Appointment Book

  • Sync Zenoti calendar with personal calendar: Employees can now access their business and personal schedules in one place by syncing their Zenoti calendar with their personal calendar (iCal, Google, Outlook) on Zenoti Web and Zenoti Mobile.

    It will be a one-way sync, meaning, appointments created in Zenoti will reflect in the employees' personal calendars, but appointments created in personal calendar will not reflect in Zenoti. If an appointment is created in Zenoti, it should be edited in Zenoti Web or Zenoti Mobile to reflect in the employees' personal calendars.

  • Clock in providers to change appointment status: Earlier, when an appointment status was changed (start, complete, check-out) without clocking in the provider, the actual and the reported service hours did not match.

    With this release, Zenoti ensures that the provider is clocked in when the appointment status is changed to Start and Completed for Appointment Book view and Start, Complete, and Checkout for Queue view.

  • Reconcile day collections in South African Rand (R): With this release, businesses operating in the South African region can reconcile cash collections in Rand denominations on the Close Payments page. This enhancement is available both on Zenoti Web and Zenoti Mobile.

  • Count cash without deposits: Businesses with employees working in multiple shifts, must do cash handover multiple times in the middle of the day without deposits, and with deposit at the end of the day.

    With this release, the cash deposit amount will not be pre-populated. The front-desk staff can manually enter the cash deposit or use the Calculate option for auto calculation.

    Important: For the Calculate button to appear on the register closure screen, businesses must disable the Enable automatic calculation of cash in register setting.

  • Enhancements to register closure with open invoices: In this release, we’ve made the following improvements to register closure with open invoices:

    • New options at the organization level: Include no-shows and Include cancellations

    • New item types: Gift cards and prepaid cards, Schedule packages with no payments, and Packages with no schedule payments

    • Context menu option to view invoice blocking register closure: View open invoices blocking register closure

    • Alert to ensure that invoices are closed before register closure

  • Collect donations from your guests: With this release, businesses can collect donations for charitable institutions such as Wounded Warriors, Global Hunger Crisis, and Save the Children Federation.
    For this, we’ve added a new organization-level setting, Enable Donations. After enabling this setting, businesses must set up and activate donations across centers. The front-desk staff can collect donations via POS and Zenoti Mobile v2.

    Guests can also donate in mirror mode (v2) and at Kiosk.

    Important: This feature is available for cash, credit card, and offline custom payments on Zenoti Payments.

  • Move paid appointments with price scaling: Earlier the front-desk staff could not move an appointment between therapists if price scaling was enabled and payment was collected for the appointment.

    To help front-desk staff to balance the book and reschedule appointments easily, we’ve added a new Zenoti Admin setting: Move paid appointments that have price scaling enabled.

    The front-desk staff still cannot move appointments that have discounts and redemptions applied. They must remove discounts and redemptions and then move the appointment.
    Learn more

    Note: To enable this enhancement for your business, reach out to Zenoti Support.

  • Sale-by employee enhancement: Earlier, on invoice, the sale-by employee was selected by default.

    With this release, businesses can choose to not assign a sale-by employee by default. For this, we’ve added a new organization-level setting, Assign sales to no employee by default.

  • Send confirmation emails to guests of online group appointments: With this release, businesses can send confirmation emails to guests of group appointments made online.

    For this, we’ve added a new email/text template Group email confirmation and a macro, [GroupAppointment]; this macro is a combination of the following macros: [Guest name], [Service name], [Service time], and [Appdate].

    Example: If a group has three guests: Ana, Emma, and Eva, when the email is sent to Ana, it will show details of Emma’s and Eva’s services.

    Note: For pre-care and post-care services, we’ve added three more macros: [PrecareInstructions],[PostcareInstructions], and [GeneralInstructions].

  • Enable guest profile on ZMA v2: In this release, we’ve added a setting at the organization level to allow centers to show or hide guest profile on Zenoti Mobile.

    On Zenoti Mobile, providers and front-desk staff can hide guest profile by switching off the Guest profile setting.

  • Guest profile on ZMA v2: With this release, you can see the following tabs on guest profile: Notes, Appointments, Profile, Products, Payments, Notifications, Prepaid cards, Gift cards, and Treatment Plan, Issues, Loyalty Points, and Packages.

