Glossary of terms
Term | Definition |
Abandoned Cart | A situation where a potential customer adds one or more services or products to their online cart, but does not complete the booking or purchase process. |
Abandoned Checkouts | A feature that lets you send reminders to guests who added services to their carts but have not confirmed their appointments on the summary/confirmation page. |
Accessibility Shortcut | A feature in iPadOS that allows users to quickly turn on or off Guided Access by triple-clicking the Home button or top button (depending on the iPad model). |
Account Reference | A unique identifier that is used to link a Zenoti account to an Ezypay account. It is provided by Ezypay when a business signs up for their service. |
Account updater | A service that automatically updates the card information and account details for old cards. |
Accounting integration | A feature that allows Zenoti to connect with a third-party accounting platform and sync data such as sales, payments, taxes, expenses, etc. Zenoti supports integration with Xero, QuickBooks Online, QuickBooks Desktop, and NetSuite. |
Accumulation start date | The date from which the center started accumulating tips for employees who do not have Zenoti Wallet yet. |
Additional Commission Bonus | Additional Commission Bonus is the extra commission that an employee receives on top of their regular commission based on their job role. You can set up additional commission bonuses for each employee based on their performance and incentives. |
Adoption | The percentage of payments processed by Zenoti Payments out of the total payments processed by all payment methods. |
Alexander Technique | A method of re-educating the mind and body to improve movement, posture, and balance. |
Amount gift cards | Gift cards that are sold for a specific price and can be redeemed for any item worth the same amount. For example, a $100 amount gift card can be used to pay for any service or product worth $100. |
Analytics Plus | A reporting and business intelligence application that helps you to easily analyze your business data and create insightful reports and dashboards for informed decision-making. It also enables you to easily create and share powerful reports in minutes with no IT help. Analytics Plus is integrated with Zenoti to provide you with advanced analytics for your salon, spa, Medispa, and fitness business. |
Analytics Plus Cloud | The cloud version of Analytics Plus allows you to access your data and reports from anywhere using a web browser. You can sign up for a free trial or a paid subscription to Analytics Plus Cloud from the Zenoti website. |
Analytics Plus On-Premise | The on-premise version of Analytics Plus allows you to install and run the application on your own servers. You can download and install Analytics Plus On-Premise from the ManageEngine website. |
Applicable tier | The option to enroll guests into a tier whose spend criteria match their current tier. This option is available when staff with appropriate permission clicks Enroll in the guest’s profile. |
Applied Kinesiology | A study of muscles and their functions in relation to movement and health. |
Appointment Source | The channel through which the appointment was booked, such as Kiosk, Kiosk Web, Mobile-CMA, Online, POS, Zenoti Web, Zenoti Mobile. |
Appointment Status | A color-coded indicator that shows the progress of an appointment, such as booked, confirmed, checked in, in service, checked out, or canceled. |
Approved reconciliation | The process of approving the current stock data after reconciliation. It is done by your Admin or a third-party auditor. |
Attendance Threshold Rules | A configuration that defines time limits for classifying employee check-ins as Early, On Time, or Late. Organizations can set specific minute ranges before and after scheduled start times to standardize attendance reporting. |
Auto Apply | This is where you can choose whether to automatically apply the points configured for the promotion during billing in Point of Sale. If you enable this option, then customers will see their points balance and redemption options when they check out. |
Average Ticket Size | The average amount spent by a guest per visit. It is calculated by dividing the total revenue by the number of guests. |
Base price | The base price is the recurring membership fee before taxes and discounts are applied. It reflects the initial value of the membership set by the business. |
BBPOS | A device that is used to accept payments from guests using their credit or debit cards. |
Benefit Name | The name of the service or product that is offered as part of the package. |
Bin Location | A specific location within a storage area where an inventory item is kept. Bin locations help to organize and locate inventory items easily. |
Block | A feature that allows you to reserve a time slot in the Appointment Book for a specific reason, such as a break, a meeting, a training, etc. You can also block a room or an employee for a certain period of time. |
