End your day
Review collections
In the redesigned Appointment book, click More from the right pane.
Click Reports.
Select Collections.
Make a note of the amount collected and tips that you have to payout.
Pay out tips
Tip
In the redesigned Appointment book, click More from the right pane.
Click Manage Cash.
Click Pay Out Cash.
Search and select the employee's name, enter the tip amount, and add a note, if required.
Click OK.
Transfer cash from register to another
Front-desk staff can transfer cash from one register to another at the end of the day for secured cash management and verification of the day's transactions.
In the redesigned appointment book, click More from the right pane.
Select Manage Cash and click Transfer Cash.
Select the cash register you want to to transfer the cash, enter the amount you're transferring and if required, add a note.
Here you can see the current register balance to help you decide how much cash needs to be transferred to another register.
Click OK.
Verify collections and close the register
Tip
Important
If your business blocked register closure with open invoices, ensure that are no open invoices in the register. To view the open invoices, from the context menu, select Manage cash register and then select View invoices affecting register closure.
After you have paid out tips at the end of your day, you will have to reconcile the day's collections and close the register.
In the redesigned appointment book, click More from the right pane.
Click Open Register.
If there are multiple cash registers, select the cash register you want to open from the drop-down list that appears.
To print a blank piece of receipt paper, click Print and open the cash drawer.
To close the register, click the More icon again and select Close Payments.
Important
If your business has blocked register closure with open invoices, you must close the open invoices. On the alert, click View open invoices blocking register closure and close the invoices.
If your business has turned on the Enable automatic register closure setting, the cash register will close automatically.
In the Expected amount section, verify whether the amount you see for different payment types matches the amount you made a note of from today's collections. If you need additional details about the amounts, click the amounts.
Verify if the amount entries in the register matches the amount under the Actual amount section. If it does not match, enter and adjust the amounts in the register manually. The shortfall or excess amount shows up under the Adjustments column in red font color.
Alternatively, click Currency Count and enter the count of notes of each denomination and click Save.
Currently, Zenoti supports USD United States Dollar, AUD Australian Dollar, CAD Canadian Dollar, EUR Euro, GBP Pound Sterling, NZD New Zealand Dollar, ZAR South African Rand, DKK Danish Krone, and CHF Swiss Franc.
You can add a comment under Comments and let your manager know if there is any excess or difference.
If your company deposits cash in a bank at the end of the day, under Register handover, enter amount in the Cash Deposit field and enter the bank name.
Important
To calculate the cash deposit amount that will keep the needed float amount in the register click Calculate. If you do not see this button, your center has disabled auto-calculation. Reach out to your manager.
Click Save.
Check out for the day
To check out for the day in the redesigned Appointment Book, follow these steps:
Navigate to the redesigned Appointment Book and click the Clock-in/out icon.
Select the user and enter your username and password.
Click Ok.
You can also click the more options icon next to the provider’s name to check them out for the day.
Navigate to the redesigned Appointment Book.
Click the more options icon (three vertical dots) next to the provider’s name.
Click Check in/out.
Click Ok.