Appointment Book and Booking Wizard

Select Guests who Wish to Receive Group Receipts

Earlier, if the front-desk staff emailed a group receipt, it was sent to the group’s host. This was an issue if multiple guests wanted a copy of the receipt. 

We have now introduced a new option that allows the front-desk staff to select guests who want to receive the email receipt of the group appointment.

Note: This feature is also available on Zenoti Mobile (iOS). 

Read the Help article

Quickly Book Services from the Recent Past Again

Our data shows that guests tend to repeat the services they take. For convenient and quick booking, the front-desk staff can now pull up details of a guest’s last five visits from the Last Visit link in the booking panel and book such services again. 

Note: Day packages appear as part of the list of services from the past; Add-ons do not appear in this list. 

Read the Help article

Latest Guest Notes Appear on Top 

In the booking panel, when you click the Notes (pencil) icon, you can view Appointment Notes and Guest Notes. Earlier, the latest Appointment Notes appeared at the top of the list - but the latest Guest Notes appeared at the bottom. 

In both, Appointment Notes and Guest Notes sections, the latest notes will appear on the top, making it easier for the front-desk staff to view such notes. 

Usability Improvement in the Close Payments Screen

Earlier, if the Actual Amount was lesser than the Expected Amount, it appeared with a minus (-) sign in the Close Payments screen. 

Now, the Actual Amount appears in red if the amount is lesser than the Expected Amount. 

Usability Improvements for POS

Process Cashbacks Faster

A lot of businesses typically do not record tips in the software; instead, they overcharge the guest’s card and return the excess amount in cash that the guest may use to tip the provider. 

For example, a guest is charged $150 for an invoice amount of $135, where the guest wants to tip $15. 

When cashback is enabled and the value in the Amount field in the Credit/Debit section in POS is more than the Total amount:

  • Earlier, there was no way for the front-desk staff to add a rounded-up number in the Amount field and easily calculate the cashback amount.
  • Now, we show the following dialog box asking the user to confirm whether the additional amount can be accounted as cashback. 

Read the Help article

Easily Swap Services in the POS

A guest may have booked an appointment for a hair color touch-up service. However, when the guest comes in for her appointment, the provider may upsell the service to say, Global hair color.

Earlier it was time-consuming for the front-desk staff to change the service in POS. 

With this release, we have introduced the pencil icon that allows the front-desk staff to edit the services in the POS.

Note: Reach out to Support to enable this feature for you. 

Read Help article

Set Default Card Type and Custom Payment Type to Speed-Up Sales

To speed up the checkout process for a guest, we have made the following improvements in POS:

  • You can now define the default card type for the POS at the organization level. Set up default card type for POS at the organization level:

The default card type appears in the POS as follows:

Read the Help article

  • You can also define the default custom payment (for offline card payments) at the center level (Admin > Organization > Centers > Settings > Invoice and Receipt section).   

The default custom payment option you configure at the center level appears in the Payment Data field under Custom in the Collect Payment section of the POS. 

Note: This feature is also available in Zenoti Mobile (iOS).

Read the Help article

Easily Update the Name of the Employee who Made a Sale

For each item sold on an invoice, you could always update the name of the employee who made a sale. We have just made it simpler now. 

Minor Updates

  • On the appointment blocks, Previous Sittings now appears as Previous Visits
  • Earlier, when you hovered on appointment blocks or clicked on them, at times, the tooltip and the context menu overlapped. We have fixed this issue. 
  • At times, while closing an invoice, you may not necessarily want to print or email the invoice. In such cases, you can now click the Close Invoice option. 
  • In the invoice, we have increased the font size of the amount in the Total column for better visibility. 

Booking Wizard 

Book Appointments Quickly using Service Codes

During weekends or festive seasons, the volume of bookings is high, and the front-desk staff must identify services and make bookings quickly. Now, in Booking Wizard, the front-desk staff can quickly search for services by using service codes to book appointments efficiently. 

Use Your Keyboard to Navigate Booking Wizard 

Front-desk staff can now use the keyboard to navigate Booking Wizard - they can use the arrow keys and the Tab key. Front-desk staff can also use Ctrl+B to go to Review and Book option and Ctrl-Q to switch between the Normal and Advanced modes.  

This is especially helpful for businesses that outsource their booking management to call centers where the staff relies heavily on the keyboard for quick navigation.

Read the Help article

Restrict Deletion of Services from Appointments

With this release, Zenoti will restrict your ability to delete a service from an appointment if product consumption data or service custom data are entered. 

Note: Only authorized users can delete such services from appointments if the checkbox, Allow appointment deletion only upon authorization if product consumption data is entered or service custom data is filled, is selected at the organization level.

