A business unit is created to group specific services, products, packages and memberships and set revenue targets for the entire business unit.
For example, a spa can create separate business units for skin care and body care and track performance for each business unit. 

Who can create a business unit?

Owners, administrators, or managers by default can create business units.

To create a business unit

  1. Ensure that you are at the organization level.
  2. Navigate to Admin > Organization > Business Units
  3. On the Manage Business Units page, click Add.
    The Create Business Unit page opens.
  4. On the General tab, provide a name and description for the business unit. Click Next.
  5. On the Targets page:
  • Select the center where this business unit should be used.
  • Define the service revenue target, service sales target, product sales target, memberships, and package sales targets.
    Note: Targets are divided into service revenue, service, product, membership and package sales. Your business unit’s monthly performance is monitored against these targets and the data is displayed on your admin dashboard. 
  • Click Next.

  6. On the Services page, click Next.
      You cannot assign services on this page. Services are assigned to a business unit         during the creation of the service itself. Once assigned, Zenoti automatically
      displays this information on the Services page.

  7. On the Products page, click Next.
      You cannot assign products on this page. Products are assigned to a business unit       during the creation of the product itself. Once assigned, Zenoti automatically                 displays this information on the Products page.

 8. On the Packages page, click Next.
      You cannot assign packages on this page. A package is assigned to a business
      unit during the creation of the package itself. Once assigned, Zenoti automatically
      displays this information on the Packages page.

9. On the Memberships page, click Next.
    You cannot assign memberships on this page. A membership is assigned to a
    business unit during the creation of the membership itself. Once assigned, Zenoti
    automatically displays this information on the Memberships page.

10. Click Finish.
     The business unit is now created and you can track performance for each                      business unit according to the targets.


Learn How to use Business Units to assess center performance?

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