When a business adds a new center, the center must be onboarded to Zenoti. General details of the center and details related to employees, products, services, and so on must be configured in the system.
This process is not applicable to
Centers that need data migration
Centers that came through acquisitions
Development of new forms is not a part of this process.
This image depicts the stages and milestones of the onboarding process.
You must fill out the onboarding request sheet with all the required information and send it to your Customer Success Manager (CSM). Information provided in this sheet will be the source of truth for setting up the new center.
Refer to the following table (Onboarding request sheet) for additional information about the sheet.
You will receive an acknowledgment that mentions the date by which the new center will be set up.
Important: Submit the filled onboarding request sheet at least 15 business days before the planned go-live date.
Onboarding request sheet
The following table describes each tab of the onboarding request sheet.
Basic information related to the proposed new center.
Data Configuration Checklist
Source center details. Data and settings related to the center specified in the 'Copy from Location' field will be considered for setting up the new center.
Details of applicable tax rates.
Contains details of employees. These details will be used to create usernames in the Zenoti system.
Details of employee working hours, payroll, and salary.
These details can be entered even after the center is live.
List of available rooms and services performed in these rooms.
Working hours and holidays are copied from the source center.
If the center's working hours are different from the source center, specify the timings.
To request new terminals in North America and Canada, use the following links:
To request new terminals in other countries, send an email to your CSM.