Read the Help article

Booking Wizard Considers Provider Booking Intervals 

Earlier, the Appointment Book showed bookable slots as per preferred intervals of providers - we have now extended this feature to Booking Wizard too.

However, note that if a guest books two services, the second service does not honor the booking interval. For example, the booking interval for a provider is 45 mins. A guest books two services - of 30 mins duration each. In such a case, the Booking Wizard considers the booking interval only for the first service. Also, if no slots are available as per the booking interval, then the wizard shows all slots as available. In both cases, the workaround is to use the booking panel to proceed with bookings. 

Loyalty Points 

Loyalty Points to Expire when Guest is No Longer a Member

Some businesses extend loyalty program benefits to members only - that is, guests whose membership status is Active, Inactive, Frozen, or Suspended. 

With this release, we have introduced a new organizational-level setting, Expire loyalty points when guest is no longer a member. 

Note: Points expire on the night of membership expiry date/termination date. If you change the membership expiry date to the current date (today) or a date in the past, points expire immediately. For the tiered membership model, points expire when a guest falls out of a tier.

Read the Help article

Configure Service-level Points Accrual and Redemption 

Some businesses do not award points on specific low margin services. Similarly, some businesses do not allow redeeming points on specific services. For such businesses, we now offer granular level control at the organizational level - you can configure accrual and redemption details for loyalty points at the service-level.

Note that this was already available in the tiered model - we will now support this in a regular loyalty program too. Zenoti Mobile - iOS also supports this behavior. 

Reverse Points for a Regular Loyalty Program on Invoice Refunds

Earlier, when an item was refunded, points accrued against the original purchase were not reversed. To prevent undue gains, businesses would prefer to reverse the points gained against refunds. 

With this release, we have introduced a new setting in the Points tab at the organizational level that provides the ability to reverse the loyalty points gained, if there is a refund.

Note: This is applicable only for new organizations created after the Jan 2020 release - this capability is not yet available to our existing customers. 

Minor Updates 

New columns to help you make informed decisions while merging duplicate guest records: While merging duplicate guest records, it helps to know basic details such as Guest Code, Creation Date, and Creation Source. You will find this additional information in the Loyalty > Manage Duplicates page and in the Guest Profile > Merge Guests page. 

Read the Help article

Employee Management

Add Notes to Employee Schedule

When a manager is setting up an employee’s schedule, she may want to add notes to details about an employee’s availability. 

For example, an employee may be in all-day training, may be available for reduced hours, or may be on sick leave. A manager can now add such details as notes for the employee from the Employee Schedule page.

Note: Managers can add such notes only from the Day View.

Business owners can view such notes in the Employee Attendance Details report in the Notes column. 

Read the Help article

Track Changes to Employee Schedule

You can now track all changes made to the employee schedule such as when a schedule was created, updated, or deleted in the Changes Log. Such a log is useful to track unauthorized changes to employee schedules. Managers and center administrators can review, audit, and troubleshoot issues regarding employee schedules using this log. 

Read the Help article

Deductions Apply to Promo Packages 

Businesses apply deductions on commissions to recover costs such as guest, labor, shop costs, and cost to center. Earlier, these deductions were applied to services and day packages only. With this release, these deductions will apply to promo packages too.

Read the Help article

Deductions Increase Proportionally when Service Quantity Increases

Earlier, when you configured deductions as a flat amount such as guest cost, shop cost, and labor cost, and cost to center, these applied to a single unit of a service. If you increased the quantity of the services sold, the deductions were still calculated for a single unit of the service and did not increase proportionally. We have fixed this issue with this release.

Automatically Create Tasks for Upcoming Membership and Package Expiry

Earlier, you could set up Zenoti to create Tasks to follow up on guest no-shows and cancellations. We have now extended this feature - you can now also create automatic Tasks to alert you about upcoming membership and package expiry.

Read the Help article

Request Therapist Bonus now Awarded only on Closed Invoices

Earlier, employees were getting awarded the Request Therapist Bonus even if guests canceled appointments or when guests did not come in for their appointments. This is now fixed. 

With this release, only those employees who have performed a service will get the Request Therapist Bonus after the invoice is closed. Zenoti will no longer award the Request Therapist Bonus to providers for appointments that are canceled or no-shows.

Marketing

Sell Predefined Gift Cards from the POS

With this release, your front-desk staff can sell gift cards with a fixed number of services and gift cards with a fixed amount, directly from the POS. 

An admin can also assign a name to such predefined gift cards so that the front-desk staff can easily identify and sell such cards. 

