Appointment Book and Booking Wizard
Zenoti Auto Calculates Deposit Amount based on Predefined Register Float Amount
At the end of the day, businesses often want their registers or tills to have a set amount of cash to ensure smooth opening of business the following day. This cash is called float or register cash and is useful, among other things, to return correct change when a guest pays with cash. Earlier, the front-desk staff had to remember this float amount and ensure that the till had this amount at the close of business each day.
With this release, the front-desk staff no longer needs to remember the float amount. Zenoti now automatically populates the Cash Deposit field in the Close Payments page based on a predefined amount set up at the center level.
For example, the cash needed in the till at the end of the day (and for opening the following day) is defined as 150. This amount will reflect in the Closing Balance field in the Close Payments page.
Consider the following GIF capture. Based on the amount collected in cash: 250 (under Cash field in Actual Amount section) and the float amount defined at the center: 150 (under Closing Balance field in the Register Handover section), Zenoti automatically shows the amount to be deposited: 100 (under Cash Deposit field in the Register Handover section). Notice also from the GIF that when you update the amount in the Cash Deposit field, Zenoti automatically updates the amount in the Closing Balance field.
The important thing is that the cash to be deposited is auto-populated based on the Closing Balance defined for the center. This takes away one manual step the front-desk staff performed until now and thereby makes the end-of-day closing process easier and smoother.
Booking Wizard Supports Optimization of Service Booking Time
In the February 2020 release, we introduced the ability for businesses to set up precise service durations - by being specific up to the minute such as 2, 3, 16, or 19 mins.
When guests book a set of services with such durations with a single provider, Zenoti adds the service time of all non-segmented services. Next, Zenoti rounds-up the service duration to the nearest multiple of the Appointment Book slot.
In this way, Zenoti optimized the total duration, freeing up slots to accommodate more appointments. However, till now, this was supported only when front-desk staff made such bookings from the booking panel.
With this release, Booking Wizard too will support optimization of service durations. For example, note that the preconfigured service durations for the following services were 19 and 30 mins (Total = 49 mins). When the front-desk staff makes a booking for these services when the same therapist is selected, the staff can actually reduce the service duration (13 and 16 mins, with Total = 29 mins). From the available booking slots, we can make out that the appointment booking interval is 15 mins.
Normally, this appointment would have taken 49 mins, but as you can see, Zenoti optimizes the service times (29 mins) and rounds up the service duration to the nearest multiple of the appointment time slots (of 15 mins) to make the service duration 30 mins.
Note: This feature is also available on Zenoti Mobile (iOS and Android).
More Flexibility in Performing Other Actions in No Show/Canceled Appointments View
Earlier, when you were in the No Show/Canceled Appointments view, you could not perform some regular actions such as finding a guest, changing the date, changing the view, using Connect, and using Price Check. With this release, these restrictions have been lifted – you will be able to perform all these actions in the No Show/Canceled Appointments view.
New Invoice Format to Support Businesses in the Middle East
If you operate from the Middle East, we have a new printer format for your receipts that you will find useful. You must enable a center-level setting for this.
Improved Week and Month Views of the Employee Schedule
You can now set up the work timings for an employee in the Week and Month views of Employee Schedule. In both these views, you can also see an additional option to mark an employee as ‘Not set’. All other regular actions such as Copy forward (to number of days) will continue to work as usual
These improvements will help center managers manage employee schedules more effectively and efficiently.
Usability Improvements to Package Management
Earlier, the Create Package and Edit Package pages showed all the configurations or settings that were part of the package creation process - this may have been confusing for the user.
In this release, we will give you the option to turn off features you do not use. This will make for a more manageable and intuitive interface, allowing you to set up packages with ease.
- Based on the type of package you are creating, the Add Package button name will be updated.
For example, if you are creating a day package, the button name will change to Add Day Package.
- After you create a package, you cannot change the package type.
For example, if you create a Series - Regular package, you cannot change it to a Series - Offer type package.
- If you use the Target field for packages, you will find a new organization-level setting for Target type. You can then go ahead and turn ON this setting.
Note: Businesses going live after the release, will not be able to see the Target field.
