Book appointments using Appointment Info panel
Tip
Required roles: Any role with the required permissions
Required permissions:
Appointment Book > Appointments > Add, Edit, Delete, Reopen, Redo, ContextMenu permissions, Reports, Tips, PaymentTypeChange
Zenoti Mobile > Mobile Settings > Rebook Appointments, Edit Sale Price
On the redesigned Appointment Book, use the calendar to select the date of booking.
Click an open time slot of a service provider, and then select New Appointment.
Alternatively, enter an existing guest's name, email, phone, or code in the Search box, and click Book.
If you are using the Appointment Book List View, click +Appointment.
Specify guest details, such as mobile number, first name, last name, gender, and the referral source, or search for the guest using first name, last name, email, or phone.
Select a service.
Modify details such as request therapist, sale-by, start time, duration, and room (if required).
When you modify the Request type and select either Male, Female, or Specific, you can only move this appointment to a therapist who meets the selected request type.
If the Show unscheduled therapists for the day in appointment book and POS is enabled, you see a list of all the available therapists.
You can adjust the appointment duration by resizing the appointment block.
Click Add Service.
To complete the booking, click Save. If you want to proceed to payment, click Take Payment.
Add a day package
Tip
On the redesigned Appointment Book, use the calendar to select the date of booking.
Click an open time slot of a service provider, and then select New Appointment.
Alternatively, enter an existing guest's name, email, phone, or code in the Search box, and click Book.
If you are using the Appointment Book List View, click +Appointment.
Specify guest details, such as mobile number, first name, last name, gender, and the referral source, or search for the guest using first name, last name, email, or phone.
Select the Package tab.
Select a day package from the relevant category.
Click Add Package.
Add a custom package
On the redesigned Appointment Book, use the calendar to select the date of booking.
Click an open time slot of a service provider, and then select New Appointment.
Alternatively, enter an existing guest's name, email, phone, or code in the Search box, and click Book.
If you are using the Appointment Book List View, click +Appointment.
Specify guest details, such as mobile number, first name, last name, gender, and the referral source, or search for the guest using first name, last name, email, or phone.
Select the Packages link at the bottom of the panel.
Select the applicable service from the Benefits tab.
You must first create a custom package for the guest.
Book multiple services simultaneously
On the redesigned Appointment Book, use the calendar to select the date of booking.
Click an open time slot of a service provider, and then select New Appointment.
Alternatively, enter an existing guest's name, email, phone, or code in the Search box, and click Book.
If you are using the Appointment Book List View, click +Appointment.
Select the Book Multiple link.
If you don't find this link, contact your manager.
Select the services from the relevant category and subcategory.
Click Add.
Other actions in the Appointment Info Panel
Mark a booking as a surprise visit
On the Appointment info panel, select the Surprise Visit checkbox.
After you select the Surprise visit check box and save the appointment, you cannot clear it.
If for some reason, the guest who is giving the surprise, wants to cancel the Surprise Visit, the front desk must delete the appointment.
Zenoti resumes regular communication with the guest as soon as the guest avails the services of the surprise visit.
If an appointment is marked as a Surprise Visit, Zenoti does not send the following SMS/mails to recipients of surprise:
Appointment confirmation
Appointment reminder
Appointment rescheduled
Appointment cancelled
Payment Made notification
Make the booking a recurring appointment
Create a new appointment from the appointment info panel and add guest details.
Click Repeat.
Configure the recurrence pattern.
Click Apply.
If your organization does not allow double-booking or booking an appointment outside providers' scheduled hours, then Zenoti shows conflicts in appointments. A yellow triangle icon indicates the appointment status of a conflicting appointment, and a statement: <provider name> is not available.
You can edit or update standing appointments from the usual Modify Appointment option. Edit details such as add-on services, time slot, or service provider.
Assign appointment category
From the Appointment info panel, access the Appointment Category list.
Select the required category from the available options.
Modify the sale-by employee field
From the Appointment info panel, select the Sale by list.
Select the employee name from the list to update the sale-by field.
Make the booking a virtual appointment
Create a new appointment from the appointment info panel and add guest details.
Click Add Virtual Appointments.
In the Email Details and Text Details boxes, enter virtual appointment details such as the virtual appointment link or other instructions for the guest.
Click Save.
Pull up details of a guest’s last five visits
While creating a new booking, click Last Visit.
You can pull up these details to upsell services taken in the past or adjust the sale price according to the price paid by the guest in the past (if you have required permissions)
If a guest took a day package in any of their last five visits, it appears in this list of services that you can book again.
If a guest took two services in each of their last five visits, this panel shows ten services.
Add-ons are not part of the list of services from past visits.
If a guest took a service earlier (say, Hair Treatment) and this service is not associated with your center, Zenoti greys out the check box against the service. You cannot book such a service again at your center.
After selecting a service you want to book again, you must select the Provider, Room, and Equipment to complete the booking.
Services you book again from this window are not considered rebooked services.
Zenoti picks the price associated with the service at the center and displays it here.
View the guest's profile
While creating a new appointment, click the Profile link in the guest details section.
Add referral information
Create a new appointment from the appointment info panel and add guest details.
From the Referral drop-down list, select the referral source.
In the Ref By field, enter the name of the guest who referred your business.
Proceed with the booking.
On the Take Payment page, the referral promo code appears automatically in the Coupon# field. You can remove the referral code by selecting X next to the field.
The invoice reflects the discount or gift card used to claim the referral reward.
Merge guests
While creating a new appointment, click the Merge link in the guest details section.
Modify guest information
While creating a new appointment, click the Modify link in the guest details section.
Modify service duration
Create a new appointment from the appointment info panel and add guest details.
For the service, click the pencil icon.
On the Duration adjustment window, do the following:
a. Edit the duration.
b. Click Update.
If you do not see the pencil icon, reach out to your administrator.
The guest-specific duration for the service and service provider gets updated in the current appointment and on guest's profile.
Modify service price
When creating an appointment for a service, on the Appointment Info panel, click the pencil icon.
On the Price adjustment window, set the new price.
Click Update.
If you want to remember the set pricing for the guest and the service provider, select the Remember this as [guest's name] price checkbox and select the service provider's name.
The guest-specific pricing for the service and service provider gets updated in the current appointment and on the guest's profile.