For example, an administrator may configure a predefined service-based gift card called ‘Rejuvenate Gift Card’ with two Basic Manicures, two Basic Pedicures, and one Fruit Facial. Similarly, predefined amount-based gift cards worth  $50 or $100 may be named ‘Snappy 50’ and ‘Cool Hundred’, respectively. 

We have also made it possible to configure the sale and redemption of such predefined gift cards (by service or by amount) at the gift-card level itself. Consider our example again. 

Note: An administrator can restrict the sale and redemption of such gift card say, ‘Rejuvenate Gift Card’ to one center only or allow the sale and redemption of this card across centers at the gift-card configuration level itself as opposed to such controls being at the organizational or center level. 

As a business, you will find that such predefined gift cards instantly appeal to guests as they know upfront the services or amount included in such gift cards.

Note:

  • From the Mobile POS, you cannot sell predefined gift cards.
  • From Zenoti Web and Webstore V2, you can continue to sell regular gift cards of service or value as you do at present. 
  • From the Customer Mobile App (CMA), you can only sell amount-based gift cards - there is no change here.  

Read the Help article

Control which Roles can Send Text and Email Campaigns

When you send SMS/email notifications from Zenoti, the corresponding text/email credits are consumed. You might want to control how these credits are consumed by each center or franchisee and limit the permission to create campaigns to a few roles only and allow other roles to create and send/schedule campaigns.

With this release, we have split the existing role permission Send/Schedule Campaign into two separate permissions:

  1. Send/Schedule SMS Campaign
  2. Send/Schedule Email Campaign

Important: If neither of these permissions are enabled for a role, the employee can still go ahead and create a campaign and save it, but cannot schedule or send it to guests.

A role that already has the Send/Schedule Campaign permission will have both the Send/Schedule SMS Campaign and Send/Schedule Email Campaign permissions enabled by default with the new implementation.

New Role Permissions to Send Push, Opportunity, and Notes Campaigns

With this release, we have added new role permissions that allow you to send/schedule marketing campaigns such as push notification, opportunity, and notes.

  1. Send/Schedule Push Campaign
  2. Send/Schedule Opportunity Campaign
  3. Send/Schedule Notes Campaign
    Note: If this permission is enabled for a role, but the Create Notes Campaign permission is disabled, the employee cannot view the Notes option in the left-hand side menu (Marketing > Campaigns) on the Marketing dashboard.

Important: If none of these permissions are enabled for a role, the employee can still go ahead and create a campaign and save it, but will not be allowed to schedule it or send it to the guests.

New Organization-Level Setting to Include only Base Center for Campaigns

Regardless of where the guest profile is created, if a guest visits a center, the center would want to use the last visit as an opportunity to attract the guest to visit the center again. This is important for a center’s performance (in terms of the number of visits and revisits).

With this release, we have repurposed the Include visited guests in promotional messages (email/texts) organization-level setting to include guests who only visited the center, irrespective of the center at which the guest profile is created. We have also added a new setting, Include base center guests in promotional messages (email/texts) (Admin > Organizations > Settings > General). When this setting is enabled, the campaign is sent to all the guests based on the base center where the guest profile is created.

Read the Help article

TCPA and CAN-SPAM Compliance

Note: Contact Zenoti Support to enable these compliance-related settings for your business. These compliance do not stop businesses from sending marketing texts and emails.

Enforce Guest Consent for Sending MarketingTexts/Emails

TCPA (Telephone Consumer Protection Act) is a law in the US that regulates businesses to send marketing messages and emails only upon taking consent from the customers.

With this release, if TCPA is enabled for your business, 

  • You will not see the Set new guest profile to receive marketing emails and Set new guest profile to receive marketing text messages (SMS) organization-level settings (Admin > Organization > Settings> Guests) for sending promotional text or email messages.
  • In the guest profile, when the front-desk staff selects the Receive Marketing Text Messages(SMS) or the Receive Marketing Emails checkbox, a message prompt appears to take consent from the guest.

Read the Help article

Ensure that Marketing Emails are CAN-SPAM Compliant

CAN-SPAM (Controlling the Assault of Non-Solicited Pornography And Marketing) Act is a law in the US designed to regulate commercial emails. It enforces businesses to include their physical address on every email communication that they send to their customers. 

Important: If businesses do not abide by this law, the violation results in a penalty of up to $42,530.

With this release, we have introduced two new buttons, Acknowledge and Proceed and Cancel and Go Back on the email editor page. When you draft an email in the editor, and click Send Now (to publish the campaign right away) or Schedule (to schedule it for a future date), Zenoti verifies if you have added the [CenterAddress] macro in the content. If you have not added the macro for the center address, the following alert appears:

In case you have manually entered the address, click Acknowledge and Proceed to send or schedule the campaign. However, if you’ve missed adding the address or the macro, click Cancel and Go Back to return to the editor.

