Appointment Book and Booking Wizard

Configure Exceptions to Regular Center Hours 

For special occasions such as festivals or during the holiday season, you may want to restrict or extend the regular working hours for your center. To do so on specific dates, you can set up exceptions to your scheduled working hours. 

For example, your center may usually be open from 8 AM to 8 PM every day of the week, but because of a holiday, you may configure the center hours for this day to be 10 AM to 4 PM as an exception. 

Note that the exception hours you schedule apply to bookings on Zenoti Web, Webstore, Kiosk, and CMA.

Just like you set up employee schedules for regular working days, you can set up employee schedules for such exception dates based on extended or restricted working hours. 

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Employee Management

Set Up Commissions on Sale of Packages at the Employee and Job Levels

Earlier, you could award employees commissions on the sale of regular, non-scheduled packages only via slabs at the package level (item level).  

With this release, you can set up commissions on the sale of regular, non-scheduled packages at the employee and job levels as well. 

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Create Jobs at the Center Level

Earlier, you could create jobs only at the organizational level. These jobs and the related configurations applied to centers across the organization. 

Center level managers are now more empowered. They have more granular-level control over employees with their ability to create jobs for their centers. For example, if center managers want to create next-level jobs to promote employees in their centers, they can do so without depending on organization-level managers to create them resulting in smooth business operations. 

The names of jobs must be unique across the organization and centers. 

Note: To enable this feature, contact Zenoti Support. 

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Award One-Time Commission on Recurring Membership Sale

Earlier, Zenoti awarded a recurring commission on recurring memberships. Employees earned commission at initial payment, each payment thereafter, on renewals, on downgrades, and on upgrades. 

With this release, business owners have better control over how they want to award commissions on membership sales. They can now choose to award commission only once - at the initial sale of a recurring membership. 

Note that this is an organization-level setting.

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Track Additional Details of Providers for Better Compliance

Center managers may wish to track additional details about providers or physicians such as their DEA registration number or their state license or certification number. It is possible that the corresponding documents are valid only for a certain duration (say, 2-3 years). It is a good idea, therefore, to track the expiry of such dates to ensure better compliance with industry standards.

With this release, administrators can customize the fields, Additional Field (1 and 2) and Additional Date Filed (1 and 2) at the organizational level with appropriate labels to suit their business. 

For example, they can customize these additional fields as State License Number, DEA Registration Number, and the additional date fields as State License Expiry Date and DEA Registration Number Expiry Date, respectively. 

When a center manager exports a list of employees, these details are exported too - helping them track such details.

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Memberships

Member Pricing for Services

Important: This feature is not available to all customers. 

Businesses typically offer services at a discount to members. This is done by configuring discounts for each applicable service at the individual membership level. This works well for businesses that offer services at different discounted rates for different memberships (for example, a facial at 10% off with a monthly membership versus at 8% off for a quarterly membership). 

Apart from this, Zenoti also allows centers to configure member pricing for services at each location. For instance, a facial could be offered to members at a certain price at one location and the same service for the same membership might be offered at a different price at a different location. 

Important: You must choose between the member discount model or member pricing model before creating any memberships. 

Note: The member pricing for services appears on Zenoti Mobile and in Webstore V2.

Read the Help article 

Loyalty

Award Welcome Bonus Points when a Member Enrolls in a Regular Loyalty Points Program 

Important: This feature is not available to all customers. 

You can now award a fixed number of loyalty points as a welcome bonus when a member enrolls in a regular loyalty points program. 

The points are awarded when a guest purchases a membership (recurring or non-recurring) for the first time. Note that Zenoti does not award bonus points on subsequent membership purchases, while the guest is a member. Further, note that this applies only when the loyalty program is restricted to members. 

You can also award welcome bonus points in Loyalty Promotions. For example, a business may award 500 points to guests who enroll in a program during the first month after a new center opens. Similarly, a business may award 700 points for new enrollments during the holiday season. 

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Digital Forms

New Macros for HTML Forms

Important: This feature is not available to all customers. 

In this release, we are introducing a new macro called GuestCode on the Service, Membership, Guest, Tag, and Packages forms. This will uniquely identify each guest at the center. The value may be generated automatically or entered manually at the time of creating a guest at the center. 

Apart from this, a further 11 macros - CustomMacro1 to CustomMacro10 and CenterAddlData1 - which are already available on the Membership forms will now be available on the Service, Tag, and Package forms.

These macros are available on the forms in Zenoti Mobile also. 

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CMA

Guest Check-In Restricted to Salon Premises or Geofence Area

Earlier, guests could check-in for an appointment from anywhere after a booking. When guests checked-in immediately after booking an appointment, the providers assume that guests have arrived at the salon, which may not be the case.

With this release, guests can only do a check-in only after they enter the salon, or after they enter the Geofence area of the salon. This gives an accurate picture of the number of checked-in guests to the providers thereby allowing for smoother service and better guest management.