  • Customize guest profiles on ZMA v2: With this release, businesses can hide tabs on guest profile that are not relevant to them. Moreover, they can also:

    • Set the default tab to display

    • Set the visibility of tabs

    • Drag and drop tabs to reorder them

  • Support for cash drawer on Zenoti Mobile

    With this release, we’ve added support for opening the cash drawer using the Epson T-M338A serial printer and Star Micronics TSP 650II BT on Zenoti Mobile.

  • Enhanced support for French-Canadian language: In this release, we’ve extended the French-Canadian language support for Zenoti Web POS, Zenoti Mobile, and Kiosk.

Administration

  • Associate services, products, and tax groups easily with zones and centers: Earlier, for large businesses, it was not possible to associate services, products and tax groups across multiple centers. They had to individually create them at the center level, and it was cumbersome.

    With this update, we are adding Select Zones and Select Centers drop-down lists, that allow businesses to add services, products, and tax groups easily in multiple centers and zones.

  • Add pre-care and post-care instructions to your appointment reminders: Earlier, pre-care and post-care instructions were sent to the guests separately in email campaigns. This was cumbersome to the guests since they had to check multiple emails for appointments and instructions.

    With this update, you can incorporate pre-care and post-care instructions into your appointment reminders such as Appointment Cancelation, and Appointment Confirmation.

    Two new macros [pre-care instructions] and [post-care instructions] are added to the email templates.

  • Employee refresh: Continuing with our UI refresh across Zenoti, with this release, you will see updates to the Employee page, Employee Schedule page, and Employee reports.

  • Link multiple business accounts to your profile: Franchise owners or managers who look after multiple brands are required to access individual instances of Zenoti for each of their businesses; this can become cumbersome and chaotic, especially if they are collecting data from reports or scheduling employees for the coming days.

    For such businesses, with this update, Zenoti allows franchise owners or managers to link all their brands as accounts to their employee profiles, leading to a seamless integration of all the various business accounts and minimizing the effort for all managers.

  • Hide redundant tax groups for a center: Since existing tax groups cannot be disassociated or deleted, centers can now hide them for a clean user experience.

    At the center level, under Tax Groups, a new option Hide allows you to grey out the unused tax groups.

API

  • Guest updated event now includes Referral Source: With this release, the response code for the Guest Updated webhook event will contain Referral Source. Referral Source lets you know who referred the guest to your business.

Analytics

  • Inclusion of declared tips and Zwallet tips in the payroll data source: Analytics Plus customers get an updated Payroll data source with columns to store “tips paid through the Zenoti Wallet” and “declared cash tips”.

  • Package data availability for Redshift users: Earlier Redshift users did not see package prices in their data sources from centers. Package master data with prices at the center level is now available to Redshift users.

  • New data source for day wise declared tips: Service providers declare the cash tips they received at the end of each day during checkout for compliance/tax purposes. A new data source model is added to record day wise declared tips of employees.

  • Associate resources with employee: Analytics Plus users can associate room information with employee schedules in their data source.

  • Forms data source in Analytics Plus: Data from various forms now flows into forms data source available for Analytics Plus customers.

  • Inclusion of purchase order in the inventory data source: The inventory data source has an additional column to store the purchase order number.

  • Annual recurring membership in Analytics Plus: The membership data source in analytics is updated accordingly to support the new annual recurring fee in membership. The “membership type” column in the membership data source now includes a value to store annual recurring fees.

Consumer mobile application

  • Sell service and package gift cards: You can now sell service and package gift cards and configure predefined tip percentages on CMA in addition to the amount gift cards supported earlier.

    • Both predefined and custom service and package gift card options are available.

    • Tip percentages can be configured on the organization level or the center level. In the case of a difference between tip percentages at the organization level and the center level, the center level will take precedence.

    • To allow the sale of service and package gift cards on CMA, you must enable the respective settings at the organization level (Admin > Organization > Organizations > Online booking > CX v3 > Shop > Gift card additional settings).>

Consumer mobile application & Webstore

  • Block guests from booking online appointments: Businesses can now block individual guests from booking online appointments from Webstore and CMA; this is useful when a guest has multiple no-shows or last-minute cancellations.

    You can find the setting Block guest from online appointment booking, on individual guest profiles at the center level, Loyalty > Manage guests.

  • Auto log out users: Users of Webstore and CMA, if they stay inactive on the platform for a set duration, will be logged out automatically.

    • The user will be considered inactive in all cases except when they are continuously using the app. They will be given the option to stay logged in for 60 seconds before automatically logging out.

    • If after using the app, the user closes the app, they will be instantly logged out and will be asked to log in the next time they open the app.

    • To enable this setting and set a duration for automatic logout, reach out to support.

