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Zenoti Administration
Zenoti Administration
Learn how to set up and manage the functions at your organization or center
+9
254 articles in this collection
Written by
Brian Gordon,
Sagar Garuda,
Urmilla Chandran
and 9 others
Introduction to Zenoti Admin
Zenoti Admin: Overview
Find useful links to the tasks that you can perform from the Admin tab
Written by
Sagar Garuda
Updated over a week ago
Zenoti Admin Refresh - Phase 1
Written by
Abhay Anumula
Updated over a week ago
Zenoti Admin Home Page
Know the different Admin level views available in Zenoti
Written by
Sagar Garuda
Updated over a week ago
General Setup Options for an Organization
Know how to customize settings and get your business running
Written by
Sagar Garuda
Updated over a week ago
Add new centers in Zenoti
Written by
Sreenivas Prabhath Narem
Updated over a week ago
General Setup Options for a center
Know how to customize the settings available for a center
Written by
Sagar Garuda
Updated over a week ago
Update General Center Business Details
Know how to edit the your center's business details such as center name, address, and language
Written by
Sagar Garuda
Updated over a week ago
Update General Organization Business Details
Know how to update your organization's business information such as location information, sales tax information, currency settings, and logo
Written by
Sumayya Fatima
Updated over a week ago
Timeout Users after a Period of Inactivity
Learn about the setting you can use to log out users after a period of inactivity so as to prevent unauthorized use of Zenoti
Written by
Urmilla Chandran
Updated over a week ago
Set Up Preferred Booking Intervals of Providers
Learn how to enable preferred booking intervals, set provider interval, and view bookable slots on Appointment Book
Written by
Urmilla Chandran
Updated over a week ago
Create Call Dispositions
Learn what call dispositions are and how you can create them in Zenoti
Written by
Urmilla Chandran
Updated over a week ago
Track Changes to Employee Schedule
See who created, updated, or deleted an employee schedule and when, using the Change Settings Log
Written by
Urmilla Chandran
Updated over a week ago
System Requirements, Browser and Printer Settings
Configure Epson TM-T-82 Printer Properties
Learn how to configure TM-T-82 printer settings to print receipts as per your business requirement.
Written by
Jishnu Ramakrishnan
Updated over a week ago
Install Epson TM-U220 Drivers
Learn how to install Epson TM-U220 drivers and virtual port
Written by
Jishnu Ramakrishnan
Updated over a week ago
Configure Epson TM-T88VI Printer Properties
Learn how to configure Epson TM-T88VI printer settings to print receipts as per your business requirement
Written by
Jishnu Ramakrishnan
Updated over a week ago
Set Up Epson TM-T88VI Printer
Learn how to print receipts using the Epson TM-T88VI printer
Written by
Jishnu Ramakrishnan
Updated over a week ago
Install Epson TM-T88VI Drivers
Written by
Jishnu Ramakrishnan
Updated over a week ago
Set Up Epson TM-T-82 Printer
Learn how to print receipts using the Epson TM-T-82 printer
Written by
Jishnu Ramakrishnan
Updated over a week ago
Configure Epson TM-U220 Printer Properties
Written by
Jishnu Ramakrishnan
Updated over a week ago
Install Epson TM-T-82 Drivers
Learn how to install Epson TM-T-82 Drivers
Written by
Jishnu Ramakrishnan
Updated over a week ago
Set Up Epson TM-U220 Printer
Learn how to print receipts using the Epson TM-U220 printer
Written by
Jishnu Ramakrishnan
Updated over a week ago
Subscribe to Zenoti’s Status Page
Get alerts about scheduled server maintenance, upgrades, partial downtime, and more by subscribing to the Zenoti’s Status page
Written by
Abhay Anumula
Updated over a week ago
Hardware and Software Requirements to Run Zenoti
Supported hardware, software, browser, and operating system (Windows and Mac) to run Zenoti
Written by
Urmilla Chandran
Updated this week
Check the Hardware Specifications of your System
Learn how you can check the hardware specifications of your system (PC, Mac, or iPad)
Written by
Abhay Anumula
Updated over a week ago
Planning for the Unexpected
While extremely rare, system outages and connectivity interruptions can sometimes occur. Are you ready?
