Disclaimer: Your Zenoti account has been upgraded with May 2021 features.

Table of Contents

Appointment Book

Book parallel services

To drive more sales for your business, we are introducing a feature to book parallel services. With the release, the front-desk staff can book up to two services with two different service providers at the same time.

Consider this example. Gina, a guest, walks in for a manicure and pedicure. These services can be combined and done at the same time, thus saving time for the guest.

The Parallel Services enhancement will allow your business to generate more sales by booking more appointments, grow profits, and gain more customers.

Note: Guests can also book parallel services from Webstore V2 and consumer mobile application CMA (iOS and Android).

Read our Help article

Control visibility of daily financials in the Appointment Book footer

Some businesses prefer to control the visibility of daily financials such as the value of services provided and number of guests from their employees.

To control who can view the daily financial summary, we’ve added a new permission, Appointment Financials (Footer), that must be disabled for certain security roles so that they cannot view daily financial details in the Appointment Book footer.

Read our Help article

Default start time for a service updated to previous appointment's end time

A guest may book an appointment for Service A, and while taking this service, may request an additional service, Service B.

Usually, the front-desk staff adds such additional services while taking payment from the POS. The start time and end time of such additional services are of little significance.

From now on, when the front-desk staff adds a service to the invoice, the end time of Service A will become the start time for Service B. This means that the front-desk staff will no longer have to go through the extra clicks of modifying appointments and figuring out the start time for the additional services.

Redo discount to be inclusive of tax

Earlier, for organizations with the tax-inclusive setting turned on and redo discount, giving 100% discount was a challenge; this was because Zenoti only showed the list price on the invoice (and not the tax inclusive, final amount). If the list price was $100 and tax was $10, the invoice total showed only $100. And the discount was then applied to the $100.

When it is a redo service, businesses typically want to offer a 100% discount to make a disgruntled guest happy. Now, we have made this possible.

Let us consider this example. The value of the redo service is $100, and the tax is $10. The total price inclusive of tax, is $110. The redo discount is 100%. The front-desk staff can provide either a percentage discount or an absolute discount on the total price of the redo service.

Percentage discount

The percentage discount is applied to the tax-inclusive price.

Final Price = 110 - 110 (100% of the tax-inclusive price) = $0

Absolute amount

You can enter the total amount in the absolute amount (price + tax) field to give you a 100% discount for the service redo.

Issue a refund with the correct payment method

Often, manual errors such as refund to a wrong payment type (say, refund to card instead of cash) is hard to reverse.

Front-desk staff can now refund an invoice to the correct payment type once the old, refunded invoice is deleted.

Let us consider this scenario - Beth is a receptionist. A guest wants her to refund an invoice via credit card. By mistake, Beth refunds the invoice by selecting cash as the payment method. To undo this, Beth must first delete the refunded invoice (with cash as the payment method). Next, Beth must initiate a new refund with the correct refund payment method (card).

Price scaling to set cancellation and no-show fees

When a guest cancels an appointment, the business charges a cancel or no-show fee to compensate the service provider for the lost time. However, it is not wise to charge the same cancellation fee for all service providers in some cases.

Many businesses use price scaling to compensate service providers based on their experience and popularity with returning guests. To support the same price scaling method of paying service providers, we have added an organization setting to allow businesses to choose which price to use to calculate the cancellation and no-show fees.

Read our Help articles

Consumer Mobile App (CMA) and Webstore V2

Charge a deposit for treatments in CMA and Webstore V2

Salons and medispas may charge guests a deposit for some services or treatments to avoid last-minute cancellations and no-shows. Businesses may also use this method to avoid charging a cancelation fee from guests.

With the new release, businesses can collect such deposits by turning on a setting at the organization level. Businesses can charge either a flat amount or a percentage of the service cost as the deposit.

Note: Applies to both iOS and Android.

