Appointment Book and Booking Wizard
Filter by Appointment Status in Guest Profile
Earlier, the front desk found it difficult to scroll through a guest’s profile to identify appointments with a particular status such as Open or Canceled appointments. This was because appointments appeared in chronological order with little focus on appointment statuses.
Now, the front desk can use the new filter for appointment statuses such as Open, Closed, Canceled, and No Show to locate appointments easily. As a result, the front desk can handle appointment-related queries quickly and efficiently, helping businesses run smoothly.
Undo Appointment Status
In busy centers that manage a high volume of appointments in a day, it is likely that the front desk changes the status of a wrong appointment to say, Check-In or Start, by accident. With this release, the front desk can easily change the status back to the previous status using the Undo option.
For example, if the front desk has marked the wrong appointment as Checked-In, they can undo the action by selecting Undo Check-In. Similarly, if they marked an appointment as Start by mistake, they can undo the action by selecting Undo Start.
Reconcile Custom Payments in the Register Closure Screen*
*This feature is coming soon
Earlier, the front desk could use options in the Register Closure screen to reconcile Cash and Credit Card Payments (using the Cash Adjustments and Credit Card Payment Adjustments). However, there was no option to reconcile Custom payments.
With this upgrade, the front desk will have a new Adjustments option to reconcile Custom payments.
Restrict Ability to Enter Professional Supply to a Few
To have tighter control over consumable products and who can enter product consumption data from the Appointment Book or from Zenoti Mobile, we have introduced a new permission, BOM (Bill of Materials), with options View, Add, Edit, Delete.
These permissions allow employees (such as providers) to add, edit, view, or delete the consumables from the Appointment Book. In addition, the Edit Post Invoice Closure permission controls who can edit an invoice after it is closed.
Businesses can give these permissions to limited number of employees to exercise tighter control over who enters professional supply details into the Appointment Book.
Note: This feature is also available in Zenoti Mobile (iOS and Android).
Use a Single Invoice to Sell a Package and Apply Redemptions
If a guest likes a particular service (say, 15 minutes feet massage at $40), while checking her out, the front desk upsells a series package with the same service (3 feet massages at $90). The guest would like to buy this series package and redeem the (first) feet massage service from the package.
Earlier, in this scenario, the front desk would have had to create a separate invoice for the sale of the series package, close it, and then redeem the feet massage service from it. This was not intuitive.
Now, we have simplified this process. The front desk can add the appropriate series package directly to the service invoice. A message appears on the POS screen stating that the service has been automatically redeemed from the series package (that has just been added to the invoice).
Prerequisite: The organization level setting, Enable Redemptions on Open package, must be turned ON.
Note: This feature is also available in Zenoti Mobile (iOS).
Combine Same-day Bookings into One Invoice for a Guest
At times, a guest may have scheduled an appointment and then may either call back or book a second appointment online for the same day. In such cases, earlier, Zenoti generated separate invoices for each appointment - this was cumbersome while taking payment.
Now, if a guest has multiple bookings on a day, Zenoti prompts the front desk asking them if they would like to add the new appointment into the existing one thereby creating a single invoice making the payment process simpler.
Easily Link Invoices to a Group Bill
Earlier, if the front desk wanted to add an appointment to a group bill (using the option, Add to Group Bill from the context menu), Zenoti opened the Take Payment page and the front desk had to add the required details. Also, it was difficult to identify separate groups of guests that had come in for group appointments on the same day. A 'G' icon appeared on all the appointment blocks that belonged to all group appointments.
Now, when the front desk adds an appointment to a group bill, Zenoti prompts the front desk to name the group to which the appointment belongs. For example, Annie’s Wedding Party or Brad’s Graduation Party.
Note: The names of all groups created on that particular day appear in the context menu - the front desk can either create a New Group or select the name of an existing group while adding an appointment to a group bill.
More Actions now Reported in Invoice Logs
Invoice logs serve as a handy reference to trace actions performed on an invoice by a specific employee. Until this release, some actions performed on group invoices and actions performed in Zenoti Mobile were not logged. With this release, you can find logs for these actions too.