Written by
Brian Gordon
Updated over a week ago
Basic Troubleshooting: Zenoti is Not Loading or is Responding Slowly
What to do if Zenoti is slow
Written by
Sumayya Fatima
Updated over a week ago
Advanced Troubleshooting: Zenoti Responding Slowly or Not Loading
Troubleshooting steps for advanced users when Zenoti responds slowly or does not load
Written by
Sumayya Fatima
Updated over a week ago
Download and Share Google Chrome’s Console File
Learn how you can download the Google Chrome’s console file and share it with the Zenoti Support to help identify and troubleshoot issues
Written by
Abhay Anumula
Updated over a week ago
Browser Settings to Print Receipts and Invoices
Written by
Sagar Garuda
Updated over a week ago
Google Chrome Printer Settings
Google Chrome Browser settings for printing receipts and invoices
Written by
Sagar Garuda
Updated over a week ago
Mozilla Firefox Printer Settings
Mozilla Firefox settings for printing receipts and invoices
Written by
Sagar Garuda
Updated over a week ago
Barcode Print Settings
Learn how to configure barcode print settings for your center
Written by
Sagar Garuda
Updated over a week ago
Apple Safari Browser Printer Settings
Apple Safari Browser Settings for printing receipts and invoices
Written by
Sagar Garuda
Updated over a week ago
Recommended Printers and Barcode Scanners
Written by
Jishnu Ramakrishnan
Updated this week
Configuring Star TSP 100 Printer Settings
Complete these setups to ensure that your receipts are printed correctly using your Star TSP 100 printer
Written by
Sagar Garuda
Updated over a week ago
Star TSP 100 Printer Settings: Configure Printer Properties in Windows
Read these instructions to make Star TSP 100 as your default printer and then change some of the printer properties
Written by
Sagar Garuda
Updated over a week ago
Star TSP 100 Printer Settings: Change Browser Settings
Update the browser settings to ensure the printer output is formatted correctly
Written by
Sagar Garuda
Updated over a week ago
Setup and Configure Posiflex Aura-6800U Printer
Learn how to set up and configure the Posiflex Aura-6800U printer
Written by
Jishnu Ramakrishnan
Updated over a week ago
Setup Epson TM-m30 Printer
Learn how to print receipts using the Epson TM-m30 printer
Written by
Jishnu Ramakrishnan
Updated over a week ago
Install Epson TM-m30 Drivers
Learn how to install necessary installation files to setup Epson TM-m30 printer for your business
Written by
Jishnu Ramakrishnan
Updated over a week ago
Configure Epson TM-m30 Printer Properties
Learn how to configure printer properties for Epson TM-m-30
Written by
Jishnu Ramakrishnan
Updated over a week ago
Set Up TVS Electronics Model - BS-C101 Star Barcode Scanner
Written by
Jishnu Ramakrishnan
Updated over a week ago
Set Up Socket Mobile CHS 7ci Bluetooth Hand Scanner
Learn how to set up Socket Mobile CHS 7Ci Barcode Scanner
Written by
Jishnu Ramakrishnan
Updated over a week ago
Set Up Zebra LS2208 Barcode Scanner
Learn how to set up Zebra LS2208 Barcode Scanner
Written by
Jishnu Ramakrishnan
Updated over a week ago
Manage your Zenoti Settings
Enable functions and features at the organization level
Written by
Sreenivas Prabhath Narem
Updated over a week ago
Security Role Permissions: Administrator Functions
Written by
Abhay Anumula
Updated over a week ago
Enable PIN Login for a Center
Learn how to enable PIN login at the center level, generate and email PINs for employees, and configure PIN automatic log out time
Written by
Mariam Shareef
Updated over a week ago
Enable PIN login for the organization
Learn how to enable the PIN login feature at the organization level.
Written by
Mariam Shareef
Updated over a week ago
Business Units
Know how business units are useful and how you can create a business unit
Written by
Sagar Garuda
Updated over a week ago
How to use Business Units to assess center performance?
Know how you can keep track of your center's performance
Written by
Sagar Garuda
Updated over a week ago
Improved search capabilities
Written by
Sreenivas Prabhath Narem
Updated over a week ago
Create and Use Tags
Know how to group guests, services, products, employees, packages or memberships based on a criteria and learn how to use tags for analysis
Written by
Sagar Garuda
Updated over a week ago
Disable cross center redemptions
Learn how to restrict redemptions of packages, gift cards, and prepaid cards only to the center where they were purchased
Written by
Sagar Garuda
Updated over a week ago
Impact of Disabling Cross Center Redemptions
Learn how disabling cross center redemptions affects various screens in Zenoti
Written by
Sagar Garuda
Updated over a week ago
What is Financial Lock?
Learn why and how to lock your financial data to prevent someone from editing your financial transactions
Written by
Urmilla Chandran
Updated over a week ago
Restrict Edits to Financial and Inventory Data: Overview
Learn about the edit lock and its impact on your business
Written by
Sumayya Fatima
Updated over a week ago
Restrict Edits to Financial Data with Edit Lock
Learn how you can use the edit lock to restrict changes to financial data for not more than 90 days in the past
Written by
Sumayya Fatima
Updated over a week ago
Restrict Edits to Inventory Data with Edit Lock
Learn how you can use the edit lock to restrict changes to inventory data for not more than 90 days in the past
Written by
Sumayya Fatima
Updated over a week ago
Difference between Edit lock and Financial Lock
Learn which actions are restricted by financial lock and edit lock and how they are applicable when both of them are enabled
Written by
Sumayya Fatima
Updated over a week ago
Impact of Locking your Financial Data
Learn if you can edit or backdate invoices, process refunds, collect payments, rebook appointments during the financial lock period.