Read our Help article on setting up service deposits

Read our Help article on collecting deposits on Webstore V2

Set up finishing services in CMA and Webstore V2

Some services are not complete in themselves and require some other finishing service to be performed to satisfactorily complete the first service. For example, after a hair color service, a hair conditioning, blow dry, or a styling service are mandatory. This is to ensure that guests do not walk out of the salon with dull, moisture less hair. Here, the hair color service is the main service and the hair conditioning, blow dry or styling service are the finishing services.

Earlier, the front-desk staff added such finishing services manually each time a guest booked the main service.

Now, businesses may configure such finishing services for the main services. A guest must book the associated finishing services to complete a booking from CMA (iOS and Android) or Webstore V2.

Read our Help article on setting up finishing services

Read our Help article for mandatory selection of finishing services on Webstore V2

Hide monetary value of loyalty points

Earlier, CMA and Webstore v2 displayed the monetary value of loyalty points. Guests could see the monetary value they were entitled to as loyalty rewards. As a result, businesses were unable to create loyalty schemes in which, at times, the rewards were not at the same monetary value.

To provide more flexibility while creating loyalty schemes, we have introduced a new setting, Hide monetary value of loyalty points. You can find this setting in the online booking setup template. Businesses can use this setting to hide the monetary value associated with the loyalty points. With this setting enabled, the guest profile in CMA and Webstore will only display the points that the guest has earned and not the monetary value of the points.

Digital Forms

Alert Front-Desk Staff and Guests about New Versions of Forms

Earlier, if a business replaced a guest form or service form with a new form, or if they changed the verbiage of the existing form, the front-desk staff has no easy way to know if the guest has updated their information in the latest form.

With this release, the front-desk staff can check if a guest has filled the updated form from the Appointment Follow-Up section.

When a guest accesses the form that they filled earlier, they will see a banner notifying them that they can fill the updated version of the form. When they click the link provided in the banner, the updated form opens. Guests can then fill in the updated form and resubmit.

Read our Help article

New macros in check-in notification email and SMS templates

Earlier, macros for the guest intake forms and service forms were not available in the Appointment Checkin notification . Now, the following macros are available in email and SMS templates for the Appointment Checkin notification:

  • [GuestDataLink]

  • [ServiceCustomDataLinks]

  • [ServiceDataLink]

When a guest checks in, the notification that a therapist receive will contain the links to the relevant forms. The therapist can open the form link directly from the notification and review it.

New macros in service and tag forms to capture entity details

Zenoti software may be used to perform services in related businesses such as a car spa or a pet spa. In such cases, guests own cars or pets (éntities’); even though a guest books the appointment, the service is for their pet or car. Businesses therefore capture entity information, such as pet type and breed and use this data at the time of the service. Earlier, Zenoti did not support the flow of this entity-related data from entity custom fields to service forms.

Now, you can add new macros to service and tag forms to move data from entity custom fields.

Employee Management

Employees can declare cash tips for compliance reasons

Some countries, such as the US, mandate that businesses provide the ability for employees to declare cash tips they earn in the day. Employees in such countries are considered compliant with local laws only when they declare cash tips they earn – this is for accurate tax deductions.

To better support such laws, we are introducing new settings to enable employees to declare cash tips for the day.

Employees can also declare cash tips from Zenoti Mobile App (ZMA).

Note: Your business may already track tips coming in via the POS. With the declare tips option, your business gives employees the means to record cash tips they receive directly from guests to stay compliant with local laws.


Read our Help article

Integrations

ADP Wisely

Configure email alerts for tips payout

Earlier, businesses did not receive an alert or a message when the tips payout failed for ADP Wisely Integration. This was inconvenient for businesses as they did not know who received the tips payout and who did not.

With this release, at the organization-level, businesses can configure a daily email alert or notification for the business owner or the designated person for ADP Wisely tips payout status. This email contains the following details:

  • No of Centers Configured

  • No of Centers Successfully Processed

  • No of Centers Pending in Queue

  • No of Centers Failed

  • No of Employees Processed

  • No of Employees Pending

  • No of Employees Failed

This allows the business owners to track all the tips payment failures and take necessary action.

