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Basic Admin Tasks for online booking

Required configurations for online booking in Zenoti

Webstore V2 allows your guests to book appointments by selecting services, providers, and choosing a convenient date and time for appointments.

For the Webstore V2 to display services, providers, and the date and time slots, you must configure the following settings in Zenoti:

  1. Employee Schedule: You must set up employee schedules for your service providers as Zenoti uses this information to show their availability in the Appointment Book and in the Webstore.

  2. Employee Catalog: Employee catalog allows you to display the available providers in the Webstore.

  3. Service Catalog: You must set up the service catalog as this helps to display the services on your Webstore.

  4. Center Hours-Online Booking Start Time and End Time: Use this setting to define the start and end times during which guests can book online.

  5. Enforce Room Selection for Every Service: There may be cases where a specific service requires a room to perform the service. If you are displaying such services on your Webstore, you must ensure you turn ON the Enforce Room Selection for Every Service setting

  6. Block Out Time: You must set up the Block Out times for the providers to allow them to take personal or other breaks.

Webstore V2 supported browsers

Zenoti Webstore V2 is supported with the most recent stable versions of Microsoft Edge, Mozilla Firefox, Apple Safari, and Google Chrome.

Supported browsers

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Unsupported browser

  • Microsoft – Internet Explorer

Platform requirements for mobiles and tablets

You can access the Zenoti Webstore V2 from mobile phones and tablets that meet the following platform requirements:

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Configure the Customer Mobile Application booking template

You must configure the CMA template before you proceed to set up the Webstore template.

  1. At the organization level, click the Admin icon and navigate to Organization > Organizations.

  2. Click the Online booking tab and select the CX v3 template.

  3. Select Online booking.

  4. Configure the settings described below.

  5. Click Save.

Setting name

Description

Limit guest from booking

To avoid last-minute bookings from guests, you might want to limit guests from booking appointments a few minutes before the appointment slot.

Example: The number of minutes is set to 10 and the guest wants to book an appointment for 3:00 PM. They can only book the appointment before 2:50 PM.

Social Login Settings

To let your guests use their Facebook or Google credentials to log in to the Webstore, select the Enable Social Login check box, and then enter the following information:

  • Facebook App Id: Enter the Facebook app id.

  • Facebook App Secret: Enter the Facebook app secret id.

  • Google App Id: Enter the app id or Google Client Id in this field.

  • Google App Secret: Enter the Google Client secret code in this field.

    Learn more

Require Credit Card for Appointment Booking

Configure this setting, if as per your business policy a credit card is required for booking appointments in the Webstore. Select any one of the following options:

  • Not Required: Select this option if you do not require a credit card for booking appointments on the Webstore.

  • Warn If Not on File: Select this option n to display a message to the guest stating that a credit card is not on file. The guest can ignore this message and continue with the booking of an appointment.

  • Block If Not on File: Select this option if you want to block a guest while booking if they do not have a card on file.

Restrict Process Time Segment Outside Employee Schedule Hours

When a guest books a service with segments, the service is divided into segments.

Example: A service may have three segments - Service Time, Process Time, and Finishing Time. There may be cases when the Process Time of the service falls outside of the employee schedule hours. Select this check box to ensure that the Process Segment of the service does not fall outside the employee schedule hours.

Verify the recipient's email address on gift card balance check

Select this checkbox to make it mandatory to verify the recipient's email address to check gift card balance.

This checkbox appears only if the Auto-generate gift card number checkbox is enabled at the organization level.

Book Multiple Services with a Single Therapist

Select this checkbox if you want a therapist to perform multiple services in a single booking.

Display allocated therapist name to guests for 'Any therapist' selection

When a guest schedules a future appointment without selecting a specific service provider, they can choose to know the assigned therapist's name.

Select this checkbox to allow guests to see the name of the assigned therapist on the upcoming appointments page if the guests select Any Therapist" while booking.

Note: The therapist's name will not be displayed on the booking confirmation screen on Webstore if the Display Therapist Name In Confirmation Screen setting is enabled in Webstore.

Referral Program

With the referral marketing feature of Zenoti, you can allow your guests to refer their friends or family to any of the services that you provide. Select the Enable Referrals for CMA and the Enable Referrals for Webstore options to make the referral program available for your guests who book online. Learn more

Enable efficient booking

Select the Enable efficient booking checkbox to display the available portion of a partly booked appointment slot as open for online booking.

For example, your business has appointment slots based on the hour, such as 8 AM, 9 AM. When a guest books a 30-minute service at 8 AM, the 8:30 AM slot appears open on Webstore and CMA.

Enable waitlist

Select the Enable waitlist checkbox to allow your guests to join waitlists for a service instead of booking appointments using the regular flow.

If you enable this feature, guests can book appointments using both the waitlist, and the regular appointment booking flow on Webstore, Kiosk, and FDO.

Announcement banner

Select the Enable Announcement Banner check box to enable Announcement Banner on your Webstore and CMA.