Read the Help article

Show Center Time Zone in Appointment Confirmation and Reminder Emails/Texts

With this release, if you add the [StartTime] and [EndTime] macros in the emails or text messages for appointment confirmations and reminders, your guests will see the start and end time with the time zone appended. This is the time zone of the center where the appointment is booked.

For example, if a guest books an appointment at the Chicago center for 3:00 pm, the appointment email/text message includes the appointment time as 

3:00 pm CST (Central Standard Time).

Memberships 

Upgrade or Downgrade Memberships for the Guest

Earlier, to upgrade or downgrade a membership for a guest, the front-desk staff had to manually expire the existing membership and then sell a new membership. This was time-consuming.

With this release, the front-desk staff can easily upgrade or downgrade a membership from the Memberships tab on the Guest Profile page.

For example, a guest has a Silver membership that has three massage services per month but wants to upgrade to the Gold membership which has four massages per month. The front-desk staff can access the membership from the Guest Profile page, click Upgrade/Downgrade, choose Gold Membership, and then select a date on which to make that membership active. 

Note: Your guest can access and submit sign-up forms for the new membership right away, even if the membership upgrade or downgrade is set for a future date.

Read the Help article

Memberships with Restricted Sale from POS 

We have introduced a new setting which allows you to restrict the sale of a membership only as an upgrade, downgrade, or renewal. This is useful if you want to set up special memberships for customers who want to discontinue a current membership because they find it expensive. 

This setting applies to Zenoti Mobile also. 

Read the Help article

Clone a Membership

Earlier, there was no easy way to create a new membership that was similar to an existing one. With this release, you can clone an existing membership with the click of a button. 

To do this, on the Edit Membership page, click Clone

You can also choose which configurations of the existing membership you want to carry over to the new membership and which ones you want to leave out. 

Read the Help article

Usability Improvements to Membership Management

Earlier, the Create Membership and Edit Membership pages displayed all the options that are part of the membership creation process. This provided a lot of opportunities for mistakes. The improvements include:

  • Separate buttons to create recurring/non-recurring memberships
  • When a membership is based on Service Credits the following options are not displayed: Membership expires when credits are consumed, Maximum Credit Redemption Per Invoice, Restrict redemption to only selected services, and Credit Amount column 
  • Service credits and service discounts can now be configured in separate tabs
  • When service discounts or product discounts are turned off, respective tabs do not appear
  • When creating a new membership, default settings are updated to better reflect feature usage. For example, Setup Fee, Freeze Fee are turned off by default.
  • The HTML Description field is moved to the Catalog tab
  • Terms & Conditions option is hidden by default for new orgs (since Membership Forms is a much more robust feature)

Disable Membership Versioning

Membership versioning is a powerful feature for those who need it. And for those who don’t need it, it becomes complex to manage. Businesses that are not membership-based typically do not need versioning thereby simplifying membership management.

For all new orgs created post-Jan release, we will disable “membership versioning” by default. This means any changes made to a membership would be applicable for existing members as well as future sales.

If a new organization wants to enable the Versioning features, they should contact the Support team.

Packages

Restrict Redemptions to Centers where Sale was Made

With this release, businesses can restrict package redemption to specific centers where the package was sold. You can set up series and custom packages (that uses a template that restricts usage to local redemption) in this manner.  

Note: This feature is also available in Zenoti Mobile (iOS).

Read the Help article

Inventory

Usability Improvements

With this release, we have made the following usability improvements:

  • View Current Stock in Compact and Extended Layouts

You can view the Current Stock page in two different layouts: Compact and Extended. The compact layout is the new layout that lets you focus on the following details:

  • Product Code
  • Name
  • Unit
  • Vendor
  • Current Qty-Store
  • Current Qty-Floor
  • Value
  • Tax

Note: The compact layout is the default layout in which you can view the Current Stock page.

Read the Help article

  • View Reconciliation in Compact and Extended Layouts

You can view the Reconciliation page in two different layouts: Compact and Extended. The compact layout is the new layout that lets you focus on the following details:

  • Product Code
  • Name
  • Unit
  • Vendor
  • Current Qty-Store
  • Current Qty-Floor
  • Audited Qty-Store
  • Audited Qty-Floor
  • Unaccounted (After Audit) - Store
  • Unaccounted  (After Audit) - Floor
  • Reconciled
  • Unaccounted  (After Reconciliation) - Store
  • Unaccounted  (After Reconciliation) - Floor
  • Audit Notes
  • Reconciliation Notes

Note: The compact layout is the default layout in which you can view the Reconciliation page.

