Disclaimer: Your Zenoti account has been upgraded with August 2021 features.
Our August feature enhancements are designed to elevate guest experience, increase efficiency, boost productivity, and enable business growth. The aim? To provide a simpler, more efficient, and dynamic experience that will delight your customers and front desk alike.
Go ahead, click the vertical that best describes your business to explore what’s new!
For front desk
Faster Login Using PIN
Important: This feature is going live with the hotfix August 25 - August 31 .
In busy locations, front desk operations may be handled by different employees who may have to frequently login and log off. To make it faster for such employees, it makes better sense for them to log in using a PIN number rather than remember a username and a password.
Employees can use a PIN number to log into and log off from Zenoti Web using this method. Administrators or business owners must turn on settings at the organization level.
Important: PINs are auto-generated for the first time when an administrator or an owner enables PIN login at a center level.
View invoice logs on Zenoti Mobile V2
With this release, Zenoti will allow users to view invoice logs from Zenoti Mobile app. Users can trace and track all actions performed on an invoice in Zenoti Mobile as well.
Invoice logs will be available only for Zenoti Mobile V2.
Swap service in Point of Sale on Zenoti Mobile V2
Note: Reach out to Zenoti Support if you want this feature enabled for your business.
Earlier, if users had to replace a service from the invoice, they had to delete the service and redo the process of searching and adding another service to the invoice.
With this release, Zenoti mobile will support a swap button in the Point of Sale to allow a user to swap one service for another. After switching the service, the service information will get updated automatically.
The swap service option will reduce the navigation steps and make the flow quicker and seamless.
Sell offer packages in Zenoti Mobile V2
Previously, the ability to add offer packages was available only on Zenoti Web. On Zenoti Mobile, users could only add a series package with or without bundled products in the new Point of Sale.
With this release, the front-desk staff can include free services in an invoice as an offer package for customers.
For example, as a summer special, Omni Spa and Salon are offering two free in-house massages on purchase of three in-house body massages.
Initiate Cashback from Zenoti Mobile V2
Cashback on a debit or credit card payment is available on Zenoti Web. With this release, a user can initiate a cashback on a card in the new Point of Sale on Zenoti Mobile V2 too.
Cashback on Zenoti Mobile will support only online payments.
Add future membership with a setup fee on ZMA V2
Earlier, you could not add future membership with a setup fee in the Point of Sale on ZMA V2.
With this release, you can create a new appointment, add future date memberships with a setup fee in a service invoice, or add products and services to an invoice with a future membership sale. You can also avail of member pricing for services and discounts on products.
Support walk-in sale mode
Note: Reach out to Zenoti Support if you want this feature enabled for your business.
Previously, to make a retail sale, front-desk staff had to go through the tedious process of entering guest details and checking out a guest to close an invoice.
With this release, front-desk staff can sell retail items to walk-in guests through the Walk-In point of sale mode. For this, front-desk staff must switch to the Walk-In tab to sell products without having to capture any guest information.
Retail-only businesses have the option to set Walk-In as their default point of sale. This makes it easier for businesses with a high volume of retail sales as it makes the entire guest checkout process faster and more efficient.
On the other hand, the Regular Guest mode allows users to switch back to the normal point of sale to sell services, packages, memberships and combinations of other items.
Print invoice receipts in French
With this release, businesses can print invoice receipts in French as per their customers' preferences and mandated requirements of the country in which they operate. We’ve introduced a center-level setting for this.
Service providers can add an add-on with no duration
Previously, service providers required add/edit appointment permissions to add or delete an add-on with no duration.
With this release, they can add or delete add-ons with no duration without having the add or edit appointment permissions.
A new security role, Allow add-ons with no duration, allows providers to make the change without getting susceptible to any frauds related to having the edit appointment permission.
View package summary in Point of Sale on Zenoti Mobile V2
With this release, front-desk staff can view the package summary while selling a package in the Point of Sale on Zenoti Mobile V2. This allows the front-desk staff to quickly get a detailed overview of a package they are selling to a guest.
Package summary is available only on Android and iOS tablets.
Allow rebooking of past services
Guests can use the Kiosk to rebook services from past appointments, making it easier for them to purchase repeat services.
Patch test prior to booking hair color online
With this release, we are introducing a new feature where businesses can add a color patch test, to check for allergies, as a prerequisite to a service. If the guest has undergone a patch test or a hair color appointment in a specified time period, say 6 months, they will not have to undergo the patch test.