Check employee tips payout status

With this release, we are introducing an employee tips payout status report at the organization-level, that shows the following details:

  • Pending Tips

  • Processed Tips

  • Failed Tips

    Note: You can view these details only for the past 7 days.

Receive tips payout for all payment modes

Earlier, ADP Wisely integration only supported tips payout for CC (credit card) transactions.

With this release, businesses have the option to process tips for all the online payment modes such as Cash, Debit Cards, and Gift Cards.

SAML SSO

Updated SAML SSO logout behavior

Earlier, the SAML single sign-on logout token did not expire after users logged out of Zenoti. This meant that when users logged out of Zenoti, they were not automatically logged out of SAML SSO. Users must therefore had to take the additional step of logging out of SAML SSO which was inconvenient.

With this release, a log out in Zenoti will trigger a log out in SAML and vice versa. This means the user need not take an additional step of logging out of SAML SSO manually.

Read our Help article

Loyalty Points

Redeem loyalty points for post-tax invoices as a discount

Earlier, if a guest paid the post-tax invoice amount by redeeming loyalty points, tax-inclusive organizations were liable to pay to the government the equivalent tax included in the invoice. Consider a scenario where a guest bought a product for $110 (inclusive of $10 tax) and used 110 loyalty points to close the invoice. In this transaction, the tax-inclusive organization had to pay $10 as tax to the government.

With this release, tax-inclusive organizations can enable an Org-level setting to allow loyalty points to be redeemed for post-tax invoice amounts as a discount, not as a payment amount. This feature helps such organizations to reduce their tax liabilities.

For the example mentioned earlier, tax-inclusive organizations can enable this feature to allow guests to redeem loyalty points for the entire post-tax amount as a discount and subsequently reduce the tax due amount on the invoice to zero. As illustrated in the following screenshot, the guest has redeemed 110 loyalty points on the post-tax invoice amount and the organization does not have to pay any tax for this transaction.

Notes:

  • After you enable this setting and loyalty points are then redeemed on at least one invoice, you will not be allowed to change this loyalty points redemption setting.

  • This feature is available both on Zenoti Mobile and Web.

  • In tax-exclusive organizations, loyalty points can only be redeemed on the pre-tax invoice amount.

Read our Help article

Marketing

New campaign metrics

In this release, we’ve added the following new campaign metrics:

  • Created Date: The date on which the campaign is created. You can now sort campaigns based on the created date.
    Note: This column is added on all the campaign pages (email, text, media, notes, and opportunity).

  • Unsubscribe Rate(%): The percentage of users who have unsubscribed from the campaign.

Search templates in email/text campaign editors

Zenoti offers a range of email/text templates that you can use for your campaigns.

With this release, you can search for a template across categories: basic layouts, themed templates, and custom templates.

Under the Create the content section, click Search Template and type the name of the template in the search box. As you type the campaign name, you can see the search results.

Important: The Search Template option is available in both Rich-Text editor and Simplified editor.

View guests eligible for marketing email and text messages

Earlier, when you created a target segment and checked for guest count, you could view only the total number of guests in the segment – you couldn't see a break-up of number of guests eligible for marketing mails and text messages.

With this release, when you do a guest count for a target segment, you will be able to see the following details:

  • Total number of guests in the segment

  • Total number of guests who are eligible for marketing emails

  • Total number of guests who have opted for marketing emails and have valid email addresses

  • Total number of guests who are eligible for marketing texts

  • Total number of guests who have opted for marketing texts and have valid mobile numbers

Identify guests with no email address or mobile number

Earlier, we did not have a report or rule in the target segment to identify guests who do not have an email address or mobile number on their Zenoti profile.

As a business, you need to know if guests have their correct contact details so that you can reach out to them through campaigns, emails, and messages.

