Zenoti Admin: Overview

Note: The ability to perform admin tasks, depends on your role and the admin level view available to you.

The following are some of the core tasks that you can perform from the Admin tab:

• Manage your organization and center settings

• Create Zones and Business Units

• Manage employee security roles and permissions

• Setup services, products, and packages that you offer at your center

• Manage Rooms and Equipment that you use at a center

• Create opportunities or sales leads to sell memberships, packages, products, or services

• Create various tax types that would apply to various items in the Point of Sale (POS) window

• Create prescriptions which are printable forms given to patients after the completion of an appointment

• Create guest or service custom forms based on your business requirement

• Add the details of vendors that supply products to your organization 

• Create referrals to track the sources that have brought the customer to your center

See Also

• Add or Modify a Bank Name

• Create Relationship Types

• How do I access and update the gift card template displayed on the webstore?

• Create a Custom Payment

• Create a Petty Cash Category

• Create Reasons

• Create and Use Tags

• Create Demand Price Groups

• Add Cash Registers