General Setup Options for an Organization

The general setup and setting screens help you to fine-tune and define how your Zenoti system operates. 

This article lists and explains the options available for your organization.  

To find the organization setup options

1. Navigate to Admin > Organization > Organizations.

2. On the Edit Organization page, there are multiple tabs that appear.
   Each tab provides various options or settings.
   The following is a brief description of each tab. Click the appropriate tab based on your requirement:

• General: View or update your organization's business information such as physical address, contact details, currency, and logo.
  Learn more: Update General Organization Details

• Payment: Define what payment options can be used across your organization. Tip: Only those payment options that you enable for your organization will show up as valid payment types in the Point of Sale (POS) window.
  Learn more: Define Payment Types

• Email/Texts: Enable or disable and customize the email or SMS template notifications for your organization.
  Learn more: Configure Email or SMS Template Notifications

• Settings: Allows you to review and manage a series of high-level settings that apply to your organization. These settings include 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.
  Learn more: Manage Organization Settings

• Points: Set up a loyalty program to reward your guests for their spending. Here you can define, view, and redeem loyalty points accrued through the loyalty program.
  Learn more: Types of Loyalty Programs in Zenoti

• Alerts: Activate specific alerts for various actions performed by staff members or get reminded of tasks that need attention.
  Learn more: Activate and Define Employee Alerts for your Organization

• Catalog: Configure the look and feel, content, and online booking settings for your Webstore.  

• Accounting: Select integration with accounting software, Tally or Quickbooks. Here you can define how you want the various transaction fields (or Tally/Quickbooks account names) to appear when you export them.

• Integrations: Integrate a supported application with Zenoti. For example, you can integrate Okta with Zenoti.

• Reports: Enable the reports that are relevant for your organization and hide the remaining reports from the User Interface (UI).
  Learn more: Enable or Disable Reports

Important: Click Save after you make an update to a setting.