or messages, text messages, and unsolicited faxes to consumers in the United States. To be compliant with TCPA, businesses can reach out to consumers only after they give their consent to receive such calls and messages.
To support this regulation, if an employee clicks Guest details from Zenoti Web or Zenoti Mobile and tries to select the checkboxes, Receive marketing text messages or Receive marketing email messages on the guest’s behalf, the employee will get an alert to take consent from the guest, regarding marketing communications.
Note: Zenoti Webstore is GDPR and TCPA compliant - for details see the Webstore v2.0 section.
Ensure Accurate Employee Payroll Data with Employee Lock
Earlier, authorized users (such as, admins, managers, and front desk) could edit employee details such as attendance, tips, and commissions for past payrolls. This could result in inaccuracies while recalculating payroll.
Now, you can make your payroll data tamper proof by locking a pay period after a specific number of days after the pay period ends. That is, once the lock is active, no user can edit attendance (clock-in hours), reassign tips, or recalculate commissions.
For example, assume your pay period ends on 31st March and you want to allow users (admins, managers, and front desk) to be able to edit details such as attendance, tips, and commissions only for the next 3 days. Thereafter, you want to lock this pay period. In this case, if you set the Employee Lock to 3 days, it means that users can edit payroll details until the end of 3rd April. Thereafter, (4th April onwards), no user can edit attendance details (clock-in hours), tips, or recalculate commissions for this past pay period.
Once you set up the employee lock, the lock will come into force for succeeding payrolls automatically. That is, for the next pay period ending say, 30th April, the employee lock will come into force after 3 days. That is, on 4th May the pay period will be locked and Zenoti will allow no further changes to this pay period.
Note: You can set up this lock at the organization level - but you can always override the setting at the center level.
Updates to the Employee Check-In Screen and to Employee Reports
Updates to the Employee Check-In Screen
You will find an Edit link next to the employee name column so that, with one click you can edit any employee details.
Updates to the Employee Attendance Details Report
- We renamed the column, "Center" to "Work Center". This change appears in the report when you select the “Show Work Task check-in details” checkbox too.
- Earlier, when you exported the report to Excel, the name of the employee did not appear in the exported file. We have fixed this. The name of the employee now appears in the exported report.
Updates to the Employee Punctuality Details Report
Earlier, when you run this report for a specific employee, the report did not show the name of the employee in the title and in the exported Excel file. We have fixed this. The name of the employee now appears in the title of the report you generate and also in the Excel file you export.
Updates to the Employee Commissions Report
Earlier, if you generated the Employee Commissions report from the center, the employee’s nickname appeared (if the nickname was available in the profile). If the nickname was not available, then the employee name appeared in the format, First Name + Last Name.
We have fixed this to be consistent with the naming conventions across other employee-time related reports. Now, when you generate this report (at the center level or at the organization level), the employee name will appear in the format, First Name + Last Name (Nickname). You will see the same format when you export the report too.
Recognize Revenue for Expired Recurring Memberships
Earlier, the unused benefits of expired recurring memberships were not considered as revenue.
In this release, we are introducing a new organization level setting, ‘Allow balances from expired memberships to recognize as revenue’ that allows you to recognize the unused benefits of expired recurring memberships as revenue.
Note: Contact Zenoti Support if you do not see the Allow balances from expired memberships to recognize as revenue setting.
When the setting is enabled, the following reports show the following :
- Liability Membership report - Shows the revenue from the expired recurring memberships in the Expired Amount column.
- Organization Revenue report - Shows you the unused credits for expired recurring memberships in the Expired Memberships column.
- Invoice Item Revenue report - Shows the revenue for the expired recurring memberships in the Revenue from Expired Membership column.
Easily View Online or Offline Membership Forms
Earlier, it was not apparent if the membership form was an offline (printable) or online (used for digital submission).
With this release, you can see if the membership form type as online or offline when you:
- Associate the form with a Membership (Marketing > Memberships > Memberships > Membership name > Forms tab)
- Access the Membership form to capture the guest’s signature (Guest Profile > Memberships tab > Form column)
Campaigns: New Customizable Templates
With this release, organizations can create customized email templates and publish them at organization level. Centers can use these templates to create email campaigns or announcements for eligible guests.