In this release, we are adding the Missing option for the Guest Email and Guest Mobile Number rules in target segment.

Missing email address

Businesses can create this target segment and export the target segment to view guests with no email address or mobile number , and reach out to them to add contact details.

Missing mobile number

Read our Help Article

Segment last-visit guests based on dates

When a business targets guests based on their last visit, the number of guests that qualify for this segment can be different depending on when the guest count is taken.

For example, if your business targets guests who last visited a month ago, the guest count on Jan 1st can be 40, while the guest count on Feb 1st can be 15.

In this release, we’ve added the Custom Date option, to allow businesses to select specific dates and view the accurate guest count, in the following two segments:

1. Last Visit By Service

2. Last Visit by Therapist

Read our Help Article

Memberships

Membership reports to support service value liability model

Now you can choose to calculate the liability of a membership to your center based on either the price or the value of the membership.

To do this, you must have the Enable Value Based Reports For Memberships setting turned on. Reach out to Zenoti Support to update this setting for your business.

When this setting is on, it affects the following reports:

  • Membership Detail Report:

    • The Service Credit Recognition column is renamed as Service Credit Value.

    • The Total Service Credit Recognition column is renamed as Total Service Credit Value.

    • A new column, Cost Adjustment, appears on the report.

  • Membership Balance Report:

    • The Total Service Credit Recognition column is renamed as Total Service Credit Value and the value is changed from SCR to value.

    • Service credit redemption is changed from SCR to value.

    • Service credit balance is changed from SCR to value.

  • Credit Balance Report:

    • The Service Credit Recognition column is renamed as Service Credit Value.

  • About to Expire Report:

    • The Service Credit Recognition column is renamed as Service Credit Value and the value is changed from SCR to value.

    • Service credit balance is changed from SCR to value.

    • A new column, Cost Adjustment, appears on the report.

  • Membership Redemption Report:

    • The Adjusted Amount and Unused Credit Revenue columns are hidden.

  • Service Sales:

    • Service credit redemption is changed from SCR to value.

  • Membership Sale Report:

    • A new column, Cost Adjustment, appears on the report.

  • Cross Center Redemption Report:

    • To Pay & To Collect are shown based on value.

Cancel a membership with an Inactive status

Earlier, we could not cancel memberships that had an Inactive status. This included memberships that started on a future date. If a member wished to cancel such memberships, the front-desk staff had to delete the membership invoice.

Now, you can cancel memberships that have the Inactive status by clicking the Cancel button on the Memberships Details page.

When you cancel an Inactive membership:

  • Termination date is set to the cancellation date.

  • The cancellation date cannot be beyond the start date of the membership.

  • The membership cannot be reinstated.

You can view the list of canceled memberships, on the Membership Status report with the Status filter set to Cancelled.

Resend membership T&C

Earlier, after a guest signed up for a membership that required them to sign the T&C document, there was no way to resend the T&C document.

Now, on the Memberships Details tab, you will see two new columns, Email T&C and View T&C. Click the corresponding link in these columns to resend

or view the T&C after the guest has signed up for a membership.

More information added to Membership Log

The Membership logs now track the following actions:

  • Changes to expiry date

  • Changes to credit amount

  • Changes to sale date or refund date

  • Changes to membership benefit expiry

  • Transfers of membership benefits

  • Changes to membership renewal details

Edit Grace Period for expired memberships

Now you can edit the grace period for expired memberships too. You can do this from the Membership Details page and from the Membership Balance Details page.

To edit the date on which the grace period ends, next to Grace Period End Date, click the Edit link.

Once the date is changed, it will not change even if the center-level setting for number of days in grace period is changed.

Notifications

New template for OTPs

Earlier, we did not have an email/text template for OTPs that were sent from the Take Payment screen to guests. Moreover, we could view the Text Usage report for OTPs by selecting One Time Password from the report filter.

