Release Notes - July 23, 2024

In the Booking Wizard, when assigning service providers to services for multiple services and day packages the first selected service provider will automatically become the default for other services and day packages. Subsequent changes only affect the specific service chosen, allowing for individual customization without further adjustments across other services. More information

The following enhancements have been made to petty cash:

Enhancing scheduling flexibility by introducing 20-minute slot option for setting default appointment duration. More information

Users can now customize their packages during the booking process by selecting add-on options for services within a day package directly from the booking wizard. This is also available on ZMA. More information

Guests can now select providers directly from the week view of the web appointment book, eliminating the need to switch to the day view to do this.

Transfer Cash screen now displays register balance for easier end-of-day cash management. More information

Your guests can host and surprise their friends and family with ease:

The new Kiosk enhances the user experience with a redesigned, user-friendly interface that's intuitive and visually appealing. It features customizable themes, simplified phone number input via a dial pad, easy add-on options for services, and much more. Currently, it exclusively supports check-in.

Now, businesses can allow employees with read-only permissions to access guest profiles directly from appointment blocks. More information

Businesses that have opted for faster tips payout have the option to charge guests or deduct from employees to cover up the card processing fees on Tips amount.

To account for this change, three new columns - Tips convenience fees, Deducted Fees & Total Zenoti fees have been added to the Digital Payments Report (V2) and the Bank Deposits Report.

Retain tips in Point of Sale even after you have made changes to the invoice, such as, changing the payment method, adding services or other items for sale. More information

To enhance your business' payment functionality, invoices with products, memberships and packages added will automatically close if the payment was collected using a payment link. More information

Gift card balance on Point of Sale will be updated in real-time at redemption; no screen refresh needed.

To offer guests more flexibility and convenience when it comes to refunds, front-desk staff can now refund a gift card which has been partially redeemed by the guest. More information

To avoid sending unwanted emails to guests, you can set the default option to email a gift card to No when selling it on Point of Sale. More information

The Online Gift Card Status report now displays personalized messages addressed to the recipient from guests who have purchased physical gift cards. These guest-written messages, visible in the Message to recipient column, are transcribed by the front desk staff and included with the gift cards during pick-up or shipping. More information

For bookings that involve more than one person, such as group, couple, or family booking, if the selected service includes finishing services, guests can now select these options individually for each member.

This feature was initially exclusive to individual bookings but has now been extended to others. More information

The password hints on the Webstore signup page have undergone improvements. Now, users will get visual cues such as a green tick mark when conditions are met, a red indicator when conditions are not met along with a clear error message to provide instant guidance for creating a secure password.

Guests can now choose a specific therapist for services included in a day package. If they change one service from Any therapist to a designated therapist, this selection applies automatically to all other services tagged to Any Therapist within the same day package. More information

In Webstore, users can now conveniently choose their birth date either by selecting it from a calendar or by manually entering it in the DD/MM/YYYY format. More information

Businesses can now promote inclusivity by enabling guests and providers to specify their preferred pronouns. This feature extends across various touchpoints, including booking panel, booking wizard, queue view, list view, calendar, appointment block, waitlist, ZMA, guest and employee profile, online bookings, appointment follow-ups, and POS. More information

On the webstore, guests can easily access their profile and the guest form through separate tabs upon logging in. Any changes made to the Profile are automatically reflected in the Guest Form tab. More information

To encourage guests to purchase gift cards worth at least a certain amount, businesses can now set a minimum value for custom gift cards. More information

To ensure that no emails are triggered to the recipient, customers picking up or shipping physical gift cards will not be prompted to provide a recipient email address.

The Online Gift Card Status report now displays the sender's instructions enabling guests to communicate specific requests to the staff managing transactions. More information

To minimize the risk of system lockouts due to multiple failed login attempts, you can now display an alert message to guests showing the remaining number of password attempts.

Customers now have the added convenience of booking not just for themselves, but also for groups, couples, or families through CMA.