Digital forms

  • Preview forms on mobile and tablet modes: Earlier, you could only preview forms built with form builder in desktop mode. With the current release, you can also preview the forms in mobile and tablet modes.

  • Add frequently used notes to a form using dot phrases: Add long pre-defined text parts to a form without manually typing them every time you fill out a form. With the new dot phrases feature, you can save and reuse frequently used notes as dot phrases.

    • Useful for therapists and doctors to add details about the appointment, treatment procedure, and guests’ health conditions.

    • Create dot phrases at the organization aorcenter levels (Admin > Setup > Dot phrases).

    • Recall the saved notes onto a field to automatically enter them using a dot (.) followed by a phrase.

  • Navigate through forms easily: Navigation among forms is easier now.

    • Earlier, to view forms for reference, you had to visit the Forms unified view on the Guest profile for every form. However, with this release, you can navigate to forms from the past 10 appointments from the current form.

    • Each form opens in a new tab to allow for easy comparison of forms.

    • You can only view the forms for which you have the security role permissions enabled.

  • Supporting online forms for packages: Earlier, only offline package forms were supported. But with this release, package forms can also be created and filled out, in online mode. Existing offline package forms will continue as they were.

Discounts

  • Apply campaigns using barcodes: Businesses can now scan campaign barcodes and apply a % or a $ amount discount while selling a product, service, or membership; this makes it easier for the front-desk staff to apply a campaign and reduce the guest check-out time.

Employee

  • Enhancements to service commission plans: You can now create:

    • Service commission plans for a specific service category

    • Service commission plans based on product revenue

    Read more

  • Product commissions based on the product-to-service sales ratio: Earlier, when creating a payroll plan, you could set up product commissions based on product sales only. With this release, you can also set up product commissions based on the product-to-service sales ratio.

  • Filter out services when editing a job at zone level:To view relevant services when assigning services for a job at the zone level, we have added the Created At and Associated Center filters. Using these filters, you can sort and view services that are created at any specific level and are associated with the centers in that zone.

  • Updates to Employee Payroll Summary report: For businesses using Payroll Plans, we have added the following columns to the employee payroll summary report:

    • Production hours: Total amount of time spent by the employee during the selected period on work tasks that are configured as Production Hour.

    • Non-production hours: Total amount of time spent by the employee during the selected period on work tasks that are not configured as Production Hour.

    • Service sale price before discount: Total value of services sold, considering service prices without discounts.

    • Product sale price before discount: Total value of products sold, considering product prices before discounts.

    • Payrate applied based on revenue: Employee pay rate as per the assigned payrate plan based on revenue.

  • Introducing Zone Payroll report: Using the Zone Payroll report, businesses managing services at zone level can view the payroll report for employees across centers within the zone operating with the same pay period. Zonal managers can access the report from Employee > Payroll Reports > Payroll Report at the zone level.

  • Introducing Payroll plans: For better management of employee commissions, you can now create payroll plans at the zone level and assign them to employees. From the Manage Payroll Plans page (Admin > Employee > Employees > Payroll Plans), you can choose from the following payroll plan types:

    • Service commission: Set up commissions based on the service and product revenues generated by an employee. You can also create plans for a specific service category.

    • Product commission: Set up commissions based on the product revenue generated by an employee or product-to-service revenue ratio of the employee.

    • Payrate based on revenue: Set up pay rates for an employee based on the service and(or) product revenue generated by the employee.

    When you create multiple plans under one particular type, Zenoti will aggregate commissions from the plans and show it in the payroll summary report.

  • Avoid conflicting employee schedules at different centers: When managing the schedule of an employee, Zenoti will alert you when the schedule overlaps at different centers.

Integrations

  • Error message for unauthorized Zapier access: Currently, businesses that have not subscribed to Zenoti's API Package and try to access Zapier's Zenoti app see a "Cannot Access" error message; this message does not inform the business about the next steps.

    With this release, the error message is changed to " Webhooks & APIs module is not enabled for your Zenoti account. Please reach out to Zenoti support.”

Inventory

  • Update product prices quickly: If your business needs to update prices for many products, you can now update prices quickly by just importing a file. You can also set an effective date for the new prices.

    Previously, price updates were manual, and this was time-consuming. Using our data file formats, import a set of products with updated prices and schedule a time for this update.

Marketing

  • Target segment for inactive memberships over a period: Target inactive guests with past memberships with the new Not Active membership status. You can specify a time window within which the guests have been inactive while creating a custom target segment. E.g., target guests who have had inactive membership over the past two months.

