After you enable Consumer Mobile App (CMA) for your organization, you must configure the settings for the CMA from the CMA template. This template allows you to configure important settings such as enabling Zenoti Go, enabling Referral Program, and adding text labels for buttons and messages. This template also allows you to customize the branding by adding relevant text, images and titles.

To configure the CMA template

  1. At the organization-level, navigate to Admin > Organization > Organizations > Online Booking > CMA template.

The CMA template opens.

2. Configure the following settings:

  • General:
    i. Service Selection
    - Enable Service Category Images: Turn ON the setting to display service category images.
    Note: You must provide the images that appear for service categories.
    - Display Service Price: Turn ON the setting to display the service price on the CMA.
    - Display Service Duration: Turn ON the setting for displaying the service duration on the CMA.
    - Display Specific Therapist Price: Turn ON the setting if you want to enable price scaling for therapists.
    Note: You must configure Price Scaling for your organization.

    ii. Therapist Selection
    - Enable Therapist Gender Selection: Turn ON the setting to allow your guests to select the therapist on the basis of their gender. If your guests are particular about a specific gender of therapists, this setting will help them to select appropriately.
    - Enable Therapist Gender Color: Turn ON the setting to assign predefined gender colors to the therapists.
    Example: A male therapist is denoted in blue, whereas a female therapist is denoted in pink.
    - Enable Multiple Therapist Selection: Turn ON this setting to allow your guests to select multiple therapists for multiple services. If this setting is disabled, your guests can select a single therapist for all of their services.
    - Enable Preferred Therapist Selection: Turn ON this setting to allow guests to select a “Specific” therapist. If this is not enabled, your guests will not be able to select a “Specific” therapist; they will be able to select only “Any”, “Any Male” or “Any Female” therapist options.
    - Display Therapist Gender Icon: Turn ON this setting to display a gender icon beside each therapist that specifies their gender.

    iii. Appointments
    - Enable Appointment Cancellation: Turn ON this setting to enable the cancellation of appointments on the CMA.
    Note: You must also configure the Appointment Cancellation Reasons.
    - Display Appointment Cancellation Alert: Turn ON this setting to display an appointment cancellation alert when a guest cancels an appointment.
    - Enable Appointment Reschedule: Turn ON this setting to enable the rescheduling of appointments on the CMA. This setting is subject to your cancelation policy. If your organization’s cancelation policy states that you cannot reschedule an appointment 1 hour before the beginning of the appointment, then your guests can only cancel the appointment, but not reschedule the appointment.
    - Enable Imperial System: Turn ON this slider to display the distance to the center in miles. If this setting is turned OFF, the distance to the center is shown in kilometers.
    - Enable Force Apply Memberships for Appointments: Turn ON this setting to automatically apply the memberships to an appointment. (If the guest is an existing member).
    - Enable Guest Custom Form: Turn ON this setting to enable guest custom forms on the CMA. This will allow guests to fill forms on the CMA.

    iv. Onboarding
    - Skip OTP During New Guest Sign-Up: Usually, when a guest signs-up on the CMA, the guest’s mobile number or the email address is verified by sending an OTP. If your organization does not want to verify the mobile number or the email address of the guest through an OTP, you can enable this option. This setting will not prompt the guest to enter the OTP during sign-up.
    Note: In cases where you enable Social Login for your CMA and if the guests choose to use their social credentials to log in, they will not be prompted to enter an OTP. The verification is taken care of by the respective social logins (Google and Facebook).
    - Enable Gender Guest Selection: Turn ON this setting if you want new guests to specify their gender during the sign-up process.

    v. Gift Cards
    - Enable Gift Card Sale: Turn ON this setting to enable sales of gift cards on the CMA.

    vi. User Profile: Configure these settings to control the items that are displayed in the guest profile.
    - Display Gift Cards in Profile: Turn ON this setting to enable the display of gift cards on the guest profile. All the purchased gift cards are displayed in this section.
    - Display Purchased Packages In Profile: Turn ON this setting to enable the display of packages on the guest profile. Only the packages purchased by the guest will be visible in the guest profile.
    - Display Purchased Memberships In Profile: Turn ON this setting to enable the display of purchased memberships in the guest profile. Only the memberships purchased by the guest will be visible in the guest profile.
    - Display Loyalty Points in Profile: Turn ON this setting to enable the display of loyalty points on the guest profile. The guests check out the balance of the loyalty points and their status

