Appointment Book 

Therapist Block out Time Not shown in List View

With this release, information about a provider’s personal and other scheduled breaks (that is, Block Out Time details), will no longer be visible in the List View of the Appointment Book. 

Send Reminders for Recurring Appointments to Guests 

You can now send email or text message reminders for recurring appointments to guests. Note: Reminder emails or text messages must be enabled for this feature to work. 

Send Test Email or SMS

Before sending out an email or SMS notification (such as notifications for appointment reminders, check-in, coupons) directly, you can now send a test email or a test SMS to check how these emails or text messages will appear to your guests. Provide an email address or a mobile number on which you want to receive the test email or text message. For test email, you will receive plain text or HTML format emails based on the browser settings. Note: Test emails and or test text messages do not consume credits. 

POS Shows Price Scaling Details

You can now honor price scaling for services booked from the Point of Sale (PoS) from the organization level. As a result, Zenoti will honor therapist price scaling, job scaling, and demand pricing for services.
If demand pricing does not apply and the front desk:
a) Searches for a service, the service list price appears.
b) Selects a provider, the scaled price for the provider appears.
If demand pricing applies and the front desk:
a) Searches for a service and selects a provider, the updated price as per the demand pricing group appears.

Front Desk Cannot Close Future Dated Invoices

The front desk can no longer close invoices with services scheduled for a future date even if they collect the full payment. This is done to ensure there are no anomalies in reporting numbers such as revenue recognition. 

Reminders for Recurring Appointments

Zenoti now sends appointment reminders through text messages or emails for all recurring appointments. For example, if a guest books ten appointments in the future, the guest receives an appointment reminder for each of these appointments. However, appointment confirmation text messages or emails are sent only for modified recurring appointments. 

Sales and Opportunities 

  • When your sales or marketing teams make calls to prospective customers, they create sales opportunities and assign dispositions to the conversations. Dispositions are customer responses to these calls (such as, Call back in a day, Not interested, Call disconnected).
    Now, you will be able to search for sales opportunities by the disposition using the Disposition filter.
    Example
    : Search for the sales opportunities with the call disposition: “Call back in a day” so you can make follow-up calls to prospective customers who showed interest in your services or products in their last conversation with you. 

Marketing

Better Control of Campaigns that You View 

Now, the Email/Text Message Campaigns page shows the campaigns created at your center (the center you log into) as the default view. You can change the view to see all the campaigns created at the organization level by selecting ‘All Campaigns’ in the drop-down list.

New Rules for Target Segments 

Zenoti now has new rules for creating target segments:
a) Past Visit by Service and Next Visit by Service: You can create a target segment of guests whose last visit for a service was long back and the same set of guests have no appointments for the same service in the near future. For example, you can get a list of guests whose last visit for Hair colour was 3 months back and who have no appointment booked for Hair color in the next one month. You can send a reminder to such guests to have them come back for a hair colour appointment.
b) Spend by Time on an Invoice: You can create a target segment of guests who have consistently spent a defined amount in a single invoice in a selected time period. For example, you can get the list of guests who have spent $500 to $1200 in a single invoice in the last 3 months. You can entice these consistent spenders with unique offers.
c) Package Expired: You can create a target segment of guests whose package expired in a selected time period. To such guests, you can pitch in exciting new packages or prompt them to renew their original packages.
d) Membership - No Usage: You can create a target segment of guests who are active members with recurring or non-recurring memberships, and who have not redeemed their membership benefits such as service credits and credit value. Note: This rule does not include the members who have not redeemed service discounts.
e) Expired Non-Recurring Membership: You can create a target segment of guests whose non-recurring membership expired in a selected time period. You can send out reminders to such guests to renew their membership and also offer exciting discounts on renewal.
f) Recurring Membership: Earlier, the Membership Status rule supported only the ‘Active’ status and the Recurrence Status rule supported the ‘All’, ‘Active’, ‘Canceled’, ‘Frozen’, and ‘Expired’ statuses. Now, the Membership Status and Recurrence Status rules support all the available statuses in Zenoti, to create a target segment. For example, you can create a target segment of active members, whose card payment failed on the due date and send them an email or an SMS reminder. 

Administration

‘Other’ Gender Option for Guests and Employees

With the Other Gender option enabled, you can assign a third gender when adding a new guest or employee.  
Note: You must enable the other gender setting at the organization level; you can define the label for the third gender or use the default option, “Other”.

Flexibility to Collect Scheduled Payments for Packages by Other Means

Administrators can enable an organization level setting to allow the front desk to collect scheduled payments (instalments) for packages by cash, check, and custom payment methods. Earlier, Zenoti restricted the collection of scheduled payments by card only.
The Package Payments report helps the front desk track all pending payments.
For card payments, administrators can now specify the time (on a given date) when they want to collect payment from a guest’s card. 

Enhancements to the Package Expiry Notification

Organizations can send Package Expiry notifications both, before and after a package expires.
If this notification is sent before a package expires, only those guests who have any unused service credits and discount objects associated with the package, receive the notification. Opportunities too, are created only in these two cases.
However, if the Package Expiry notification is sent after the package expires, it is sent to all guests whose package has expired (irrespective of service credit balance or associated discount objects). Opportunities too are created for all such guests. 

Suggested Tips Applies to Day Packages

Now, if administrators configure the Suggested Tips for a center (Admin > Organization > Centers> Center name > Settings > Invoice and Receipts > Suggested Tip), it applies for Day Packages also. The front desk can always adjust the Tip field on the invoice. For example, if the cost of a Day Package is $100, Suggested Tip at the center level is 10%, then Zenoti calculates the Tip as $10 that appears automatically on the invoice. However, the front desk can edit this amount directly from the invoice. 

Control How You Split Commissions for Different Service Segments 

Administrators can now split commissions for providers assigned to different service segments. Providers of different service segments earn commissions based on this setting. The front desk can always make updates to this commission split from the invoice. 

Configure Zip Code to be a Mandatory Field

You can now configure the Zip Code as a mandatory field (at the organization level) while creating a new guest. 

Use Appointment Reminder Text Messages to Share Videos with Guests

Sometimes your business requires you to share videos that can help your guests understand the do’s and don’ts of a service - both, before and after they take the service. To address such situations, Zenoti now allows you to share videos specific to the service through the appointment reminder text messages using the macro [VideoURl]. 

Use the Additional Field at the Center Level Innovatively 

You can now use the Additional Text field (Admin > Organization > Center > Center Name > Settings > Invoice & Receipt > Additional Text) in innovative ways as this field now supports up to 1000 characters. For example, you may give specific information about your center, give driving directions, or give a link to you center’s website (if you have one). 

The text you enter here populates the Centeraddldata1 macro that you can use in the email receipt header or footer in your organization settings.

Reporting

Compute Service Profitability by Internal Cost of a Service

To compute profitability of a service, your business may specify any of the following:

  • Bill of Materials (BoM) or Backbar or Recipe of a Service
  • Internal cost of the service

The Service Profitability report now has a new column, Cost to Center, that calculates profitability when you want to track profitability using only the service internal cost.

Zenoti calculates Service Profitability as follows:

Service profitability = Sale Price – Service Internal Cost + (Average) of Product cost for the selected time period.

You can find the Service Profitability report from Admin > Reports > Finance > Sales > Service (Profitability). 

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