- You will be able to turn OFF the schedule payments capability.
- New organizations going live on Zenoti after the April 2020 release, won't be able to create promo packages.
Note: If your business uses promo packages, you can still create such packages from the Marketing menu.
Common changes across all package types
- A link to see Package Summary when you edit a package
- Updates to the Services & Products tab for better field alignment and improved UX
- You will notice that we have moved fields across tabs if they don’t belong in a particular tab
- We have fixed the numbering on the top panel
- We have removed the Appointment Time field as this field is obsolete
- Option to deactivate a package
Note: We will show you an alert telling you who deactivated a message and when. We will also show you an alert if a deactivated package is being updated.
Changes while setting up day packages
- We have removed the Package Time field as this field is obsolete
Changes while setting up series packages
- We will provide separate Add buttons for Series - Regular and Series - Offer package
- Custom template will not be a part of Series Package
- Allow enabling or disabling of package benefits
- Org level setting to view recognize revenue in Services & Products screen (Setting name: Define revenue recognition at Service/Product level)
- We have introduced the option Never Expire for a package
Changes while setting up custom packages
- You will be able to enable and disable package benefits
- We will auto-activate custom template for you
- Change the existing org-level setting names:
a) Allow commission on custom package to Allow Commission on package sale (Series Offer & Template)
b) Factor For Commission on Custom Package to Percentage of price for commission
- We are not making any changes to the way you create custom packages for guests from Appointment Book.
Allow Conversion of Transferred Service Credits to Dollar Equivalents
Earlier, when the hybrid model was enabled for service credit redemption, the recipient could not convert the credit to a dollar equivalent amount. Now, recipients can convert the credit to dollar equivalent amount if they are on the hybrid model for service credit redemption. There is no setting to be turned on to enable this, it is automatically available with the upgrade.
Allow Applying Discounts on only the First Invoice of a Recurring Membership
Earlier, when a recurring membership was sold with a discount, the discount applied to every recurring invoice.
With this release, customers can choose if they want to offer the discount on every recurring invoice or only on the first invoice. On the POS, when you sell a recurring membership and apply a discount, depending on how you have set up for the discount to be applied, you will see a tooltip that informs you that the discount will be offered on all subsequent invoices or that it will be offered only on the first invoice.
Allow Sale and Redemption of Memberships in the Same Invoice (even with service credit level expiry)
Earlier, customers could redeem a membership on the same invoice on which it was sold only if the Enable Redemptions on Open Invoices setting was selected and the Allow configuring service credit level expiry for recurring memberships setting was not selected.
Now customers will be able to redeem a membership on the same invoice as it is sold even if the Allow configuring service credit level expiry for recurring memberships setting is not selected.
There is no setting to be turned on to enable this, it is automatically available with the upgrade.
Block Redemption of Service Credit Fractions
We now let customers decide whether they want to let guests use fractions of credits. To do this, contact Zenoti Support.
When this setting is disabled, Zenoti will only allow redemption of credits in whole numbers, such as 1, 2, and 3.
When this setting is selected, Zenoti will allow redemption of credits in incremental fractions, such as 0.25, 0.50, 0.75, 1, and 1.25.
Usability Improvements to Membership Details Screen
The following improvements have been made to the Membership Details page:
- The Service Balances section is grouped by service credit. This can be expanded to show how each credit was accrued.
- In the Service Redemptions, Service Transfers and Credit Redemptions sections show which accrual is being redeemed.
Control how Membership Commissions are Paid
Earlier, you could not control whether commissions should be paid on service credit redemptions or on discounts amounts. Most businesses want to pay commissions only on service redemptions and not on discount amounts. But there was no easy way to do this.
In this release, the current setting for service credit redemption commission is split into one for commission on service credit redemption and commission on discount amount. This gives the customers better control over how they pay commissions.
For existing memberships, both the settings will be enabled. For new memberships, only the setting for commission on service credit redemption will be enabled by default.
Control whether Guests can use Prepaid Cards to buy Gift Cards
Administrators can control whether guests can buy gift cards using prepaid cards using a new organization-level setting.