  • Labels: This section allows your organization to customize the labels that appear across the CMA to suit the business and marketing needs of your business.
    i. Review Price Disclaimer Text: Enter the text for review price disclaimer. This text will appear during the booking of an appointment on the CMA. Enter a disclaimer text pertaining to service prices or service bookings.
    Example: Prices are subject to change based on the therapist you select.
    ii. Post Tip Thank You Message: Enter a thank you message that will appear after the guests specify a tip.
    Example: Wow! Thank you for your tip!
    iii. Tip Message: Enter the text for a message that will prompt guests to add a tip for the services.
    Example: Would you like to add a tip?
    iv. QuickBook Tagline: The QuickBook panel on the CMA home screen displays your past 5 appointments and allows you to book anyone of the previous appointments in a single touch. Enter the text for a tagline that will appear above the Quickbook panel.
    Example: Book your regular services in a single click.
    v. Appointment Cancellation Message: Enter the text for the appointment cancellation message.
    Example: Are you sure you want to cancel the appointment?
    Logo Tagline: If your logo has a caption or a tagline, enter the text here. This text will appear below your business logo.
    Example: Elevate your Everyday.

  • Zenoti Go:
    i. Tutorial - The intention of this tutorial is to let your guests know about the advantages of Zenoti Go and how its touchless system works.
    - Carousel Image 1: Use a default Zenoti Go tutorial image, or upload a custom image. The default image specifies the importance of contactless check-in and checkout.
    - Carousel Image 2: Use a default Zenoti Go tutorial image, or upload a custom image. The default image specifies the importance of self check-in as soon as the guest enters the center.
    - Carousel Image 3: Use a default Zenoti Go tutorial image, or upload a custom image. The default image specifies the ease of automating the payments on the CMA using the Auto-pay.
    - CTA Button Label: Enter a text for the Call-To-Action button. This button will appear in the tutorial.
    Example: Upgrade to Zenoti GO!
    - Terms and Conditions: Enter the text for your business terms and conditions.
    Important: This is important as there is no default text for Terms and Conditions on Auto-pay, Self-pay, and Self Check-in. Your business must create Terms and Conditions suited to your business needs.

    Check the below image for reference.



ii. Check-In
The settings in this section allow you to customize the language that appears on the app, as per your business needs.
- Check-in Label: You can customize the text label for check-in as per your marketing communications.
- Check-In Success Message: Enter a text for the message that appears after the guests check-in successfully.

iii. Checkout
The settings in this section allow you to customize the language that appears on the app, as per your business needs.
- Check-Out Label: You can customize the text label for check-out as per your marketing communications.
- Auto-Pay Label: Auto-pay is a quick way of allowing your guests to checkout after they take their services. You can customize the way you want to call Auto-pay. If you call Auto-pay as “Fast Pay”, enter the text here in the Auto-pay label field. This will replace the word “Auto-pay” everywhere on the app.
- Automatic Payment Type Description: Enter the text for the Auto-pay description. This text is displayed to the guests who enable Auto-pay as their preferred payment method.


  • Referral Program:
    i. Referral Page
    - Menu Title: Enter the text for the title of the Referral screen. This title will appear as a section on the guest profile.
    - Promotion Header: Enter the text that will appear on the header of the Referral Program screen. This will be used as a headline to your referral program to highlight the benefits or effectiveness of the program to your guests.
    - Promotional Description: Enter a brief description of the Referral Program. This description allows the businesses to describe what this program is and its benefits to the guests and will appear below the Promotion Header text.
    - Promotional Image: Upload an image that will appear on the Referral Program page of the guest profile. The resolution of the image should be 1440 x 900 px and should be less than 3 MB in size.

    ii. How It Works
    - Step Title: Enter three simple steps explaining how your guests can send a promo code and how they receive the rewards for successful referrals. Explain the process of this referral program and how your guests can benefit from it.
    - Description: Enter the description for each of the steps.

    iii. Link to Terms and Conditions - This is important as the guests might want to read through the terms and conditions for the referral program. If you have an existing Terms and Conditions URL, enter the URL here. If you do not have an existing URL, enter your terms and conditions here.



iv. Promotion Banner
- Promotional Banner: Upload a banner image that will appear on the Appointment Confirmation screen, and on the Feedback Confirmation screen of the CMA.



v. Sharing Options
- Text to be Sent While Sharing: Enter the text that will appear while sharing the promo code and the invitation link.
- Upload Image: Upload an image that will appear on the message that is shared by your guests with their friends and family.

3. Click Save.
You have successfully configured the Consumer Mobile App using the template.

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