To reduce card delivery failures, employees now can receive their cards at their workplace, with businesses required to confirm their addresses during onboarding. This ensures efficient delivery while streamlining the process, making address validation mandatory for businesses and providing an additional choice for employees.

Businesses now can opt their employees out of tips payout without necessarily reaching out to Zenoti for manual intervention. Depending on the current status and accumulation settings and the status of Zenoti Wallet, different actions will be available while opting out. Additionally, an opt-in option is available for those who previously opted out. More information

To ensure enhanced transparency and security, cardholders will now receive text/SMS notifications for account activity including debits, credits, card purchases, internal bank transfers, and ACH transfers.

Customers from UAE (where Adyen is not supported) can now integrate and use the Adyen Direct payments processor.

Customers in the Netherlands and Denmark using the Single Euro Payments Area (SEPA) can set custom percentages for rates on the onboarding page. SEPA is only supported for the payment of recurring memberships.

Plutus devices now support UPI transactions, making it easy to process payments alongside existing terminal-based transactions.

These UPI transactions can be tracked using the Digital payments report.

Front-desk staff can now check in students faster. A new Signed In section on the roster lists all students who have already signed in and front-desk staff can quickly locate and select these students, saving time compared to browsing the entire registered student list.

Viewing EMR-migrated CCDA files is a more user-friendly and efficient experience with the new CCDA viewer. It enables users to view them directly within Zenoti Web and the Zenoti Mobile app.

This results in a smooth transition to Zenoti as you can now effortlessly access previous treatment information migrated from other EMR systems.

For always-on campaigns, you can now use the [OfferValidityDate] macro in the campaign body to inform your guests of the expiry date of the campaign. The expiry date is picked from the Offer is valid for X days option from the discount campaign flow. More information.

Ineligible guests are now filtered out upfront based on opt-in preferences, validity of email IDs, and phone number to deliver the campaigns quicker. You will see the Targeted count reduced in your Campaign Summary, however, this will not impact the number of eligible guests you reach.

Unlock higher package sales! Members can now buy prepaid cards using their membership credit amount which can then be used to buy packages. More information

You can use the Other Fee section that is now added to the Accounting Summary report to track shipping charges and associated fees to seamlessly reconcile accounts. More information.

Now post card deposits as journal entries. More information.

Now configure a default valuation method for audits. You can also restrict users from modifying or selecting different valuation methods during the auditing process. More information

Speed up checkout process for group invoices by sending payment links from Zenoti Mobile, allowing guests to pay from their phones as per their convenience. More information

After your Zenoti wallet and virtual card are ready for use, you can add your card to Google Pay for instant transactions.

Set up the advanced overtime multiplier by using the day-wise breakdown of hours and average hourly rate. More information

To ensure precise control over pricing and vendor management, businesses can now restrict price editing and vendor association for specific roles. More information

Assigning a value to new products during the audit now triggers an approval request.

In addition to removing loyalty points on a set expiry date, you can also remove points that are closest to expiry. More information

To ensure timely delivery, blocked campaigns due to daily limits or holidays can now be automatically rescheduled for the next day. More information

Complying with the new bulk email sender requirements from Google and Yahoo, all marketing email notifications will include a one-click unsubscribe option in the header of the email.

Track the total amount collected and the last payment on each package using the Packages report. You can also filter data in this report based on the package expiry date. More information

Now send email and SMS notifications to employees about enrolling them for faster tips payout through Zenoti.

For all centers where the Terms and Conditions for tips payout are accepted, new and existing employees, after they have been assigned the 'Therapist' role will be notified via email and text alerts instructing them to enroll for faster tips payout, create accounts on Zenoti Wallet and myZen.

Guests can now view their active memberships, including benefits and pending credits on both CMA and Webstore. More information

Configure whether you want to display or hide the tips dashboard in MyZen. More information

If the business deducts a convenience fee for tips from service providers, then the deduction details will be shown in the transaction detail view and tips detail view. More information

Reduced clutter on Point of Sale by displaying additional information only after relevant actions; adding products or any other items to the invoice including payments.

