Appointment Book and Booking Wizard

Edit Commissions on Closed Invoices 

Providers usually recommend retail items to guests when they are providing services, and guests usually purchase the provider's recommended retail items during checkout. When a guest purchases the items, the provider receives a commission. If multiple providers are eligible for the commission, the front desk splits the commission among the providers.

Earlier, if the front desk entered an incorrect split percentage or forgot adding a provider to split the commission with, you needed to reopen the invoice and make the changes, which was a bit tedious.

In this release, we have introduced a new Edit Commission option on closed invoices. Now, a user with appropriate permissions can access the closed invoice and use the Edit Commission option to quickly make the changes.

Read the Help article

View Appointments Cancelled from Online Channels 

Earlier, the Online Bookings window of the Appointment Book showed the number of Requests and Bookings from online channels such as Webstore V2 and CMA. Now, we will also show the number of cancelled appointments (done via online channels) in the new Cancellations tab. 

Choose the Default Action after an Invoice is Closed

We have introduced a new organization level setting, Default action post closing an invoice - with the options, Close and Print or Close and Email. Using this setting, you can choose whether Zenoti should close and print an invoice or close and email an invoice after full payment has been received. 

Read the Help article

Product Invoices Automatically Assigned to the Logged-In User 

Some businesses are heavily focused on selling products (retail) - often, a single invoice has multiple products. The front desk of such businesses must select a different employee for each product in the ‘Sale by’ field, thereby increasing the time to bill a guest. 

With this release, the name of the logged-in user appears by default in the ‘Sale by’ field for invoices with sale of items such as products, gift cards, prepaid cards, packages, and memberships. If an invoice has a service sale, then the name of the provider appears by default. 

Connect

View the Number of Unread Messages 

With this upgrade, Connect shows the total number of unread messages. This helps the front desk respond to messages promptly. 

Guest Management 

New Reports to Track Feedback (V2)

In our previous release (May 2019), we introduced an Uber-like Feedback experience. Guests used this feedback form (or Feedback V2) to rate their overall experience on a five-star rating system. We have now introduced the following reports that will help business owners track feedback easily.

  • Feedback Summary report: This graphical report shows monthly trends of Avg. Guest Rating. You can filter the report at the Service Category, Service Sub-Category, Service, and Provider levels for a time period.
    Read the Help article
  • Feedback Details report: This tabular report shows detailed, granular-level data with respect to feedback collected from guests such as rating given by the guest, feedback around various aspects of your business that guests liked or did not like, and comments from guests.
    Read the Help article

Loyalty Points

Loyalty Points for Online Bookings

Earlier, guests were awarded loyalty points as soon as they booked an appointment from the Webstore or the CMA.

This has now changed. Zenoti now awards loyalty points only after the guest makes the payment, and the invoice is closed.

Note: This change is applicable to both Regular and Tiered loyalty programs. However, if you have a Tiered loyalty program that awards points on open invoices, points for online booking are awarded after the payment; Zenoti does not wait until the invoice is closed.

Read the Help article

Drive Customer Loyalty with Updated Accrual Settings in Loyalty Points Promotions

For a Regular Loyalty Program, Zenoti has 15 Accrual Settings at the organization level that you can configure to reward guests. For example, you can set Zenoti to give guests loyalty points for purchasing a day package or for booking an appointment online.

However, not all Accrual Settings were available when creating loyalty points promotions. For example, before this release, you could not create a loyalty points promotion that rewarded guests for purchasing a day package or for booking an appointment online.

To ensure your promotions are effective, all the Accrual Settings available at the organization level will now be available in your loyalty points promotions.

Read the Help article

Memberships

View the Membership Status Easily in Guest Profile

Earlier, it was difficult for the front desk to identify memberships with different statuses and expiration dates because the membership records appeared randomly in the Guest Profile.

