Guest Profile
Overview of the guest profile on Webstore v2
In Webstore v2, guests can access their profile to view information related to appointments, gift cards, memberships, and much more.
Guests can access their account by following these steps:
Navigate to Webstore by opening the URL.
Click Sign In.
To sign in, enter email id or mobile number and password.
Click Log in.
Click the Guest profile icon.
Sections of the Guest Profile
Profile: Guests can view and edit details, such as the address, phone number, date of birth, and email address.
Guest Form: Guests can fill out the guest form upon logging into the webstore, providing details such as contact information, birthdays, anniversary dates, and their preferences regarding promotions they're interested in.
Organizations can hide this setting by adjusting the configurable visibility settings.
Appointments: Guests can access upcoming and past appointments booked on Webstore v2. Submit feedback for past appointments and manage upcoming bookings by cancelling or completing consent forms.Memberships: See purchased membership
Memberships: Guests can view the active and other memberships including benefits and pending credits.
Guests can request membership cancellations by clicking the Request to cancel membership which will automatically send an email notification to the administrator.
Series Packages: Guests can view all the purchased series packages including validity and benefits used.
Gift Cards: Guests can track their purchased gift cards and perform various actions including:
Check the balance of an existing gift card and resend a copy of the gift card to themselves or a new recipient.
Use gift cards to pay for an appointment booked in Webstore v2.
Add the gift cards given by another guest to their Webstore v2.
Choose which gift card to redeem from the list of all available gift cards in their profile.
Payment Details: Guests can view and manage their payment details and card information. This includes the ability to save, view, edit, and remove card information.
Guests must have at least one existing invoice (closed, pending, or open) before they can save a credit or debit card. This helps prevent fraudulent activities such as carding attacks. Guests can still save cards while booking an appointment or purchasing a membership/package.
Note
The card details saved on the Zenoti Web are also visible here. However, guests cannot delete card information stored on Zenoti Web from this section.
Loyalty Points: Guests can view their loyalty points details, including balance, earned and redeemed points, and expiry date.
Sign Out: Guest can click this button to log out of the Webstore v2.
Create an account for a new guest on Webstore V2
By creating an account on Webstore V2, guests can conveniently check their membership status, review their past appointments, and monitor their loyalty points balance. This provides them with a comprehensive overview of their engagement and benefits within the system.
To create an account, perform the following actions as a guest:
Open a browser and navigate to the Webstore V2 by entering the URL.
From the main menu, click Sign In.
To create an account for a new user, click Create a new account.
Enter the following mandatory details:
First Name: Enter your first name.
Last Name: Enter your last name.
Email: Enter your email address.
All the transactional emails will be sent to this email address.
Mobile Phone: To provide contact details, enter your mobile number.
Note
The country code for the mobile number is auto-populated based on the settings at the organization level.
For example, if the organization has set the country to Australia, the Mobile Phone field will display the country as Australia by default.
Date of Birth: Select your date of birth from the calendar or manually enter it in the prescribed format in the text field.
Gender: To specify your gender, select the appropriate option.
Preferred pronoun: To specify the pronoun you prefer to be called by, enter the values.
Password: Enter your password.
Confirm password: Enter your password again.
Marketing communication : To specify how you want to receive marketing information communication, select the appropriate option.
Opt-in to loyalty program: Select this checkbox to allow guests to enroll in the loyalty program and start earning rewards. If left unchecked, you can join later through your profile.
Once enrolled in the loyalty program, guests can only opt out by contacting the center directly.
Click Create an account.
Log in to webstore and CMA
Guests can log in to webstore and CMA either using a password or using a verification code.
Log in using password
The guest clicks Sign In or Book now.
The guest enters mobile number or email address, depending on the configured option.
The guest enters the password and clicks Log in.
By default, the password is hidden. To verify the password they have entered before submission, the guest can click Show password.
Note
If the entered password is wrong, the guest can click Forgot password and enter their registered email address or mobile number to get a verification code. After successful verification, the system prompts them to create a new password.
Log in using verification code
To log in using a verification code, follow these steps as a guest:
The guest clicks Sign In or Book now.
The guest enters mobile number or email address into the provided field, depending on the configured option.
If the guest enters a mobile number, the country selector appears after they add the first three digits.
This information is used to identify the account linked with the email or mobile number.
To request a one-time password, the guest clicks Generate verification code after entering the mobile number or email.
The system checks if the provided mobile number or email exists in the record.
If the number or email is registered, the guest will receive the code on their mobile or email.
If not, the guest may be prompted to provide their personal identification information.
If the guest does not receive the code within a minute, they can click Resend code to request one again.
The guest enters the code.
The entered code is verified against the one sent to the guest's registered mobile number or email. If the verification code matches and is valid, the guest is granted access to their account or allowed to proceed with the booking process.
The guest can then proceed with the next step in the booking process.
If guests do not see the option to log in with a verification code, ensure that the Log in with verification code setting is enabled.
Impacts and considerations
If the entered email or mobile number has no profile associated with it: The guest will receive a verification code, submit it, provide the necessary details, and a new profile will be created.
If the entered email or mobile number has a single profile associated with it: The guest will receive a verification code, submit it, and get authenticated.
If the entered email or mobile number has multiple profiles associated with it: The guest will be prompted to enter their first name for validation.
If the first name matches exactly one profile, the guest will be authenticated.
If the first name does not match any profiles, an error message is displayed and the guest will be prompted to retry.
If there are multiple matches for the credentials: The guest will need to validate their first name to link the credential to the correct profile. A profile merge alert will be created for the front-desk staff.
Note
Guest can attempt to log in up to five times. After five unsuccessful attempts, their login with these credentials will be blocked for one hour.