Read the Help article
Segmentation based on Information in Guest Forms
With this release, you can create target segments based on fields within the custom guest forms you use. For example, if you have a custom form to capture the guest experience on your Facial service, and you capture details like ‘Are you claustrophobic (to steam)?’ or ‘Are you on any medication that interferes with facial treatment?’ then, you can create a segment of guests based on these fields. For example, you can create a segment of guests who have selected ‘Yes’ for ‘Are you claustrophobic (to steam)?’ and send out a campaign to them on your new facial service that doesn’t involve usage of steam or any other hot substances, that can cause suffocation.
Option to Manually Add Loyalty Points
Earlier, there was no provision to add loyalty points manually.
In the upcoming release, we are adding new role permission ”Add Loyalty Points” that allows your staff to manually add loyalty points from the Points tab of the guest profile. For example, if you want to award a guest additional points for booking on a weekend, or for checking-in on Yelp, you can now easily add additional points from the guest’s profile.
Note: You can add loyalty points for both Regular and Tiered Loyalty Programs. If you add points for a guest who is in a tier, the points are added to the guest's current tier and expire as per the tier settings.
Know which Auto Apply Promotion is Active for a Center
Earlier, the Center's tab of a loyalty points promotion showed only the centers you could assign the promotion to. There was no indication if a center already had an active Auto Apply loyalty points promotion running.
In the upcoming release, if a center has an active Auto Apply loyalty points promotion running, you will see the promotion name.
Ability to Sort Sales Opportunities
Business development teams regularly monitor the sales opportunities so that they can pursue the opportunities marked for a follow-up on a given day. With this release, we have introduced sorting ability on Follow-up Date and Status. Follow-up date and status sorts are connected in a way that you can sort the follow-up date and on top of that date, you can sort the opportunities by their status. For example, sort the Follow-up date column. You can view the opportunities with the most recent follow-up date, on the top - say the date is April 21, 2019. Now, sort the Status column. Follow-up date column remains on April 21, 2019 while opportunities in different statuses get sorted.
Organization level Reconciliation Report
With this release, we have added a new report at the organization level called Zenoti Reconciliation Report. The report helps you reconcile the Stripe bank deposits with the corresponding card transactions processed by Stripe (Zenoti Payments). Depending on the need, you can view the reconciliation report of all the centers across your organization or select centers individually.
Note: If your business operates in a franchise model and you own four centers, you can view the report for your four centers only. Other centers of the organization do not appear in the Centers list.
Copying Links to Uploaded Images made Easier and Error Free
In Zenoti, if you want an image (say, your logo), to appear on a receipt, you have to first upload the image in the Image Gallery (Admin > Set Up > Image Gallery > Image Link). Zenoti assigns a link (URL) to this uploaded image. You have to then copy/paste this URL in other pages within Zenoti where you want the image to appear.
Earlier, Zenoti showed the entire URL for an uploaded image. When you copy/pasted the link manually, the link could get accidentally truncated. As a result, the images would not appear as expected (on the receipts, in our example). See the following screenshot for reference.
Now, we have made the copy/pasting of these links error-free by giving you a cleaner, “Copy Link” option. See the following screenshot for reference.
Redeem Loyalty Points using Zenoti Mobile (iOS)
Earlier, you could not redeem loyalty points of a guest using Zenoti Mobile. In this release, we have made enhancements that now allow you to redeem loyalty points of a guest using Zenoti Mobile.
Read the Help article
Zenoti Connect Updates on Mobile (iOS)
In this release, we are introducing the following enhancements to Zenoti Connect:
- Autoresponder: When configured at the organization level, automated responses are sent, if the guest messages after the center’s working hours.
- Saved Replies: Ability to create common responses to frequently asked questions and send them to multiple guests
Enhancements for the Android version of Zenoti Mobile (Android)
In the December and January releases, we rolled out the following features for the iOS version of Zenoti Mobile that allowed you to.
- Manually enter the product quantity for retail
- Modify the service duration
- Add an add-on with duration for a service.
- Track the product consumables
With this release, the features are available for Zenoti Mobile Android as well.
