Guest Management

Guest Management Handbook

Written by Jishnu Ramakrishnan
Updated over a week ago

Guest Profile: Add or View Private Guest Notes

Learn how you can add or view private guest notes in the guest profile.

Written by Mariam Shareef
Updated over a week ago

Guest Profile: Manage sales opportunities

Keep track of opportunities and upsell services, products, packages, or memberships using info in the guest profile

Written by Urmilla Chandran
Updated over a week ago

Appointment Book: Redeem Referral Code

Learn how front-desk staff can add referral details while booking appointments and how they can redeem referral codes during checkout.

Written by Mariam Shareef
Updated over a week ago

Appointment Book: How Does the Referral Reward Program Work?

Learn how the referral reward program works on the appointment book.

Written by Mariam Shareef
Updated over a week ago

Add a New Guest

Learn how to create a new guest from the Loyalty Module

Written by Sagar Garuda
Updated over a week ago

Overview of Guest Categories

Get an overview on Guest Categories in Zenoti

Written by Sagar Garuda
Updated over a week ago

Types of Guest Categories

Learn the different types of guest categories you can segregate your guests into

Written by Sagar Garuda
Updated over a week ago

Define Guest Categories

Written by Sagar Garuda
Updated over a week ago

Invalid Guest Accounts

Learn when and why you will see duplicate or invalid guest accounts

Written by Sagar Garuda
Updated over a week ago

Delete Invalid Guest Accounts

Learn how you can delete invalid or duplicate guest accounts

Written by Sagar Garuda
Updated over a week ago

Merge Duplicate Guest Accounts Using Auto Search

Learn how you can merge duplicate guest accounts from the loyalty module using auto search

Written by Sagar Garuda
Updated over a week ago

Merge Duplicate Guest Accounts Using Manual Search

Learn how you can merge duplicate guest accounts from the loyalty module using manual search

Written by Sagar Garuda
Updated over a week ago

Streamline Guest Management with Employee Tasks

Promote better guest management by enabling tasks for employees

Written by Urmilla Chandran
Updated over a week ago

Create and Track Tasks to Manage Guests Better

Learn how to create and manage tasks from My Dashboard or a Guest Profile to enhance the guest management aspect of your business

Written by Urmilla Chandran
Updated over a week ago

Label Private Guest Notes in Guest Profile

Learn how to configure private guest notes in Zenoti for service providers.

Written by Mariam Shareef
Updated over a week ago

Configure Role Permissions for Private Guest Notes

Learn how to configure role permission settings to control the visibility of private guest notes.

Written by Mariam Shareef
Updated over a week ago

Referral Marketing: Discounts

Written by Sumayya Fatima
Updated over a week ago

Referral Reward Program in a Nutshell

Written by Sumayya Fatima
Updated over a week ago

Set up the Referral Reward Program

Learn how you to set up the reward program to award your loyal guests and entice new guests

Written by Sumayya Fatima
Updated over a week ago

Set up Automated Referral Thank You Notifications

Learn how to thank your loyal guests for referring other guests

Written by Sumayya Fatima
Updated over a week ago

Share Guest Referral Code in Notifications

Written by Sumayya Fatima
Updated over a week ago

Guest Referral Effectiveness Report

Written by Sumayya Fatima
Updated over a week ago

What to do if a referral discount isn't working?

Written by Sumayya Fatima
Updated over a week ago

How to enable free service revenue for referral marketing?

Written by Sumayya Fatima
Updated over a week ago

Referral Reward Program: FAQ

Written by Sumayya Fatima
Updated over a week ago

Guest Feedback: Overview

Learn about the steps in setting up and using the feedback experience

Written by Urmilla Chandran
Updated over a week ago

Guest Feedback v2: The Big Picture

Refer to the info graphics to understand how administrators configure this feedback experience (v2) and how guests provide their reviews

Written by Urmilla Chandran
Updated over a week ago

Guest Feedback v2: Enter Feedback

Learn how guests can use different channels to leave feedback on their experience

Written by Urmilla Chandran
Updated this week

Guest Feedback v2: Set Up the Feedback Experience

Learn how to create the feedback experience for your guests

Written by Urmilla Chandran
Updated over a week ago

Guest Feedback v1: Create a Feedback Form

Learn how to create or customize a feedback form

Written by Sagar Garuda
Updated over a week ago

Guest Feedback v1: Capture Guest Feedback

Learn about the different ways in which you can capture feedback from the guests

Written by Sagar Garuda
Updated over a week ago

Guest Feedback v1: Enter Guest Feedback from the Appointment Book

Learn how you can record a guest feedback from the appointment book

Written by Sagar Garuda
Updated over a week ago

Enter or View Guest Feedback from the Guest Profile

Learn how to record or view guest feedback from the Guest Profile

Written by Sagar Garuda
Updated over a week ago

Enable Printing of Feedback Form at the Organization Level

Written by Sagar Garuda
Updated over a week ago

Print a Feedback Form on Receipt

After you create a feedback form, learn how to print the feedback form on every invoice, receipt, or both.

Written by Sagar Garuda
Updated over a week ago

Can I Capture Net Promoter Score (NPS) using Zenoti?

Written by Sagar Garuda
Updated over a week ago

Guest Feedback Summary (v2) Report

Written by Urmilla Chandran
Updated over a week ago

Guest Feedback Details (v2) Report

Written by Urmilla Chandran
Updated over a week ago

Guest Average Feedback (v2) by Day Report

Written by Urmilla Chandran
Updated over a week ago

Report: Guest Retention Summary - by Service

Written by Sagar Garuda
Updated over a week ago

Report: Guest Retention Summary - by Center

Written by Sagar Garuda
Updated over a week ago

Report: Guest Retention Summary - by Therapist

Written by Sagar Garuda
Updated over a week ago

Turnaways Report

Written by Sagar Garuda
Updated over a week ago

Employee Tasks Report

Learn how to access and use the Employee Tasks report for better guest management

Written by Urmilla Chandran
Updated over a week ago

Guest Feedback v2: FAQ

Frequently asked questions on Feedback v2 in Zenoti

Written by Jishnu Ramakrishnan
Updated over a week ago

How do I add a new guest?

Learn how to create a new guest profile

Written by Urmilla Chandran
Updated over a week ago

How to access a guest's profile?

Written by Urmilla Chandran
Updated over a week ago

How to reset a guest's password?

Written by Urmilla Chandran
Updated over a week ago

How many categories a guest can be part of?

Learn how many categories a guest can be part of. Also learn why a guest can be categorized as both recent and non-recent guest

Written by Sagar Garuda
Updated over a week ago