Guest profile rules
Enable auto-generation of guest code for centers
This setting enables any center of your business to generate a serial number or guest code when entering a new guest record at the center. The center can define how guest codes should be generated at their center, for example, LA01. Zenoti automatically increments the number from there for all the following sales.
Required roles: Owner or Administrator
Required permissions: None
At the organization level, click the Configurations icon.
Search for and select the Enable auto-generate of guest code in center settings setting from the Guests section.
Click Save.
Set a guest code for your center
Required roles: Administrator or Center Manager
Required permissions: None
At the center level, click the Configurations icon.
Search for the Enter guest code setting from the Guests section.
In the Enter a prefix field, provide a prefix for the guest code. For example, the prefix can be the initials of a state in which the center is located, LA for Los Angeles.
In the Enter the starting number field, set a number from which the guest codes must start generating at the center.
The guest code for your center in Los Angeles may look like LA01.
If the prefix and the starting number have no values, Zenoti doesn't assign any guest code during the creation of a guest profile. So when a new guest profile is created, the customer id or guest code will not exist for the guest if these fields have no value.
Click Save.
The Enter guest code setting doesn’t appear at your center if the Enable auto-generate of guest code in center settings is disabled at the organization level.
Enable front desk staff to reset guest's password
Required roles: Owner or Administrator
Required permissions: None
At the organization level, click the Configurations icon.
Search for and select the Enable key-in password update at guest profile setting from the Guests section.
Click Save.
The Update Password button appears on the guest profile only when this setting is enabled. Front desk staff can update any guest’s password directly on their profile using this feature.
Mobile number is not mandatory
Use this setting to make the mobile number as an optional field (not mandatory) for guest creation and update. If this is not enabled, the mobile number field will be a mandatory field.
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configuration icon.
Search for and select the Mobile number is not mandatory setting from the Guests section.
Enable the setting.
Click Save.
Allow guests to use the same mobile number
Use this setting to create multiple guest records in the system with same mobile number.
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configuration icon.
Search for and select the Allow guests to use the same mobile number setting from the Guests section.
Enable the setting.
Click Save.
Allow multiple guests to use the same email address
Use this setting to allow users to create guest or employee profiles with the same email address as another profile. By default, this checkbox is not selected. If you enable this setting and search using an email address, you might get multiple guests in your search results.
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configuration icon.
Search for and select the Allow multiple guests to use the same email address setting from the Guests section.
Enable the setting.
Click Save.
Show alert if required fields are missing when creating guest profile
Use the Show alert if required fields are missing when creating guest profile setting to prompt the front desk staff when required fields are left incomplete while creating a new guest profile. When this setting is enabled, a dependent setting, Block payment if required fields are missing is available to make further fields mandatory for payments.
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configuration icon.
Search for and select the Show alert if required fields are missing when creating guest profile setting from the Guests section.
Enable the setting.
Click Save.
Block payment if required fields are missing
Use the Block payment if required fields are missing setting to ensure your front-desk staff cannot collect payment if the selected fields are not complete.
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configuration icon.
Search for and select the Block payment if required fields are missing setting from the Guests section.
Enable the setting.
Select the fields as required.
Click Save.
Impacts and considerations
The Block payment if required fields are missing setting is a dependent setting. It is only visible or active when you enable the Show alert if required fields are missing when creating guest profile setting.
The option to block payment is disabled by default when Show alert if required fields are missing when creating guest profile setting is disabled.
You can make the available fields mandatory for bookings for your organization.
You can choose from Birthday, Email, City, Address1, State, Country, Nationality, Referral source, Gender, PIN Code, and Primary employee guest fields.
Block payment if required fields are missing when selling a membership
Support third gender for guests and employees
Zenoti supports capturing personal information such as gender, birthday, anniversaries, contact details, and preferences of guests. Using personal information, you can create targeted campaigns and offers for the guests. The gender information of guests, in particular, can help you give special attention when you plan therapy, treatment, or precise pre- and post-service care for a guest.
Based on your business type, your organization may require collecting gender information or leave it optional for the guests to disclose. For gender information, in addition to Male and Female, Zenoti allows you to include Other as an option.
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configuration icon.
Search for and select the Support third gender for guests and employees setting from the Guests section.
Enable the setting.
Enter the text that you would like to display in the Gender list.
Click Save. The name you specified in the Other Gender Label field appears in the Gender list found in the employee and guest information pages in Zenoti.
Enable age brackets
Use this setting to set age brackets that involves categorizing specific age ranges. For example, you can enter the age as 13, and the category as minor.
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configuration icon.
Search for and select the Enable age brackets setting from the Guests section.
Enable the setting.
Click Add component.
Enter the age and category.
Click Save.
Impacts and considerations
Age brackets are initially set at the organization level, yet they can be overridden at the center level. However, this override only allows for updating existing values; it does not permit the creation of new age brackets.
When selling a membership from POS and Webstore, both new and existing guests are required to provide their date of birth. If the guest is a minor, their access to certain memberships will be restricted based on predefined age brackets.
The adult age bracket cannot be deleted at the organization level if a membership associated with it has been sold.
Allow minors to create their own guest profiles
Use this setting to allow minors to create their guest profiles from the Webstore and the CMA. For GDPR compliance, administrators must leave this option cleared (unchecked).
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configuration icon.
Search for and select the Allow minors to create their own guest profiles on the Webstore and Customer Mobile Application (CMA) setting from the Guests section.
Enable the setting.
Click Save.
Impacts and considerations
If the Allow minors to create their own guest profiles on the Webstore and Customer Mobile Application (CMA) setting is enabled, the Date of birth field will not appear on the guest account creation page on the webstore.
Enable family booking through APIs
Use this setting to allow users to enable family booking through APIs.
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configuration icon.
Search for and select the Enable Family booking through APIs setting from the Guests section.
Enable the setting.
Click Save.
Select unique identifier for guest
Use this setting to specify how to uniquely identify a guest. You can either do it using their email or mobile number which they can use to log into the Webstore or Mobile application.
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configuration icon.
Search for and select the Define guest uniqueness in the Webstore or mobile app setting from the Guests section.
Select either Mobile or Email.
Click Save.