Select the Allow Center Override for Announcement Banner option if you want your centers to configure their individual announcement banners.

Learn how to Display an announcement bannerWebstore and CMA

Content to display

  1. At the center level, click the Configuration icon.

  2. Go to the Online Booking > Online booking settings.

  3. Expand the Content to display section, and make the required changes.

  4. If you want to make changes under other sections, go to Settings, Online booking setup, and Integrations.

  5. Click Save.

Configure the following:

Action

Perform these steps

Apply the online booking settings defined at the organization level to your center

Select the Apply same settings as defined under the organization catalog settings check box.

Display menu items on webstore

Next to the Menu bar and screens section, select all the menu items that should appear on the Webstore.

For example:

If an organization with multiple centers wants the option of memberships to be available at some centers only, then the center can opt out of the memberships page by not selecting the Memberships check box in this section.

Note

The menu bar items and the screens depend upon your organization. You can have multiple pages and screens based on your requirement.

Online booking setup

  1. At the center level, click the Configuration icon

  2. Go to the Online booking > Online booking settings and select Online booking setup.

  3. Make the changes described below.

    If you want to make changes under other sections, go to Settings, Content to display, and Integrations.

  4. Click Save.

Online booking setup

Configure the following:

  • Apply same settings as defined under organization catalog - V2 settings: Select this check box if you want the organization level Webstore v2 settings to be applied on your webstore.

  • Apply same settings as defined under organization catalog - V3 settings: Select this check box if you want organization level CX v3 settings to be applied on your webstore.

  • Enable Deals Select this check box to display deals at the center level.

  • To ensure that the sidebars for deals, series packages, and memberships are visible in the Webstore

    1. At the organization level, click the Configuration icon.

    2. Search and select Online booking and click Webstore v2.

    3. Expand Display settings, enable the relevant menu items, and integrate a payment processor.

Table 9. Webstore v2 settings

Action

Perform these steps

Enable Queue mode on Webstore for your center

Select the Enable queue checkbox.

Display a custom header for Webstore

In the Custom header (HTML) field, enter the HTML code for your custom header.

Display terms and conditions on the guest's end

Note

The terms and conditions appear on the Confirm Booking page of your Webstore. The guest must accept the terms to book a service.

In the Booking page T&Cs field, enter your terms and conditions.

Display an announcement banner on the top of every page

The Announcement banner setting is available only when you enable it at the organization level.

  1. At the organization level, click the Configuration icon.

  2. Go to the Online booking tab.

  3. Under the Announcement banner setting, select the Allow center override for announcement banner check box.

Select the Enable Announcement Banner check box.

Display a title for the announcement banner

In the Title box, enter the title.

Display text on the announcement banner

In the Body field, enter the message or the text of the banner. You can format the text as per your needs.

Display a label for the membership sidebar

In the Membership side bar label box, enter a label.

The sidebar is the plain area on the screen next to the booking and purchase panel that can be used to display text and images to convey information. There are sidebars on services, memberships, packages, and deals screens to convey relevant information.

Display information on the membership sidebar

In the Membership side bar field, enter a text or an HTML code for the information you want to display.

You can also use this field to display promotions and offers.

Display a label for the series package sidebar

In the Series package side bar label box, enter a label.

Display information on the series package sidebar

Series package side bar

Display a label for the services sidebar

In the Side bar label box, enter a label.

Display information on the services sidebar

In the Side bar field, enter a text or an HTML code for the information you want to display.

Display a label for the deals sidebar

In the Deals side bar label box, enter a label.

Display information on the deals sidebar

In the Deals side bar label field, enter a text or an HTML code for the information you want to display.

center_level_webstore_1.png

Sidebar - Desktop view.

center_level_webstore_mobile_view_2.jpg

Sidebar - Mobile view.



Impacts and considerations

  • Enable Deals setting is available for your center when you enable deals at the organization level.

  • You can also use the sidebar fields to display promotions and offers. To display or hide offers for the selected sidebar, enter text in the show/hide fields.

  • The show/hide feature appears only while browsing a website from a mobile device. It appears when the side banner contains information while setting up your webstore.

  • To check how your sidebar promotion appears online, click the magnifying glass icon on the right of the sidebar text field. This displays the preview of your sidebar on your online store.

Table 10. Combined settings for Webstore v2 and CX v3

Action

Perform these steps

Capture the guest's consent each time their card on file is used

Select the Enable user consent for card on file check box.

Display terms for taking the user consent for saving the card on file

Enable the User consent for card on file check box.

Example:

I understand that my card details will be saved and used in accordance with the cancellation and no-show policy.

Display a disclaimer on the screen when a service with a Deposit fee is selected

Select the Enable deposits disclaimer check box and in the Deposits disclaimer field, enter the text that displays when a service with a Deposit fee is selected.

Display cancellation policy on webstore

In the Cancellation policy field, enter the text for cancellation policy.

