Appointment Book

Appointment Book Makeover

Get a sneak peek of the new changes on Appointment Book.

Written by Mariam Shareef
Updated over a week ago

Prevent providers from clocking out during a service

S

Written by Sai Kumar Sunkara
Updated over a week ago

Extend center closing time

S

Written by Sai Kumar Sunkara
Updated over a week ago

Appointment Book Makeover Phase II

Get a sneak peek of the phase two changes on Appointment Book.

Written by Mariam Shareef
Updated over a week ago

Appointment Book: Updated for Better Calendar Performance and Mouse Functionality

Appointment Book will include an improved calendar after May 2021.

Written by Mariam Shareef
Updated over a week ago

Explore the New Appointment Book

Learn about the new and enhanced Appointment Book (October 2021) and what it has to offer.

Written by Mariam Shareef
Updated over a week ago

The Appointment Book's List View

Learn about the Appointment Book's list view and the tasks you can perform in it

Written by Mariam Shareef
Updated over a week ago

Switch Views in the Appointment Book

Learn the different ways you can view appointments in the Appointment Book

Written by Sagar Garuda
Updated yesterday

Select the calendar context menu version

Written by Mariam Shareef
Updated over a week ago

Appointment Book: Select Theme

Learn how to select a theme for the Appointment Book.

Written by Mariam Shareef
Updated over a week ago

Overview: Appointment Status

A description of the different appointment statuses in Zenoti's Appointment Book

Written by Urmilla Chandran
Updated over a week ago

Standard Color Codes of the Appointment Book

Identify appointments by their status with Zenoti's default colors

Written by Sagar Garuda
Updated over a week ago

Custom Color Codes of the Appointment Book

Create a customized Appointment Book view by assigning custom colors to appointments

Written by Sagar Garuda
Updated over a week ago

Customize Colors for Appointment Categories

Learn how you can color-code appointment categories to identify and differentiate between appointments

Written by Sagar Garuda
Updated over a week ago

Appointment Book Changes: May 2019

Learn about the new, subtler colors on the Appointment Book

Written by Urmilla Chandran
Updated over a week ago

Customize Colors for Service Categories and Subcategories

Learn how you can color-code services to differentiate between booked services in your Appointment Book

Written by Sagar Garuda
Updated over a week ago

Assign a Default Color to Appointments

Learn how to customize the default color of appointments that do not belong to any category

Written by Sagar Garuda
Updated over a week ago

Assign Predefined Categories to New or Existing Appointments

Learn how to manually assign a predefined category to an appointment using the Appointment Info panel

Written by Sagar Garuda
Updated over a week ago

Toggle between Standard Color View and Custom Color View

Learn how to switch between the custom color view and standard color view of the Appointment Book

Written by Sagar Garuda
Updated over a week ago

View Appointments of Another Center

Learn how to switch between centers from within the Appointment Book

Written by Sagar Garuda
Updated over a week ago

View Appointments of Another Date

Learn how to change the date in the Appointment Book

Written by Sagar Garuda
Updated over a week ago

Launch the Point of Sale Window

Learn the different ways to open the Point of Sale (POS) window to collect payments from guests with or without an appointment

Written by Sagar Garuda
Updated over a week ago

Sell in Walk-In Sale Mode

Learn more about the walk-in point of sale mode to sell retail items.

Written by Mariam Shareef
Updated over a week ago

Switch to Regular Sale Mode

Learn how to switch to Regular point of sale from the Walk-In point of sale.

Written by Mariam Shareef
Updated over a week ago

FAQs: Walk-In Sale Mode

All answers to your frequently asked questions about the Walk-In sale mode.

Written by Mariam Shareef
Updated over a week ago

Clock in and clock out employees

Learn how to clock in and clock out employees using the Appointment Book

Written by Sagar Garuda
Updated over a week ago

Appointment Book: Access Today's Sales Report

Learn how to access Today's Sales Report in the Appointment Book.

Written by Mariam Shareef
Updated over a week ago

View Provider Details Quickly

Answer queries about providers such as the services they perform, the time they take to perform the services, and their charges

Written by Urmilla Chandran
Updated over a week ago

Check Prices in the Appointment Book

Learn how to check prices of services, products, packages, and memberships from within the Appointment Book

Written by Sagar Garuda
Updated over a week ago

Open the Point of Sale Window to Collect Payment for an Existing Appointment

Written by Sagar Garuda
Updated over a week ago

Open the Point of Sale Window Without Creating an Appointment

Learn how to open the Point of Sale (POS) window to directly generate an invoice without creating an appointment from scratch

Written by Sagar Garuda
Updated over a week ago

Decide the Order in which your Providers Appear on the Appointment Book

Set up the display/sort order for your therapists based on their name, job, schedule, booking value, or a custom configuration

Written by Urmilla Chandran
Updated over a week ago

Customize Your Account

Update or modify your account details.