Improvement in therapist selection flow
With this release, we have improved the flow of booking an appointment on Kiosk. We have added a drop-down list to choose a therapist type while booking an appointment. This addition will make it easier for the incoming guests to book appointments without any confusion.
Easily select therapists from previous appointments
With this release, guests can choose the same therapist from their previous visit while booking an appointment on Kiosk.
This feature benefits both guests and service providers. Guests tend to have preferred providers when they are happy with their services – now we have made it easier for them to simply select the same provider from past appointments for quicker booking.
Providers benefit from this feature if the business has configured Request Therapist Bonus.
Access Zenoti University
Note: Reach out to Zenoti Support if you want this feature enabled for your business.
With this release, users can access Zenoti University courses from the Zenoti Mobile app. This will be helpful for service providers who are new to the workplace and want to get a head start by enrolling and completing the Zenoti learning courses right from their personal devices.
Hide notes from other providers in the guest profile
To protect the privacy of guests, providers now have the option to hide specific treatment notes of a guest from other providers.
This setting allows providers to enter up to three private notes for a guest that only the business owner and the provider can access.
Whenever required, the provider can configure the settings to make such private notes viewable for other providers.
Ability to change sales price for service providers
Earlier, only front-desk staff could edit the sales price during a sale.
With this release, a new security permission setting allows service providers to change the service price while making a sale in the Point of Sale on the Zenoti Mobile app, subsequently reducing the processing time for appointments.
For front desk
Sell all types of gift cards through Webstore v2
Earlier, you could sell two types of gift cards from your Webstore, Amount gift cards, and Service/package gift card.
You can now sell predefined package gift cards - meaning you can sell all types of gift cards from your online store:
Amount gift cards – both predefined and custom
Service gift cards
Package gift cards – both predefined and custom
Gift cards which are a combination of amount, services, and packages
Discount-Only Membership Type
Earlier, Zenoti let you set up three types of memberships – Service Credit, Credit Amount, and Both. These memberships are treated as a liability on the selling center.
Now there is a fourth type of membership, the Discount-Only membership, which will allow centers to offer only discounts as part of a membership. This membership will not be a liability on the center.
For centers using the Hybrid Membership model, this membership will appear as Member Pricing Only membership.
Capture the guest’s consent on T&Cs of loyalty programs
Some businesses might require the guests to be aware of the terms and conditions (T&Cs) of the loyalty program before they can redeem their points. To support this, we are introducing a new form type – Loyalty Form.
Businesses can create a custom form that details the T&C of their loyalty program and make it a requirement for guests to sign in before they can redeem loyalty points. Guests can sign the form either at the center or they can sign it using an email link.
Enhanced digital forms experience in CMA and Webstore V2
With this release, guests who access digital forms through Webstore v2 and CMA will have the following new experiences:
Guests can click a single button to complete all required forms one by one through a pop-up.
Within the form pop-up, guests can see the associated services to the form and the status of the form.
Guests can navigate to the next required form by clicking the Submit button. They can go back to the previously completed form by clicking the Back button. To make the submission process simpler, Zenoti has removed the Done button.
Appointments section in the Guest Profile in Webstore V2 will now have the Fill Forms button against each appointment. Earlier, this was against each service in an appointment, which meant that guests had to click the Fill Forms button multiple times (if they had multiple services in a single appointment). Note also that businesses can now customize the label for Fill Forms button; for example, a business may call this button Complete forms instead of Fill Forms.
When guests take multiple services as part of a single appointment, they can now enter details in a single form in one go. To make this clear, CMA will now display the form and list all services that this form is associated with.
Improved button names for forms
Earlier, the forms had the following buttons in the following sequence:
Submit And Fill Next
This was not necessarily the appropriate sequence of the actions for the patient.
Now, for enhanced patient experience, we have changed the order and the button names to make the actions and the sequence more intuitive:
Save as Draft
Submit And Close
Submit and Fill Next
In addition, we have updated the alert messages to make them clearer.
The latest version of a form can retain details filled earlier
Earlier, when you decided to add, update, or delete certain fields of a service, tag, or guest form, the guest or the provider had to complete the form from the beginning.
Now, you can enable a form-level setting that will retain the relevant data from the previous version of the form. This way, when a guest or provider updates the form, they will only need to fill the updated fields.
