Redesigned Appointment Book for enhanced scheduling
Overview
Audience: This update impacts front desk operators, managers, and administrators involved in scheduling and managing appointments.
Pain Points in the Current Experience:
Navigating between dates required taking multiple steps.
Accessing guest search was not intuitive enough.
Discovering filters and sorting options was not easy.
Understanding icons was difficult due to lack of descriptive labels.
Customizing appointment blocks and viewing detailed information was limited.
Moving appointments with payments or redemptions was restricted.
New Interface Summary: The redesigned Appointment Book offers a modernized layout with improved navigation and customizable features, enhancing usability and operational efficiency.
Existing Experience vs. New Experience
Existing Experience
The existing Appointment Book has limited navigation, a guest search that is not prominently placed, outdated filters and sort options, and appointment blocks where information is presented without hierarchy, making it difficult to quickly identify what’s most relevant.
New Experience
The redesigned Appointment Book introduces the following improvements.
Enhanced Navigation
Introduced a Today button for quick access to the current date.
Enabled skipping ahead by 2, 3, or 4 weeks.
Improved Guest Search
Placed the search bar prominently.
Displayed recent guest searches for quick reference.
Filters and Sorting
Made filters easily accessible, including a new provider filter.
Enabled sorting and reordering of providers in vertical view.
Appointment Blocks
Made guest names more visible
Enabled display of up to eight configurable icons (four appointment and four guest).
Added options to indicate appointment status or category.
Separated guest-related and appointment-related icons.
Additional Functionalities
Enabled moving of appointments regardless of associated payments or redemptions.
Introduced Focus Mode to highlight all services for a guest on hover.
Introduced the ability to edit views, set a recommended view, and define a default layout, along with improved zoom controls for better visibility.
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Key Functional Changes
Why this change?
To address user feedback regarding navigation inefficiencies and limited customization, enhancing the overall scheduling experience.
How it helps?
The redesigned Appointment Book helps reduce time spent on scheduling appointments, enhances the clarity of appointment information, and provides flexibility in viewing and organizing provider schedules.
Usability improvements
Intuitive interface with minimal training required.
Clear labeling of icons and toolbar options.
Visual indicators enhanced for appointment statuses and categories.
FAQs
Is the redesigned Appointment Book automatically enabled?
For businesses going live on Zenoti on or after April 29, 2025, the redesigned Appointment Book is enabled by default. For existing organizations, owners and managers can enable this at the organization level. Once enabled, it becomes available at all center levels within that organization. You must enable the center level setting as well to use the redesigned appointment book.
Can I switch back to the previous version of Appointment Book?
Yes, you can switch back to the previous version.
What features are currently limited?
Room color on the appointment block and display of more than 7 appointment or guest icons are not supported in the redesigned version.
Can I choose to see all guest or appointment details directly on the block?
No. Details such as guest phone number, provider name, and check-in time are accessible via tooltip or context menu but not displayed on the block itself.
How many icons can I show on each appointment block?
You can configure up to four appointment icons and four guest icons per appointment block.