Filter Guest Notes
Some businesses use Guest Notes heavily for internal communications in an effort to wow guests. These notes are useful in that it helps your business personalize the whole experience for your guests as the front desk can make notes about guest preferences and other medical details such as allergies.
Earlier, the front desk spent too much time looking for notes by scrolling through all notes as there was no easy way to filter the Guest Notes as these were not categorized. This process was tedious and time-consuming.
We are introducing the ability to filter Guest Notes based on whether the note is a Private note, Booking Alert, Check-in Alert, Payment Alert, or a Profile Alert. If you choose Booking Alert, for example, only those notes that should appear while booking an appointment for the guest, appear. The front desk can then add a new note, if required or if such a note already exists, move on to the next task at hand.
Updates to Rebooking Appointments
Earlier, while you rebooked appointments, you could not make changes to the appointment details such as changing the name of the provider or the room.
Now, when you rebook an appointment from the context menu or from the guest profile, Zenoti takes you to the Booking Wizard to make updates - the basic details about the rebooking are auto-filled. However, you can edit the booking slots, services, provider, room, and equipment details.
In addition, you can rebook canceled and no-show appointments.
Note: If you want this feature to work for you from the Booking Wizard, reach out to Zenoti Support.
Locate and Reschedule Appointments Easily
If guests wish to change their existing appointments to another date, earlier, it took the front desk a few clicks to be able to locate the appointment and make the necessary updates.
With this release, the front desk can just search for a guest and click Locate to find the guest’s appointments on a day. All the appointments for the guest get outlined with pink to differentiate them from the other appointment slots. The front desk can look for the outlined appointments and make the necessary updates.
Note: If a guest is a part of a group appointment, the front desk will see the option, Locate Group.
New Daily Report on Average Feedback (V2)
In continuation with the updates to the Guest Feedback V2 over the past few months, a new daily report is now available to track the average guest feedback (V2) on guests’ experiences with your business.
Streamline Guest Management with Employee Tasks
With this release, we are introducing the concept of ‘Tasks’ for employees that will help in better guest management. Employees can create, edit, and follow up on their pending tasks (in relation to guests) so as to ensure smooth running of the business.
Tasks will available under My Dashboard once employees log into Zenoti. Employees can also access their tasks from the Appointment Book (My Dashboard) and from Guest Profiles.
Note: Relevant organization-level settings and role permissions must be turned ON for this feature to work.
Create Target Segments based on Service Form Data
With this upgrade, we have introduced a new target segment, Form - Service Fields. Using this new segment, you can create target segments based on the data filled by your guests in their custom service forms.
For example, if your guests have mentioned in their service form that they prefer vegan products for their service, you can create target segments based on the data provided by the guests.
Edit or Delete Themes in Smart Marketing
Earlier, you could not edit or delete a theme in Smart Marketing, this was problematic if you wanted to make changes to an existing theme or delete an old theme.
With this upgrade, you can edit or delete a theme for your campaign in the Smart Marketing.
Contact Zenoti Support to know how to enable Smart Marketing for your organization.
New Macros in Marketing
With this upgrade, you can create campaigns with the new macros that allow you to get the guest code, loyalty balance, loyalty tier program name, last visit details like center name, service name, or provider name. You also have a new macro that redirects the guests from the ‘Thank you’ email to a booking page.
- [GuestCode]: The code assigned to your guests when you enter their details in Zenoti.Note: Zenoti generates a Guest code if you can select Enable auto-generate guest code in center settings at the organization level (Admin > Organization > Organizations > Settings > Guests). However, if you do not enable the setting, you must manually enter a code when entering the guest’s details in Zenoti.
- [LoyaltyBalance]: The loyalty point balance after the current accrual or redemption.
- [LoyaltyTier]: The name of the tiered loyalty program to which your guest belongs.
- [LastVisitCenterName]: The name of the center which the guest has last visited.
- [LastVisitServiceReceived]: The name of the service which the guest has received during the last visit.
- [LastVisitServiceProviderName]: The name of the provider who has performed service for a guest during the last visit.
A new macro, [BookingURL], is also introduced which you can use in your ‘Thank you’ email sent to your guests. The [BookingURL] macro allows you to insert the URL that redirects the guest to the booking page (your website or Zenoti Webstore services listing page).
Upload Images from your Local Drive for your Campaign
Earlier, if you wanted to insert an image for your email campaign, you could only use an image with a URL. This is now fixed.
With this upgrade, you can insert an image for your email campaign from your local device. After the release, when you drag and drop Image from the Campaign Editor side panel, and the Select Image window appears, you can either drag and drop the image from the local device location or enter the path where the image is located on your device in the Add image text box.
Campaign Editor: Import or Export Template in one Window
With this upgrade, the ability to import or export template is available in one icon, View and Import Code. When you select this icon, the Export template window appears that allows you to import your code to Zenoti Campaign Editor or export your template from Zenoti Campaign Editor to the desired location.
New Template for your Campaign in the Basic Layout
With this upgrade, you can use the new template, Demo Template, available in the Basic Layout tab to create an email campaign. This new template helps you understand how different elements and components appear in your template if you are creating a campaign using the email editor. The layout in the Demo Template showcases a bit more of what you can achieve with the new editor.
Read the Help article
Remove All Annotations in a Form with a Single Click
Earlier, if you wanted to remove the annotations marked for your guest service in the form, you had to click Undo several times. This was time-consuming.
With this upgrade, a new option, Clear All, is introduced that allows you to clear all of the annotations for the guest with just one click. This saves time and effort.
Note: You can still use the Undo option to clear the last annotation.
Improved Usability when Filling up Forms
Earlier, you had to fill all the mandatory sections in your service or a tag form with multiple tabs, before you click Submit. This was time-consuming as you had to scroll to the top of the page every time you complete one tab and continue filling the remaining ones.
With this upgrade, a new option, Submit and Fill Next, is introduced at the end of the tab in your form to submit the details in the current tab and move to the next one quickly without scrolling to the top of the page.
Quickly Filter Services for a Provider in the Custom Forms Review Report
Earlier, while reviewing the number of services done by a provider, the reviewer had to view and manually count each service. This was time-consuming and prone to errors.
With this upgrade, we are introducing the ability to filter the service performed by an employee at a center. Thereby, ensuring faster reviews.
Use Preview to See Lengthy Forms in One Screen
With this upgrade, we have introduced a new Preview option for forms which allows you to see how a form appears to your guest.
This option is especially helpful if you have a form that is lengthy with multiple fields and you need to see the form in one single screen. The Preview option allows you to see the form as one single page before saving the changes, saving you time and effort.
Note: This feature is available for all form types (Service, Guest, Tag, Membership, and Package).
Auto-fill Guest Data in Forms
There are services for which data is filled in the form every time guest takes a service. For example, let’s say the guest must fill two forms for Botox treatment:
- Botox Custom form: The guest fills the Botox Custom form during their first visit
- Botox Follow Up form: Botox Follow Up form is filled by the guest for any subsequent visits.
Earlier, the guest had to enter the details which they have already filled for a particular or previous visit. This was tedious since some forms for a service have multiple pages that require the guest to fill in details which they have already entered. This is now fixed.
With this upgrade, a new setting Load this form with data from previous visit automatically populates the form with the data which was already filled for a service. This means, when the guest books the same service, the form is auto-populated with the data which was filled during guest’s previous visit.
This feature is also helpful for forms accessed by multiple providers, as the form is automatically populated with guest data, providers need not spend time to fill guest data. This saves time and effort for both guests and providers.
Easily Save the Data in Service Forms
Earlier, there was no option to save and submit the data unless all mandatory fields are filled in the service form. This was tedious and time consuming for your guests or providers if they wanted to save the data and go back to filing the form at a later point of time.
With this upgrade, a new option, Save allows your guests or providers to save the data which they have filled in the form at that time. This feature allows the guest or provider to access the form again and fill it conveniently at a later point of time.
Note: This feature is available only for forms such as Guest, Service, and Tag. If multiple providers access the same form from a different device, the changes made by the last person are retained.
For example, Botox treatment for a guest is done by Julia. The guest details are filled in the service form by Julia. The next day Samantha accesses the same form to edit details for the guest. In this case, the changes done by Samantha are retained in the service form.
Refund Day Packages
You can now process refunds for day packages from the Refund icon in the Appointments tab of the Guest Profile. Staff members who have the Service Refund permission can refund day packages.
Undo Transfer of Package Benefit
You can now undo transfer of package benefits. Users with the required permissions can now undo this action if package benefits are transferred by mistake.
View to whom Package Credits are Transferred
You will now be able to view the name of the person to whom your guest has transferred package credits by navigating to Guest profile > Packages > Name of the package > (Transferred link).
Commissions based on Revenue Slabs now at Employee Level
Till now, you could configure commissions based on revenue slabs only at the organizational level. With this release, you will be able to define commissions based on revenue slabs at the individual employee level. We have introduced new settings at the organization level (Allow commission type for slabs to be defined at employee level) and at the Employee level for you to be able to set up and define the revenue slabs.
More Flexibility in Editing Employee Schedules
With this release, users with the appropriate permissions to edit the employee schedule in the Day view will also be able to edit employee schedules in the Week and Month Views.
Updates to Employee - Service Associations
Earlier, there were a few implied employee-service associations. For example, if a service was not assigned to any employee, it meant that all employees could perform the service. This was not intuitive and was cause for confusion.
With this release, the employee-service association screen has no such hidden or implied associations. If the Service Assignment checkbox is selected for an employee, the employee can perform that service - else, the employee cannot perform the service. Similarly, if a category or a sub-category of services is selected, it means that the employee can perform the corresponding category or sub-category of services.
Important: These changes apply only to new organizations, that is, to our new customers. We will roll out these changes to our existing customers in the near future.
Support for Ingenico iPP350 Device (ANZ only)
Ingenico has announced phasing out of its device Ingenico iWL250 and recommends using Ingenico iPP350 device.
To ensure your business is not affected, we have made updates to Zenoti to support Ingenico iPP350 device.
Note: This is applicable only if your payment processor is Payment Express.
View the Progress of Guest Checkout
Earlier, if the Mirror Mode was enabled on your desktop POS, and if the guest was performing a checkout, it was difficult for your front desk to see the step the guest was in.
With this release, to solve this issue, we are introducing a pop-up screen that will appear on your desktop POS when you initiate guest checkout. Your front desk can see the progress of the guest checkout and help the guest in case of any issues.
Updated Data Sources
We have updated the following data sources:
Appointment data source: We have updated the Appointment data source to capture Guest Feedback V2.
Read the Help article
Sales data source: We have updated the definitions of a few items in the Sales data source. For example, the Next Sale Date, Last Sale Date, Next Service Date, and Previous Service Date have new definitions.
Read the Help article
Simplified Booking Process
Currently, if your business maintains a website along with the Webstore and if your guests want to book a series package, your guests have to select the series package on your website and on the Webstore. This is a cumbersome process.
With this release, when your guests select a series package, a membership, or a day package on your website, they are automatically redirected to the Webstore where their choice is auto-populated. The guests only need to select a date and time or add new services to book the reservation. This will remove duplication of actions and allow guests to complete the reservation much faster.
Configure Webstore V2 Catalog at the Center Level
With this release, you can configure the Webstore V2 Catalog settings from the center level. This will allow businesses to customize the services offered to the guests at a center level and offer more relevant services.
Another important feature of the center level catalog settings is the ability to offer pre-launch Memberships, Gift Cards, and Series Packages. The yet-to-be-launched centers can choose the services that they want to display on their Webstore landing page and allow guests to purchase Gift Cards or services at a discounted price. This will help in generating new leads and allow faster customer acquisition.
Rebook Services from the Past Appointments Tab
With this release, your guests can rebook services from the Past Appointments tab on their guest profile on the Webstore.