Written by
Urmilla Chandran
Updated over a week ago
Enable the split commissions prompt
Learn how to enable your organization’s Point of Sale (POS) window to display a prompt for splitting commissions between multiple employees
Written by
Sagar Garuda
Updated over a week ago
Manage Organization Settings
Know how to configure your organization and center settings to manage your business
Written by
Sagar Garuda
Updated over a week ago
Settings to Activate Notifications and Alerts
Know how to enable email/text message notifications and alerts for guests and employees at your organization and center
Written by
Sagar Garuda
Updated over a week ago
Organization Settings: Appointment Book
Settings to help you set up the Appointment Book's layout and appearance, setup the appointment info panel, and appointment notifications
Written by
Sagar Garuda
Updated over a week ago
Organization Settings: Employee Management
Know the settings available to manage passwords, auto set-up employee codes, manage offs, employee check-ins, and manage tips/commissions
Written by
Sagar Garuda
Updated over a week ago
Organization Settings: Point of Sale (POS) Window
Know the settings available to manage the operations your front desk can perform from the POS window
Written by
Sagar Garuda
Updated over a week ago
Organization Settings: Zenoti Mobile
Settings that you can use to manage what your employees can perform using Zenoti Mobile
Written by
Sagar Garuda
Updated over a week ago
Prevent Unauthorized Appointment Deletions
Use an organization setting to restrict the front desk from deleting appointments that have product consumption or service custom data
Written by
Urmilla Chandran
Updated over a week ago
Settings for New Guest Creations and Guest Profiles
Know the organization and center level settings to manage guest profiles
Written by
Sagar Garuda
Updated over a week ago
Configure Center Level Settings for the Booking Wizard
Learn how to enable the Booking Wizard, enable editing appointments booked from the Booking Wizard and more
Written by
Urmilla Chandran
Updated over a week ago
Configure Parallel Services
Learn how to enable parallel services
Written by
Jishnu Ramakrishnan
Updated over a week ago
Manage Security
Configure Employee Password Policies
Enable settings that lay the rules for employee passwords in the interest of user security
Written by
Urmilla Chandran
Updated over a week ago
Set up 2FA using an authenticator app
Written by
Urmilla Chandran
Updated over a week ago
Authenticate a Machine
Learn everything about machine authentication
Written by
Sagar Garuda
Updated over a week ago
Default Security Roles and Permissions in Zenoti
Know the default security roles and the default permissions granted for each role
Written by
Sagar Garuda
Updated over a week ago
How to Manage Role-Based Permissions in Zenoti?
Learn how to modify the security roles and security permissions for employees in your organization
Written by
Sagar Garuda
Updated over a week ago
Security Role Permissions: Guest Manager Functions
Written by
Abhay Anumula
Updated over a week ago
General Settings for Role Permissions
Know the permissions you can use to allow or restrict the display of Zenoti's main menu, Appointment Book, and guest information
Written by
Sagar Garuda
Updated over a week ago
Descriptions: Security Permissions
Know what each permission function means and learn how to enable or disable the permission for a role
Written by
Sagar Garuda
Updated over a week ago
What permission would apply to an employee assigned to multiple roles?
Written by
Sagar Garuda
Updated over a week ago
Give limited control to center managers to manage center hours
Written by
Sumayya Fatima
Updated over a week ago
Enable OTP for your Organization
Learn how to set up the One-Time Password (OTP) authorization through email, text messaging, or both to process redemption's
Written by
Sumayya Fatima
Updated over a week ago
Enable OTP for your Center
Learn how to set up the One-Time Password (OTP) and default OTP for centers
Written by
Sumayya Fatima
Updated over a week ago
Set Up Cash Drawers
Set up cash drawers for Epson TM-T88IV
Written by
Abhay Anumula
Updated over a week ago
How to Set up Your Cash Drawer for a Windows PC?
Written by
Urmilla Chandran
Updated over a week ago
How to Set Up Cash Drawers for an iPad?
Written by
Urmilla Chandran
Updated over a week ago
How to Set up Your Cash Drawer for a Mac?