Businesses can choose to discard forms for deleted, cancelled, and no-show appointments
Earlier, the Forms Unified View tab in the guest profile listed all the forms related to all the services that the guest had booked. This included forms for deleted, cancelled, and no-show appointments. The forms for such appointments do not get filled and remain blank. Employees, such as the providers, usually check the forms filled for earlier appointments before deciding the treatment specifications for the current appointment. But they get confused when they see the blank for no-show, cancelled, void, or deleted appointments.
Now, businesses can choose to retain or discard blank forms for void, cancelled, deleted, and no-show appointments. The providers will also be able to filter the forms in the Forms Unified View page according to the appointment status and providers will see the appointment status for each form.
Rename the Custom Fields tab
The Custom Fields tab in the Guest Profile allows you to capture guest data when a guest visits you for the first time using the guest form. Different businesses use a different term for the guest form. For example, Guest Intake Form. Now, you can rename this tab to the term that your provider is familiar with.
For medical directors
Prevent needless form review overhead for Medical Directors
In medspas, a medical director must review the service forms to ensure that the treatment plan aligns with protocols. A few treatments require multiple services on the same day and treatment requires a form. In such situations, the medical director will have to review the same form multiple times.
Ideally, the medical director must review a form only once if it is applicable for multiple services. We are introducing a new setting at the form level, by which the medical director can choose to review a form only once, if the same form applies to the other services inside the form expiry period.
Medical directors can bulk review up to 50 forms
Earlier, medical directors reviewing forms in bulk could select only 10 forms at a time. If they need to review more than 10 forms, they must review ten forms, close the form window, go back to the Custom Form Review page to select ten more forms, and then review them.
Now, medical directors can use the Select All button to select up to 50 forms for review in one click and start the review process.
For example, Caleb Smith is a medical director of MedSpaBliss. Earlier, if Caleb had to review 25 forms, he had to select ten forms at a time for review.
Now, Caleb can select all the 25 forms together for review. This way, the review is faster and easier for medical directors.
Hide forms that do not require review from Forms reports
The V2 Forms Reports list all the forms that are uploaded to Zenoti; not just the forms that are enabled for review. Medical directors often get confused by this and spend time analyzing which forms are enabled for review and which are not.
Now, medical directors can use the new filter, Enabled for review, to show or hide forms that do not require their review. This way, they can save time and effort.
Improvements to APIs
Save time with quick, easier and more efficient package management. Now, you can do the following in Zenoti through APIs:
List and sell series regular packages
Create an invoice for the series regular packages
Redeem series regular packages
Book parallel services
Back to top (MedSpa) | Explore features for Everyone
Transfer package service credits for classes
At times, students who have packages for classes may want to share or gift their package benefits to family or friends- providing an opportunity for you to attract new students.
With this release, students who have purchased packages (series, offer, or custom) for classes can opt to transfer package service credits to their loved ones. The front-desk staff transfers package service credits for students in such cases from the guest profile.
Students can leave feedback for classes
With this release, students can leave feedback for classes based on a five-star rating framework. We have introduced a new thank you notification template for classes; this notification (text or email) will go out to students after they complete a set of classes. This provides an opportunity for you to address negative feedback and utilize positive feedback to gain new customers.
Customize the feedback experience
Define what they consider as a poor rating (say, 3 stars and below)
Prompt students to share aspects of their experience that went well and did not go as per expectations.
For front desk
Roster View shows Package/Membership Balance details
Front-desk staff often must answer queries around balance credits in a package or membership. We have made it simple for front-desk staff to answer such queries with a click.
With this release, front-desk staff must click Packages or Membership in the roster to get the required details.
Capture guests’ credit card info to discourage no shows and cancellations
In fitness centers, deter no-shows and late cancellations by capturing credit card information and stipulating that a charge will be incurred in these scenarios.
Now, businesses can enable a new setting, Require card on file for Webstore and CMA, to prompt the prospective student to provide credit card information on sign up. If an existing student, whose card is not on file, tries to enroll in a class, a prompt appears asking them to provide the credit card information.
Mark students as show or no-show in the Instructor App
With this release, instructors using the app to view and manage their day-to-day class schedules can mark students not turning up for their sessions as no-show.
Track virtual class attendance
In an earlier release (May 2021), we introduced Zoom integration that allowed fitness businesses to conduct online virtual classes.