Block Out Time | Block Out Time is a feature that allows employees to block out certain time slots in their schedule for personal or professional reasons, such as training, meetings, breaks, etc. You can enable or disable block-out time on the Settings tab of the Schedule Management page. |
Block Time | A feature that allows you to block a certain time slot in the appointment book for a specific employee, service, or room. This prevents other appointments from being scheduled during that time slot. |
BOGO discount | A type of discount that offers a buy one get one free or discounted deal for your services or products. For example, you can create a BOGO discount that gives a free facial service when a guest buys a hair color service. |
Booking Channel | The source or medium through which a guest booked an appointment. Booking channels can include phone, web, mobile app, or third-party platforms. |
Booking Window | A feature that allows you to set a time limit for booking appointments in advance. For example, you can set a booking window of 30 days, which means that guests can only book appointments up to 30 days from the current date. |
Booking Link | The link that guests can use to complete the booking process after clicking on the reminder email or text. |
Break Management | Break Management is the section of Zenoti that allows you to create and edit break profiles for different employees, work tasks, or pay periods. You can access Break Management by clicking on the Employee icon and going to Employees > Break Management. |
Bundle | A type of package that allows guests to purchase a set of services or products at a discounted price. Bundles can have different prices and validity periods depending on the services or products included. |
Button block | A content block that users can add to the email campaign to insert a call-to-action button that directs the recipients to a webstore, mobile app, or website. Users can customize the button text, color, size, alignment, link, etc. |
Call disposition | The outcome of the conversation with the guest, such as Call back later, Interested, Not Interested, Call Disconnected, etc. |
Campaign | A feature that allows you to create and send an email or text messages to your target audience, based on various criteria such as guest profile, preferences, behavior, and more. You can also track the performance of your campaigns using analytics. |
Card on File | A feature that allows you to securely store a guest’s credit card information in Zenoti and use it to process payments for their appointments. Card on file can help reduce no-shows, cancellations, and frauds. |
Class | A group activity that is led by an instructor and has a fixed start and end time. Examples of classes are yoga, pilates, spinning, etc. Classes can be offered as part of a membership or as a standalone service. |
Clone Employee | Clone Employee is a feature that allows you to copy an existing employee profile and modify it as per the new employee’s details. This can save you time and effort when creating multiple employees with similar profiles. |
CMA | Client Management Application. A mobile app that allows service providers to manage their appointments, check-in and check-out guests, collect feedback, and more. |
Consumable | A product that is used up by a service or process and cannot be reused or stored. For example, paper napkins, pens, batteries, etc. |
Contactless Payment | A payment method that does not require physical contact between the guest’s device and the center’s terminal, such as Apple Pay, Google Pay, Samsung Pay, etc. |
Convert products | This is the process of changing the stock level of a product from one type (retail or professional supply) to another type. For example, if you have a product that is out of stock in the retail portion, but in stock in the professional supply portion, you can convert it to use it for your service. The purchase price and value remain unchanged. |
Custom Discount | A feature that allows you to apply a discount to a service or a product that is not predefined in Zenoti. You can specify the discount amount, percentage, or reason, and also require approval from a manager if needed. |
Custom Form | A form that is created by the center to suit their specific needs and requirements. |
Custom gift cards | Gift cards allow customers to enter the price or select the services they want to include in the gift card. Custom gift cards can also have tips added to them so that the recipient does not have to pay separately. |
Custom Package | A type of package that allows guests to choose their own services or products from a list of options. Custom packages can have different prices and validity periods depending on the choices made by the guests. |
Custom Payment | A payment mode that allows guests to pay for their invoices using any method other than cash, card, check, gift card, or loyalty points. For example, you can use custom payment to accept payments from third-party vendors, such as Groupon or LivingSocial. |