Written by
Urmilla Chandran
Updated over a week ago
Manage Payments
Tie Your Cash Registers to Computers or to Logged-In Users
Decide whether you want to tie your cash registers to computers (PCs, terminals, machines) or to the logged-in users
Written by
Urmilla Chandran
Updated over a week ago
Add Cash Registers
Maintain separate cash registers to track collections made by each of your front desk staff or if you want to "Mirror an invoice"
Written by
Sagar Garuda
Updated over a week ago
Add your Company Logo to Receipts
Learn how you can customize or brand your receipt with your organization’s logo
Written by
Urmilla Chandran
Updated over a week ago
Add Your Center’s Logo to Receipts
Learn how to add logos specific to your center if your business operates on a franchise model
Written by
Urmilla Chandran
Updated over a week ago
Choose the Default Action after an Invoice is Closed
Specify if Zenoti should 'Close and Print' or 'Close and Email' the invoice after full payment is received and invoice is closed
Written by
Urmilla Chandran
Updated over a week ago
Set Up ‘Other Fee’
Learn how you can set up Other Fee for your center to cover operating costs related to services
Written by
Urmilla Chandran
Updated over a week ago
Create a Custom Payment
Create custom payments and make them active for your organization
Written by
Urmilla Chandran
Updated over a week ago
Add or Modify a Bank Name
Learn how to capture the card issuing bank information for processing offline credit card transactions in Zenoti
Written by
Sagar Garuda
Updated over a week ago
Add or Modify a Terminal
Written by
Sagar Garuda
Updated over a week ago
Create Relationship Types
Know how you can add new relationship types for sharing of payment details between guests
Written by
Sagar Garuda
Updated over a week ago
Enable and Use BIR Receipts
Instructions for enabling the use of Bureau of Internal Revenue (BIR) format for invoicing (for businesses in Philippines)
Written by
Sagar Garuda
Updated over a week ago
Manage Services
Create Service Categories and Subcategories
Learn what are service parent categories and sub-categories
Written by
Sagar Garuda
Updated over a week ago
Create a Parent Category for Services
Learn to create a service category
Written by
Sagar Garuda
Updated over a week ago
Create Service Subcategories
Learn how to create a service sub-category under a parent category
Written by
Sagar Garuda
Updated over a week ago
Create a Service
Learn how to configure a service, add-on, couples' service, or service segment
Written by
Sagar Garuda
Updated over a week ago
Enter General Details of a Service
Know how to define the general details of a service
Written by
Sagar Garuda
Updated over a week ago
Enter the Center level Information of a Service
Enter the sale price and tax details for a service
Written by
Sagar Garuda
Updated over a week ago
Create a Service: Select Products
Define the products that are utilized for the service and track consumption automatically
Written by
Sagar Garuda
Updated over a week ago
Select Resources for a Service
Define the employees who can perform the service
Written by
Sagar Garuda
Updated over a week ago
Select Custom Fields for a Service
Define the list of service custom data fields you want to enable for the service
Written by
Sagar Garuda
Updated over a week ago
Configure the Online Catalog for a Service
Select the services you want to offer online
Written by
Sagar Garuda
Updated over a week ago
Configure the Online Catalog for an Add-On
Learn how you can configure the online catalog for an add-on and show the services you want to offer, online
Written by
Abhay Anumula
Updated over a week ago
Assign Add-ons to an Existing Service
Learn what are add-ons and how you can assign them to services
Written by
Sagar Garuda
Updated over a week ago
Set Up Custom Service Time for Services with Segments
Set up custom time for services for individual employees
Written by
Sagar Garuda
Updated over a week ago
Create a Service: Select Variants
Create variants that you want to club with the service
Written by
Sagar Garuda
Updated over a week ago
Add Related Items to a Service
Map related services and products to the service so that they appear in the webstore
Written by
Sagar Garuda
Updated over a week ago
Define Service Segments
Learn how to categorize the various steps involved in a service
Written by
Urmilla Chandran
Updated over a week ago
Define the Order of Services in an Appointment
For efficiency and best results, specify the order in which services must be performed - for example, a massage before a facial
Written by
Urmilla Chandran
Updated over a week ago
Reduce the Duration of Multiple Services
Learn how to shorten the overall duration of services with similar finish segments using Shrink Service Groups
Written by
Urmilla Chandran
Updated over a week ago
Configure Job Card to Show Guest Service and Retail History
Learn how to configure a job card to show guest purchase history - providers can then use this information to upsell services and retail
Written by
Urmilla Chandran
Updated over a week ago
Configure Prerequisite Services: Worked Example
Learn how to set up prerequisite services
Written by
Urmilla Chandran
Updated over a week ago
What are Demand Price Groups?