Written by Urmilla Chandran
Updated over a week ago

Open the Close Payments Window

Learn how to use the Appointment Book and the Register Closure report to open the Close Payments Window

Written by Sagar Garuda
Updated over a week ago

Sell a Product - Overview

Written by Sumayya Fatima
Updated over a week ago

Sell a Product While Taking Payment for an Appointment

Written by Sumayya Fatima
Updated over a week ago

Sell a Product Directly from Point of Sale (POS)

Written by Sumayya Fatima
Updated over a week ago

Online Booking Requests: Front Desk Tasks

Learn how to view online booking requests from the Appointment Book

Written by Jishnu Ramakrishnan
Updated over a week ago

Create or Book an Appointment - Overview

Learn the different ways to create or book an appointment in Zenoti

Written by Sagar Garuda
Updated over a week ago

Book Services Using the Appointment Book

Learn how to book an appointment for services using the Appointment Book's context menu and Search box

Written by Sagar Garuda
Updated over a week ago

Book Services from the Point of Sale Window

Learn how to use the Point of Sale (POS) window to book an appointment for services

Written by Urmilla Chandran
Updated over a week ago

Appointment Book: Create Parallel Services at Booking

Learn how to book parallel services in Booking Wizard on Appointment Book.

Written by Mariam Shareef
Updated over a week ago

Swap Services in the POS

Learn how to change or replace services a guest wants to take

Written by Urmilla Chandran
Updated over a week ago

Book a Day Package Using the Appointment Book

Written by Sagar Garuda
Updated over a week ago

Book a Custom Package Using the Appointment Book

Learn how to use the Appointment Book to book services for a guest with custom packages

Written by Sagar Garuda
Updated over a week ago

Book a Custom Package from the Point of Sale Window

Learn how to use the Point of Sale (POS) window to book an appointment for a guest with custom packages

Written by Sagar Garuda
Updated over a week ago

Balance the Appointment Book using Booked%

Enable settings so that front desk can see the Booked Percentage of providers and assign new appointments to those with lesser workloads

Written by Urmilla Chandran
Updated over a week ago

Create an Appointment for a Past Date

Learn how to enter a past appointment in Zenoti

Written by Sagar Garuda
Updated over a week ago

Book Future Appointments

Learn how to book appointments in advance

Written by Sagar Garuda
Updated over a week ago

Optimize Booking Time or Service Duration

Set up precise service times (3, 7, 11 mins) to optimize on service time when multiple services are booked against a single provider

Written by Urmilla Chandran
Updated over a week ago

Set Up Virtual Appointments from the Appointment Book

Learn how front-desk staff can set up appointments with links to virtual meetings

Written by Urmilla Chandran
Updated over a week ago

View Virtual Appointments on the Appointment Book

Learn how front-desk staff can easily view only virtual appointments

Written by Urmilla Chandran
Updated over a week ago

Print job card

Learn how to print a job card; providers can view guest purchase history on job card to upsell services and retail products

Written by Urmilla Chandran
Updated over a week ago

Book a Group Appointment

Learn how to book a group appointment for multiple guests

Written by Sagar Garuda
Updated over a week ago

View All Services in a Group Appointment

Learn how to exclusively view all the services booked by multiple guests in a group appointment

Written by Sagar Garuda
Updated over a week ago

Scan Boarding Pass to Book an Appointment

Learn how to scan your guest details from a boarding pass and book an appointment

Written by Sumayya Fatima
Updated over a week ago

Book an Appointment Using the Booking Wizard: Overview

Learn why booking appointments using the Booking Wizard are faster and more accurate

Written by Urmilla Chandran
Updated over a week ago

Book an Appointment or a Group Appointment Using the Booking Wizard

Learn how to create an appointment for services or day packages using the booking wizard for a group of up to six guests

Written by Urmilla Chandran
Updated over a week ago

Book Services for Couples

Learn how the Booking Wizard books services for couples - allocating them the same room and same time slot - both taking the same services

Written by Urmilla Chandran
Updated over a week ago

Create a Bulk Booking using the Booking Wizard

Learn how to create a booking for large groups - all guests take the same service

Written by Sumayya Fatima
Updated over a week ago

Book an Appointment with Time Gaps between Services using Booking Wizard

Use the Advanced mode to book an individual, couple, or a group appointment (up to six guests), with breaks in between services

Written by Sumayya Fatima
Updated over a week ago

Book a Service with Prerequisites from Booking Wizard

Written by Urmilla Chandran
Updated over a week ago

Book Surprise Visits

What do surprise visits mean? How to book surprise appointments for guests?

Written by Urmilla Chandran
Updated over a week ago

Impacts of Marking Appointments as Surprise Visits

Learn what happens in the appointment log and phone follow-up screens and the impact on regular communication - notifications (SMS/mails)

Written by Urmilla Chandran
Updated over a week ago

Book a Recurring Appointment

Learn how to book a repeating appointment for services that a guest takes periodically

Written by Urmilla Chandran
Updated over a week ago

Book Perpetually Recurring Appointments

Learn what standing appointments are, how they are different from regular recurring appointments, and how to book them

Written by Urmilla Chandran
Updated over a week ago

Perpetually Recurring Appointments: Impact and Considerations

Learn how standing appointments work - understand the implications of editing or marking standing appointments as No Show or Canceled

Written by Urmilla Chandran
Updated over a week ago

Book Multiple Services Simultaneously

Learn how to book an appointment for multiple services with the same therapist or different therapists

Written by Sagar Garuda
Updated over a week ago

Add Guests to the Waitlist

Learn how to avoid turning down guests by adding their appointment requests to the waitlist

Written by Sagar Garuda
Updated over a week ago

Book an Appointment from the Waitlist

Learn how to book an appointment for a waitlisted guest

Written by Sagar Garuda
Updated over a week ago

Change an Appointment's Status

Step-by-step instructions to change the status of an appointment

Written by Sagar Garuda
Updated over a week ago

View No-Show and Canceled Appointments

Learn how to view no-show and canceled appointments that do not appear in the normal view of the Appointment Book

Written by Urmilla Chandran
Updated over a week ago

View Appointment Log

Learn how to view a guest's appointment details

Written by Sagar Garuda
Updated over a week ago

Appointment Confirmations Received from SMS Reply

Written by Sumayya Fatima
Updated over a week ago

Modify an Appointment

Learn how to locate and reschedule appointments, add services, and change providers

Written by Urmilla Chandran
Updated over a week ago

Reschedule an Appointment for the Same Day

Learn how to move an appointment to a different time on the same day

Written by Sagar Garuda
Updated over a week ago

Reschedule an Appointment for a Later Date

Learn how to move an appointment to a later date both in the Day View and Week View

Written by Sumayya Fatima
Updated over a week ago

Change the Therapist Assigned to an Appointment

Written by Sagar Garuda
Updated over a week ago

Change an Appointment's Therapist Using the Drag-and-Drop Method

Written by Sagar Garuda
Updated over a week ago

Reassign Appointments to a New Provider

Learn how to move appointments of an absent therapist to a new therapist

Written by Urmilla Chandran
Updated over a week ago

Change an Appointment's Therapist Using the Appointment Info Panel

Written by Sagar Garuda
Updated over a week ago

Add Services to an Appointment

Learn how to add services to an existing appointment

Written by Sagar Garuda
Updated over a week ago

Rebook an Appointment

Learn how to rebook an appointment for a future date

Written by Urmilla Chandran
Updated over a week ago

Block Out Room Availability on the Appointment Book

Learn how the front desk can use Block Out Time Types to show unavailability of Rooms to manage bookings accurately

Written by Urmilla Chandran
Updated over a week ago

Show Busy Time for Providers on the Appointment Book

Learn how the front desk can create (add) or modify block out time to manage bookings accurately and optimally

Written by Urmilla Chandran
Updated over a week ago

Enable Booking and Voiding Past Appointments

Learn how to enable your organization to create a past appointment, move it, and clear its transaction data

Written by Sagar Garuda
Updated over a week ago

Void a Past Appointment

Learn how to clear the transaction data of a past appointment

Written by Sagar Garuda
Updated over a week ago

Reschedule Past Appointments

Learn how to move a past appointment to another date

Written by Sagar Garuda
Updated over a week ago

Restrict Entry of Professional Supply to a Few

Control which employees are allowed to work with product consumption data via role permissions

Written by Urmilla Chandran
Updated over a week ago

Edit Automatically Tracked BOM for an Open Invoice

Learn how to view or edit auto-tracked BOM in an open invoice

Written by Sumayya Fatima
Updated over a week ago

Lock and Unlock Appointments

Learn how you can restrict others from making modifications to an appointment or an appointment group

Written by Sagar Garuda
Updated over a week ago

Mark a Service as a Redo Service

Learn how to mark a redo service to process reversal of the initial service provider’s commission

Written by Sagar Garuda
Updated over a week ago

Add Guest Details in the Appointment Info Panel

Learn how to add a new guest or select an existing guest while creating an appointment

Written by Sagar Garuda
Updated over a week ago

Add a Guest's Details in the Point of Sale Window

Learn how to specify new and existing guest details in the Point of Sale (POS) window

Written by Sagar Garuda
Updated over a week ago

Add Services in the Appointment Info Panel

Learn how to add service details while creating an appointment

Written by Urmilla Chandran
Updated over a week ago

Enable your Organization to Double-Book Therapists

Learn how to configure your Appointment Book to assign the same therapist to multiple services simultaneously

Written by Sagar Garuda
Updated over a week ago

Enable Auto-Suggest for Services

Learn how to enable your Appointment Book to automatically suggest service names while adding services to an appointment

Written by Sagar Garuda
Updated over a week ago

Appointment Book: Set Cancellation Fee

Learn how to set cancellation fees for appointments.

Written by Mariam Shareef
Updated over a week ago

Appointment Book: Set No Show Fees

Learn how you can set No Show fees for appointments.

Written by Mariam Shareef
Updated over a week ago

Define Payment Types

Learn how to specify what payment options can be used across your organization

Written by Sagar Garuda
Updated over a week ago

Restrict collection of tips via cash

Written by Mariam Shareef
Updated over a week ago

Configure the Default Payment Method in the Point of Sale Window

Learn how to configure your preferred payment method as the default method to collect payments

Written by Urmilla Chandran
Updated over a week ago

Enable Guests to Clear their Total Outstanding Amount in a Single Payment

Learn how to allow guests to clear all outstanding bills or balances in one go

Written by Urmilla Chandran
Updated over a week ago

Enable Your Organization to Collect Tips

Learn how to ensure that your organization settings are enabled to collect tips in the Point of Sale window

Written by Sagar Garuda
Updated over a week ago

Set Up the Tips Percentage at Your Center

Learn how you can configure the percentage of tips to be collected and automatically suggested at your center