Custom payouts | A feature that allows centers to make ad-hoc payments directly to their employees’ Zenoti Wallet. |
Custom Print | This option is useful if you have a partially printed sheet and wish to print barcodes on the unused labels, or you do not need to print an entire sheet with barcodes. When you select this option, you will see fields that you can use to specify the row and column Zenoti must start printing from. You can also specify the number of barcodes to print. |
Custom segment | A segment that users can build from scratch by selecting various categories and criteria such as demographics, service history, memberships, spending, and visits. Users can add multiple rules for a custom segment to refine their target audience. |
Custom Time Block | A feature that allows you to adjust the duration of a service or an add-on for a specific appointment. For example, you can increase or decrease the time of a facial service or a scalp massage add-on according to the guest’s preference or need. |
Custom Tip | A tip amount or percentage that a guest enters manually on the terminal instead of choosing from the predefined tip options. |
Dashboard | A tool that allows you to view the key performance indicators (KPIs) of your business at a glance. You can see metrics such as occupancy rate, average ticket value, repeat guest percentage, retention rate, and net promoter score (NPS). |
Data Freeze | A feature that allows the organization or center-level administrators to lock the financial and inventory data for a specific period of time. Data freeze prevents any unauthorized or accidental changes to the data after it is finalized and verified. |
Data insights | The actionable information that you can derive from analyzing your performance indexes and comparing them with the benchmarks. Data insights can help you to understand your strengths and weaknesses, identify best practices and areas for improvement, and set realistic and achievable goals for your business. |
Data Layer | A JavaScript object that stores and passes the information from the webstore to Google Tag Manager. |
Data Security | The protection of the financial and inventory data from unauthorized access, modification, deletion, or disclosure. Data security ensures the confidentiality, integrity, and availability of the data in Zenoti. |
Data Source | A collection of data that is imported or synchronized from Zenoti or other sources into Analytics Plus. A data source can be a file, a database, a web feed, or a Zenoti module. |
Day Package | A type of package that allows guests to enjoy multiple services in a single visit at a discounted price. Day packages can have different prices and durations depending on the services included. |
Dunning invoice | A dunning invoice is issued as part of a process to recover overdue payments. In Zenoti, it involves automated reminders and follow-ups on unpaid invoices to prompt timely customer payments. |
Email Text Credits | The number of credits required to send one email message to a customer. The number of credits depends on the size of the email message. Zenoti1 is a software solution that helps manage and grow salon, spa, Medispa and fitness businesses. |
ezConnect | ezConnect is a multi-channel business texting platform that allows users to view and act upon transactional messages and notifications, such as appointment and thank you notifications, and respond to guest inquiries around services, bookings, and products, during and after the center hours. |
ezPulse | ezPulse helps business owners keep a finger on the pulse of their business by making data-driven decisions based on the power of insights. They can set goals for their employees, track completion, motivate their teams, and more. |
ezRepute | ezRepute is a multi-channel online reputation management platform that allows users to view and respond to all their reviews from Google, Facebook, and 250+ sites in one place, improve SEO by listing and updating business information on 50+ sites, generate more leads by promoting their best reviews on social media, and gain insights into their customers’ and competitors’ feedback. |
Ezypay | A payment service that allows businesses to collect direct debit payments from their customers. It is available in Australia and New Zealand and integrates with Zenoti. |
Family Booking | A feature that allows customers to book appointments for themselves and their family members on the webstore using a single account. |
Final price | The final price is the amount billed to the guest for each recurring payment after taxes are applied and discounts are adjusted. It is the amount recorded on the invoice. |
Fitness Kiosk | A device that allows members to check-in, book classes, buy memberships and access their fitness profile. |
Flagship Location | The store that has the highest revenue, profit, or customer satisfaction among all your stores. The flagship location serves as a standard or model for other stores to follow or aspire to. |