Reports

Include Redemptions in Sale Value

Businesses run promotions and campaigns and give gift cards that the guests can use to redeem for buying products or services. If a guest has a $200 gift card and uses it to pay for a $100 service, in the sales reports, you will see this transaction as a redemption, but not sales.

With this release, we have added a new organization-level setting, Include Redemptions in Sales (Admin > Organizations > Settings > General), to include redemptions (made using a gift card, prepaid card, membership, or package) in sale value in all the reports that have the Sale Value column.

For example, if a service worth $100 is sold to Anna at $50 (with a discount of $50) and she pays for the service using a gift card worth $200 (purchased for $150), the sale value will be $200.

Important: When you enable this setting for your business, the redemptions are included in the current sales as well in the past sales. 

Minor Changes

  • Changes in Register Closure Report - For your convenience, we have moved the Cash Register column and Closed By column to the start of the report.
     - When you edit an entry in the Register Closure report, the edit screen will now show the name of the register.

Note: You may not see the Edit option if you do not have the appropriate role permission or if your business has enabled the Financial Lock or Edit Lock.

  • New Category Filters in Sales-Product and Sales-Service Reports: With this release, in the Sales-Product and Sales-Service reports, we’ve added two new filters, Category and Subcategory.
  • Labels for Filters in Inventory and Appointment Reports: In this release, the filters in the following Inventory and Appointment reports have labels for easy identification.
    a) Inventory reports
        - List of Orders
        - List of Orders by Partials
        - List of Orders by Products
    b) Appointment reports
        - Appointment Details
        - Rebooked Appointments
        - Rebooking Source Appointments
        - Services by Employee
        - Turnaways
        - Waitlist
        - Room Block Out

Online Booking

Improvements to Online Gift Card Emails

With this release, we have made the following improvements to Online Gift Card Emails.

  • Recipient Name: You can use the new macro, [RecipientName], to address the recipient of the gift card directly - this helps you personalize the Online Gift Card email. 
  • Sender Name: You can use the new macro, [SenderName] in the subject/body of your mail to let the recipient know who sent the online gift card to them. For example, the subject of your mail could be: Hurray! [SenderName] has sent you a gift card!
  • Subject: A new field, Subject, is now added for you to customize the subject of the email.

Read the Help article

Zenoti Mobile

Provider-specific Pricing for Add-Ons (iOS)

Earlier, you could see the provider-specific pricing for services. 

In this release, you can see provider-specific pricing for add-ons too. This provider-specific pricing depends on the price scaling defined at the center level for the provider.
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Combine Same-day Bookings into One Invoice for a Guest (iOS)

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 already has a booking on a day but the front-desk staff is booking another appointment for the guest on the same day, the front-desk staff can:

  • Add the new appointment into the existing one, creating a single invoice for a faster and simpler payment process. 
  • Create a new appointment for the guest to generate a separate invoice. 

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Define the Order of Services in an Appointment (iOS)

In the July 2019 release, we introduced the ability at the organization level to define the order in which a provider should perform the services in an appointment.
For example, you can define that a hair color service should appear before a haircut service.  
If the front-desk staff is booking a facial service, followed by a haircut and hair color, Zenoti reorders services as per the sequence set up by you.  

With this release, this feature is available in Zenoti Mobile. If the front-desk staff is booking services for a guest, Zenoti reorders the services according to the sequence set up by your business.
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Changes in POS Screen (iOS)

With this release, the following changes appear in the POS screen:

  • A new icon that allows you to search an invoice using invoice number. 
  • Separate tabs to view closed, open, and all invoices.
  • Separate tabs to view Cancelled and No Show appointments.
  • Search using the guest’s name. 

Read the Help article

Now Available in Android

With this release, the following features that were previously introduced in iOS are now available in the Android version: 

  • Search for more than ten guests using the search option.
  • View whether the guest has requested a specific provider by showing the green color code in the appointment block.
  • Undo the start appointment action. If you (as a provider) have accidentally started the appointment you can tap Undo to revert the action. For example, if a provider has incorrectly started the appointment using Start, to undo this action, the provider can tap Undo.
  • Use the Modify Appointment option to modify the room, provider, and duration.
  • Select the previously-used slot (if available) instead of having the guest to manually search and select the slot again when editing an appointment.
  • Perform stock audits by employees with appropriate permission. 
  • View more than ten relevant matches when you enter the guest’s name in the search results. 
  • View the notes related to a guest as alerts. These alerts appear when you open the Guest History screen, check-in a guest using List or Calendar view, book an appointment or group appointment, or collect payment.
  • View the appointment status change performed on Zenoti, to appear accordingly on Zenoti Mobile. This means, if the appointment is set to Start in Zenoti, the status change also appears on Zenoti Mobile. After completing the service, a provider can tap Complete in Zenoti Mobile.  
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