Learn how you can set custom prices for services and assign them to services offered by your center
Written by
Sagar Garuda
Updated over a week ago
Create Demand Price Groups
Instructions to create various demand price groups and assign them to services
Written by
Sagar Garuda
Updated over a week ago
Assign Demand Price Groups
Learn how to assign demand price groups to services offered by your center
Written by
Sagar Garuda
Updated over a week ago
Delete a Service
Know how to remove a service
Written by
Sagar Garuda
Updated over a week ago
Enable Virtual Appointments
Learn how to configure Zenoti for virtual appointments
Written by
Urmilla Chandran
Updated over a week ago
Customize Guest Related Forms & Appointments
Create or update a Custom List
Learn how to add new list values or edit the existing list values for custom fields
Written by
Sagar Garuda
Updated over a week ago
Create Guest Custom Fields
Know how to create custom fields to capture additional guest information
Written by
Sagar Garuda
Updated over a week ago
Create Service Custom Fields
Learn to create custom fields for services to store specific information about each service
Written by
Sagar Garuda
Updated over a week ago
Edit a Service Custom Field
Learn how to update an existing service custom field
Written by
Sagar Garuda
Updated over a week ago
Create Reasons
Learn how to create a list of reasons to use when canceling a membership or appointment, deleting an appointment, or in turnaways
Written by
Sagar Garuda
Updated over a week ago
Create Referrals
Learn how to add referral sources and make them available to centers
Written by
Sagar Garuda
Updated over a week ago
Enable the 'Other' Gender Option
Organization settings to enable the third gender option
Written by
Sumayya Fatima
Updated over a week ago
Manage Products
Simplified Vendor-Product Association
Written by
Sumayya Fatima
Updated over a week ago
Why don't I see the Add button to add a new product?
Written by
Sumayya Fatima
Updated over a week ago
How to make a product as active?
Written by
Sumayya Fatima
Updated over a week ago
Create Product Categories and Subcategories
Learn how to create a product sub-category under a parent category
Written by
Sagar Garuda
Updated over a week ago
Create a Parent Category for Products
Learn how to create a product category
Written by
Sumayya Fatima
Updated over a week ago
Add or Update a Brand
Written by
Sreenivas Prabhath Narem
Updated over a week ago
Add or Update a Product
Learn how to create a product or edit its details in Zenoti
Written by
Sumayya Fatima
Updated over a week ago
Bulk Update Product Price and Tax
Written by
Sumayya Fatima
Updated over a week ago
Create Product Subcategories
Learn how to create a product sub-category under a parent category
Written by
Sumayya Fatima
Updated over a week ago
Enter General Details of a Product
Know the general details you must enter when adding or updating a product
Written by
Sagar Garuda
Updated over a week ago
Define Sale Price and Center Tax for a Product
Choose the centers where the product is available, define the price and tax applicable for each center, and define your inventory alerts
Written by
Sumayya Fatima
Updated over a week ago
Add Variants to a Product
Know how to assign variants to a product
Written by
Sagar Garuda
Updated over a week ago
Catalog Settings for a Product
Know how to configure a product for display on your Webstore v1
Written by
Sagar Garuda
Updated over a week ago
Assign Related Products and Services to a Product
Learn how you can cross-sell products and services to guests on your webstore
Written by
Sagar Garuda
Updated over a week ago
Delete a Product
Know how to make a product inactive for use
Written by
Sagar Garuda
Updated over a week ago
Activate or Deactivate a Product
Learn about activating and deactivating a product in Zenoti
Written by
Sumayya Fatima
Updated over a week ago
Manage Inventory
Enable Aveda integration
Written by
Sreenivas Prabhath Narem
Updated over a week ago
Enable Partial Audits
Written by
Sreenivas Prabhath Narem
Updated over a week ago
Alert Your Front Desk when Stock Levels are Low
Front desk can view real-time stock levels in the POS and take appropriate action during sale of retail products
Written by
Urmilla Chandran
Updated over a week ago
Manage Rooms and Equipments
Managing Room Categories and Rooms
Learn how using Room Categories and associating Rooms to these Categories can help you organize and manage your services
Written by
Sagar Garuda
Updated over a week ago
Create Rooms
Step-by-step instruction to help you create rooms, assign them to services, and add rules for reservations
Written by
Sagar Garuda
Updated over a week ago
Create Rooms: Enter General Room Information
Provide general information about the room when adding a room for your center
Written by
Sagar Garuda
Updated over a week ago
Create Rooms: Associate Services to Rooms
Select the services that can be delivered in the Room
Written by
Sagar Garuda
Updated over a week ago
Create Rooms: Define Reservation Rules for Rooms
Reserve a room for a specific duration
Written by
Sagar Garuda
Updated over a week ago
Configure Rooms for Parallel Services
Learn how to configure rooms for parallel services
Written by
Jishnu Ramakrishnan