Freeze a membership | A feature that allows the center staff to stop the collections and benefits of a membership until it is unfrozen. Freezing a membership can be done for various reasons, such as guest request, medical emergency, or travel. Freezing a membership can be configured to charge a one-time or recurring fee, and to set an automatic or manual unfreeze date. |
Geofence | A virtual boundary that you can specify around your store (latitude and longitude), where you allow employees access to the full functionality of the Zenoti Mobile app. If employees step outside the specified area, they will not have access to any functionality of the Zenoti Mobile app. |
Gift Card Redemption | The process of using a gift card to pay for services or products at a spa, salon, or fitness center. Gift card redemption can be done by entering the gift card code, scanning the barcode, or swiping the magnetic strip. Gift card redemption can also require verification of the customer’s identity or confirmation of the gift card validity. |
Grace period | An additional duration beyond the termination date of a membership during which the guest can still redeem or convert the benefits. The grace period ends on a specified date after which the guest cannot use the benefits anymore. |
Group Booking | A booking that involves two or more guests who want to avail the same or different services at the same time slot. |
Group discount | A group discount is a percentage or a fixed amount that can be applied to the group invoice as a whole or to individual items. A group discount can be configured by the center based on the number of guests, the service or product category, or the total amount of the invoice. |
Group invoice | A group invoice is a type of invoice that can be used to bill multiple guests for the same or different services or products at the same time. A group invoice can be created by selecting multiple appointments from the Appointment Book or by adding guests manually. |
Group payment | A group payment is the amount of money that the group leader pays for the group invoice. The group payment can be made in cash, card, check, gift card, prepaid card, loyalty points, or any other payment method. |
Handover | A feature that allows you to transfer the responsibility of the cash register to another employee at the end of your shift or day. You can use Zenoti Mobile to perform the handover process, which involves entering the closing balance, counting the cash, and printing or emailing the handover report. |
Inception company | A new business with no prior payroll provider. |
Interchange (IC) | This is the fee that the customer’s bank charges for processing the payment. It’s a base fee that banks set — payment processors (like Stripe) just pass it on to the customer. |
Job | A job is a position or role that an employee holds in your organization or center. A job defines the employee’s responsibilities, skills, and compensation. You can create and manage jobs in Zenoti. |
Job Level Service Time (P3) | The customized time for a specific service and job combination, as set by the center administrator. This time overrides the default service time, unless there is a therapist-level or guest-specific duration time. |
Journal entry | A record of a financial transaction that affects the accounts of a business. It consists of at least one debit and one credit entry that balance each other. Zenoti allows businesses to post journal entries to their accounting platforms for their sales and payments. |
Kiosk | A self-service device that allows guests to book appointments, check in, check out, provide feedback, and access their profiles without the assistance of the front desk staff. |
Layout editor | A tool that users can use to design the layout of the email campaign by dragging and dropping different elements such as rows, columns, dividers, spacers, etc. Users can customize the layout with different widths, heights, margins, paddings, backgrounds, etc. |
Lead | An opportunity that is in the initial stage of the sales process, where the sales owner has not yet contacted the guest or verified their interest. |
Medispa | A type of spa that offers medical treatments such as laser hair removal, botox injections, skin rejuvenation, etc. |
Mid-day count | Mid-day count refers to the process of reconciling the register’s cash during business hours, typically between shift changes. |
Milestones | A milestone in Zenoti marks a key achievement in a guest’s class or workout journey—such as completing a set number of sessions or reaching a participation goal. These milestones help recognize progress, boost motivation, and support personalized engagement. |
Nearby Slots | A feature that allows customers to book appointments at alternative locations from your organization when their desired timeslot is unavailable at their preferred center, preventing customer loss and increasing retention. |
Non-recurring membership | A membership that expires after a specific period, such as 3, 6, or 12 months. Guests pay the membership fee in full and use the membership benefits throughout the tenure of the membership. |