With this release, Zoom integration will include the Virtual Class Attended vs Enrolled report. This report shows the difference between the students who registered and the ones who actually attended the virtual class. This will allow businesses to reach out to students who enrolled but did not attend the virtual class, to understand their needs, and then plan the classes accordingly.
For front desk
Introducing ezConnect (formerly Zenoti Connect)
Note: All the existing features of Zenoti Connect will be carried forward to ezConnect.
We are continuously working to ensure our tools not only improve your business efficiency but also put you ahead of the competition. That's why we’re upgrading your two-way messaging experience through ezConnect (formerly Zenoti Connect).
ezConnect allows you to do the following:
New and intuitive UI: The user interface of ezConnect intuitively places all the important guest details in a single page. You no longer need to flip between multiple apps to find guest details.
WhatsApp integration: ezConnect allows you to send and receive messages from guests via WhatsApp.
Multi-channel messaging: The new ezConnect interface allows you to switch between SMS and WhatsApp channels for each individual guest.
Create and view guest profile: ezConnect allows you to create a new guest profile right from its interface, without opening the Appointment Book.
View guest’s upcoming appointments: The guest profile in ezConnect allows you to view the upcoming appointments for each guest.
View guest’s membership details: If a guest has an existing membership, view those details on the guest profile in ezConnect.
Manage guest opt-ins: Manage guest opt-ins for transactional messages and marketing messages directly from the guest profile in ezConnect.
Configure role-based access: ezConnect allows business owners to configure access based on the role of the employee. A manager can get complete access to ezConnect, whereas the front-desk staff will get restricted access.
Create saved responses for the organization: ezConnect allows you to create saved responses for the entire organization. This allows multi-centered businesses to have a single template for saved responses.
Message delivery status: ezConnect gives you a real-time message delivery status for each message sent. This allows your front-desk staff to know if your guests received the messages or not.
Enable Autoresponder: With ezConnect, you can enable Autoresponder directly from the main page.
Updates to package-related info in Guest Profile
Earlier, the Guest Profile > Packages (Package Details) section showed only the package balance details. To know the redemption details, the front-desk staff had to go to the Appointment Book.
Now, the Guest Profile will also show package redemption details.
Keep track of the membership benefits with membership form versions that guests sign
Earlier, membership forms were not versioned. Meaning, if you made any updates to the verbiage of the form, Zenoti did not retain the old version of the form. As a result, front desk staff did not know the version of the form guests had signed previously.
Now, we have versioned membership forms. Meaning, if you make any updates to the verbiage of an existing form, and if the guest has already signed the older version, Zenoti will retain a copy of that version. Guests are not required to sign the new version of the form.
A new guest on the other hand will have to sign the latest version of the form. This way, the guests who signed an earlier version of the form will continue to get those benefits while the new guests get the updated benefits.
A new and improved Consumer Mobile Application
We have updated the Consumer Mobile App (CMA V3) to elevate your guest experience, simplify user flows and give you the ability to brand and customize it even further.
The CMA V3 will have the following features:
Complete parity with CMA V2
Gift card sale
A single home screen with a bottom navigation bar that consists of home button, services, shop, and account.
A customizable header section, quick link section, spotlight section, and announcement banners.
A dedicated section for center selection.
More streamlined user workflows.
Advanced branding and customizations.
Improved and customizable guest onboarding screen with an image carousel.
Support for Dark Mode.
Ability to update assets without app publishing.
Webstore v2 now supports Indonesian rupiah
With this release, Webstore V2 supports Indonesian rupiah (IDR). With this, when the center has Indonesian as the culture and IDR as the currency, guests can do all transactions within Webstore using IDR.
Define promotions based on final discount price
Businesses may run monthly promotions in which guests can buy a set of products at a discounted price.
Let’s say that the LA center has the following products for retail:
· Hair Shampoo @ $38
· Hair Conditioner @ $45
· Hair Oil @ $120
Now, the LA center wants to run a promotion for Mother’s day and sell the three hair products at a discounted price of $150 (the actual total price of all the three items otherwise is $203). This is a final price discount, not a flat discount.
Earlier in Zenoti, businesses could define either a flat price discount or a percentage discount.
With this release, businesses have increased flexibility over discounts for expanded promotional options and can give promotional final price discounts on items.
While creating a final price discount, you must select the following:
For Multiple campaigns can be applied on, select Single Invoice or None.
For Discount, select Item level and from the list, select the Define discount for each selected product option as final price discount is applicable to only products.