Payments and Integrations
Worldpay: Refund Transactions on Debit Cards
Earlier, refunds on Worldpay were supported only for credit cards and signature debit cards (with the facility to use credit).
With this release, Worldpay will also support refunds on regular PIN-based debit cards.
Note: PIN-based Debit card refunds are currently available only on triPOS Direct.
Guests can now Reschedule their Appointments
With this release, guests can reschedule their appointments on Webstore from the Upcoming Appointments tab of the guest profile.
Note: Guests cannot reschedule their appointments if they are within the cancelation window. For example, if Jennifer has an appointment at 8:10 PM, and you have configured the cancelation window to be active 3 hours before the appointment, she cannot reschedule the appointment after 5:10 PM on the day of the appointment. She can only cancel the appointment. In such cases, the Reschedule button will be greyed out.
Verify Guest’s Email Address
With this release, any new email address a guest uses for sign up on the Webstore will pass through an email verification system to check the validity.
For businesses, collecting genuine and correct email addresses ensures smooth communication with guests as both transactional and marketing information reaches the intended guest inboxes.
Online Booking now Supports Social Login
With this release, guests can use the credentials from their social networking sites (Facebook or Google) to sign in to Webstore and CMA. This creates a seamless experience for the guests as they don’t have to create a new account on Webstore and CMA.
Note: If an existing guest wishes to use their credentials from a social networking site, a new account will be created if the email address of the social login and the Webstore is different. If the email address is the same, the guest can continue to use the existing account with the social networking site credentials.
New Refresh Feature to Update the Wait Time
Earlier, to update the wait time in Queue View, the front-desk staff had to perform an action such as changing the appointment status. If the front-desk staff performed no action, the queue was not reprocessed. This led to confusion among guests about their wait times.
With this release, we are introducing a new Refresh icon that allows the front-desk staff to see the updated wait times for guests in Queue View. This ensures that the front-desk staff has control over wait time reprocessing.
Show Tax Inclusive or Exclusive Service Pricing
.With this release, new settings allow businesses to create tax exclusive services apart from the existing tax inclusive service pricing option. Your guests can also see if the service price is tax inclusive in Your Selection of the Kiosk screen.
Note: Contact Zenoti Support to enable this feature for your business.
When this feature is enabled, your business has the flexibility to show service pricing with or without taxes when guests select services using Kiosk.
New Macro in Membership Form
With this release, business owners can use a new macro in the membership consent form that allows guests to see the membership renewal price for a recurring membership.
This is helpful for businesses to enter the renewal price after an upgrade or downgrade of a membership.
When you use this macro in the membership form, your guest can see the next expected amount charged towards membership.
Split Tips Easily During Checkout (iOS)
With this release, the Split Tips option in the invoice will allow the front-desk staff to enter the tip amount and select the providers among whom to split the tips.
Note: This is an existing feature in Zenoti Web.
After release, the front-desk staff can easily split the tips as a flat amount in the invoice amount for the service providers.
For example, if the total invoice during checkout is $100 and the guest wants to tip Jane $20 and Mary $10. The front-desk staff can enter the tip amount, tap Split Tips, and select the providers and the tip amount.
Book Day Package (iOS)
With this release, we are introducing the ability for your business to book day packages for guests.
When booking an appointment, the new Package option allows you to see and select the day packages setup for your business. The day package allows the front-desk staff to select the services, provider, and room required in the day package.
Choose Specific Therapists while Creating a Booking
While using the create a service booking API, it was previously not possible to schedule appointments based on parameters such as a therapist’s gender or selection of a specific therapist.
With this release, we have enhanced the
bookings object to accept requests for a certain therapist or for available therapists based on a specific gender.
You can specify the therapist of your choice while creating a service booking; after which, a unique 32-digit
booking_id is generated. You can then use this
booking_id to retrieve available slots for the booking, reserve a slot for the booking, and confirm the booking.
Collect Payment for an Invoice by Redeeming a Zenoti Gift Card
With this release, we have introduced an API to redeem Zenoti gift cards. You can use this API to collect payment for the amount of an invoice by redeeming the balance of a guest’s gift card.
This API is applicable for the following three categories: