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Employee rules

Configure employee check-in to change appointment status in Appointment and Queue View

When this setting is enabled, it alerts the front-desk staff to check-in providers/employees before they can change the status of appointments in Appointment and Queue view.

Specify whether employees must be checked in before their appointment statuses can be changed in Appointment Book and Queue view for the organization 

Required roles: Any role with access to the Administrator mode

Requires permissions: None

  1. At the organization level, click the Configuration icon.

  2. Search for and configure the Specify whether employees must be checked in before their appointment statuses can be changed in Appointment Book view and Queue view setting.

  3. Enable this setting.

  4. Click Save.

Specify whether employees must be checked in before their appointment statuses can be changed in Appointment Book and Queue view for the center 

Required roles: Any role with access to the Administrator mode

Requires permissions: None

  1. At the center level, click the Configuration icon.

  2. Search for and configure the Specify whether employees must be checked in before their appointment statuses can be changed in Appointment Book view and Queue view setting.

    Choose one of the options:

    Option

    Description

     Use organization default settings 

    The center can directly go with the organization default setting to enforce employee check-in to change appointment status in Appointment and Queue View

    Enable

    Enforce employee check-in to change appointment status in Appointment and Queue View

    Disable

    Disables requirement for employee check-in to change appointment status in Appointment and Queue View.

  3. Click Save.

Enable educator-service association and educator rating

Enable this setting to allow educator-service association at the service level for appointments. Educators can also provide a rating.

Required roles: Any role with access to the Administrator mode

Required permissions: None

  1. At the center level, click the Configurations icon.

  2. Search for and select the Enable Educator-Service association and Educator rating setting.

  3. Enable this setting.

  4. Click Save.

Enter a label for the Educator

  1. In the Enter a label for Educator field, enter your chosen label for an educator. 

  2. Click Save.

Enable employee price scaling

You can set different rates for the same service depending on the employee performing it, such as a premium provider.

  1. At the organization level, click the Configuration icon.

  2. Search for and select the Enable employee price scaling setting from the Appointments section.

  3. Enable this setting.

  4. Click Save.

Impacts and considerations

  • Once enabled, if the Price scaling factor has been defined for a service, employee, or job, this setting cannot be turned off.

    If a business tries to disable this setting after configuring a scaling factor, they will be notified that it cannot be turned off.

Configure Provider-Specific Durations for Services and Add-ons

Zenoti allows you to configure provider-specific durations for both services and add-ons in Zenoti, allowing for more precise scheduling based on the employee’s skill level or speed. This ensures that appointment durations match the time each employee takes to perform a service or add-on.

For instance, let’s say Cathy and Debra both perform haircuts but with different times:

  • Cathy, a senior provider, takes 20 minutes to complete the service.

  • Debra, a junior provider, takes 30 minutes to complete the same service.

With provider specific durations enabled, you can ensure that Cathy’s haircut appointments are scheduled for 20 minutes and Debra’s for 30 minutes. This helps in planning and scheduling based on how long each employee takes for the service.

Steps to enable provider-specific durations

  1. At the organization level, click the Configuration icon.

  2. Navigate to Appointments > Bookings > Employee rules.

  3. Switch on the Enable provider-specific duration for services toggle.

  4. Switch on the Enable provider-specific duration for Add-ons toggle.

  5. Click Save.

employee_rules.png

Impacts and considerations

  • The Enable provider specific duration for Add-ons setting cannot be enabled unless Enable provider specific duration for services is enabled.

  • The Enable provider specific duration for Add-ons setting is disabled by default for all existing and new orgs.

  • Once enabled, this setting is applicable for all booking interfaces (CMA, Webstore, ZMA, FDO).

  • The setting cannot be turned off if any employees have provider-specific add-on durations configured.

  • Once this setting is enabled and durations are configured, existing appointments will not be updated with the new durations for add-ons. This also applies to both service and add-on service settings.

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