On the Apply To Products tab, for category or tag discount type, select the Final Price option and enter the final price in the Discount box.
Send a different message using a second appointment reminder
Sending timely appointment reminders is a key component of business success and we understand you may want to tweak the messaging of these reminders.
Earlier, in Zenoti, we had only one appointment reminder template, which cannot be used to send a second reminder with a different message.
With this release, we’ve added another appointment reminder template, Second Appointment Reminder that allows you to send a different message to guests after you send the first reminder.
By default, the content of the Second Appointment Reminder template and the mode of communication (email or text) are the same as that of the first reminder template. You can choose to edit these details based on your need.
Exclude or include guests with confirmed appointments from reminders
No-shows are often the result of a guest forgetting about their appointment, making appointment reminders an important tool in preventing revenue loss. However, it’s important to strike the right balance and not become spammy by sending too many.
In this release, we’ve added the following new organization-level settings under the Appointment Book section:
send only when guest has not confirmed booking
To send notification to only those guests who have not confirmed the appointment
always send second reminder
To send notification to all guests irrespective of whether guests have confirmed the appointment
Note: We recommend you use this option only if you are sending different content in the second reminder.
Target guests based on the first visit
Earlier, in Zenoti, you could target guests based on the last visit they had with a therapist on a day or during a date range. Businesses also need a way to target new guests; who have had their first visit.
With this release, businesses can target guests based on the first visit performed by a specific therapist on a date or during a date range.
Restrict editing of transfer orders after dispatch
Earlier in Zenoti, the destination center was allowed to edit transfer orders even after the order was dispatched by the source center, which is the INTRANSIT status of order. This resulted in stock discrepancies at the source center.
For example, the LA center raises a transfer order for 10 Hair Shampoo bottles to the corporate office or the warehouse. If the warehouse dispatches full stock (10 Hair Shampoo bottles) to the LA center, but the LA center enters Retail Received as 8 bottles rather than 10, the 2 Hair Shampoo bottles are unaccounted and leads to discrepancy at the warehouse.
To avoid discrepancy in stock, with this release, after an order is dispatched, the destination center is not allowed to edit received quantity, which means that the received quantity cannot be less than or more than the dispatched quantity – the source center can still dispatch less than or more than the raised quantity.
After an order is dispatched, the Retail Received and Consumable Received are auto-populated based on the Retail To Dispatch and Consumable To Dispatch, respectively. The destination center cannot edit these quantities. Moreover, the destination center is not allowed to edit the following fields:
At the product level
At the order Level
Discount % or $
Shipping and Handling
Ability to waive first collection only
Earlier, if you had discounts enabled for all collections, then waiving the first collection meant all the following collections would be waived too. Now, irrespective of the discount setting, you can waive just the first collection for a membership.
This can be done from the Suspended Collections report.
Bulk charge suspended memberships
Note: This is only for memberships with Online payment type.
Earlier, if you had multiple suspended membership with Online payment type that you want to charge, you would have to do each one individually. Now, in the Suspended Memberships report you can select all the rows and process them together.
Updates to Employee Payroll Summary v2 report
In the previous release in May 2021, we made the Employee Payroll Summary report and Employee Payroll Details report available in the latest version of reports.
With this release, you will see the following changes in the Employee Payroll Summary v2 report:
Changes that apply to all organizations
- New columns
- Requested and Request Therapist (RT) Bonus: We are introducing a center- level setting to enable RT bonus. If this setting is ON:
-- The report will show two more columns, Requested and Request Therapist Bonus
-- You can see the RT bonus option at the Employee level.
- Total Deductions (sum of Shop cost, Labor cost, Guest cost, and Cost to center), Additional field 1 and 2, and Additional date 1 and 2.
- Clearer column names: The column names will indicate if the numbers shown are a result of including or excluding commission details.
- The Deduction on Total Commission column will be split into Deduction on Total Commission (not removed from Commission) and Deduction on Total Commission (removed from Commission).
- The Service and Invoice deductions column will be split into Service and Invoice deductions (not removed from Commission) and Service and Invoice deductions (removed from Commission).
- Split commission by item type check box removed – While the Split commission by item type check box is removed, we will retain each of the related columns in the list of configurable columns.
Changes that apply only to new organizations that are going live on Zenoti with Aug 2021 release:
- Some columns are turned off by default: Invoice wise details, Salary, Leave Balance (Days), Special Leave Balance (Days), and Invoices
- Requested and Request Therapist (RT) bonus columns are turned off by default.
Changes that apply only to existing organizations:
- Option to switch to classic payroll report (this option will be available till mid Q4 2021)
- We have also made small updates to Payroll Details v2 Report – these changes apply to both, new and existing organizations
- If Classes is not enabled, the columns Class Commission and Class Bonus do not appear
Package Benefits Detail report now available in the latest version of reports
The latest version of reports offers flexibility in the way you view reports – the layout is intuitive, you can customize the columns in the report, and much more. With each release, we are bringing more reports to the new version.
With this release, you will be able to view the Package Benefit Detail report in the latest version of reports.
Center managers can use the Package Benefit Detail report to gain comprehensive insights into package sales, invoice details, the benefits of the package, balances, the value of the redeemed benefits, and more.
Update v2 Reports for memberships with sales model
With this release, we have updated how membership redemption is computed based on the Sales Liability model and the Membership with Credit Value model. These changes apply only to organizations using the Hybrid model for memberships.
This change affects the following reports:
Sales – Accrual Report
Sales Cash Report
Accounting Summary Report
Employee Sales Report
Memberships Liability Report
Membership metrics dashboard in Analytics Express
In Analytics Express, you now have a new dashboard for membership metrics. On this dashboard, you can track various aspects of your memberships, such as:
Payments and redemptions
Status of memberships
Conversion of members – existing and new guests
The Membership Metric dashboard is available on the Analytics Express page.
Simpler steps when employees have trouble logging in
We have simplified the steps employees must take when they have trouble logging in.
Users will now see the option Forgot Password? instead of Forgot Login
Users will no longer see the Reset Password option - we have deprecated this option. Users can continue to reset their passwords from their profiles.
Users can view their password when they click the eye/see icon in the Password field; the password stays visible till the user clicks the eye/see icon again.
We’re introducing a new Email/Text template in the Employee section called Reset Password template. Zenoti triggers this template when employees use the Forgot Password? option in the login screen or when owners or administrators click the Reset Password button on the Employee profile screen.
Note: This template only sends the reset password link and not the temporary password. This is because sending a temporary password as text may raise security issues.
The existing Forgot Password template applies to Webstore v1 guests and the Online Reset Password v2 template applies to Webstore v2 and CMA v2 guests.
Note: If your business had the Forgot Password template enabled earlier, we will ensure that the Reset Password template is ON while upgrading your Zenoti account.
Retain scheduled vacations and weekly offs while copying schedule forward
Earlier, when you copied an employee’s schedule, Zenoti overwrote details such as scheduled vacation and weekly offs.
With this release, when you copy an employee’s schedule, center manager will have an option to retain details such as scheduled vacation and weekly offs while copying a schedule forward. This will make it easier for center managers to copy forward schedules of employees while being assured that they retain information on an employee’s planned absences.
Generate organization-level Employee Payroll Summary report
With this release, business owners and administrators can generate an organization-level employee payroll report if the pay periods of all centers are the same. If your business operates on the corporate model, you will find this option useful as you can generate org-wide payroll in one go saving time and effort.
Organization and center-level alerts for business owners about employees who have forgotten to check out
At times, employees check-in for the day but forget to checkout. In such cases, Zenoti discards details about the employee check-in too. This leads to inaccuracies in the number of hours that get reported in employee attendance-related reports.
With this release, an administrator can configure email alerts to be sent out to business owners or managers at the org and the center level at the end of the day with a list of employees who have checked in but forgot to checkout. The business owners must then cross-check when employees checked out for the day and add the details back into Zenoti for accurate reporting.
Note: Administrators can configure email alerts to be sent either by role or by specific usernames.
Control whether you want to notify guests about appointments scheduled with particular providers
Businesses can decide whether they would like to notify guests about their scheduled appointments with particular providers. They may also choose to hide the check box in the employee profile (General section) that enables this - Send confirmation email/text to guests for appointments scheduled for this employee.
Note: Reach out to Zenoti Support if you do not want this check box to appear in the employee profile for your business.
More flexibility around defining commissions at the service segment level
Earlier, you could configure only percentage-based commissions at the service segment level.
Now, we offer more flexibility - you will be able to configure flat values as commissions too. The sum of the flat commission awarded at segments (in this example, 5+10) must equal the flat commission allocated at the service level (15).