Net Pay Split | The ability to divide your net pay across multiple bank accounts. |
Omni-Channel | Omni-channel strategy provides a seamless and consistent customer experience across multiple channels and platforms, such as web, mobile, social media, email, phone, etc. Omni-channel can help increase customer engagement and retention. |
Package | This is a bundle of services that Zenoti offers to its customers at a discounted price. For example, Zenoti may offer a package for a haircut, a facial, and a manicure for ₹500 instead of ₹800. |
Parallel Booking | A feature that allows customers to book related services that can be performed simultaneously, such as a manicure and pedicure, saving time and increasing staff utilization. |
Partial delivery | When a vendor delivers only part of the order quantity to a center. This can happen due to stock availability, delivery issues, or other reasons. |
Payment Processor | A company that provides the payment gateway and other services related to payment processing, such as security, fraud prevention, reporting, etc. |
Payment Provider | A company that processes card payments and transfers the funds to the merchant’s bank account. |
Photo Sequence | A predefined set of photo guidelines used to capture guest images in a specific order during a service. |
Pipeline | The total amount of revenue expected from the opportunities that are in different stages of the sales process. |
Pole display | A type of electronic device that displays information such as invoice amount, change amount, etc., to the guest during checkout. Pole displays can be configured to show custom messages or images as well. |
Raised order | An order that is sent to the vendor but not yet received. |
Reconciler | The person who compares the expected inventory and the actual inventory and provides feedback to the manager. |
Reconciliation | The process of matching the stock quantity and value in Zenoti with the physical inventory in your store or warehouse. It is done periodically to ensure accuracy and avoid discrepancies. |
Recurrence cycle | The frequency and duration of the membership payments, such as monthly, quarterly, or yearly. |
Recurring membership | A membership that allows guests to pay the membership fee at regular intervals in terms of months. You can set up different schedules for benefits depending on the payment schedules. |
Referee | The new guest who is invited by the referrer using the referral source. The referee can avail discounts, gift cards, service discounts, product discounts, or package discounts at Zenoti |
Register | A device or software that records sales transactions and payments at the center. A register can be a physical cash drawer or a virtual terminal. A register can be opened and closed by the center staff at the beginning and end of the day. |
Rich-text editor | An older version of email editor that Zenoti provides for creating email campaigns. The rich-text editor allows users to add text, images, links, etc. and format them with basic options such as bold, italic, underline, etc. |
Roster view | A centralized interface in Zenoti’s Fitness module for managing and tracking classes and workshops across dates. It provides real-time visibility into session schedules, instructor assignments, attendance, waitlists, cancellations, and open invoices. Front desk staff can register students, process payments, and handle refunds from the Roster view. |
Same-Day Payout | A feature that allows centers to pay tips to their service providers on the same day as they earn them. |
Schedule Exceptions | Schedule Exceptions are the changes or modifications that you can make to an employee’s schedule for a specific date or range of dates. You can create and manage schedule exceptions on the Exceptions tab of the Schedule Management page. |
Sentiment Analysis | The process of analyzing the feedback comments and identifying the emotions or opinions expressed by guests. Sentiment analysis can help to understand the strengths and weaknesses of the center, and to improve guest satisfaction and loyalty. |
Service Segment | A part of a service that can be performed by a different provider or in a different room than the rest of the service. For example, a facial service may have segments for cleansing, exfoliation, extraction, and mask. |
Service Time | The duration of the service defined while creating the service. |
SmartBot | SmartBot is a chatbot platform that can be used to create AI-powered, multi-lingual, omni-channel bots for lead capture, customer support, booking appointments, and much more. |
SmartKart | SmartKart is a mobile application that allows users to create and manage smart grocery lists, scan barcodes of products, compare prices, and get personalized recommendations based on their preferences and dietary needs. |
SmartShifts | SmartShifts is a cloud-based employee scheduling and time tracking software that allows users to create and manage shifts, track attendance, monitor performance, and communicate with staff in real time. |
