Disclaimer

This document includes planned enhancements for the December upgrade. Owing to the agile nature of our development, some enhancements may be dropped or added to the month’s release. The final upgrade announcement is posted to the Zenoti blog closer to the time of the upgrade (scheduled for the middle of the month). Minor enhancements are published to the What’s New document (available on help.zenoti.com).

Appointment Book

Business Texting with Connect 

Generally, text messaging is the preferred communication method for many of your customers. With Connect, you can now enable 2-way texting directly through Zenoti.

Because texts are read and responded to immediately, you’ll see improved productivity from your staff and be certain that no customer communications go unanswered.  

Connect for Staff is also available. This enables messaging to staff - be it one-one or en-masse messaging. 

Note: Connect is not available to all and requires providers in your region to support it. For availability and pricing, please contact Zenoti Support.

Use Invoice Logs To Track Actions On An Invoice

With the upcoming release, every action on an invoice will be logged. For example, when the invoice was created, by whom, the items were purchased, the payment method used, and any updates made to the invoice. 

Invoice logs, therefore, serve as a handy reference tool especially in case of disputes as they can help you to trace actions on an invoice to a specific employee. For example, using such logs, you can easily trace which employee gave manual discounts, to which guests, and how much discount was given. In effect, logging deters fraud as staff will be accountable for their actions. 

Note: Users with the appropriate permissions, can view logs for open invoices (invoices with partial payments) and closed invoices (invoices where payment are made in full). 

We are also adding a new report, Invoice Logs (Reports > Finance > Sales), at the center level that you can use to trace every action made on an invoice such as the item that was sold, memberships, packages, campaigns, or discounts applied or removed, details of commissions and tips that were added, updated, or removed.

Packages 

More Flexibility in Refunding Packages

Some series packages offer services over longer time periods (such as a year) where guests must come in for sittings at regular intervals. For example, a body contouring package may require guests to visit at least once every month for 10 months.

Currently, after you process a refund on such a package, any unused benefits become unavailable and the package too, becomes inactive.

In the upcoming release, we are giving you more flexibility while processing package refunds. You can choose to either refund the amount and keep the package active (so that the guest can continue to redeem package benefits based on the package balance) or refund the amount and close the package (to make the benefits unavailable to the guest). 

Additionally, you will be able to process multiple refunds on such packages. That is, guests may seek refunds multiple times during the validity period of a package.

Note: You can apply these refunds only to closed invoices (package invoices where guests have paid in full). 

Integrations

Frictionless Digital Wallet Payments on Your Webstore

In the upcoming release, if you are using Zenoti Payments, your guests will have the flexibility to pay using Apple Pay or Google Pay on your Webstore. Digital wallets such as Apple Pay make payment easier, thereby increasing the conversion rate on your webstore (conversion rate is the number of guests completing a transaction on your Webstore vs. the number of visiting guests).

Note: You must be aware of the following:

  • Apple Pay is supported only on Safari and Mobile Safari browsers
  • Google Pay is supported only on Chrome and Chrome Mobile for Android
  • Webstore V1: Guests can use digital wallets to purchase services and gift cards
  • Webstore V2: Guests can use digital wallets only to purchase gift cards

Zenoti Mobile 

New Layout to See Your Day’s Schedule (iOS)

With the upcoming release, you can view your day’s schedule in a new view of the Appointment Book. With this new layout, you can easily distinguish between your busy times and free slots at a glance. 

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