In this release, we’ve added a new email/text template for OTPs, One Time Password – Redemption under the Guest section.

You can configure the notification using macros.

Important: To send OTP messages, ensure that you add your organization name at the end of the message (email and SMS).

One Time Password – Redemption template name in Text Usage report

Earlier, in the Text Usage report, we had One Time Password as the template name for OTP messages.

In this release, we’ve added another option in the report filter, One Time Password – Redemption, which you can use for the same purpose.

One Time Password: Select this template name to view the report for OTPs that were sent before the May 2021 release.

One Time Password – Redemption: Select this template name to view the report for OTPs that are sent after the May 2021 release.

Packages

Quickly clone a package to save time

Business owners may look to create packages with similar services and benefits with some tweaks here and there. Earlier, there was no easy way to copy most of the properties of an existing package and create a new one.

With this release, business owners can clone a package quickly and easily to save time and effort.

Note: Business owners can clone day packages, promo packages, regular series packages, series offer packages, and series templates.

Read our Help article

Payments

Process tips for Interac cards through terminals

Earlier, processing of tips for Interac cards was only supported via Mirror Mode. This caused a lot of reconciliation issues for businesses as the tips information was added later through a backend operation.

With this release, we are allowing processing of tips for Interac cards on the terminals itself. The terminals will prompt the front-desk staff/guest to enter tips when an Interac card is presented for payment. This will help resolve the reconciliation issues as the payment and tips are captured at the same time.

Note: This is only applicable for the Canada region.

Improvements to Auto-reconciliation report

In the January 21 release, we added a few important features to the Auto-reconciliation report such as the ability to select custom periods, download reports, manage columns, and add a new look and feel.

Continuing this path, we are making the following improvements to the report in this release.

  • View mismatches for a custom period and download the same for further investigation.

  • Download the reconciliation summary

  • Enable payout notifications

  • View previous week’s difference during the current week reconciliation

  • Save column preferences

Reports V2

Employee payroll reports now available in the latest version of reports

The latest version of reports offer flexibility in the way you view reports – the layout is intuitive , you can customize the columns in the report, and much more.

With this release, you will be able to view the following center-level employee reports in the latest version of reports:

Cost of Goods Report

With this release, you can generate the Cost of Goods report to get detailed information on the sale of retail and consumable products at your centers as well as the cost associated with those products.

Read our Help article

Loyalty Points Liability Report

With this release, you can generate the Loyalty Points Liability report to verify the value of loyalty points liability that was accrued, redeemed, expired, or refunded and ascertain the amount of liability that will be carried over in the book of accounts. Use this report to track whether the loyalty points liability at your centers increased or decreased over a specific duration.

Read our Help article

Stock Ledger Report

With this release, you can generate the Stock Ledger report to get detailed information on the movement of stocks at your centers. Use this report to compute the perpetual cost value of your stocks and to reconcile the movement of stocks and their respective costing amounts.

Read our Help article

Packages Payment Report

With this release, you can generate the Packages Payment report to retrieve detailed information on the packages for which payment is to be collected. Use this report to track the following items:

  • Packages that have been sold and for which payment is to be collected.

  • Packages for which payment has been collected for a specific period.

  • Packages for which payment has been attempted, but it has not yet been collected.

  • Payment methods for the scheduled payments of packages.

Read our Help article

Memberships Liability Report

With this release, you can generate the Memberships Liability report to verify the value of memberships liability that was accrued, redeemed, expired, or refunded and ascertain the amount of liability that will be carried over in the book of accounts. Use this report to track whether the memberships liability at your centers increased or decreased over a specific duration.

Read our Help article

Memberships Report

With this release, you can generate the Memberships report to retrieve detailed information on memberships that were sold at the selected center. Use this report to track the details on following types of memberships:

  • Paid in full (PIF) memberships:

    • Start date and expiry date of the membership.

    • Value of liability issued, redeemed, or balance to be redeemed.

    • Status of the membership.