With this upgrade, the memberships appear in the following sequence based on their statuses:  

  1. Active
  2. Inactive
  3. Failed
  4. Suspended
  5. Frozen
  6. Active (Refunded)
  7. Cancelled
  8. Expired

Within this list, the memberships appear the ascending order of their expiration date. This means the ones that expire soon appear on the top of the list. 

Example: Before upgrade, Guest A’s memberships appeared in the Guest Profile as follows:

  1. Membership 1, Active, Expires on 20th Feb, 2020
  2. Membership 2, Active, Expires on 20th Jan, 2020
  3. Membership 3, Failed, Expires on 20th April, 2019
  4. Membership 4, Inactive, Expires on 20th April, 2019

After the upgrade, Guest A’s memberships appear in the following order:

  1. Membership 2, Active, Expires on 20th Jan, 2020
  2. Membership 1, Active, Expires on 20th Feb, 2020
  3. Membership 4, Inactive, Expires on 20th April, 2019
  4. Membership 3, Failed, Expires on 20th April, 2019

In addition, we have introduced a new filter option, View Memberships with Status in the Guest Profile to filter membership status based on All or specific statuses.

Read the Help article

Redeem Membership Benefits and Close the Invoice Faster

Earlier, to redeem membership benefits, the front desk had to open the invoice and select the Take Payment option from the Appointment Book. This was time-consuming, especially for busy centers.

In this release, we have introduced a new option, Auto Charge Membership on the context menu of the appointment block. Using this option, the front desk can apply membership benefits for a guest and close the invoice faster. 

When the guest’s membership is redeemed and the invoice is closed, based on your configuration, Zenoti either prints or emails the invoice to the guest.

Note: The front desk can close the invoice only if the amount in the invoice is zero. That is, if there are any purchases (additional services, products), tips, SSG, that contains additional charges in the invoice, the Auto Charge Membership option does not appear.

To enable this feature for your business, contact Zenoti Support.

Read the Help article

Inventory 

Create Consumable Product Kits

Earlier, you could create product kits only for retail products and not consumables. This was difficult for the business that wanted to track the consumables received as product kits.

With this release, we have introduced the ability to create and edit the consumables in the form of product kits. 

Read the Help article

Employee Management 

Alert Message for Overlapping Check-Ins and Checkouts

Earlier, you could add multiple overlapping check-ins and checkouts for employees from the Edit Employee Check-In screen. However, this led to inaccuracies while calculating total hours for employees that forms the basis for payroll processing. 

Now, when you add multiple overlapping check-ins and checkout times, you will see an alert message stating that you cannot proceed with the check-in/checkout because of the overlap. This will improve the reported total hours for employees and lead to more accurate payroll processing. 

More Flexibility in Setting Up Product Commissions

Earlier, when Employee Commission Income was set to be awarded ‘by cumulative commission level’, in the Allow product sales commission setting, you could not set the options ‘Based on product to service sales ratio’ or ‘Product sales per guest’ as these options were greyed out. See the screenshot for reference. 

Now, if Employee Commission Income is set to be awarded ‘by cumulative commission level’, you can select the options ‘Based on product to service sales ratio’ or ‘Product sales per guest’ for the Allow product sales commission setting. Note that we have updated the label names for clarity. See the screenshot for reference. 

Essentially, you can now set a cumulative commission slab for Services when Product commission is based on ‘Product to Service Sales Ratio’ or ‘Product sales per guest’. This was not possible earlier. 

Read the Help article

Choose to Show Commission Amount after Invoice-Level Deductions in Reports

Earlier, when invoice-level deductions were set up for an employee, the Employee Payroll Summary report showed the deduction amount in a separate column, but the invoice-level deduction was not deducted from the commission amount. As a result, business owners had to manually deduct this amount from the commission to arrive at the accurate commission amount.  

We have introduced a new organization level setting that administrators can turn on so that the Employee Payroll Summary report, Employee Payroll Details report, Employee Commissions report, and the Employee Dashboard reflect the accurate commission amount after invoice-level deductions. Note that the separate Invoice Deduction column will continue to appear in the (Employee Payroll) report as it did earlier.