Improvements to Group Booking
With this upgrade, your guests can do the following when they book for a group:
- Select Specific Therapists: Earlier, when booking for a group, the host could not select a Specific provider. With this upgrade, the host can select the option, Specific Therapist and mention the name of the provider.
- Book Add-Ons: Earlier, when booking for a group, the host could not book the add-ons associated with a service. With this upgrade, the host can book add-ons.
- View Room Associations: If the selected service has a room associated with it, then your guests can view the name of the room where the service will be done.
Provider Not Auto Assigned when Guest Selects ‘Any Provider' option
Earlier, while booking an appointment from the Webstore, when a guest selected the provider as Any, Any Male, or Any Female, Zenoti randomly assigned a provider and did not check if the provider was actually available.
With this upgrade, when your guest selects Any, Any Male or Any Female provider, Zenoti will not assign the provider. The summary page and the confirmation page will show the provider as Any. When your guest arrives at the center, your front desk has to check the providers who are available and assign them accordingly to the guest.
Webstore is now GDPR and TCPA Compliant
With this upgrade, in accordance with the Global Data Protection Regulation (GDPR) of the EU, and Telephone Consumer Protection Act (TCPA) of the US, when a new guest signs up or creates a new profile on Webstore, it will be mandatory for the guest to:
- Choose to receive marketing communication via Text or Email.
Guests can Access their Card Details
Earlier, your guests could not see their card information on the Webstore. With this upgrade, guests can save, view, edit, and remove the card details. This information can be accessed by the guests from the Payment Details tab of the guest profile on the Webstore.
Assign a Text Label to the Guests of Group Booking
Earlier, when your guests booked for a group, the summary page showed the name of the host and the rest of the guest names were shown as Guest 1, Guest 2 and so on.
With this release, from the General Settings of the Webstore catalog, you can assign a text label to name the guests of a group, to match your business language.
For example, if you call the guests in a group as “Group Client”, then the Webstore Summary page will show the name of the host and the rest of the guests as Group Client 1, Group Client 2 and so on.
New Search Bar
Earlier, on the Admin Queue, if your front desk wanted to update the contact information of a guest, they had to open the Appointment Book.
With this upgrade, the front desk can quickly search for a guest using a new search bar and open the respective guest profile to update any guest-related information.
Start Any Appointment in the Queue
Earlier, in the Admin Queue, if your front desk had to mark the services as Start for the second or third guest in the queue, then they had to use the Skip button to highlight the respective appointment block. After skipping an appointment, if the front desk did not mark the appointment as Start within 2 minutes, then the screen refreshed and the first appointment block was highlighted again. The front desk found this tedious and difficult to manage.
With this upgrade, we are introducing a new organization level setting, that allows your front desk to start any appointment in the queue. All the appointment blocks will have 2 buttons (instead of 3), Left and Start. The Skip button is hidden when you enable this org level setting.
Refer to the following image.
Improvements to the Booking Wizard
With this upgrade, if you use the Booking Wizard to add guests to the Queue, you will see an additional button Book and Proceed to Payment. When you click this button, Zenoti confirms the appointment and opens the POS for you to collect the payment.
Guest Kiosk now Supports Forms
Earlier, on the Guest Kiosk, there was no option for you to use the Guest or Service forms.
With this upgrade, use the center level setting to enable Guest and Service forms on the Guest Kiosk.
The forms are visible when guests create new appointments for services which require a consent, or have the forms associated with it.
See Individual Wait Times for Guests in a Group
With this upgrade, when a group checks-in to an appointment, all the individuals in the group can see their respective wait times. This presents a more accurate picture of when the services will begin for each individual. This is only applicable when all the guests in the group check-in.
Improvements with Regards to Add-ons
- Select Multiple Add-ons: Earlier, your guests were restricted to selecting a single add-on for a service. With this release, your guests can select multiple add-ons for a service. This is only applicable if the selected service has multiple add-ons associated to it.
- Add-ons with Duration: With this release, your guests can book the add-ons which have a specific duration.
- Mandatory Add-on Prompts: With this release, your guests will see the mandatory add-on prompts when they book a service with an associated mandatory add-on.
Guest Consent Required to Save Cards
With this release, the guests must provide their consent before saving a card in the CMA. Guests should read and accept the guest consent text which shows up when they save a new card. The consent is required every time the guest adds a new card.