    • Benefits available in the membership.

    • Information on whether the membership has been set to auto-renew to a new membership post expiry.

  • Recurring memberships:

    • Start date, recurrence date, and expiry date of the membership.

    • Recurrence and membership status.

    • Value of liability issued, redeemed, expired, or balance to be redeemed.

    • Benefits available in the membership.

    • Information on whether the membership has been set to auto-renew to a new membership post expiry.

Read our Help article

Zenoti Analytics

Retail Performance Dashboard

This dashboard gives you a comprehensive understanding of your retail sales across different KPIs.

The KPIs on the dashboard let you understand your retail performance on a variety of parameters.

Topline: Shows your top-line in terms of value and quantity. It also shows you product collections and refunds as a percentage of total collections and quantity sold.

Product Penetration: Shows you the percentage of guests also purchased retail products and the percentage of service invoices that had at least one product on it.

Product Collections and Quantity: Shows two trend graphs. One shows the collections and the other the quantity sold.

On the Collections graph, you can see the values inclusive or exclusive of taxes. On the Quantity Sold graph, you can see the values inclusive or exclusive of refunds.

You can further slice the data on this graph by center, category and sub-category, and item name.

Purchases by Source: Shows the contributions of each of your sales points – store, online, mobile – to your sold quantity.

Refunds by Product: Shows the number of refunds against the number of the product sold.

Services with Products Attached: Shows, for each service rendered, how many invoices also had a product sold. You can also see what products guests who took a particular service, usually bought.

Purchase Frequency for the Last 12 Months: Shows the quantity sold of each product per guest in the last 12 months. This metric gives you an indication of how often guests are buying a particular product in a 12-month period.

Upsell by Employees: Shows how many times an employee sold a product on the same invoice as a service.

Marketing Effectiveness Dashboard

This dashboard gives you a comprehensive understanding of the performance of marketing engagements and campaigns that were implemented at your centers during a particular time period.

The Marketing Effectiveness dashboard showcases the following graphs depending on the selected search filters:

  • How many new and existing guests are visiting you?

  • Referral Source for New Guests

  • Guest Reach

  • Guest Engagement through Campaigns

  • Campaigns with Discounts

  • Which items are getting discounted?


  • Long Term Effectiveness of Campaigns

Zenoti Mobile App

Print GST receipts using existing printers on Zenoti Mobile V2

The new point of sale on Zenoti Mobile V2 supports the format to print receipts using existing printers in compliance with the Goods and Sales Tax (GST) for Indian customers. The following are the existing printers supported on Zenoti Mobile V2:

  • For iOS:

    • Star Micronics TSP 650II BT

    • Miura M104

    • Epson TM-M30

  • For Android:

    • Star Micronics TSP 650II BT

    • Epson TM-M30

Read our Help article

Sell packages with scheduled payments on Zenoti Mobile V2

With this release, you can sell packages with scheduled payments from Point of Sale on Zenoti Mobile V2 (iOS and Android). When the number of installments is defined in the package definition on web, the front-desk staff can see a button to create or edit schedules in Point of Sale on Zenoti Mobile V2.

Read our Help articles

Support for Kiosk in Mirror Mode on Zenoti Mobile V2

Now guests can use any device (iOS and Android) with the Mirror Mode option to open Kiosk in mirror mode to book an appointment, check in for a service, or add themselves to the waitlist. Previously, the Kiosk webpage URL was used as an ad URL to access Kiosk on Zenoti Mobile.

To enable this, you must turn on the Show Kiosk in Mirror Mode setting. This setting is available on both Zenoti Mobile V1 and V2.

Updated POS settings on Zenoti Mobile V2

There are some minor updates to the Point of Sale settings on Zenoti Mobile V2. These settings are in line with the flow of Point of Sale on Zenoti Web.

  • Show split commission prompt for: This is an organization-level setting to ensure that all employees associated with a sale get their due commission. When this setting is enabled, a prompt asks the user if they want to split commissions while closing an invoice.