Updated over a week ago
Assigning Equipment to Services
Learn how you can add or remove a service associated with an equipment
Written by
Sagar Garuda
Updated over a week ago
Assigning Equipment to Rooms
Learn how to assign your equipment to rooms at your center
Written by
Sagar Garuda
Updated over a week ago
Modifying a Room
Learn to modify the settings of an existing room in Zenoti
Written by
Sagar Garuda
Updated over a week ago
Creating Room Categories
Create Room Categories and assign them to the appropriate services and treatments that you offer
Written by
Sagar Garuda
Updated over a week ago
Editing Service Equipment Details
Learn how to update your existing service equipment details in Zenoti
Written by
Sagar Garuda
Updated over a week ago
Create a Block Out Time Type for a Room
Use Block Out Times Types to indicate why a room is unavailable for bookings; also show the duration for which a room is unavailable
Written by
Urmilla Chandran
Updated over a week ago
Manage Communication
Zenoti's Messaging and Usage Guidelines
Messaging guidelines for marketing and transactional communication
Written by
Sumayya Fatima
Updated over a week ago
Configure Email/Text Notification for Scheduled Package Payment Failures
Written by
Sumayya Fatima
Updated over a week ago
Localization: Language Preference for Notifications and Campaigns
Written by
Sumayya Fatima
Updated over a week ago
Manage Domains
Written by
Sumayya Fatima
Updated over a week ago
Localization: Zenoti Transactional Templates
Written by
Sumayya Fatima
Updated over a week ago
Configure Sender Name and Sender Email at Center Level
Written by
Sumayya Fatima
Updated over a week ago
Set up email alerts for SSL certificate expiry
Learn how you can set up email notifications to trigger when SSL certificate is about to expire
Written by
Jishnu Ramakrishnan
Updated over a week ago
Notifications: Single Opt-in and Double Opt-in
Written by
Sumayya Fatima
Updated over a week ago
Double Opt-in: Take consent from guests before sending notifications
This article is about the Double Opt-in option for transactional and marketing notifications.
Written by
Sumayya Fatima
Updated over a week ago
FAQ: Single Opt-in and Double Opt-in
Written by
Sumayya Fatima
Updated over a week ago
Register Notification Content on DLT (India)
This article is only for businesses operating in India.
Written by
Sumayya Fatima
Updated over a week ago
Send no-show details using the No-Show template
Written by
Sumayya Fatima
Updated over a week ago
Set Up and Configure Domain Names for your Business Emails
Written by
Sumayya Fatima
Updated over a week ago
Include business name in notifications - only for India Businesses
Written by
Sumayya Fatima
Updated over a week ago
Step 1: Register your business as an entity with DLT
This article is only for businesses operating in India
Written by
Sumayya Fatima
Updated over a week ago
Step 2: Share details with Zenoti
This article is only for businesses operating in India
Written by
Sumayya Fatima
Updated over a week ago
DLT Registration: Documents required for KYC
This article is only for businesses operating in India
Written by
Sumayya Fatima
Updated over a week ago
DLT Registration FAQ
This article is only for businesses operating in India
Written by
Sumayya Fatima
Updated over a week ago
Set Up Email/SMS Templates for your business
Written by
Sumayya Fatima
Updated over a week ago
Configure Email or SMS Template Notifications
Know how to edit the email/text (SMS) template notifications for your organization
Written by
Sagar Garuda
Updated over a week ago
Localization: Send Transactional Notifications in Different Languages
Written by
Sumayya Fatima
Updated over a week ago
Enable Zenoti Alerts
Know how to allow alerts for your organization to receive an SMS or email notification when a specific criterion is not met
Written by
Sagar Garuda
Updated over a week ago
Understanding Employee Alerts
Learn about the available alerts you can use to trigger email or SMS notifications
Written by
Sagar Garuda
Updated over a week ago
Activate and Define Employee Alerts for your Organization
Learn how you can enable and edit various alert rules for all centers in your organization
Written by
Sagar Garuda
Updated over a week ago
Activate and Define Employee Alerts for a Center
Learn how you can override the organization level alert definition for a center
Written by
Sagar Garuda
Updated over a week ago
Using HTML Templates in Email Campaigns
Use Zenoti's sample templates for your own email campaigns
Written by
Sagar Garuda
Updated over a week ago
Taxes
Create Tax Groups
Learn how to define tax types, tax components, and assign them to centers
Written by
Sagar Garuda
Updated over a week ago
Enter General Details of a Tax Group
Written by
Sagar Garuda
Updated over a week ago
Enter Tax Component Details of a Tax Group
Select tax components, define the tax percentage, calculation method, and the order of tax deduction
Written by
Sagar Garuda
Updated over a week ago
Associate Tax Groups to Various Items in a Center
Learn how to assign tax types with services, classes, products, packages, memberships, inventory, and gift cards
Written by
Sagar Garuda
Updated over a week ago
How to Add Swacch Bharat Cess Component to Service Tax?
