When you create an appointment for a new guest from the Appointment Book, Zenoti automatically creates a guest record for the new guest (the guest record contains the details of the guest).

Alternatively, you can use the Loyalty Module to create a new guest (record).

Note: You can create new guest records using the Loyalty Module only at the Center level.

To create a new guest from the Loyalty Module:

1. Ensure you have selected the Center in which you intend to create a new guest.

2. On the main menu, click the Loyalty tab.
    The Loyalty Dashboard appears.

3. On the Loyalty Dashboard, click Guest > Manage Guests.
    The Manage Guests window opens.

4. Click Add.
    The Create New Guest window opens.

5. Complete the fields in the Personal Info, Login Info, Address, and Preferences      
    sections as follows:
   
   Personal Info

  • Customer ID: Specify a unique customer identifier.
    Note: You can choose to auto generate the customer identifier by navigating at the Organization level to ADMIN > Organization > Organizations > Settings > Guests and selecting Enable auto-generate guest code in Center settings.  
  • First Name (Mandatory field): Enter the first name of the guest.
  • Middle Name: Enter the middle name of the guest.
  • Last Name (Mandatory field): Enter the last name of the guest. 
  • Email (Mandatory field): Enter the email address of the guest.
  • Mobile Phone: Verify the country code and enter the mobile number of the guest.
    Note: To change the country code, click the drop-down and select the desired country.
  • Home Phone: Verify the country code and enter the home phone number of the guest.
    Note: To change the country code, click the drop-down and select the desired country.
  • Work Phone: Verify the country code and enter the work phone number of the guest.
    Note: To change the country code, click the drop-down and select the desired country
  • Primary Employee: Enter the name of the employee who will be the primary service provider for the guest.
  • Gender (Mandatory): Select the gender of the guest.
  • Birthday (Mandatory): Enter the date of birth of the guest.
  • Anniversary: Enter the anniversary date of the guest.
  • Referral (Mandatory): Specify the referral source. Learn how to create referral sources.

   Login Info

  • Username: Enter a unique username for the guest using which the guest can login to the Webstore or Customer Mobile Application (CMA).

   Address

  • Address 1: Enter the primary address of the guest.
  • Address 2: Enter the secondary address of the guest.
  • City: Enter the name of the city.
  • Nationality: Select the nationality of the guest.
  • County: Select the country.
  • State: Select the state.
  • Zip Code: Enter the pin code.
    Note: To make the Zip Code field mandatory, ensure that you are at the organization level and go to Admin > Organizations > Settings > Guests > and select Zip Code under the Show alert if required fields are missing when creating guest profile field. 

  Preferences
  This section has four options that are selected by default.

  • Receive Marketing Emails (if enabled at the Organization level at Settings > Guest)
    By default, a guest receives marketing emails. Clear the check box if the guest does not want to receive marketing emails.
    Note: If this option is not selected, in addition to not receiving marketing emails, the guest will not receive emails from email campaigns that you design.
  • Receive Transactional Emails
    By default, for every transaction made by a guest, the guest receives a transaction email.
    Clear the check box if the guest does not want to receive any transaction emails.
  • Receive Transactional Text Messages (SMS)
    By default, for every transaction made by a guest, the guest receives a transaction text message.
    Clear the check box if the guest does not want to receive any transaction text messages.
    Note: By default, Zenoti does not send transaction text messages to international numbers. However, if your center is based out of Australia and you wish to send international transaction text messages, contact Zenoti Support. 
  • Receive Marketing Text Messages (SMS)
    By default, a guest receives marketing text messages.
    Clear the check box if the guest does not want to receive any Marketing text messages.
    Note: If this option is not selected, in addition to not receiving marketing text messages, the guest will not receive text messages from Text Message campaigns that you design.

6. Click Save.
The guest record is created in Zenoti. You can now search for the guest in the Appointment Book or the Loyalty module.

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