  • Block payments for appointments where check-in is not done: This is a center-level setting to ensure that guests check-in before the front-desk staff proceeds to take payments for the appointments. If a guest is not checked in, this setting will block the front-desk staff from collecting payment for the service.

  • Block payments if required fields are missing: This is an organization-level setting to ensure that all required guest details are up-to-date in the guest profile, such as name, email address, and phone number. If there is missing information in any of the mandatory fields, this setting will block the front-desk staff from taking payment from a guest for their appointment.


Capture employee signature in Zenoti Mobile profile

Service providers can now enter and save their signatures in their Zenoti Mobile profiles; this will allow them to auto-approve forms for upcoming appointments. The signature is visible to only the logged in user and is encrypted to ensure utmost protection.

The setting, Allow capturing & storing of employee signatures, in the Zenoti Mobile application must be enabled at the organization level for your employees to capture and save their signatures.

This feature is available on both Zenoti Mobile V1 and V2 and across all iOS and Android devices.

APIs

Specify the source for appointments booked via APIs

With this release, you can specify the booking source (either External-Webstore or External-CMA) while using service booking APIs to schedule appointments. When you book appointments by using APIs via either your custom mobile application or web application, Zenoti assigns separate icons for them in Appointment Book. As a result, you can pinpoint the appointments that you booked via APIs and easily track them in Appointment Book.

View our API Change Log

With this release, we have implemented various API Hotfixes. For more information, refer to the API Change Log for May 2021 Release Help article.

Classes/Fitness

Set up virtual classes using Zoom

The pandemic has forced businesses to think of new ways to offer services to students. Many businesses, especially in the fitness sector, have adopted the virtual online space to connect with their students and patrons.

To this end, Zenoti allows you to set up your own virtual classes via Zoom. This integration allows you to do the following:

  • Begin a virtual class from the Classes Roster

  • Enable or disable a virtual class through a setting

  • Send meeting URLs before the start of the class

  • View reports on Zoom usage

Note: Students can join the virtual classes via the CMA and Webstore V2. Instructors can join the classes via the instructor app.

Enhancements to the Roster View

With this release, we've made the following enhancements to the roster view:

View waitlisted students in a separate section

Earlier, on a roster, the waitlisted students appeared on a separate tab after the Registered tab.

We have added a new section, Waitlisted at the end of each roster to list all the waitlisted students.

Search a student profile across all studios

You can now search for any student profile using the search box on roster view.

You can search by student name, mobile number, email address, and student code specified on the Zenoti profile.

If you do not find a student profile, you can add a new one by clicking +New Student.

Student details auto-populate when you launch POS from the student’s record

In Zenoti, you can launch POS in two ways:

  • From Roster dashboard

  • From the student’s record in the roster view

Earlier, when you launched POS from the student’s record, you could see a blank invoice without any details.

With this release, when you launch POS from a student’s record, a new invoice is created that has the student’s details auto-populated.

Enhancements on the Instructor App

In this release, we have made significant enhancements to the Instructor App. These enhancements will improve the workflow, give more insight into the classes and increase accessibility for the employees.

Managers can request substitutes for instructors

Managers can now raise a substitute request like the instructors. This enhancement will allow managers to request substitutes if the instructors are unwilling to use the app or if a business wants to limit the use of the application to the managers.

Managers can view the status of all substitute requests

Managers can now see all approved, not approved, and pending classes on the Review Request page. In the calendar view, to help managers easily identify the status of the substitute requests, we added the following color indicators:

  • Green: Substitute request fulfilled and approved.

  • Yellow: Pending substitute request (requires manager approval).

  • Red: Class cancelled.

Alerts for unfilled classes

Managers will receive alert messages when unfilled classes are nearing the class start time. The alert will push the manager to work proactively to find a substitute instructor for an unfilled class before the substitute request nears its expiry.