Read the Help article

  • View Inventory Reports and Pages in Fullscreen

With this release, we have introduced a new icon to view the Inventory reports and pages (current stock, audit, and reconcile as of now) in fullscreen mode. 

Note: You can exit the fullscreen mode either by pressing the Esc key or by clicking the exit fullscreen icon.

  • Fixed Columns on Current Stock, Audit, and Reconcile Pages

With this release, you can view the Current Stock, Audit, and Reconcile pages easily without exporting the data on these pages to Excel or CSV. The column headers in each of the pages are frozen - the headers still appear as you scroll on the page.

New Filters in Current Stock and Reconciliation Pages

With this release, we have added the following filters:

  • Filter Current Stock based on Zero or Non-Zero Stock Quantity

You can view the current stock based on quantity (store and floor) by using the Stock Quantity filter. The options in the filter are - greater than zero, less than zero, and equal to zero. 

  • Filter Reconciliations based on Unaccounted After Audit Quantity

You can view the products with unaccounted quantities (store and floor) not equal to zero. With this release, we have introduced a new filter Unaccounted After Audit in the Reconciliation page. 

Read the Help article

  • Filter Current Stock based on Center at Org Level

You can view the on-hand stock of a product, for each center, at the organization level. With this release, we have introduced a new filter, Center, If your business has a warehouse, this gives the warehouse the bird's eye-view of the complete on-hand stock and procure stock accordingly.

Read the Help article

Notify the Source Center for Stock Transfer

When you raise a purchase order to a vendor, you can send the order over email to the vendor from Zenoti. Similarly, when you raise a transfer order to a source center, you would want to notify the source center about the stock request.

With this release, we have introduced a new button, Email To Center on the transfer order page, which allows you to send raised transfer orders to the source center.

Important: You will see the Email To Center button only if the Restrict delivery of transfer orders in the source center org-level setting is enabled .

Note: Similar to the purchase order emails, transfer order emails do not consume any email credits.

Read the Help article 

View Center-wise On-Hand Stock at Org Level

A warehouse is a center that manages the stock of the entire organization. It procures stock from the vendors and dispatches stock to individual centers. In this purchase model, the warehouse needs to know the stock at each center and procure stock accordingly.

With this release, we have added a new filter, Center, on the Current Stock page at the organization level. It lets you view the total stock at all centers or at individual centers.

When you click a product link, you can see the on-hand stock of the product for each center.
Note: The stock for the product is listed only if the product is associated to the center.

You can also view the alert quantity defined at a center for each product.

Read the Help article 

Payments

Automatic Bluetooth Connection of Zenoti Mobile with BBPOS

Earlier, the Bluetooth connection of the BBPOS device with Zenoti Mobile timed out after 10 hours of inactivity. On the following day, you had to pair the BBPOS device to Zenoti Mobile again. 

With this release, after you establish the Bluetooth connection with the BBPOS card reader, an alert with the option to remember the card reader will appear. Select the option to allow Zenoti Mobile to auto-connect with the BBPOS card reader. Whenever the front-desk staff logs in to Zenoti Mobile,  the BBPOS card reader is connected automatically, thereby saving time and effort.

Auto-pay now Redeems Membership Dollar Credits

With this release, we have introduced the ability to redeem Membership Dollar Credits for guests using Auto-pay during checkout.

Refer to the following example:

Tabitha, a member books a Balinese Massage ($40.00) with Auto-pay enabled on the CMA. She has existing membership dollar credits for $15.00. After the appointment is completed the front-desk staff selects Complete Auto-payment. The existing membership dollar credits for $15.00 are redeemed first and the rest of the amount ($25.00) is charged through Auto-pay.

Read the Help article

Reports

Usability Improvements

With this release, we have made the following usability improvements for reports:

  • Updated Date filter: The Date filter across all Admin reports is updated with more selection options: Yesterday, Today, and 1 year for Org reports.
  • Labels for Filters in Sales Reports: You will now see labels for each filter in Sales reports. 
  • Just-In-Time Help for Sales Reports: With this release, we have added just-in-time help in Sales reports that lets you:
    a) View the definition of a report
    b) View the column definitions when you hover the column headers
    c) View the link to the help article on help.zenoti.com
  • Renamed Service Date and Created Date: With this release, we have renamed Service Date to Sale Date and Created Date to Booked Date in the Sales-Service and Sales-Day Package reports.
  • View reports in full screen: You can now view reports in full screen using the icon on the right-hand corner of the filters bar of the respective reports. 
  • Header rows of reports frozen for better context while scrolling: The header rows of the following reports will be frozen so that while scrolling through the records, you will have better context around the values you see. - Admin reports - Employee Sales reports- Loyalty reports - Inventory reports- Marketing reports 
  • Drill-down option for Register Summary report from Appointment Book: When you access the Register Summary report from Appointment Book, you can drill down the numbers to view invoice-level details. You can always come back to view the Register Summary report by using the Back to Register Summary link. 