  • Search campaigns with multiple keywords: Add multiple tags or keywords to expand your search for media and text/email campaigns.

  • Get guest details of a target segment over email: When dealing with large volumes of data, exporting the guest details may take longer than expected. In such scenarios, you can choose to receive the details via email.

  • Target segments support zero for visit criteria: You can now target guests with a specific number of center visits or less within a defined time frame. The current enhancement includes zero or no visits in the specified number of times or less criteria.

  • Macros now have compact URLs for smart marketing SMS campaigns: The [WebstoreMembershipLink], [WebstorePackagesLink], and [WebstoreGiftCardLink] macros have a shortened link for SMS campaigns sent via smart marketing. This enhancement reduces the length of an SMS to below 200 characters.

Memberships

  • Trigger membership collections correctly for future sales: When you sell a membership for a future date, the first collection is triggered on that future date; this is irrespective of the validity start date. Previously, when the validity was set to start on the first redemption, the first collection did not trigger.

    Similarly, collections were not triggered for auto-renewals set to start on the first redemption also. The collections are triggered on the scheduled dates now.

Notifications

  • Enable transactional notifications (email/SMS) at the center level: Currently, the ability to enable transactional notifications is only at the organization level.
    With this release, centers can control which transactional notifications (email/SMS) they want to send to their guests; this allows the centers to send relevant notifications and reduce costs by turning off notifications that are not required.

Opportunities

  • Automatically update opportunity status: Avoid manually updating sales stages using Sales Stage Rules and save time for your front desk staff and call center. You can configure the rules for updating the opportunity status at the organization level (Sales > Tracking > Sales Stage Rules).

Payments

  • New filters and columns in the Disputes report: The following additions have been made to the Disputes report:

    • A column to view the last update date.

    • A filter to sort the report based on the dispute created date or the last update date.

    • A filter to sort the report based on dispute status.

  • Display the records for reinitiated transactions: Businesses can now view the retries for the failed transaction along with the reason for the failure.

  • Export and download the CCR (Cross center redemption) payments report by invoice: A new capability has been added to the V2 CCR payments report. Customers can click the download icon on the report and choose to export and download the report by invoice.

  • Payment terminal customization: Customers on Zenoti Payments can customize their payment terminals. New screens to save tips and signature preferences have been added.

  • Changed AVS failed fee policy: With the new policy for AVS, customers can choose to accept or decline the AVS failed fee. A grace period will also be communicated to help customers decide about the fee.

  • Raise disputes for transactions on Zenoti card: Employees can raise a dispute on Zenoti card transactions from MyZen app.

  • New v2 Royalty report: Currently the Royalty report is available only for customers who use the business payments feature. The following new enhancements have been added to the Royalty report to make it available for all customers:

    • A new filter for selecting Royalty categories

    • A changed date filter for all the customers to access the report

  • Cut-off time for same-day payouts: Business owners will now be able to configure the cut-off time for tips payout if they have opted for same-day payouts. The recommended cut-off time is closer to the end of business time.

  • Sync employee details for ADP Wisely tips integration: Earlier, for ADP Wisely tips integration, there was no option to map the employees. Due to this, duplicate employee profiles, if present would reflect in ADP and the business had to reconcile the profiles manually.
    With this release, businesses will see the following options for employee mapping:

    • Auto: Map the employees of a location automatically based on the employee code.

    • Manual: Map the employees of a location manually.

  • Tips payout Adoption report: A tips payout Adoption report has the details whether employees at a center have signed up to receive tips and a Zenoti card.

  • Enable tips payout start date: Once the business and employee onboarding are complete, business owners can set a start date from which tips earned will be considered for payouts through Zenoti into employees’ wallets. The tips are then paid out from this date.

  • Transfer from Zenoti wallet to provider's bank account: Employees can transfer money from Zenoti wallet to any external bank account. The amount will be credited within 2 to 3 business days.

Queue

  • Customize label for appointments: To match your organization's naming convention, you can now customize the label for appointments. You can customize the label in the Appointment box from the organization-level settings page (Admin > Organization > Organizations > Settings > General).

  • Enhanced control over employee’s daily tips information: You can now control who can see every employee’s tips information in the Today's Tips report. We have added the Include Everyone in Todays Tips Report security role permission under the Appointment Book section. A logged-in employee can see every employee’s daily tips information only if you enable this security role permission for them.