Table | A tabular representation of data that shows the values of different variables or categories in rows and columns. Tables can be created using different types of formats, such as matrix tables, summary tables, or detail tables. Tables can be customized by changing the sorting, grouping, filtering, or formatting options. |
Tag | A snippet of code that is inserted into the webstore or the confirmation page to record and send the data to a third-party platform, such as Google Analytics, Facebook Pixel, etc. |
Tag forms | Forms that are associated with a specific tag and are filled out by guests based on their preferences or needs. |
Tenure Commission | Tenure Commission is a feature that allows you to reward employees with additional commission based on their length of service in your organization or center. You can set up and manage tenure commission in Zenoti. |
Text block | A content block that users can add to the email campaign to insert text content such as headings, paragraphs, lists, etc. Users can customize the text content with different fonts, colors, sizes, alignments, etc. |
Text Usage | A report that shows the details of all the transactional text notifications (such as, Appointment Confirmation, Appointment Reminder) sent by your center in a certain time period. Status of the notifications (if delivered or not). |
Tips Convenience Fee | A small fee applied to credit card tip transactions to cover processing costs associated with card payments. |
Tip Pooling | A feature that allows you to distribute tips among employees based on certain criteria, such as service hours, service revenue, or custom percentages. You can set up different tip pooling rules for different centers or services in Zenoti. |
Token | A placeholder that represents a variable value that is inserted into an email text template or a notification, such as guest name, center name, service name, invoice number, etc. |
Unfreeze on | The date on which the collections and benefits of a membership are resumed. The unfreeze on date can be set to a specific date or left as manual. If manual is selected, the center staff has to manually unfreeze the membership when the guest requests it. The collection status and membership status of the membership are changed back to Active from this date. |
Wait Time | The estimated time that a guest has to wait before they can enter the center for their appointment. |
Waitlist | A feature that allows customers to join a queue for a service that is fully booked or unavailable at their preferred time slot. |
Waiver | A cancellation or reduction of a charge or fee, usually due to a guest’s dissatisfaction or complaint. |
Walk-in | A term used to refer to a guest who visits a center without a prior appointment. You can book a walk-in appointment for them using Appointment Book. |
Webstore | An online store that users can set up to sell their services, products, memberships, packages, and gift cards to their customers. Users can customize the webstore with their brand logo, colors, images, etc. |
Workshop | Workshop is a specialized, non-recurring event or session that can take place on a single day or over multiple sessions across different days. Examples include instructor training programs, yoga retreats, or community events, each scheduled for specific dates and locations. |
Zenoti | A cloud-based software solution for spa and salon businesses that helps them manage their operations, marketing, and customer relationship management. |
Zenoti Connect | A feature that integrates Zenoti with third-party applications and services such as payment gateways, marketing tools, loyalty programs, etc. |
Zenoti Go | A feature that enables a contactless and seamless check-in and check-out experience for customers using their mobile phones. This helps improve customer convenience and safety, and reduce operational costs. |
Zenoti Mobile | A feature that allows staff members to access Zenoti on their mobile devices, and perform tasks such as managing appointments, collecting payments, viewing reports, and more. This helps improve staff productivity and efficiency, and enhance customer service. |
Zenoti Payments | A payment processing solution that integrates with Zenoti and allows businesses to accept online payments from their guests using various methods such as credit/debit cards, UPI, wallets, etc. Zenoti Payments supports payment links, deposits, refunds, tips, gift cards, packages, etc. |
Zenoti Wallet | A payment service that allows service providers and employees to receive their tips faster and easier. It also allows them to manage their finances, access their pay statements, and transfer funds to their bank accounts or other payees. Zenoti Wallet requires an application and approval process. |
Zenoti Webstore | An online store that allows guests to book appointments, buy memberships, packages, gift cards, and products from their web browsers. |
Zone | A geographical area that contains one or more centers. |