If your business allows the cancellation of appointments on the Webstore, you can display a disclaimer text to your guests stating the terms and conditions for the appointment cancellation.

Collect deposits from guests at center level

Notice

These settings are available only if deposits are enabled at the organization level.

In large organizations, when different centers have different target guests and payment rules, collection of deposits must also cater to the center's requirements.

You can choose if you want to follow the organization settings to collect deposits by selecting the Apply organization settings or configure center-specific settings by clearing the Apply organization settings checkbox and selecting the Enable deposits.

  • All guests: Deposits will be collected from all guests before confirming booking.

  • Specific guests

    • New guests: Deposits will be collected from guests who do not have a closed invoice on their profile. This doesn't include cancellations, no-show invoices, and gift card purchases.

    • Repeat no-show guests: You must configure the number of no-shows within a number of days to track.

      For example, guests who have booked but haven't shown up for 2 appointments within the last 30 days can be considered repeat no-show guests.

    • Guests who do not have an active membership or a package



Table 11. CX v3 settings

Setting name

Description

Online booking

Display an announcement banner on top of every page

Select the Enable announcement banner check box.

Note

The Announcement banner setting is available only when you enable it at the organization level.

  1. At the organization level, click the Configuration icon.

  2. Go to the Online booking tab.

  3. Under the Announcement banner setting, select the Allow center override for announcement banner check box.

Display a title for the announcement banner

In the Title box, enter the title.

Set a background color to your announcement banner

In the Background color field, select a color or enter the color code in available formats (RGB, HSL, and Hex)

For example, you can set the color by selecting the color from the panel or set the code in color codes, like entering RGB(128,128,128), HSL(0°, 0%, 50.2%), or #808080 for gray.

Set a text color to your announcement banner

In the Foreground color field, select a color or enter the color code in available formats (RGB, HSL, and Hex)

For example, you can set the color by selecting the color from the panel or set the code in color codes, like entering RGB(0,0,0), HSL(0°, 0%, 0%), or #000000 for black.

Display text on the announcement banner

In the Body field, enter the message or the text of the banner. You can format the text as per your needs.

Branding

Set different colors for light and dark mode

cx_v3_branding_colors_on_app.png

Under the Colors section, select appropriate colors for light and dark modes.

  • Display your logo on the sign-in screen

  • Display an image on the header after the user logs in

Under the Brand logos/ Symbols/ Typefaces section:

  • In the Sign up screen logo field, upload an image with the resolution 500 x 350 px in jpg, jpeg or png formats.

  • In the Top navigation header logo field, upload an image with the resolution 400 x 120 px in jpg, jpeg or png formats.

Homescreen

  • Set an image or color as the home screen header

  • Display a welcome message or a salutation

  • Set a text color for the text on the header section

cx_v3_header.png

Under the Header Section

  • In the Header field, select an image or a solid color as the home screen header. You can choose different colors for light mode and dark mode.

  • Switch on the Enable salutations setting.

  • From the Header section text color section, choose Black or White.

Display announcements on the app

To feature your important announcements, use the Spotlight section.

  1. Scroll down, and from the Add homescreen section menu, select Spotlight section.

  2. Enter the Title and Subtitle of the announcement.

  3. To upload images, click Upload.

  4. In the Web Url box, enter the URL for the target website.

  5. You can add up to five spotlight announcements in each spotlight section. To add a spotlight announcement, click Add.

    Note

    You can set the order of the announcements by clicking '...' and moving it up/down as required.

Add your shops to the app

Under the Shop section, perform the following steps

  1. Expand the Shops section.

  2. Enter the Title and Description of your shop.

  3. Upload an image for your shop in the jpg, jpeg, or png format with 1400 px x 490 px resolution.

    cx_v3_shop.png

  4. From the Type menu, select the type of shop.

    • Gift card: Select this if you want to setup a shop for your gift card sale online. Configure the following settings in the Gift card shop.

      • Enable gift card amounts: Switch this setting ON to enable sale of Gift cards with an amount value(not services or products).

      • Enable custom amounts for gift cards:

      • Validity of a gift card in days

        • Never expires

        • Custom

    • Web page: Select this if you want to set up a shop for your Web Page shop. Redirects to webstore.

  5. To add more shops, click Add.

    Notice

    You can only have only one Gift card shop configured but you can have multiple Web page shops.

General

  • Allow guests to cancel appointments on CMA

  • Display an alert when a guest cancels an appointment

  • Display cancellation policy when a guest cancels an appointment

Under the Appointments section:

  • Switch on the Enable appointment cancellation setting.

    Note

    You must also configure the appointment cancellation reasons.

  • Switch on the Display appointment cancellation alert setting.

  • Switch on the Display cancellation policy on app setting.

User profile

Allow users to use the app in dark mode

Switch on the Enable dark mode setting.

Labels

Display the basic details of your business on the app

In the About us field, enter a description of the values, culture, and vision of your business.



In this section: