Features for Everyone
For front desk
Flexibility to change the expiry of transferred package service credits from guest profile
When guests transfer package service credits, businesses may want to make exceptions and extend the expiry of credits as a token gesture to loyal guests. In some cases, businesses may prefer to expire such service credits earlier.
You can now change the expiry date of a transferred package credit. However, the expiry date cannot go beyond the actual package holder's original credit expiry date.
Note: There is no additional configuration - this capability is available for all users who can view the guest profile.
Redeem package benefits online
With the upcoming release, for active packages, guests will be able to view and redeem their benefits when they book an appointment online.
View upcoming appointments on the Webstore on log in
Now, logged-in guests will be able to see their upcoming appointments when they log into Webstore. This will serve as a reminder to them; they can also modify their appointments from here.
Copy the feedback comment in Webstore to social media sites
Guests can now copy the feedback they gave in Webstore to their clipboard and paste it in social media sites. This way, guests do not have to fill the review comments box in social media sites again.
For front desk
View opportunity-related information in guest profile
The guest profile or the guest details page is the hub for all information relevant to managing a guest's experience.
In the upcoming release, staff with the appropriate permissions can view a new Opportunities tab in the guest profile. This tab lists information about the guests’ interest in various services, products, memberships, or packages. The front-desk staff can easily follow up with guests to convert such opportunities into actual sales.
Declutter POS by closing packages after all benefits expire
Currently, packages may remain in Active status long after all benefits have been consumed. Consider this case. A package expires in 1 year and a guest has consumed all the benefits in 8 months. This means that the package continues to remain Active for the 4 remaining months. Such packages clutter the POS.
With the upcoming release, administrators will have an option to close packages after all benefits have been consumed. This will help declutter the POS screen and will make it easier for front-desk staff to find the relevant packages faster.
Note: Administrators can see a new Closed status for such packages in the Package Payment v2 report.
Accounting Integrations (Features for Everyone - Admins)
Simplified configuration for accounting integration
Earlier, the configuration page had a lot of settings that were not useful to many businesses. With this release, we've simplified the configuration page to ease the accounting integration set-up process for such businesses.
To configure more settings, click Advanced Configuration.
Switch to a new accounting platform in one click
Earlier, if businesses had to move from one accounting integration to another, they had to reach out to Zenoti to reset accounting integration.
With the release, businesses can reset the integration and configure a new accounting platform on their own.
When a business resets the integration, Zenoti does the following:
Removes current configuration and provider mappings.
Disables the sync jobs for items, guests, and locations.
Disables data sync of all pending syncs.
Disables reports and marks past data (synced or pending) as Archived in reports
Post accrued or reversed loyalty points to accounting platform as journal entries
With this release, we are posting loyalty points that are accrued or reversed through a regular program, to the accounting platform as a journal entry.
We've added a new configuration, Post Loyalty Points Accrued/Reversed under the Miscellaneous Journal Entries section.
After you enable this configuration, you must also map journal entry to the corresponding chart of accounts in the accounting platform.
Post expired loyalty points reversal as a journal entry to the accounting platform
Earlier, loyalty points that were accrued and expired were posted as journal entries to the accounting platform. With this release, we will also post loyalty points that are reversed and expired.
Assorted (features for Everyone: Admin)
New look for Reports Dashboard
With the upcoming release, we are revamping both Reports v1 and v2 dashboards to view bookmarked reports, view one-line description of a report before you generate it, to search for a report easily, and much more. Some of these features include:
Easy to navigate and choose reports based on the description.
Single page navigation for both version of reports (v1 and v2).
Report v1 Dashboard
Report v2 Dashboard
Read our help articles:
More secure Zenoti login flow
Zenoti is now compliant with OAuth 2.0 security standards that allow users to log in to their profile in a more secure way. Users will also see a redesigned login screen of Zenoti, that is simple and user friendly.
Special characters in email addresses and category names
With this release, we will allow the following special characters in email addresses (guest and employee) and in category names (product and service) to accommodate more languages:
Give limited control to center managers to manage center hours
With this release, we are introducing a new role permission for center managers; they will be able to change the center hours without gaining access to all other center settings. This gives organization-level administrators the flexibility to give limited autonomy to center managers to manage day-to-day activities of a center.
You can find the new role permission under Centers > Hours (Admin > Organizations > Security Roles> Permission > Administrator).
Campaigns, Discounts, & Target Segments
Define service promotions based on final discount price
Businesses may run monthly promotions in which guests can buy a set of services at a discounted price.
Let’s say that the LA center has the following services:
Hair Cut @ $38
Hair Shampoo @ $45
Hair Color @ $120
Now, the LA center wants to run a promotion for Mother’s day and sell the three hair services at a discounted price of $150 (the actual total price of all the three services 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 for services. With this release, businesses have increased flexibility over discounts for expanded promotional options and can give promotional final price discounts on services.
Note: Add-on services are considered as separate services while creating and applying final-price discount.
New tag operators in target segments
Earlier in target segments, businesses could target only those guests who were tagged with specific tags using the in operator.
With this release, businesses can target even those guests who are not tagged.
The new operators include:
Untagged - Guests who are not tagged at all
Not in - Guests who are not tagged in specific tags
Any - Guests who are tagged in any tag
Customize the unsubscribe link in email campaigns
Generally, businesses have their own communication guidelines and they want to maintain the same tone in all their communications. One part of communication is the unsubscribe link.
For example, businesses want to add some catchy lines such as "Don't want to receive emails from us? Click here to unsubscribe" or "If you don't want these updates anymore, please unsubscribe from this list".
Earlier, businesses did not have the flexibility to customize the unsubscribe link. With this release, businesses can change the text of the unsubscribe link by adding a new macro [MailUnsubscribeLink] in campaigns.
As per the CAN-SPAM Act, it is mandatory for each marketing communication to have the unsubscribe link. To this end, if you hide or do not add the [MailUnsubscribeLink] macro in campaigns, Zenoti will mandate that you add it in your campaigns with an alert message.
Send no-show details using the No-Show template
Businesses may charge a no-show fee when guests do not come in for their pre-booked appointments. The no-show fee compensates the expenses incurred in preparing for the service of for blocking a stylist's time.
Guests frequently complain about these no-show charges especially because they are not informed in advance about it.
To help businesses recover the no-show fee and to keep guests informed about these charges, businesses can now send no-show alerts to guests using the No-Show template.
Guest referral code macro in transactional templates
Earlier, when guests received a Referral Thank You message, businesses could not send the referral requests to encourage referrals.
With this release, we've added the new macro, [GuestReferralCode] in the Thank You template and all other transactional templates.
Employee and Payroll
Control who sees commission-related info in employee profiles
Employee earnings related info such as salary, hourly rate, overtime, and commission are sensitive in nature. As a business owner, you may want tighter control over who gets to see which parts of this information.
In the upcoming release, we are updating roles and permissions for employee commission-related information. As a business owner, you will have better control over which roles see exactly which bits of compensation-related information in employee profiles. Learn more
Latest pay period loaded by default for better usability
With this release, employee payroll reports will show the latest pay period by default. We have made this improvement for better usability. This will reduce the administrative overhead on administrators and managers.
Option to exclude some employees from payroll reports
At times, employee profiles may be created for reasons other than to record job duties. Such employees need not figure on payroll reports. You can use a new setting in the employee profile to exclude such employees from appearing in payroll reports. This setting is ON by default; to exclude employees from payroll, clear this setting.
Declutter employee schedule by turning off second shift
Many customers do not use the second shift to schedule their employees. However, this option is available by default and clutters the interface.
If you don’t use the second shift to schedule employees, the second shift will no longer appear in the employee schedule. you can now turn off this shift from the organization level. This will make the interface cleaner and easier to navigate. If at any time you want to introduce the second shift, you can always turn on an organization level setting. Learn more
Track changes made to employee profiles using a log file
With this release, you can track changes made to employee profiles using a downloadable Excel file. You can track the exact field that was changed, the old value, the new value, who made the change, and when the change was made.
Zenoti logs or audits all changes made to employee profiles such as password updates, leave balances, preferences regarding receiving transactional or marketing communication and more. This information is super handy for administrators and owners in answering queries and troubleshooting issues. Learn more
Minimize issues resulting from employee-guest code mismatches for the same employee/guest profile
When a new guest profile is created for an employee, you can copy over the employee code as the guest code. This helps reduce issues resulting from different employee and guest codes for the same employee/guest profile.
Note: Reach out to Zenoti Support if you’d like to enable this feature for your organization.
Simplified vendor-product association
Earlier, businesses must create products in one page, and associate vendors on a different page.
To ease this process, in this release, we've added a new tab, Vendor on the products page for both new and existing products. This will help businesses create a product and associate the desired vendors on the same page.
Note: We will continue to have the Vendors page where you can add similar details. Any change on the Vendor tab will reflect on the Vendors page and vice-versa. In this new tab, you can associate vendor-product for a single center and for more than one center.
Restrict stock auditors from setting unaudited stock to zero
Earlier stock auditors could set the unaudited stock to zero. At times, this led to stock discrepancies.
With this release, we've added an organization-level setting, Hide the option to use zero stock values for unaudited products under Product Audits under Inventory to hide the Use zero stock values for unaudited products option on the audit page.
Restrict partial deliveries of orders
Earlier, businesses could receive partial orders from vendors and other centers. Note that if a business integrates Zenoti to an accounting platform, retrieval of partial deliveries is not possible - accounting platforms can sync only one delivery per order.
For such businesses, with this release, we have added two organization-level settings under Inventory to hide the Partial Delivery button on order page:
Restrict partial deliveries for transfer order: When this setting is enabled, the transfer order workflow for the source and destination centers will be as follows: The Save and Dispatch button is disabled for the source center, which means the source center can dispatch the stock only once per order.
- The Partial Delivery button is disabled for the destination center, which the destination center can only mark the order as Fully Delivered. If there's more stock to be received from the source center, the destination center must raise another order.
Important: The Restrict partial deliveries for transfer order setting also impacts the return transfer order workflow, similar to the transfer order.
Restrict partial deliveries for purchase order: When this setting is enabled, the Partial Delivery button is disabled on order page, which means that the inventory manager cannot receive multiple deliveries from vendor on an order - the inventory manager must raise another order to receive remaining stock from the vendor.
Bulk update product price and tax at organization level
Earlier, when businesses had to update price and tax of a product for multiple centers, they had to do it for each center manually, which was time-consuming.
With this release, businesses can bulk update product price and tax for multiple centers in one go. We've added a new switch, Bulk Edit on product page at the organization level. When businesses switch on this mode, they are not allowed to update product price and tax for individual centers, which is the reason the Save button is disabled in the bulk mode.
See amount due information on Suspended Memberships report
We have added a new column to the Suspended Memberships report. The Amount Due column shows the unpaid amount on suspended memberships. You can also filter the report to show only memberships that are partly paid for by using the Show partially paid memberships only check box.
Memberships Dashboard in Analytics Express
We are adding a new dashboard in Analytics Express to help you track the performance of your memberships.
On this dashboard you can track the performance of your memberships in terms of:
Collections, redemptions, and refunds
Status - Active, Suspended, Cancelled, Expired. You can view these by numbers and by trends.
New memberships sold, conversion of non-members, and the employees selling the most memberships.
Memberships canceled, churn, and cancellations before the first payment is made.
Charge guests in bulk for failed package payments
It is always a challenge for businesses to recover payments for packages when scheduled payments fail. The Package Payments v2 report has a Status column to indicate whether a charge was a success or a failure. With the upcoming release, you will be able to charge credit cards and online checks using a bulk charge option right from the report interface.
All you need to do is filter the report by the Failed status, select the appropriate transactions, and then charge the guests in bulk.
BBPOS WisePOS E now supported on Stripe
With this release, businesses on Stripe (Standard and Express), can use BBPOS WisePOS E terminal for collecting payments at their centers.
Zenoti Payments supports Castle S1E card reader
With this release, businesses on Zenoti Payments can use Castles S1E card readers to process payments.
The features of Castles S1E card readers are as follows:
Android based mobile payments device
5 inches color touch screen
Supports contactless, swipe, along with chip & PIN
Supports eWallets such as Apple Pay, Google Pay, Samsung Pay
Track users coming from social media handles to Webstore
With this release, you can track how users land on your Webstore, check the services listed on your Webstore and book an appointment. For example, you can track if a guest came to your Webstore from an advertisement you put on Facebook and then booked a service. This way, you can understand which of your online campaigns brought in the most traffic and conversions and the success rate of a campaign.
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