New Org Level Reports

With this release, we have added the following new Org level reports:

  • Employee Attendance Details Report: View attendance details of the whole organization in one report. 
  • Sales - Service Summary Report: View a summary of services performed at all centers. You can also view the summary for a specific center over a time period.
  • Sales - Product Summary Report: View a summary of products sold at all centers. You can also view the summary for a specific center over a time period.
  • Collections - Service Summary Report: View a summary of collections made from the services at all of your centers. You can also view the summary for a specific center for a specific time period.
  • Collections- Product Summary Report: View a summary of products sold at all centers. You can also view the summary of the product sold at a specific center over a selected time period.
  • Revenue - Service Summary Report: View a  summary of revenue recognized from services performed at all centers. You can also view the summary of recognized revenue of services performed at a specific center for the selected time period.
  • Revenue - Product Summary Report: View a summary of the revenue recognized from products at all centers. You can also view the summary of product revenue for a specific center for a selected time period.

View Sale Price Inclusive of Tax in Reports 

Businesses in regions such as Australia-New Zealand and Europe, consider sale price to be inclusive of tax. That is, a few reports will show the value of sales as follows: 

Gross Sales = Sales + Tax - Discount

With this release, you can view a new column, Gross Sales, in the following reports:

Moreover, in Employee Sales by Item Type report, you can choose to view the gross sales for each item by selecting the checkbox for the item.

Minor Updates

  • New column in the Gift Card Details report: The Gift Card Details report has one new column (Sold by). Another column, Services Part of Gift Card will now show details of the services/day package that was selected while selling the gift card.
  • Refunds to prepaid cards now get reflected in some Sales reports, Register Summary report and Financial Summary report: In Zenoti, you can process refunds by paying back the amount using payment methods such as Cash, Card, Check, and Custom. At times, you may also refund an amount to a prepaid card (that guests may use as store credit). For the business, such a refund is treated as a liability. Earlier, only the Sales Prepaid Cards report reflected such refunds to prepaid cards. With this release, the Sales - Item reports, Sales Invoices reports, and Register Summary/Financial Summary reports will also reflect such refunds. 
  • New Employee Tag filter: We have introduced a new Employee Tag filter in the Employee Sales Metrics and Employee Performance Metrics reports.

Integrations

Sync Invoices of Memberships and Packages in QuickBooks

With this release, QuickBooks integration will allow you to sync invoices of packages and memberships at the category-level or at the item-level. 

Shopify: Automatically Create Default Tax Group

To ease the setup process for the Shopify-Zenoti integration, with this release we will automatically add the default tax group with the following details when you click Authorize Now in the Authorize tab:

1. Tax group code: OnlineSales
2. Tax group name: Ecommerce Sales Tax
3. Tax Component: No tax component
4. Centers - Default Shopify center

Note: This tax group is marked as active by default.

Read the Help article

Shopify: New Referral Source for Guests added from Shopify 

For businesses that use Shopify Basic, guests must create a separate account to access the Shopify store. When a guest makes a purchase on the Shopify store and the sale order is synced to Zenoti, if the guest profile does not exist in Zenoti, a new profile is created with the guest’s details in Shopify. 

With this release, a new referral source, Shopify, is added for the new guests that are created from Shopify. This can help your business track the new guests from Shopify and target them with specific campaigns.

The Referral Source column in the reports such as Sales-Invoices report and Collections by Referral report will now show this new referral source.

Read Help article

Online Booking

Compliance with US Privacy Laws

For the protection of personal data, the US region requires businesses to be compliant with the  TCPA (Telephone Consumer Protection Act). This privacy law allows individuals to choose if they want to receive marketing messages (SMS) from a business. 

Note: TCPA does not stop businesses from sending marketing emails.

In this release, Zenoti will offer your business the flexibility to be TCPA-compliant for marketing-related text messages. 

To be compliant, you must configure the following settings at the organization level: 

a. Enable the setting - Set New Guest Profile to Receive Marketing Emails
b. Disable the setting - Set New Guest Profile to Receive Marketing Text Messages (SMS).