Note: The new organization level setting is, Show commission amount in payroll post invoice-level deduction

Updates to Reports

  • Updates to the Employee Payroll Report
    When you export the Employee Payroll report, the employee name (First Name and Last Name) will appear in two separate columns. 
  • Updates to the Employee Overtime Report
    a) Updated name of the report: We have changed the name of the report from "Employee Overtime report" to "Employee Overtime Summary" report.
    b) New filter: You can now filter the report based on Employee name (defaults to All Employees)
    c) Updated column names: We have changed the column headers from “Holiday” to “Regular Hours (Holidays)”, “Weekend” to “Regular Hours (Weekend)”, and “Regular” to “Regular Hours”.

Administration

Validate Guest Email Addresses and Phone Numbers Easily

Zenoti performs a few basic checks for the validity of guest email addresses (based on email format) and phone numbers (based on number of digits). However, often, this is not enough and inaccurate email addresses and phone numbers might get recorded. 

To address this issue, you can now use new Target Segment rules (Demographic - Creation Date is equal to 0 Days, Guest Email is not Verified, and Guest Phone Number is not Verified). See the screenshot for reference. 

Next, create an Always On campaign and send Welcome emails/text messages to the same target segment you created earlier (with all the three rules). 

You can then Export the report for the target segment to view the list of guests whose profiles were created on the same day and to whom the email/text message was not delivered. 

Finally, use the new campaign of type, Notes (Marketing > Campaigns > Notes) to specify when the Note should pop-up for the front desk (select the checkbox, Show during check-in) so that the next time such guests visit your business, the front desk can collect the valid email/phone details. 

Quickly View Tag Associations

Earlier, there was no easy way to quickly check Tag associations before you deleted a Tag.  

Now, we have introduced a new tab that shows the tag’s association. For example, if a tag, ‘Elite Guest’ is associated to the Type ‘Guest’, you will see an additional tab called ‘Guest’. Assume you associate 20 guests with this tag. Later, you want to replace the ‘Elite Guest’ tag with the ‘Platinum Guest’ tag (based on average spend, for example). 

To identify the guests who have the old ‘Elite Guest’ tag, you can use the Export option, make a note of the guests, and then add the new tag to the guests, as required. Finally, you can delete the tags. 

Note: When you associate a Tag to items such as Service, Product, Membership, Package, Guest. or Employee, you will see an additional tab with the same item name. 

Payments  

Auto-Pay for Appointments Booked on Zenoti

With this upgrade, your guests can choose to use the new ‘Auto-Pay’ feature to pay for services they book on Zenoti. Auto-Pay allows your guests to checkout easily after completing the appointment, without having to wait in line to make the payment. 

Note: Guests must enable Auto-Pay and save their card details (for Auto-pay payments including tips), from their mobile.

The card on file is authorized as soon as the front desk marks the appointment as Start. When the front desk marks the appointment as Complete, Zenoti initiates the Auto-Pay transaction. Finally, the front desk selects the Complete Auto Payment option from the context menu of the appointment block to complete the payment.

Integrations 

Use QuickBooks at the Center Level

Earlier, QuickBooks (Accounting Software), could only be used at the organization level. Now, we have introduced a center level setting which allows the center to start using QuickBooks for its daily accounting needs.

Reports

Quickly Review Multiple Forms in the Custom Forms Review Report

Earlier, if the auditor wanted to review the forms in the Custom Review Form report, they had to select and review each form. This was time consuming.

We have now introduced the ability to select and review multiple forms in the Custom Forms Review report. The reviewer can fill the details in the form and proceed to the next easily.  This saves the reviewer’s time and helps to smoothen the business process.