Written by Sagar Garuda
Updated over a week ago

Enable Centers to Split Tips between Service Providers

Learn how you can configure your center's settings to allow splitting of tips between service providers assigned to the same appointment

Written by Sagar Garuda
Updated over a week ago

Restrict Discounts in the Point of Sale Window

Learn how to restrict the front office from providing or adjusting discounts

Written by Sagar Garuda
Updated over a week ago

Disable the Discount field in the Point of Sale window

Learn how to restrict application of discounts in the Point of Sale (POS) window

Written by Sagar Garuda
Updated over a week ago

Enforce Authentication to Apply Discounts

Learn how to enforce a manager or owner's authentication while applying discounts in the Point of Sale (POS) window

Written by Sagar Garuda
Updated over a week ago

View Payment Type Details for Tips

Learn how to use the Close Payments window to display a detailed view of tips as part of the last closure details

Written by Sagar Garuda
Updated over a week ago

Unlock an Invoice

Learn how to unlock an invoice using four different methods

Written by Sumayya Fatima
Updated over a week ago

Collect Payments - Overview

Learn the different ways in which you can take payments using the Point of Sale (POS) window

Written by Sagar Garuda
Updated over a week ago

Collect donations on POS

Written by Sumayya Fatima
Updated over a week ago

Add donations

Written by Sumayya Fatima
Updated over a week ago

Collect Cash Payments

Learn how to take cash payments in the Point of Sale (POS) window

Written by Sagar Garuda
Updated over a week ago

Collect Debit/Credit Card Payments

Learn how to take card payments in the Point of Sale (POS) window

Written by Sagar Garuda
Updated over a week ago

Process Offline Card Payments

Learn how to collect payments using debit or credit cards if your center does not have an integrated payment gateway configured

Written by Sagar Garuda
Updated over a week ago

Collect Check Payments

Learn how to take check payments in the Point of Sale (POS) window

Written by Sagar Garuda
Updated over a week ago

Collect Payments Using Memberships

Learn how to redeem a guest's membership credits

Written by Sagar Garuda
Updated over a week ago

Collect Payments Using Custom Payments

Learn how to use custom payments to take payments in the Point of Sale (POS) window

Written by Sagar Garuda
Updated over a week ago

Collect Payments for Group Appointments

Learn how to accept individual payments or a single group payment for a group appointment with multiple guests

Written by Sagar Garuda
Updated over a week ago

Collect Payment for a Group Invoice with Multiple Guests

Learn how to collect payment for all the guests in a group appointment

Written by Mariam Shareef
Updated over a week ago

Add Services and Products in a Group Invoice

Add products and services to the individual invoices, while taking payment for a group appointment

Written by Sumayya Fatima
Updated over a week ago

Collect Payment for a Group Bill that includes a Guest with a Membership or Packages

Learn how to collect payment for a group appointment that includes guest eligible for discounts

Written by Sagar Garuda
Updated over a week ago

Give Cashback to your Guests

Written by Urmilla Chandran
Updated over a week ago

Add Other Guest's Invoices to an Invoice

Learn how to checkout two or more guests on the same ticket or invoice or add invoices to a group (add to group bill)

Written by Urmilla Chandran
Updated over a week ago

Add Open Invoices to a Group Invoice

Learn how to collect payment for a group appointment with multiple guests by combining outstanding invoices

Written by Sagar Garuda
Updated over a week ago

Give Discounts on Group Bookings

Learn how to give discounts on group appointments

Written by Urmilla Chandran
Updated over a week ago

Redeem Multiple Service Credits for a Single Line Item on an Invoice

Learn how to add multiple membership service credits to more than one quantity of the same service in an invoice

Written by Sagar Garuda
Updated over a week ago

Print Invoices or Receipts from the Appointment Book

Learn how to print invoices or receipts on a given day

Written by Urmilla Chandran
Updated over a week ago

Print Insurance Statement

Learn how to print insurance statements for service appointments in Canada

Written by Sagar Garuda
Updated over a week ago

View ‘Other Fee’ Details while Processing Payments

Learn where the ‘Other Fee’ details appear in an invoice and take further actions on such fee, such as waiving the fee

Written by Urmilla Chandran
Updated over a week ago

Redeem a Custom Coupon

Learn how to use the Point of Sale window to redeem a guest's custom coupon

Written by Sagar Garuda
Updated over a week ago

Open the Cash Register

Learn how to open a cash drawer from the Appointment Book

Written by Urmilla Chandran
Updated over a week ago

Trace who Opened the Cash Register

Learn how to track who opened the cash register

Written by Urmilla Chandran
Updated over a week ago

Enable Insurance Statement

Learn how to enable printing insurance statements for service appointments in Canada

Written by Sagar Garuda
Updated over a week ago

How to Open an Invoice?

Learn the different ways you can open an invoice

Written by Sagar Garuda
Updated over a week ago

Capture additional information on Point of Sale

Written by Sumayya Fatima
Updated over a week ago

Search for an Invoice or Receipt

Learn how to look for an invoice or receipt using its number

Written by Sagar Garuda
Updated over a week ago

Round off invoice

Written by Sumayya Fatima
Updated over a week ago

Open an Invoice from the Guest's Profile

Learn how to use the Guest Details page to open an invoice

Written by Sagar Garuda
Updated over a week ago

What is the difference between an Invoice Number and a Receipt Number

Written by Sagar Garuda
Updated over a week ago

Apply Tax Exemption on Invoices

Learn how to waive tax on invoices

Written by Sagar Garuda
Updated over a week ago

Role Permissions to Change the Payment Type in an Invoice

Learn about the required permissions to change the payment type in an invoice

Written by Sumayya Fatima
Updated over a week ago

Change the Payment Details of a Closed Invoice

Learn how to change the payment type and details of a closed invoice

Written by Sagar Garuda
Updated over a week ago

Reopen a closed invoice

Learn how to reopen a closed invoice based on whether you know the invoice number

Written by Sagar Garuda
Updated over a week ago

Reopen a Closed Invoice from the Appointment Book

Learn how to reopen a closed invoice if you know the invoice number

Written by Sagar Garuda
Updated over a week ago

Reopen a Closed Invoice from the Guest's Profile

Learn how to reopen a closed invoice when you know the invoice number

Written by Sagar Garuda
Updated over a week ago

Edit Commissions from Closed Invoices

Learn how to update commission-related details on closed invoices

Written by Urmilla Chandran
Updated over a week ago

Void an Invoice

Learn how to annul an invoice

Written by Sagar Garuda
Updated over a week ago

Void an Online Credit Card Payment of an Open Invoice

Learn how to annul an online credit card payment when the invoice is open in the Point of Sale (POS) window on Worldpay.

Written by Sagar Garuda
Updated over a week ago

View Invoice Logs

Learn how invoice logs are useful to trace or track all actions performed on an invoice

Written by Urmilla Chandran
Updated over a week ago

Refund payment on schedule package

Learn how to refund payments on a schedule package.

Written by Mariam Shareef
Updated over a week ago

Refund an Invoice - Overview

Learn about processing refunds in Zenoti

Written by Urmilla Chandran
Updated over a week ago

Refund Payments for Services

Learn how to refund a service by using one or more payment types, or by issuing a prepaid card

Written by Sagar Garuda
Updated over a week ago

Refund Payments for Services by Searching for an Invoice

Learn how to refund a service using the invoice number or receipt number

Written by Sagar Garuda
Updated over a week ago

Refund Payments for Services Using the Guest's Profile

Follow these instructions to process a refund on services using the guest's profile (if you do not know the invoice number)

Written by Sagar Garuda
Updated over a week ago

Refund and Restock Returned Products

Learn how the front desk can refund and restock products that guests return

Written by Mariam Shareef
Updated over a week ago

Refund an Online Credit Card Payment of an Open Invoice

Step-by-step instructions to process a refund to a credit card when the invoice is open in the Point of Sale window

Written by Sagar Garuda
Updated over a week ago

Refund an Online Credit Card Payment - Overview

Written by Sagar Garuda
Updated over a week ago

Refund an Online Credit Card Payment of a Closed Invoice

Step-by-step instructions to process a refund to a credit card when the invoice is closed

Written by Sagar Garuda
Updated over a week ago

Choose a Payment Method to Process Refunds

Learn how to use the different payment options available on the Refund Invoice window to process refunds

Written by Sagar Garuda
Updated over a week ago

Refund Payments for Memberships

Learn how to refund a service by using one or more payment types, or by issuing a prepaid card

Written by Sagar Garuda
Updated over a week ago

Refund Payments for Memberships by Searching for an Invoice

Learn how to refund a membership using the invoice number or receipt number

Written by Sagar Garuda
Updated over a week ago

Refund Payments for Memberships Using the Guest's Profile

Learn how to refund a membership using the guest's profile (if you do not know the invoice number)

Written by Sagar Garuda
Updated over a week ago

Refund Tips and Support Staff Gratuity

Learn how to refund any tips or support staff gratuity (SSG) associated with a sale item that you want to refund

Written by Sagar Garuda
Updated over a week ago

Refund Day Packages

Learn how you can refund day packages

Written by Urmilla Chandran
Updated over a week ago

Refund Payments on Packages - Open Invoices

Learn how to process refunds on open invoices for packages and impacts of processing such refunds

Written by Urmilla Chandran
Updated over a week ago

Process Multiple Refunds on Packages

Learn how to issue refunds on packages more than once

Written by Urmilla Chandran
Updated over a week ago

Process Refunds that Exceed Current Package Balance

Authorized users can process excess refunds on packages for both, closed and open invoices

Written by Urmilla Chandran
Updated over a week ago

Modify the general details of a guest

M

Written by Meghana Rangaraju
Updated over a week ago

Appointment Book: Mask Guest Contact Details from Service Providers

Learn how to partially mask guest details from service providers on Appointment Book.

Written by Mariam Shareef
Updated over a week ago

Appointment Book: Follow-up Guests

Learn how to resend appointment reminders to guests from the Appointment Book.

Written by Mariam Shareef
Updated over a week ago

Guest Profiles and History

Learn about using the Guest Details page to view a guest's profile and appointment history, and the different ways to access it

Written by Sagar Garuda
Updated over a week ago

View a Guest's Profile from the Appointment Book's Context Menu

Step-by-step instructions to view the Guest Details page using a guest's appointment block

Written by Sagar Garuda
Updated over a week ago

View a Guest's Profile from the Search box

Learn how to search for a guest and view guest details

Written by Sagar Garuda
Updated over a week ago

Appointment Book: Enable Guest Search V2

Learn how to enable the new guest search in the Appointment Book.

Written by Mariam Shareef
Updated over a week ago

View a Guest's Profile from the Appointment Info Panel

Step-by-step instructions to view the Guest Details page while creating or modifying an appointment

Written by Sagar Garuda
Updated over a week ago

Transition from Guest Search V1 to V2

Feature comparison between guest search and guest search V2 to help you transition smoothly from one version to another.

Written by Mariam Shareef
Updated over a week ago

Merge Guest Records Using the Appointment Book and Guest Profile

Learn how you can merge duplicate guest records from the Appointment Book and guest profile

Written by Sagar Garuda
Updated over a week ago

Edit Upcoming Appointments from the Guest Profile

Quickly update Upcoming Appointments from the Guest Profile

Written by Urmilla Chandran
Updated over a week ago

Make Guest Details Mandatory

Learn what fields are mandatory while entering new guest details and how you can mandate other fields

Written by Sagar Garuda
Updated over a week ago

Guest Wants to Exchange a Product

Organizational settings, permissions, conditions to allow product exchanges, steps to exchange the product, and view invoices generated

Written by Sumayya Fatima
Updated over a week ago

Appointment Book: View Private Guest Notes

Learn how you can view private guest notes in the Appointment Book.

Written by Mariam Shareef
Updated over a week ago

Create Guest Profile Alerts

Personalize guest experience using Guest Notes or appointment notes as a means of internal communication that you can use to delight guests

Written by Urmilla Chandran
Updated over a week ago

Replace a Guest's Credit Card Information

Learn how to replace a guest's existing credit card with a new one

Written by Sagar Garuda
Updated over a week ago

Add a Guest's Credit Card Information

Learn how to store a guest's credit card information to collect payments

Written by Sagar Garuda
Updated over a week ago

What is Petty Cash?

Written by Sagar Garuda
Updated over a week ago

Create a Petty Cash Category

Learn how to create petty cash categories to record petty cash transactions against each category

Written by Sagar Garuda
Updated over a week ago

Who can add Petty Cash Categories?

Written by Sagar Garuda
Updated over a week ago

Manage Cash in Register

Learn how to add cash to the register, payout or transfer from the register, and how to track the cash in register

Written by Sumayya Fatima
Updated over a week ago

Add Cash to Register

Learn how to add cash to register, settings that don’t allow adding cash, how and when can you delete an incorrect cash entry

Written by Sumayya Fatima
Updated over a week ago

Make an Entry of Cash Outflow from a Register

Learn how to payout or transfer cash from the register, required permissions and settings, and how to delete an incorrect entry

Written by Mariam Shareef
Updated over a week ago

Transfer Business Cash to Petty Cash

Learn how to use the Appointment Book to move business cash into your petty cash register

Written by Sagar Garuda
Updated over a week ago

Record Petty Cash Transactions

Learn how to track petty cash transactions in the form of business income or expenses

Written by Sagar Garuda
Updated over a week ago

Change the Date of a Petty Cash Transaction

Learn how to backdate a petty cash transcation entry

Written by Sagar Garuda
Updated over a week ago

Can I delete a Petty Cash entry?

Written by Sagar Garuda
Updated over a week ago

Pay Tips to Service Providers Using Petty Cash

Learn how to use petty cash to pay out tips to service providers at the end of the day, if guests pay tips using credit cards

Written by Sagar Garuda
Updated over a week ago

Add Cash to Your Petty Cash Register

Written by Sagar Garuda
Updated over a week ago

Close the Cash Register for the Day

Know how to close the cash register at the end of each day after reconciling the receipts and balancing the cash register

Written by Sagar Garuda
Updated over a week ago

Close Payments in the Appointment Book

Learn about the Expected Amounts and Register Handover sections; also learn how Actual amounts and Adjustments work

Written by Urmilla Chandran
Updated over a week ago

Allow or block register closure with open invoices

Know how to allow or block register closure for open invoices

Written by Sagar Garuda
Updated over a week ago

Edit or Add Closing Payments of a Past Date

Written by Sagar Garuda
Updated over a week ago

Add Closing Payments of a Past Date

Written by Sagar Garuda
Updated over a week ago

Edit Closing Payments for a Past Date

Written by Sagar Garuda
Updated over a week ago

Close your Cash Drawer

Learn how to close your cash register for the day

S

Written by Siddhanta Sahu
Updated over a week ago

Set up confirmation notification for group bookings

Written by Sumayya Fatima
Updated over a week ago

Configure Email/Text Notification for Two Factor Authentication

Learn how to use automated notifications to notify employees about their verification codes when two-factor authentication is enabled

Written by Urmilla Chandran
Updated over a week ago

Configure Email/Text Notification for Partial Payment Made

Learn how to configure and customize automated notifications to notify a guest on partial payment