After you configure the above settings, Webstore and CMA will require a guest’s consent to receive marketing-related text messages (SMS) from your business.

Prompt for the Reasons for Appointment Cancellations

With this release, Webstore allows you to prompt your guests to choose from a predefined set of reasons when they cancel their appointments. This ensures that the guests either select a reason from the list or enter comments while cancelling an appointment. 

This allows you, as a business owner, to understand the reasons for appointment cancellations.

Read the Help article

Guest can View Loyalty Points in the Guest Profile

With this release, guests can view loyalty points in their guest profile on the Webstore.

The guest profile shows the following details:

  • Earned loyalty points
  • Redeemed loyalty points
  • Balance
  • Center details

Read the Help article

Allow Guests to Add Appointment Notes

Guests generally tend to have preferences, such as choice of cold water over hot water during a hair wash. Guests may also avoid some products due to allergies.

In this release, your guests can add notes for providers while booking their appointments on the Webstore. For example, a guest may add a note saying she is allergic to jojoba oil. Such notes help providers learn the specific preferences of the guests and make suitable adjustments while performing the service.

OTP Verification for New Guest Sign-Up

When the front-desk staff creates a new guest profile, they usually collect the email id and phone number to communicate quickly with the guest; they can also announce upcoming promotions or campaigns. Thus, verifying the guest phone number and email id is important.

With this release, your business can choose if your guests  are required to complete an OTP verification for either a phone number, or the email id.  This helps your business collect genuine information and also lets you validate the details of the guest.

Monitor the Performance of Online Bookings

It is imperative for businesses to understand the performance of their operations, especially the performance of online bookings, as this helps them to take effective business decisions.

A new dashboard will allow managers to easily track the number of online bookings, cancellations, reschedules, and no-shows for a selected time period, compare the same with past data and make strategic business decisions for business growth. 

Read the Help article

Enforce Group Details to be Mandatory

Earlier, when your guests booked a group appointment, it was not necessary for the host to enter the details of the guests in the group. The host only selected the services for the guests and Webstore identified the guests in the group as Guest 1, Guest 2, and so on. It was difficult for the front-desk staff and the service providers to associate the selected services to the relevant guests. 

With this release, you can enable the Mandatory Guest Details setting at the organization level that makes it mandatory for the host to enter the details such as Name, Email Id, and Phone Number for everyone in the group. This helps the front-desk staff and the providers to identify the guests in the group easily, thus enabling a smoother service.

Note: A guest profile is not created when the host enters these details.

Read the Help article

Display Additional Gender Options

With this release, Webstore will allow your guests to specify their gender by displaying the following options during sign-up and on the guest profile: 

  • Male
  • Female
  • Others
  • Decline to Self Identify

Note: The organization setting Support Third Gender for Guests and Employees should be enabled. 

Display an Alert for Guests with Multiple Appointments

Earlier, when a guest with an existing appointment booked another appointment on the same day, it was either considered as a different appointment, or the front-desk staff had to manually merge both the appointments into a single invoice.

With this release, whenever a guest with an existing appointment, books another appointment on the same day, Webstore will display an alert informing the guest that there is an existing appointment for the same day. The guest must specify if she wants to combine the two appointments into one or create a different appointment. This makes it easy for the front-desk staff to manage multiple appointments of a single guest.

Allow Host to Cancel Group Appointments

Earlier, for a group booking, when a host canceled her appointment, the entire group appointment was not canceled and only the host’s appointment was canceled. Later, the front-desk staff had to manually cancel all the appointments that were booked in a group.

With this release, when the host cancels her appointment, the entire group appointment is canceled, thereby making it easy to manage group appointments.

Zenoti Kiosk 

Guests can select Provider-specific Pricing for Services and Add-Ons 

With this release, your guests can view provider-specific pricing for services and add-ons in the kiosk, helping them make informed choices. 

You can configure provider-specific pricing at the center level. Depending on this configuration, your guests can do one of the following: 

  • Select a service or add-on, tap to view the provider’s list, see the provider-specific charges, and choose a provider. 
  • Select a service or add-on of a particular price range, a list of providers who fall in that particular price range appear. Your guests can select the provider based on the price they wish to pay. 

Read the Help article

Zenoti Mobile

Process Offline Card Payment 

With this release, if your center has no integrated payment gateway, you can manually process payments offline by using credit or debit cards for a guest in Zenoti Mobile. 