Read the Help article

Updates to the Zenoti Payments - Reconciliation Report 

Earlier, in the Zenoti Payments - Reconciliation report (at the Center level), you could see the following details: 

  • The Deposit View showed both, the Deposit Date and the Collection Date 
  • The Collection View showed both, the Collection Date and the Deposit Date

Individual rows (in a given group) showed individual transactions. 

Now, we have simplified the way we present the data. 

  • The Deposit View will only show the Deposit Date with aggregate values for the Deposit Date in terms of Gross, Fee, and Net values. 
  • The Collection View will only show the Collection Date with aggregate values for the Collection Date in terms of Gross, Fee, and Net values. 

Note: The organization-level Zenoti Payments - Reconciliation report shows details for each center grouped together above the Deposit Date or Collection Date (depending on the View you are in). 

There is no change to the details you can view when you export the report. You can continue to see transaction level details as you did earlier; you can then pivot or analyze the data as required. 

Zenoti Analytics 

Benefit from New Dynamic Filters

Analytics Express now has a new filter across all dashboards called Time Period. You can use this filter to view and set subscriptions for reports based on various time periods such as Previous Week, Month to Date (MTD), and Quarter to Date (QTD). For example, let’s see what happens when you specify MTD option. If today is 14th April, and you select MTD, Zenoti will show the report from 14th March to 14th April. On the next day, the report will be for 15th March to 15th April. This way, business owners always get the latest, rolling (or trailing) data once they subscribe to reports based on the option specified in the Time Period filter.

Important: Use the Custom Start Date and Custom End Date filters only with the Custom option of the Time Period filter. Without the Custom option, the custom start and end date filters do not have any meaning. That is, though you can select custom start and end dates with say, WTD (Week to Date) or MTD (Month to Date) options, you will not notice any impact on the report. Only when you select the custom start and end dates with the Custom option, you will see reports based on custom time periods. Note that the default filter applied is YTD (Year to Date). 

Read the Help article

Favorite Reports Automatically Appear in Analytics Tab in Zenoti Core

Earlier, each time you created a report or marked a report as a favorite in Analytics Express, you had to reach out to Zenoti Support to add the link (to the report) in the Analytics tab in Zenoti Core. Since you added most of the reports you viewed into this tab, the page appeared cluttered.

Now, Zenoti Core automatically adds reports that you mark as a Favorite in the Analytics tab. These Favorite or Starred reports are the reports with which you work frequently and it is convenient for you to view them directly from the Analytics tab (of Zenoti Core). You can click ‘View All’ to go to the Project View of Analytics where you can further check all your reports. Refer to the screenshot for more. 

Zenoti Mobile*

*Features in Zenoti Mobile coming soon.

Capture Guest’s Signature and Other Details during Membership Sale

Earlier, your front desk could sell memberships to the guest even if the mandatory form was not filled or signed by the guest. This was counterproductive for the business as the guest could not use the membership benefit unless the form was submitted with the required details.

With this release, we are introducing a new option, Review Membership form in the Take Payment screen that allows the front desk to collect the guest’s signature during the sale of the membership (such as a Sign-up or a Terms & Condition form). The front desk can collect payment only if the form is filled, signed, and submitted by the guest in the Guest mode.
Read the help article

Restrict the Ability to Sell Items in POS

With this release, we are restricting the ability of employees (such as therapists) from selling items such as Services, Products, Packages, Memberships, Gift Cards, or Prepaid cards in POS. The ability to sell items in the POS is now based on permissions enabled at the organization level for a particular role (Admin > Organization > Security Roles > select specific role > Permissions tab > Zenoti Mobile).

This allows your business to have more control over the sales done by each employee. 

For example, you can restrict the therapist role to only sell Services and Products, whereas you may allow the receptionist role to sell all the items using Zenoti Mobile. 

iOS Features Available in Android

With this release, the previously introduced features in iOS are now available in the Android version also. The features include: 

  • The Summary tab that shows the Membership and Packages details for a guest in the Guest Profile
  • The therapist’s ability to view the expiry date and status of consent forms 

Easily View any Available Firmware Update when Connected to BBPOS

Earlier, when BBPOS was connected to Mobile POS, you had to manually check for updates and install them. In such instances, there was a chance you could easily miss the update, causing payments-related issues.