Note: Even if the service is discounted, the service commission at the segment level is not discounted.
Pay allocation for providers who work in multiple locations
Some businesses prefer to pay providers in their home location even if they work in multiple locations – pay is allocated to each location based on hourly rate and service commissions. At the same time, such businesses need details around pay allocation by location so that each location can report expenses appropriately.
Note: Reach out to Zenoti Support if you want this feature enabled for your business.
This feature applies only to businesses that use the FLSA model to calculate overtime.
After the feature is enabled, business owners and administrators can see an additional column, Payroll Allocation, in the organization-level payroll report.
Include business name in notifications
To control SMS spam, as per the latest Government of India regulations, all businesses must have their brand name in the business email and text messages they send out.
In this release, we’ve added a new field, Brand Name, at the organization level.
Make a note of the brand name as you will use the same to register your company in the DLT portal.
Businesses who are registering themselves on DLT after 19 May 2021, must set the brand name for system alerts and transactional type of SMS (Thank you, Appointment Confirmation, Appointment Reminder) - the brand name has no impact on the promotional type of SMS.
Take consent from guests before sending notifications
To ensure compliance with local laws, some regions must capture guest consent prior to sending notifications.
With this release, businesses can enable any one of the following options for notifications:
Single Opt-in: Send notifications with the opt-out option.
This option is for businesses who do not need consent from guests to send notifications - Zenoti will send notifications to guests till they choose to opt-out from receiving notifications.
Double Opt-in: Send consent notification and wait for the guest to opt-in to receive further notifications.
This option is for businesses that must comply with local laws to take consent from guests before sending any notification.
None: Send notifications and do not give opt-in or opt-out options to their guests.
Important: Businesses can get a guest's consent through the double opt-in feature on Zenoti Mobile too.
Post digital payment fee to the accounting platform
Digital payment fee is the percentage of the fee charged by the payment provider on each payment.
To improve tracking and transparency of the accounting process, Zenoti will now post the digital payment fee as journal entries into the accounting platform (such as QuickBooks).
Post bank deposits to the accounting platform
Earlier, Zenoti posted cash collections based on transaction to the accounting platform. However, businesses could use some amount of cash for pay-outs and petty expenses. As these transactions were not tracked, businesses could not reconcile the cash pay-outs and petty expenses with their bank statement.
For example, if the center manager of the LA center collected $500 on a day as cash, but deposited only $450 to the bank, the difference of $50 was not tracked anywhere.
With this release, Zenoti will post the bank deposits as journal entries into the accounting platform such as QuickBooks to help businesses reconcile deposits with the bank statement.
Enhancement to Retrieve Appointment Details API
Earlier, the response of the retrieve appointment details API did not provide center details of the fetched appointment.
With this release, we are adding center ID to the API call to provide the center information along with appointment details.
Improvement to Adyen Dispute Management Notifications via API
Earlier, when a dispute was raised, Zenoti calculated the timelines based on dispute end date and dispute closure date. Because of the inconsistencies between the end date and the closure date, businesses were not able to upload the documents on time and were also receiving won and loss emails simultaneously for the same dispute.
In this release, we are introducing Adyen dispute APIs v2, that will resolve these issues in the following ways:
Adyen dispute APIs will reflect the "Respond By" date for each dispute to accurately show the response duration for the business.
The Adyen notification "IssuerResponseTimeframeExpired" will be used to define the dispute closure date.
The new API will allow users to view issuer's comments on the dispute, if any.
View all guest transactions
Earlier, Zenoti showed only a list of successful transactions in the Guest Profile with no option for them to view a list of all the transactions irrespective of the payment status.
With this release, the Payments tab of the Guest Profile will show all the transactions such as Successful, Failed, and Cancelled.
Note: By default, only successful payments are displayed. The front-desk staff must select the appropriate status from the status filter to view other transactions.
Accurate error descriptions for payment issues
Earlier. whenever there was a payment issue, the error message that appeared in Zenoti, neither accurately described the error nor did it suggest next steps to the front-desk staff or the guest. This was because the error messages were from the payment processors which sometimes were vague and misleading.
To resolve this ambiguity, with this release, we are working with multiple payment processors to provide accurate error descriptions that suggest suitable next steps to the front desk staff and guests. This will allow businesses to understand the reason for a payment error and take necessary steps to avoid such issues.
Businesses using the following payment processors will get updated error messages:
Stripe (Express and Standard)