In the Take Payment screen, we have introduced the ability to perform manual payments offline by using the guest’s credit or debit card for the guest.
Read the Help article

View Guest Notes as Alerts 

With this release, when you add relevant guest notes in the Notes tab of Guest Profile screen, these notes appear as alerts the following areas when using Zenoti Mobile to: 

  • Open the Guest History screen
  • Check in the guest in the List or Calendar view
  • Book an appointment or group appointment
  • Open private notes  
  • Take payment

Read the Help Article

Redeem Membership Credit Amount for the Guest  

Earlier, for a guest’s membership, you could only redeem service credits and discounts but not $credit when using Zenoti Mobile. This was a problem if the guest wanted to use the $credit in a membership. 

With this release, you can apply the $credit for a guest by selecting the membership in the Take Payment screen.  
Read the Help Article

New Features Added to the Calendar View 

Using the Calendar view, the front-desk staff can perform certain appointment-related and employee-related actions. 

With this release, we have added the following additional tasks the front-desk staff can perform when using the Calendar view in Zenoti Mobile:

  • Add an appointment including notes. 
  • Move an appointment.
  • Add block-out time.
  • Change the duration of an appointment.

We have also added the ability to use the pinch gesture to zoom in or zoom out of the screen.
Read the Help Article

Enhancements to Troubleshoot Feature 

With this release, the following enhancements are introduced to the Troubleshoot feature in Zenoti Mobile: 

  • Troubleshoot when the card reader is connected directly to Bluetooth in the device’s setting level. Show error message if this is not supported by Stripe.
  • In Troubleshooting screen, you can see if the card reader is connected to an iPad used at your center.
  • If the location is turned off, you can see if the card is connected to the device in the Connected Card Readers screen.
  • A message to troubleshoot if Bluetooth is turned off at the application level (only available from iOS 13).
  • When the device is connected to Miura/Vantiv Bluetooth you can still view the connected BBPOS card reader.
  • In Mirror Mode, you can view the display location, Bluetooth access, and any battery errors in the second step.

Note: This feature is available only on Stripe and in the US.

Real-time Updates for Group Booking

With this release, if you’re using Zenoti on the web, the appointment book shows you real-time updates from Zenoti Mobile when a group booking invoice is added or removed from POS. 

This helps to keep Zenoti Mobile and web in sync. 

Read the Help article

Modify the Service Price During Checkout 

It is often required to modify the price for a service due to certain circumstances. 

For example, you may want to charge a higher price for a hair service for a guest who has long hair or reduce the price for premium or loyal guests. 

With this release, we are introducing the ability for the front-desk staff (with appropriate permissions) to edit the service price during checkout. 

The option Price in the Edit screen is editable and the front-desk staff can manually edit the price.
Read the Help Article

Easily Access the View Used in your Previous Log in 

A user logs in to Zenoti Mobile, uses the Calendar view to perform actions and logs out for the day. However, the next time when the user logs back in, the view would default to the List view. This was tedious for a user reselect Calendar view manually each time during login. 

With this release, whenever the user logs in to Zenoti Mobile, the last used view by the user appears. For example, provider Anna logs in and uses the Calendar view to check the appointments and logs out. After this release, when Anna logs back in, she will see the Appointment Book in Calendar view and not List view. 

View the Appointment Changes on Web 

With this release, if any of the following changes are done in Zenoti Mobile, the data is updated in Zenoti web: 

  • Appointment status changes such as Start, Undo Start, or Complete appear accordingly. For example, to Start an appointment, right-click the appointment block, select Change Status option, and select Start. The status change is updated in Zenoti Mobile. 
  • Any notes that are added or edited for an appointment, any add-on updates that are done on Zenoti Mobile 

Change the Appointment Status for a Segmented Service 

With this release, we support the ability to change the appointment status for a segmented service to Start, Undo Start, and Complete. All of these statuses appear separately for each part of the segmented service. 

Note: Undo option is not available for a guest using Auto-pay.

Appointment Screen Shows the Provider Type Color Code 

Earlier, for an appointment, you could see the color code for a provider type only in the Appointment Details screen. This was tedious as the front-desk staff had to select each appointment to check the color code for a provider type. 

With this release, we are introducing the ability to view the color code for each provider type in the Appointment screen. 

Extended Search Limit 

Earlier, when you used the search option (in Appointment Book, POS, or Guest Profile) to search for a guest’s name you could see only the top ten relevant matches. This restriction was inconvenient. 

With this release, this restriction is now removed and you can see more than ten relevant matches when you enter the guest’s name in the search option. 

Security Compliance 

As part of the security compliance, to you use the mirror mode or digital forms, you must use a secure URL. This would start with 'https' instead of 'http'. 

Additionally, for security purposes when using mirror mode or digital forms, MDM users are required to whitelist Safari with mutli-app mode enabled and without restrictions on parallel apps.
Read the Help Article

 

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