Before you proceed to set up the Webstore V2 template, you must configure the CX V3 template. This template consists of important settings such as Default Center, Online Appointment Hold, and Appointment Time Slots.

To configure the CX V3 template

  1. At the organization level, click the Admin icon and navigate to Organization > Organizations.

  2. Click the Online Booking tab and click the CX V3 template.

  3. Configure the following settings:

a. Show appointment booking slots for: Enter the number of days for which appointment slots will be displayed as open for booking.

b. Limit guest from booking: Enter the number of minutes before the appointment slot within which the guests will not be allowed to book an appointment.

Example: The number of minutes is set to 10 and the guest wants to book an appointment for 3:00 PM. They can only book the appointment before 2:50 PM.

c. Default Center: Select the center that will be selected by default when your guest opens the Webstore.

d. Membership Sales: Assign a center as the default for Memberships sales. Select the Different center for membership sales check box and select a center from the drop-down list that appears.

e. Package Sales: Assign a center as the default for Package sales. Select the Different center for package sales check box and select a center from the drop-down list that appears.

f. Gift Card Sales: Assign a center as the default for Gift Card sales. Select the Different center for gift card sales check box and select a center from the drop-down list that appears.

g. Loyalty Points: Select the Hide monetary value of loyalty points check box to hide the monetary value associated with the loyalty points. The guest profile in Webstore and CMA will only display the points that the guest has earned.

h. Appointment Time Slots: Select the time interval between each appointment time slot.
Example: If you select the duration as fifteen minutes, the Webstore will display the appointment slots as 10:00, 10:15, 10:30, and so on.

i. Online Appointment Hold: Configure this setting to define the online appointment hold time.Example: If you configure the hold time as five minutes, the Webstore will hold the appointment for five minutes after the guest selects the service, provider, date, and time. The guest must confirm the appointment within five minutes. After the stipulated time, the booking is void and the guest must start the booking process again.

j. Appointment Slot Prioritization: Select the Prioritize Specific Provider Slots for Guests check box to prioritize the bookings of your guests with “Specific” providers over the bookings of guests with “Any” providers. Learn more.

k. Social Login Settings: To let your guests use their Facebook or Google credentials to log in to the Webstore, select the Enable Social Login check box, and then enter the following information:

  • Facebook App Id: Enter the Facebook app id.

  • Facebook App Secret: Enter the Facebook app secret id.

  • Google App Id: Enter the app id or Google Client Id in this field.

  • Google App Secret: Enter the Google Client secret code in this field.

Learn more

l. Facebook Meta Tag Verification Code: To track guest behavior using Facebook Pixel on iOS 14 devices, you must complete a one-time domain verification on the sites where you track guest behavior. Paste the meta tag verification code generated in the Facebook Events Manager. Learn More

m. Require Credit Card for Appointment Booking: Configure this setting, if as per your business policy a credit card is required for booking appointments in the Webstore.

Select any one of the following options:

  • Not Required: Select this option if you do not require a credit card for booking appointments on the Webstore.

  • Warn If Not on File: Select this option n to display a message to the guest stating that a credit card is not on file. The guest can ignore this message and continue with the booking of an appointment.

  • Block If Not on File: Select this option if you want to block a guest while booking if they do not have a card on file.

n. Restrict Process Time Segment Outside Employee Schedule Hours: When guest books a service with segments, the service is divided into segments. For example, a service may have three segments - Service Time, Process Time, and Finishing Time. There may be cases when the Process Time of the service falls outside of the employee schedule hours. Select this check box to ensure that the Process Segment of the service does not fall outside the employee schedule hours.

o. Book Multiple Services with a Single Therapist: Select this check box if you want a therapist to perform multiple services in a single booking.

p. Referral Program: With the referral marketing feature of Zenoti, you can allow your guests to refer their friends or family to any of the services that you provide. Select the Enable Referrals for cma and the Enable Referrals for Webstore options to make the referral program available for your guests who book online. Learn more

q. Announcement Banner: Select the Enable Announcement Banner check box to enable Announcement Banner on your Webstore and CMA. Select the Allow Center Override for Announcement Banner option if you want your centers to configure their individual announcement banners. Learn how to Display Announcement Banner on your Webstore and CMA.

4. Click Save.

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