The services, add-ons (if any) and the therapist is selected automatically based on the earlier appointment and the guest must select an available time slot to rebook the appointment.
Wider Choice of Providers when Therapist Preferred Booking Interval is Enabled
Earlier in Webstore, if the setting Honor Therapist Preferred Booking Interval was enabled, your guests could select only Specific therapists while booking an appointment.
With this release, your guests can also select the options Any, Any Male, and Any Female when this setting is enabled. This allows the guests to have a wider choice of providers when making an online booking.
Guest Kiosk and Queue
Easily Distinguish Booking Done using Zenoti Mobile or Online Booking
Earlier, it was difficult to distinguish if the appointment was booked online, in-store, from the Booking Panel or from Customer Mobile Application (CMA).
With this upgrade, prominent icons appear in Queue for appointments booked using the Webstore or online Kiosk and CMA
Guests can Opt to Receive Transactional or Marketing Emails or Texts
With this upgrade, a new option appears to confirm if a new guest using Kiosk wants to receive marketing or transactional emails or texts of your business, in compliance with GDPR.
Track Guest Check-ins Easily
Earlier, if your guest booked appointments online, they could check in via the online kiosk. If your guest has not arrived at the center for their appointment, the front desk had to manually check and confirm the guest’s check-in. This was time-consuming.
With this upgrade, we have introduced a new option, Check In that appears in the Admin Queue that allows the front desk to check-in guests when they arrive for their appointments. This allows your business to accommodate guests seamlessly without impacting wait times.
Insights into your Guest’s Actions
Powered by Google Analytics, Zenoti Kiosk operations can now track the actions performed by a guest thereby identifying any problem areas which hinder your guest from completing an action.
For example, you can know if the number of clicks is lesser than required to complete actions such as booking a group appointment, filling forms, or making payments. When the guest doesn’t complete an action, it could be due to a problem the guest is facing and might need the help of the front desk.
With this upgrade, Zenoti allows you to track the actions performed by your guests using Kiosk. Zenoti uses Google Analytics to get data on the number of clicks on each page.
Contact Zenoti Support to know more.
Print or Email Invoice from the Payment Screen (iOS)
Earlier, during the guest checkout, if the front desk had to print or email the invoice, it should be closed from the Take Payment screen and again accessed from the POS tab. This was time-consuming as the guest had to wait until the process is done.
With this upgrade, we have introduced two new options, Close & Email and Close & Print, which allows the front desk to directly print or email the invoice for the guest, saving time and effort.
See Loyalty Points in Guest Profile (iOS)
With this upgrade, we have introduced a new Loyalty Points tab in the guest profile that allows your front desk to see and manage your guest’s loyalty programs.
Using the Loyalty Points tab, your front desk with appropriate permissions can do the following:
- See both the type of loyalty programs (Tiered or Regular) and points accrued for the guest.
- Add a guest to the loyalty program using the Enroll option.
- Expire the loyalty points for the guest.
Read the Help article
View Custom Payment Details for a Closed Invoice (iOS)
With this upgrade, when you open a closed invoice, you can view the details of payment type used for Custom Payment in Zenoti Mobile.
Read the Help article
Closed Invoice to show Tips and SSG
Earlier, using Zenoti Mobile you were not able to view the breakup for Tips and SSG in a closed invoice. This caused difficulty in understanding as the total payment details were not visible.
With this upgrade, we have introduced a new setting that allows you to view the amount paid as Tips and SSG in a closed invoice.
Contact Zenoti Support to know how to enable this setting for your business.
Enhancements for the Android version of Zenoti Mobile
In the previous releases, we rolled out the following features for the iOS version of Zenoti Mobile that allowed you to:
- Shrink the time of the services with common finish segments
- Book services which are sequenced
- Restrict the ability of employees (such as providers) to sell items like Gift Cards in POS
- Edit the service without deleting the appointment
- Add notes while booking an appointment
- Add, Edit, or Delete the employee Block-out time
With this release, these features are also available for Zenoti Mobile Android version.