Permission: Available to only owners and Zenoti administrators
Navigation: Organization level > Admin > Organization >Organizations > Settings.
The Settings tab of the Edit Organization page allows you to review and manage a series of high-level settings that apply to your organization. These settings include general settings, auto email setup, Appointment Book and POS setup, work schedule setup, biometric device setup for employee check-in and checkout, and more.
Any changes made on the organization settings page impact all the centers of the organization.
However, there are some specific center-level settings that can override the corresponding organization-level settings. This article also describes such settings.
Note the following about the permissions required to manage organization settings:
Owners cannot create or delete organizations, but can only edit organizations.
Managers cannot create, delete, or edit organizations.
A Zenoti administrator can create or delete organizations.
Activate Notifications and Alerts
Know how to enable email/text message notifications and alerts for guests and employees.
Learn more about each setting: Settings to Activate Notifications and Alerts
You can set up the most common behavior of Zenoti using the general settings. Some of the important general settings are:
Activate SMS/email notifications
View profitability reports (v1)
Customize labels for guests, therapists, and appointments
Override organization settings for target segments at the center/zone level
Appointment Book Settings
Manage the appearance of your Appointment Book and the operations you can perform in it by defining the following:
Appointment Book display settings
Appointment Info panel settings
Automated appointment notification settings
Appointment modification settings
Learn more about each setting: Organization Settings: Appointment Book
Employee Management Settings
Define employee management settings for the following:
Employee Code Setup
Permitted Off Periods
Learn more about each setting: Organization Settings: Employee Management
Point of Sale (POS) Window Settings
Define what operations can be performed on the take payment screen in the POS window including the following:
Editing discount and price on invoice
Defining sale item types in the POS window
Enforcing employees to enter their passcode to authenticate every sale
Maintaining separate product sales
Allowing services to be bundled into a custom package
Learn more about each setting: Organization Settings: Point of Sale (POS) Window
New Guest Creations and Guest Profiles
Know the organization and center level settings to manage guest profiles.
Learn more: Settings: New Guest Creations and Guest Profiles
Define Royalty settings for centers:
Select a center from the drop-down list.
The Royalty Percentages page appears.
Enter the percentages of royalty you want to charge for Service, Product, Memberships, Packages, Gift Cards, and Prepaid Cards, against each royalty category.
Note: You can add royalty categories under Admin > Categories > Royalty.
4. Click Save.
Custom Data Settings
Define Custom Data settings for:
Labeling custom and service data forms
Labeling Unified forms tab (in Guest Profile): Depending on your business need, you can now rename the Unified Form View tab of Guest profile (Loyalty > Guests > Manage Guests). For example, if you are using this tab to show treatment related information then, you can enter ‘Patient Treatment plan’ as the name of the tab. Click Save. The tab in the guest profile will be renamed to 'Patient Treatment Plan'.
Labeling Custom Fields tab (in Guest Profile): You can rename the Custom Fields tab of Guest profile (Loyalty > Guests > Manage Guests). For example, if you are using this tab to capture guest intake information, then you can enter ‘Guest Intake Form’ as the name of the tab, the term that your provider is familiar with. Click Save. The tab in the guest profile is renamed to 'Guest Intake Form'.
Choosing which types of blank forms are to be retained for the following appointment statuses:
Restricting entry of service custom data after:
An invoice is closed
A form is submitted
A form is submitted or the service date is passed
Enforcing guests to sign in before they can access guest forms, service forms, tag forms, and loyalty forms.
Editing the text for custom form macro.
Selecting the maximum number of tag forms required for a service: You can now decide how many tag forms can be assigned to a service. When you assign a tag form to a service, the assigned form is applicable each time your guest takes the service. Tag forms also allow you to have a different form for each center for the same service. You can choose to add up to 10 tag forms to a service.
Zenoti Mobile Settings
Define Zenoti Mobile setting for the following:
Check-in from mobile
Preventing access to Zenoti application and guest data outside geofence
Learn more: Zenoti Mobile Settings