Written by
Sagar Garuda
Updated over a week ago
How to Add Krishi Kalyan Cess Component to Service Tax?
Written by
Sagar Garuda
Updated over a week ago
Zenoti and Compliances
How to Report a Security Event or Incident
Written by
Sagar Garuda
Updated over a week ago
Zenoti and GDPR Compliance
Learn about privacy settings for guests - they can manually opt into receiving marketing communications, print their guest profiles and more
Written by
Urmilla Chandran
Updated over a week ago
Zenoti and TCPA Compliance
Written by
Urmilla Chandran
Updated over a week ago
Manage Prescriptions and Prescription Sets
Manage Prescriptions
Useful links to help you manage prescriptions at your organization and center
Written by
Sagar Garuda
Updated over a week ago
Enable Prescriptions for your Organization
Written by
Sagar Garuda
Updated over a week ago
Enable Prescriptions for your Center
Written by
Sagar Garuda
Updated over a week ago
Enable Signing of Prescriptions
Know how you can allow doctors or specialists at your center to sign issued prescriptions
Written by
Sagar Garuda
Updated over a week ago
Allow Specific Employees to Sign Prescriptions
Know how to give selected doctors and specialists the ability to sign prescriptions
Written by
Sagar Garuda
Updated over a week ago
Create Prescription Sets
Learn how to create a prescription
Written by
Sagar Garuda
Updated over a week ago
Standard Prescription Email Template
Know how to configure the default format of prescriptions that are emailed or printed from the Appointment Book or Guest Profile
Written by
Sagar Garuda
Updated over a week ago
Available Macros to Customize the Standard Prescription Email Template
Learn what are macros and how you can use them to customize the standard prescription notification
Written by
Sagar Garuda
Updated over a week ago
Print a Prescription
Know how you can print a prescription from the Appointment Book
Written by
Sagar Garuda
Updated over a week ago
Biometric Resources
Waiving Off Biometric Check-in and Checkout
Written by
Sagar Garuda
Updated over a week ago
Biometric Authentication Doesn't Work with Google Chrome
Written by
Sagar Garuda
Updated over a week ago
Biometric Device not Recognised by the Machine in Firefox
Written by
Sagar Garuda
Updated over a week ago
Set Up Zenoti for Ramadan
Set Up Your Center Timings during Ramadan
Learn how to update your center timings during the month of Ramzan
Written by
Urmilla Chandran
Updated over a week ago
Set Up Employee Schedules during Ramadan
Learn how to update employee schedules during the period of Ramzan
Written by
Urmilla Chandran
Updated over a week ago
Register Closure during Ramadan
Learn how to enable register closure at any time of the current day or on the following day during Ramzan
Written by
Urmilla Chandran
Updated over a week ago
Reconcile Your Collections during Ramadan
Learn how to reconcile your calendar day Collections during Ramzan as your typical business day spills across two calendar days
Written by
Urmilla Chandran
Updated over a week ago
FAQ and Troubleshooting
Resolve Scrolling issue on Apple Devices (Safari)
Written by
Sumayya Fatima
Updated over a week ago
How do I purchase email/text credits for my business?
S
Written by
Sonali Gondane
Updated over a week ago
FAQ: Center has an email credit balance but the employee is unable to email reports. Why?
S
Written by
Sai Kumar Sunkara
Updated over a week ago
I am Unable to Send Intake Forms to Some Guests
Written by
Ramya Devara
Updated over a week ago
How to the Receive Register Closure Report?
Written by
Ramya Devara
Updated over a week ago
How to Check the Current Day’s Open Invoices and Close the Register?
Written by
Mariam Shareef
Updated over a week ago
How to create and assign a zero tax?
Written by
Sumayya Fatima
Updated over a week ago
How to Check the Past Day’s Open Invoices and Close the Register?