With this release, we have introduced the ability to notify you whenever an update is available for a card reader when it is connected via the Connected Card Readers page.

Additionally, if you decide to skip the update, an alert appears on the Settings tab and the Connected Card Readers tab to remind you of the pending update.

Read the help article

Support for iSMP4 on Vantiv triPOS Mobile

Ingenico announced the withdrawal of Sale of Ingenico iCMP from the end of 2019 and has recommended users of iCMP to migrate to iSMP4.

To ensure your business in not affected, we have made updates to Zenoti to now support iSMP4 when using Vantiv triPOS Mobile.

Read the help article

Easily Edit the Services in an Appointment

Earlier, if you wanted to edit the services in an appointment for the guest, you had to remove the service, select a new service, and then enter the rest of the details again for the appointment. 

With this release, we have made this process easy by introducing the ability to edit the services easily without the hassle of entering the appointment related details again.
Read the help article

Easily Add Notes when Booking an Appointment

Earlier, if you wanted to add notes related to the guest or the appointment, you could only do it in Zenoti Mobile after the appointment was booked. 

With this release, you can add notes when you’re booking an appointment. This allows you to finish the appointment booking process without having to visit the Appointment Details screen again.  
Read the help article

Admin Queue

Easily Add the Guest’s Email Address and Phone Number

In this release, we have added two new options, Add Email and Add Phone number. These options appear in the Services pending  and Services in progress sections for the guests if their email, phone number, or both are missing. 

The front desk can easily identify such missing information and add these details to facilitate communications.

Read the Help article 

View the Provider’s Idle Time

With this release, we have introduced a new setting, Assign therapist based on idle time, which allows you to see the idle time for providers in the Providers section. Zenoti starts the idle time for a provider as soon as they check-in and calculates the idle time between each appointment.

Read the Help article

Guest Kiosk 

Turn Off Group Bookings for a Center

Earlier, you did not have an option to turn off group booking on Kiosk. 

In this release, we introduced a new center level setting, Enable group booking, that allows you to disable group bookings. 

Read the Help article

Webstore V2

Starting Day of the Week now Configurable

Earlier, on Webstore V2, by default, the starting day of the week was set to Monday This affected some of the weekend appointments, especially in the US as the US Calendar starts from Sunday.

To accommodate different regions of the world and their preference for a different starting day of the week, we have now made the starting day of the week configurable. An administrator can set the starting day of the week for each center - this will help reduce booking-related issues.

Guests can View Add-on Credits

Earlier, after a guest logged-in, a banner showed the guest’s name and membership details such as the name of the membership and the service credits appeared.
With this release, this banner will also show any available add-on credits on the membership. 

Search for Services Across all Categories

Earlier, on Webstore V2, if your guests searched for a service, then the search would match the keyword only in the selected category. The guests had to change the category and search again if they did not find the service they were looking for. 

With this release, Webstore V2 will match the keyword across all the categories and show the relevant results making it easier for your guests to search for and select the desired service. 

CMA

Enhancements to Center Search

With this release, your guests can search for a nearby center on their mobile app, even if the Location permission to the apps on their mobile device is turned off. 

Zenoti will fetch the relevant information from Google Maps and show the center information as per the search keywords (zip code, lane name, boulevard name, and others).

Guests can Reschedule their Appointments

Earlier, your guests could not reschedule the appointments booked from their mobile app.

With this release, your guests can reschedule the booked appointments on their mobile app from the Guest Profile and from the Upcoming Appointments view on the home screen.

Note: Reschedule only allows the guests to change the time and the date of the appointment. The guests cannot change the services or modify the duration of the appointment.

If the appointment consists of multiple services, then all the services will be rescheduled accordingly. 

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