Written by Jishnu Ramakrishnan
Updated over a week ago

Available macros to customize email/text notification for membership balance

Written by Sreenivas Prabhath Narem
Updated over a week ago

Available Macros to Customize Email/Text Notification for Partial Payment Made

Written by Jishnu Ramakrishnan
Updated over a week ago

Send a Different Message using a Second Appointment Reminder

Written by Sumayya Fatima
Updated over a week ago

Configure waitlist alerts

Written by Mariam Shareef
Updated over a week ago

Exclude or Include Guests with Confirmed Appointments from Reminders

Written by Sumayya Fatima
Updated over a week ago

Configure Email/Text Notification for Appointment Confirmation

Learn how to configure and customize automated notifications to notify a guest of appointment confirmations

Written by Urmilla Chandran
Updated over a week ago

Macros in the Appointment Confirmation Notification​

Written by Urmilla Chandran
Updated over a week ago

Configure Email/Text Notification for Appointment Cancellation

Learn how to configure and customize automated notifications to notify a guest of appointment cancellations

Written by Vinay Antony Payyapilly
Updated over a week ago

Macros in the Appointment Cancellation Notification​

Written by Vinay Antony Payyapilly
Updated over a week ago

Configure Email and Text Notifications for Appointment Reminders

Learn how to configure automated email and text message (SMS) notifications to remind guests of an upcoming appointment

Written by Sagar Garuda
Updated over a week ago

Macros Available Appointment Reminder Notifications

Written by Sagar Garuda
Updated over a week ago

Configure Email/Text Notification for Appointment Check-In

Learn how to configure and customize automated notifications to notify a service provider when a guest checks in for an appointment

Written by Sagar Garuda
Updated over a week ago

Configure Email/Text Notification for Appointment Completion

Learn how to configure and customize automated notifications to notify a service provider when a guest completes a service in an appointment

Written by Sagar Garuda
Updated over a week ago

Configure Email and Text Notifications for Rescheduled Appointments

Learn how to configure automated email and text message (SMS) notifications to remind guests of rescheduled appointments

Written by Urmilla Chandran
Updated over a week ago

Macros in the Appointment Rescheduled Notification

Written by Urmilla Chandran
Updated over a week ago

Configure Email/Text Notification for Coupons

Learn how to automate email/text messages (SMS) notifications to inform guests of a custom coupon, discount, or cashback coupon

Written by Sagar Garuda
Updated over a week ago

Available Macros to Customize Email/Text Notification for Coupons

Learn what are macros and how you can use them to customize automated email/text messages (SMS) notifications to inform guests of coupons

Written by Sagar Garuda
Updated over a week ago

Configure Email/Text Notification for Submitted Guest Data Forms

Learn how to configure a notification to be sent to the manager of the guest’s base center when the guest submits a custom data form

Written by Sagar Garuda
Updated over a week ago

Configure Email Notifications for Guest Data Forms

Learn how to set up an automated email notification with a link to the Guest Data Form

Written by Sagar Garuda
Updated over a week ago

Available Macros to Customize the Email Notification for Guest Data Forms

Learn about macros and how you can use them to customize the Guest Data Form notifications

Written by Sagar Garuda
Updated over a week ago

Configure Email Notifications for Service Data Forms

Learn how to configure and customize an automated email notification to be sent to guests with a link to the service custom data form

Written by Sagar Garuda
Updated over a week ago

Available Macros to Customize the Email Notification for Service Data Forms

Learn about macros and how you can use them to customize the Service Data Form notification

Written by Sagar Garuda
Updated over a week ago

Configure Email and Text Notifications for Thank You

Learn how to send a thank you note to your guests by configuring automated email and text messages (SMS)

Written by Sumayya Fatima
Updated over a week ago

Available Macros for Thank You Notifications

Learn what are macros and how you can use them to customize thank you email/text message (SMS) notifications

Written by Sumayya Fatima
Updated over a week ago

Configure Feedback in Thank You Notifications

Learn how to configure the feedback option for an organization that has all its centers collect feedback

Written by Urmilla Chandran
Updated over a week ago

Configure Feedback: Most of the Centers collect Feedback

Written by Sumayya Fatima
Updated over a week ago

Configure Feedback: Fewer centers collect the feedback

Written by Sumayya Fatima
Updated over a week ago

Add link to Guest Intake Form in the appointment confirmation email

Learn how to include link to guest intake form in the Appointment Confirmation Email template so that guests can fill intake form in advance

Written by Sumayya Fatima
Updated over a week ago

Most of the Centers Prefer Sending the Intake Form by Email

Written by Sumayya Fatima
Updated over a week ago

Fewer centers prefer sending Intake Form by email

Written by Sumayya Fatima
Updated over a week ago

Configure Appointment Book Access

Learn how to provide Appointment Book access for your employees

Written by Mariam Shareef
Updated over a week ago

Hide unused features in Appointment Book

Written by Mariam Shareef
Updated over a week ago

No confirmation message appears when selecting a therapist type

Learn why you are not getting a confirmation message when selecting a therapist type in the appointment book.

Written by Mariam Shareef
Updated over a week ago

Why is the service tab not showing up in the Point of Sale (POS)?

Written by Vinay Antony Payyapilly
Updated over a week ago

Appointment Book: Hide Financial Summary

Learn how to hide the financial summary footer at bottom of the Appointment Book.

Written by Mariam Shareef
Updated over a week ago

Appointment overlapping with blockout time

Learn how to avoid booking an appointment over a blockout time.

