View a guest's appointment history
The Appointments tab displays the guest history along with the appointment invoices, service provider, refund history, service date, and the redemption of loyalty points and other credits. There are two sections in the Appointments tab: Upcoming Appointments and Past Appointments.
Modify an upcoming appointment
To modify an upcoming appointment, follow these steps:
Navigate to the guest's profile and click the Appointments tab.
Locate the upcoming appointment you wish to modify and click Edit.
In the Appointment Info panel, make the necessary changes.
Click Save to update the appointment or click Take Payment if you are processing a payment.
View invoice and take payment
To view invoice or take payment, follow these steps:
Navigate to the guest's profile and click the Appointments tab.
Locate the appointment for which you want to view the invoice or take payment.
Click the link in the Invoice number column.
Edit the invoice or proceed with the payment as required.
Modify treatment notes
To modify treatment notes, follow these steps:
Navigate to the guest's profile and click the Appointments tab.
Locate the appointment for which you want to record treatment notes.
Click the custom data icon.
Enter or update the required information.
Click Submit.
Manage guest feedback
To manage guest feedback, follow these steps:
Navigate to the guest's profile and click the Appointments tab.
Locate the appointment to record guest feedback.
Click the feedback icon.
Enter or update the guest’s feedback.
Click Submit.
Manage product consumption data
To view or manage product consumption data, follow these steps:
Navigate to the guest's profile and click the Appointments tab.
Locate the appointment for which you want to view or update product consumption data.
Click the consumption icon.
View or edit consumed products. You can add manual products or update auto-tracked ones.
Click Save.
View appointment log
To view appointment log, follow these steps:
Navigate to the guest's profile and click the Appointments tab.
Locate the appointment whose log you wish to view.
Click the view log icon.
Filter the records and export the log as required.
Refund a past invoice
To refund a past invoice, follow these steps:
Navigate to the guest's profile and click the Appointments tab.
Locate the appointment for which you want to process a refund.
Click the refund icon.
Select the items for a refund.
Enter the refund amount.
Add a comment explaining the reason for the refund.
Click Proceed to refund.
Select the payment type and confirm the refund amount.
Click Refund.
Click Process Refund & Close Invoice.
Impacts and considerations
To process a refund, you must close or complete the corresponding invoice before initiating the refund.
You can only process a refund if there is an existing invoice. You cannot initiate a refund from Zenoti if there are no associated invoices.
Rebook a past appointment
To rebook a past appointment, follow these steps:
Navigate to the guest's profile and click the Appointments tab.
Click the Rebook icon beside the appointment.
Select a new date for the appointment.
Choose an available time slot for a provider.
Click Review and Book to confirm.
View cancellation and no-show reason
To view cancellation or no-show reason, follow these steps:
Navigate to the guest's profile and click the Appointments tab.
For each appointment, check the Reason column to view the reason for cancellation or no-show.
This is available for both Past and Upcoming appointments.
Print appointments
To print appointments, follow these steps:
Navigate to the guest's profile and click the Appointments tab.
Click the print icon in the top-right corner.
From the drop-down menu, select one of the following options:
Print receipt view (limited): Prints a compact receipt-style list with up to 5 upcoming appointments and basic service details.
Print – detailed view: Prints an A4-format table with up to 1,000 appointments, including details such as service name, date, time, therapist, and price.
Preview the document and use your browser or system print options to Print or Save as PDF.