View canceled sessions for a studio

Earlier, when a studio manager canceled a session, the session disappeared from the roster view. This resulted in confusion among instructors as the number of sessions they saw was fewer than expected.

In this release, we’ve added a new organization-level setting, Show Cancelled Classes under the Settings > Training section.

When you enable this setting, you can view the canceled sessions for a studio. Navigate to Fitness > Roster at the studio level.

You can see the status of the session as Cancelled in a grey box.

If you want to create a new schedule for this canceled session, click the three dots and then click Create Schedule. Note that, Zenoti does not auto-populate last schedule details for this session, you will have to enter all the details.

Restrict view for non-admin users

Users with the admin role can access the roster in Zenoti. However, other users such as front-desk staff and instructors were also able to view admin pages – which was a problem.

To fix this issue, in this release, we’ve added an organization-level setting, Hide menu options except fitness in admin mode to hide admin pages from non-admin users.

When you enable this setting, all the non-admin users can see only the following Fitness options:

For admin users, we’ve added a security role permission Dashboard (under the Training section) that allows admin users to view all options even if you enable the Hide menu options except fitness in admin mode setting.

Delete and cancel options for a session

With this release you can perform the following actions on a session:

  • Delete: Deletes a session and removes its record from the roster.

  • Delete All: Deletes all sessions of a recurring class and removes all records from the roster.
    Note: You can see this option only for recurring classes.

  • Cancel: Cancels a session but keeps its record on the roster.

  • Cancel All: Cancels all sessions of a recurring class but keeps all records on the roster.
    Note: You can see this option only for recurring classes.

Memberships given priority over packages while applying benefits in invoice

With this release, if a student has a membership and a package that she can apply to redeem a class, Zenoti will apply the membership benefit first by default.

The front-desk staff has the flexibility remove the membership benefit manually and apply the package benefit, if required.

Flexibility to sell memberships and packages on the same invoice as a class

Earlier, if a student had an invoice with a class open, and wanted to buy a membership or a package, the front-desk staff had to sell the class and the membership or package in two separate invoices.

With this release, the front-desk staff can bill the class, membership, and package in the same invoice.

New report for Class commissions

With this release, we’ve introduced a new report – the Class Commission Details report. Business owners can use this report to look at details of commissions instructors have earned for classes.

Note: You will see this option in the Employee Payroll report only if you have integrated with the Classes module.

Quickly follow-up on sales leads

With this release, salespersons can view a guest’s phone and email right from the Summary tab of an Opportunity. This info makes it easy for them to reach out to leads quickly and try to conclude a sale.

Connect

Configure guest reply options

Earlier, if guests had to confirm an appointment booking on Connect, they had to reply with a Yes or a No. If the guests replied with a “Y”, or “Sure”, Connect did not consider this as a positive response.

With this release, businesses can configure multiple options for the guests to reply. For example, if earlier businesses used the word “Yes”, as a reply for appointment confirmation, they can now also add “Yes please”, “Sure”, and “I confirm” as additional options to confirm an appointment. Guests can select an appropriate option to confirm an appointment. This will make it easy for the guests to respond making for a smooth user experience.

Read our Help article

Configure Saved Responses at the organization-level

Earlier, Saved Responses for Connect were configured at the center-level, which was easy for a franchise business. However, for an enterprise business that owns multiple centers, it was cumbersome to navigate to every center and then create the appropriate Saved Responses.

With this release, enterprise businesses can now configure Saved Responses for the entire organization. This will allow the businesses to maintain parity for all the Saved Responses and create a uniform template.

Note: Only business owners can create Saved Responses across all the centers.

Cross-center search for guests

Earlier, cross center search for guests was not allowed. This was done to ensure that centers did not reach out to guests of other centers, as this may give rise to unhealthy competition between centers. But there are businesses that require a cross center search due to the nature of their operations.

With this release, businesses can choose to enable the cross-center search for guests at the organization-level.

Read our Help article

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