  • Reprocess services booked from the booking panel and CMA: If you use both queue and appointment models, you can now reprocess services booked from the Booking Panel, CMA, and Webstore. You can enable reprocessing for each of the channels using the Include services in reprocessing when booked from center-level setting (Admin > Organization > Centers > Settings > Admin Queue).

  • Setup preparation time for providers after clocking in: You can now set aside some time for service providers to prepare for the day after clocking in. Services cannot be assigned to providers during this preparation time. You can configure this feature using the When employee starts work, give employee this many minutes of time to set up organization-level setting.

  • Advance service start times of guests in queue: Businesses using both queue and appointment can now advance a checked-in guest’s service start time if no other guests are waiting in the queue before this guest. To use this feature, enable the center-level setting, When a reprocessing event occurs, allow services scheduled in the future to have their start times modified to be earlier after guest checks-in.

  • Prevent providers from clocking out during a service: To ensure the completion of services, you can now restrict providers from clocking out during an ongoing service. To use this feature, you need to enable the When an employee has a service that is in progress, do not allow the employee to clock out in Appointment View and Queue View organization-level setting.

  • Extend closing time to serve guests: You can now book appointments with end times that will go past the center's closing time for up to six hours. To enable this feature, use the new organization-level setting under the Appointment Book section, Allow booking from Appointment Book, Queue, and Kiosk beyond center schedule.

  • Manage block-out times in Queue View: Your front desk staff can now add, view, and delete employee block-out times from the Queue view. The front desk staff won’t have to switch to the Appointment view to manage block-out times. To use this feature, you need to select the Enable editing & deleting block-out time from Queue check box from the organization-level settings page.

  • Set default service based on guest history: You can now set the default service for a returning guest based on the guest's service history. If the guest doesn't have enough data, Zenoti will use the default service set for new guests. To use this feature, enable the For returning guests, use guest's service history as basis for default center-level setting.

  • Set default services at the center level: Previously, queue-based businesses would set the default service for guests and the same applies to all centers. Now, centers have flexibility to set the default service as required. Centers can configure the default service using the Default service for new guest and For returning guests, use guest's service history as basis for default center-level settings.

  • Control over changing guest status from Being serviced to Waiting: To avoid discrepancies in service deliveries and payment collections, you can now:

    • Allow only authorized employees to move in-progress services back to waiting

    • Require employees to give reasons for moving in-progress services back to waiting

      For this, we have added a new security role permission. When you enable the Only allow move from In Service to Waiting when authorized organization-level setting, employees with the Authorized to move from Being Serviced to Waiting security role permission can move the service status back to waiting.

      You can ask for reasons for moving the service status by enabling the Require employee to provide reason for moving guest from Being Serviced to Waiting organization-level setting.

  • Add guest notes to job card: To serve guests better, you can now add guest notes, such as profile notes, check in notes, booking notes, payment notes and private notes, to job cards. To use this feature, enable the Guest Notes organization-level setting.

  • Enhanced usability of Booking Wizard: If you are using both Queue and Appointment Book, your front-desk staff can now see the first available start time when adding a guest to the queue. You can also configure the booking wizard to show or hide the start and end times using the Appearance of start and end times in Booking Wizard organization-level setting in the Queue/Guest Kiosk section.

Reports

  • Introducing Wait Time report: To get deeper insights into the wait times at your center, you can now view the Wait Time report from Reports Dashboard.

  • Introducing Performance by Hour report: Measure hourly business performance and get key insights such as the busiest hours of the day, when guests have high wait times, etc. using the Performance by Hour report. You can access this report from Reports Dashboard.

  • New Royalty report: In a franchisee-based business model, a corporate allows independent business owners to use its branding, business model, and other intellectual property. For this, the franchisee pays a percentage of their sales to the corporate.
    To support this, we’ve added a new report, Royalty, for business owners and accountants to view details of royalty to be collected from franchisees.

Webstore

  • Redeem gift cards on Webstore
    Guests can now:

    • Use gift cards to pay for booked appointments and deposits for services from Webstore v2.

    • Add the gift cards gifted to them to their Webstore profile.

    • Choose and redeem a gift card from their profile.

    Read more

  • Display book online button on Google search results page: You can now display a book online button on the Google search results page when visitors search for your centers.

    • Set up the book online button at the organization level Admin > Organization > Organizations > Online booking > Webstore v2 > Integrations.

    • When you configure the book online button at the organization level, all the centers are automatically configured.

    • Individual centers can opt-out if they want to.

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