Written by
Mariam Shareef
Updated over a week ago
Configure reservation rules for rooms at your center
Learn how to reserve a room for a specific duration
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Written by
Siddhanta Sahu
Updated over a week ago
Set Up Your Center Hours to Indicate Business Disruptions
Learn how to update your center timings to indicate reduced working hours or temporary closure
Written by
Urmilla Chandran
Updated over a week ago
COVID 19: Review Vendors and Shipments
Plan for shipments if you are temporarily closing your center or changing your operating hours
Written by
Sagar Garuda
Updated over a week ago
COVID 19: Review Recurring Memberships and Series Packages
Written by
Sagar Garuda
Updated over a week ago
COVID 19: Extend Expiry
Learn how to extend the validity of memberships, packages, gift cards, and loyalty points for the duration that you are closing your center
Written by
Sagar Garuda
Updated over a week ago
COVID 19: Modify Center Timings or Mark Leaves for the Center
Learn how to ensure your guests do not book appointments (either online or by calling in) during the time your center is closed
Written by
Sagar Garuda
Updated over a week ago
Pause Always-On and Scheduled Campaigns
Learn how to temporarily pause or stop Always On and Scheduled Campaigns in the event of business disruptions
Written by
Urmilla Chandran
Updated over a week ago
Modify Employee Schedules to Accommodate Business Disruptions
Learn how to mark employees as being on Special Leave in their schedules (shift schedules or employee rosters)
Written by
Urmilla Chandran
Updated over a week ago
Turn Off Daily Reports
Learn how to turn off daily reports in the event of business disruptions
Written by
Urmilla Chandran
Updated over a week ago
Change the Payment Schedule for a Series Package
Learn how to change the payment schedule if you face business disruptions
Written by
Urmilla Chandran
Updated over a week ago
Unable to Login from Chrome
Something went wrong on browser? It could be due to cookies. Resolve Zenoti web login difficulties on Chrome browser.
Written by
Sumayya Fatima
Updated over a week ago
Unable to login from Firefox
Something went wrong on browser? It could be due to cookies. Resolve Zenoti web login difficulties on Firefox browser.
Written by
Sumayya Fatima
Updated over a week ago
How to Add New Sales Opportunity Types to the Custom List
Learn how to update or modify the opportunity types in the custom list
Written by
Sumayya Fatima
Updated over a week ago
Unable to See Menus under Categories > Opportunity
Settings to enable Dispositions, Stages, and Source menus under Categories at the organization level
Written by
Urmilla Chandran
Updated over a week ago
Is there an option to bulk delete service categories and sub-categories?
Written by
Sagar Garuda
Updated over a week ago
How do I see how much email/text (SMS) balance I have left?
Learn to check the email or text credit balance in your organization or center
Written by
Sagar Garuda
Updated over a week ago
How do I check if a mobile number is on DND?
Useful information to track which mobile numbers are on DND
Written by
Sagar Garuda
Updated over a week ago
FAQs on Adding Cess Components to Service Tax
Few FAQs answered when adding a cess tax component to a service tax (Swacch Bharat Cess Component or Krishi Kalyan Cess Component)
Written by
Sagar Garuda
Updated over a week ago
COVID 19: Manage Existing Appointments
Learn how you can manage existing appointments if you are temporarily closing your center or changing the business hours
Written by
Sagar Garuda
Updated over a week ago
How can I edit my center's operating hours or center timings?
Define your center’s regular working hours, different working hours on special days, booking hours for online bookings, and holidays
Written by
Urmilla Chandran
Updated over a week ago
What biometric device models does Zenoti support?
Know what biometric devices to purchase to authenticate employees during check-in and check-out
Written by
Urmilla Chandran
Updated over a week ago
How to set up Zenoti Biometrics for the first time?
Learn the steps involved to configure Zenoti Biometrics software for check-in and checkout?
Written by
Sagar Garuda
Updated over a week ago
How do I install the Zenoti Biometrics application?
Written by
Sagar Garuda
Updated over a week ago
What operating systems do you support for biometric installation?
Know the supported operating systems for the biometrics application
Written by
Sagar Garuda
Updated over a week ago
How do I download the new Zenoti Biometrics software?
Know how to download the software for biometric check-in
Written by
Sagar Garuda
Updated over a week ago
Enable Zenoti Biometrics device usage for your organization
Know the permission and procedure involved to enable biometric device usage
Written by
Sagar Garuda
Updated over a week ago
How to authenticate a machine?
Written by
Sagar Garuda
Updated over a week ago
Recommended Browser Settings for Machine Authentication
Written by
Sagar Garuda
Updated over a week ago
Who can authenticate a machine?
Written by
Sagar Garuda
Updated over a week ago
Why am I being asked to re-authenticate every time I log in?
Troubleshooting solutions to address machine authentication problems
Written by
Sagar Garuda
Updated over a week ago
When do I use the locations sales tax component?
Written by
Sagar Garuda
Updated over a week ago
How do I remove or delete a custom payment?
Learn what to do if you are no longer accepting a certain type of custom payment and you want to remove it from POS
Written by
Sagar Garuda
Updated over a week ago
Drop Support for TLS 1.0 and 1.1
Steps you must take to ensure business continuity when Zenoti enforces usage of TLS 1.2
Written by
Sagar Garuda
Updated over a week ago
Change in Domain Name from ‘ManageMySpa’ to ‘Zenoti’
Learn when your Zenoti account URL will change, the impacts of this change, and what you can do to minimize the impacts
Written by
Urmilla Chandran
Updated over a week ago