Written by Mariam Shareef
Updated over a week ago

Revenue Summary Report

Written by Sumayya Fatima
Updated over a week ago

Not able to reopen, edit, or delete an old invoice

Learn why you are not able to reopen, edit, or delete an old invoice.

Written by Mariam Shareef
Updated over a week ago

How to create overlapping blockouts for the same employee?

Learn how to overlap two blockouts for a provider with the same start and end time.

Written by Mariam Shareef
Updated over a week ago

How to find out which register an invoice belongs to?

Written by Urmilla Chandran
Updated over a week ago

Which roles can see Appointment Book by default?

Written by Urmilla Chandran
Updated over a week ago

How to find and close a particular guest's open invoices?

Learn how to quickly find a guest's open invoices

Written by Urmilla Chandran
Updated over a week ago

Appointment Book: Hide Guest Details from Service Providers

Learn how to hide guest details from service providers on desktop.

Written by Mariam Shareef
Updated over a week ago

How do I search for No-Show appointments and close them?

Learn how to find No-Show appointments and close their invoices by applying or waiving the No Show Fee

S

Written by Siddhanta Sahu
Updated over a week ago

How do I change the Appointment Book time slots?

Written by Abhay Anumula
Updated over a week ago

How do I move a therapist up in the appointment book?

Learn how to configure the order of display for providers on the Appointment Book

S

Written by Siddhanta Sahu
Updated over a week ago

How Do I Change the Name of the Person Who Made a Sale in Closed Invoice

Learn how you can edit the employee name who made the sale after collecting payment

Written by Urmilla Chandran
Updated over a week ago

I'm unable to move an appointment or a block out time

Written by Sagar Garuda
Updated over a week ago

How to create a recurring block out time?

Written by Urmilla Chandran
Updated over a week ago

What do the different symbols in the Appointment Book mean?

Written by Urmilla Chandran
Updated over a week ago

Appointment Status is Red

Learn when an appointment status is red and what you should do next

Written by Sagar Garuda
Updated over a week ago

Can I split tips among therapists?

Learn how you can split tips among providers and other employees who sell items (such as products, packages, memberships)

Written by Sagar Garuda
Updated over a week ago

Can I collect multiple tips using a single credit card if I have an integrating payment processing set up?

Written by Sagar Garuda
Updated over a week ago

How to add or edit a center's VAT number?

Written by Sagar Garuda
Updated over a week ago

Can I modify services in a closed invoice?

Written by Sagar Garuda
Updated over a week ago

Why didn't my guest receive an appointment reminder notification?

Written by Sagar Garuda
Updated over a week ago

Can I print receipts with promotion names included?

Written by Sagar Garuda
Updated over a week ago

How to customize invoice labels?

Learn how to reset the default labels for invoice number, receipt number, and payment number

Written by Sagar Garuda
Updated over a week ago

How to customize the label for tips?

Learn how to reset the default label for tips in your organization

Written by Sagar Garuda
Updated over a week ago

Can I move an appointment if a discount, membership redemption, or campaign is applied to its invoice?

Written by Sagar Garuda
Updated over a week ago

My Appointment Book looks cluttered. Is there a way to hide some services?

You can hide all services added directly in POS when collecting payments, from showing up in the Appointment Book

Written by Sumayya Fatima
Updated over a week ago

How to print membership balance without taxes on receipts?

Written by Sagar Garuda
Updated over a week ago

How is the tips percentage calculated?

Learn how Zenoti calculates the tips percentage that you set up at your center

Written by Sagar Garuda
Updated over a week ago

Why is an appointment missing product consumption details even when services have been set up to automatically track product consumption?

Written by Sagar Garuda
Updated over a week ago

How to delete a closed invoice?

Written by Sagar Garuda
Updated over a week ago

How do I backdate a closed invoice?

Learn how to change the transaction dates on an invoice

Written by Sagar Garuda
Updated over a week ago

Can I add comments in a closed invoice?

Written by Sagar Garuda
Updated over a week ago

Why is an invoice locked?

Learn why it is a good practice to lock invoices; actions you 'can' and 'cannot' perform on such invoices; and how to unlock such invoices

Written by Urmilla Chandran
Updated over a week ago

I am Unable to Close the Register Because Invoices are Open

Written by Mariam Shareef
Updated over a week ago

How to change a therapist's name on a closed invoice?

Written by Sagar Garuda
Updated over a week ago

How to modify an open invoice with an online credit card payment?

Written by Sagar Garuda
Updated over a week ago

What are service segments?

Learn about the servicing time, processing time, and finishing time segments, and why you need them

Written by Urmilla Chandran
Updated over a week ago

What scanner can I use to scan a boarding pass?

Learn about the scanner Zenoti supports to scan a boarding pass.

Written by Sumayya Fatima
Updated over a week ago

Troubleshooting: Failed email or text message delivery to service providers

Troubleshooting tips for a failed email or text message notification to service providers

Written by Sagar Garuda
Updated over a week ago

How do I delete notes from the guest profile?

Learn the steps for deleting the notes in the guest profile

Written by Abhay Anumula
Updated over a week ago

Troubleshooting: Failed email or text message delivery to guests

Troubleshooting tips for failed email or text message notifications to guests

Written by Sagar Garuda
Updated over a week ago