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Appointment Book
Appointment Book
Everything you need to know about appointments, payment collection, invoices, and guest profiles
+4
253 articles in this collection
Written by
Sagar Garuda,
Urmilla Chandran,
Abhay Anumula
and 4 others
Updated Appointment Book Look and Feel
Learn about the new, subtler colors on the Appointment Book
Written by
Urmilla Chandran
Updated over a week ago
Get Started with the Appointment Book
Explore the New Appointment Book
Learn about the new and enhanced Appointment Book 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 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
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
Check In and Check Out Employees
Learn how to clock in and clock out employees using the Appointment Book
Written by
Sagar Garuda
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
Book and Manage Appointments
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
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
Upsell Services and Retail using Handy Information on Job Card
Learn how 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
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
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
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
Manage Payments
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
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
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 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
Manage Invoices
How to Open an Invoice?
Learn the different ways you can open an invoice
Written by
Sagar Garuda
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
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
Written by
Sagar Garuda
Updated over a week ago
Maintain Separate Product Sales
Learn how to separate product sales from other sale items in your organization
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
Process Refunds
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
Urmilla Chandran
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 yesterday
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 yesterday
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
Manage Guests
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 Search box
Learn how to search for a guest and view guest details
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 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
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
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
Emailing the Guest Custom Data Form
Know the methods to email the Guest Custom Data form to the guest
Written by
Sagar Garuda
Updated over a week ago
Entering Data in Guest Custom Fields
Capture additional guest related information beyond the regular guest details
Written by
Sagar Garuda
Updated over a week ago
Manually Entering Details in the Guest Custom Data Form
Know how to enter details manually into the Guest Custom Data form from the guest's profile
Written by
Sagar Garuda
Updated over a week ago
Register Closure
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
Sumayya Fatima
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
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
Notifications
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 the 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 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
FAQ and Troubleshooting
How to find out which register an invoice belongs to?
Written by
Urmilla Chandran
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
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
Connect
Connect: Overview
Learn how to leverage Connect as a tool of coordination between your employees and guests
Written by
Abhay Anumula
Updated over a week ago
Work with Connect
Learn how you can send messages to guests, mark messages as unread, and create a new guest profile
Written by
Abhay Anumula
Updated over a week ago
Connect: Auto Respond to Texts Received after Working Hours
Learn how you can send auto-responses to text messages that you receive after your center is closed
Written by
Abhay Anumula
Updated over a week ago
Connect: Work with Saved Responses
Know what saved responses are and how you can create one
Written by
Abhay Anumula
Updated over a week ago
Connect: Configure Role Based Access
Learn how you can provide role-based access of Connect to your employees
Written by
Abhay Anumula
Updated over a week ago
Connect: Enable Notifications with Sound
Learn how you can enable notifications with sound for Connect
Written by
Abhay Anumula
Updated over a week ago
Connect: Use Keyword Notifications
Learn how you can add keywords to Connect to view specific messages and receive notifications for the same
Written by
Abhay Anumula
Updated over a week ago
Connect: Configure Browser Notifications
Learn how you can configure browser notifications to allow Connect to notify you of guest messages
Written by
Abhay Anumula
Updated over a week ago
Connect: FAQ
Frequently Asked Question on Connect
Written by
Abhay Anumula
Updated over a week ago