Center owners can control how they can handle multiple refunds per invoice item for services, allowing accurate and flexible refund processes for front-desk staff. More information

Providers can now rely on MyZen to automatically adjust rebooking dates based on organizational preferences. More information

Service providers can now access Zenoti wallet and card features from the Zenoti web app too(along with the previously available option, MyZen mobile app ). This is beneficial for employees who don’t have compatible smartphones or access to the MyZen app.

To protect user privacy there is a verification layer (password/OTP) before displaying sensitive data such as Zenoti wallet balance. This update ensures user data remains secure, even if the common desktop is left unattended or credentials are shared for short periods.

Service providers can manage their Zenoti card (Activate, Block, Cancel card, or reset PIN), view Zenoti wallet balance, bank account details, transaction history, and download statements from the web app.

When enabling Preferred pronouns, businesses can allow guests to enter custom pronouns in CMA and Webstore. Guests can do this on various screens such as guest profile, sign-up page, guest forms, group booking, couple booking, and family booking. More information

The following enhancements have been made to Audit:

Edit member codes to identify specific guests with active non-recurring memberships. You can do this by overriding the automatically generated member code. More info

Introduced configurable room priority for services, allowing businesses to set preferred rooms for specific services to optimize space utilization and enhance operational efficiency.

Updated insurance receipts to accurately reflect the actual purchase price paid by the member, ensuring tax and price details align with the membership credits used.

Enhanced security measures now require employees to enter their PIN before deleting appointments, ensuring that this action is restricted to authorized staff only. More information

Improved the payment system to allow for automatic split payments on gift cards: when a guest wants to pay $115 but has only $100 on a gift card, the front-desk staff can use the gift card first and then the remaining $15 can be paid with another payment method. More information

Added a gift receipt option that omits price details from the receipt, enhancing the gifting experience by preserving the surprise and simplifying exchanges for recipients.

Streamlined the PIN login process for front desk staff with a quick search feature in the username dropdown, allowing for faster and easier navigation by filtering names as you type.

The Tips Adoption report now includes new filters such as Employment start date, and Bank account status and new columns to view the Employee code, last 4 digits of social security number, Account holder name, Bank account number, Routing number, Bank account type, Bank name, Employment start date, and Bank account status.

Users who wish to access the newly added information in this report must have the Access Zenoti wallet bank account details role permission enabled in their security role permissions. More information

Enhanced Appointment Book by retaining the user's preferred view orientation when switching between day and week views, ensuring a consistent and streamlined scheduling experience

The service shop costs have been added to the Master Center Metrics and Sales Accrual reports, while both the service shop cost and shop costs by employee have been added to the Master Employee Metrics report. More information.

Additional KPIs, such as gift card redemptions and gift card tips, have now been added to the Master Center Metrics report. More information.

To avoid the hassle of employees forgetting to clock in using PIN mode, if your business center has PIN login enabled, then the browser will by default ask the user for a PIN when logging into Zenoti. More information

Avoid duplication of members codes by setting an initial seed value that will be automatically incremented with each membership sale. You can also define a standard prefix for membership codes at the organization level. More info

To help the users of myZen collaborate better with their colleagues, they can now send invites to their colleagues to download the app. Invitations can be sent via email and SMS. They can also share invites via any messaging app of their choice such as Slack, Facebook Messenger, or WhatsApp.

Users can now view day package categories alongside package names in the booking wizard while making a booking.

Front desk staff can now select multiple centers within the same location when posting resort spa charges to Opera.

The front-desk staff can now select finishing services (such as hair styling or nail polishing) for main services (such as haircuts or massages) from the booking wizard. Guests can add these finishing services to single services, multiple services, and day packages. More information

Make PIN logins more convenient for employees! Employees now have the option to set their own PIN alongside the existing automated PIN generation. More information

With the improved roster, you can easily track student progress and identify milestones achieved and those yet to come. More information

To ensure a better and more inclusive user experience, employees can now update a guest profile with the guest's preferred pronouns on myZen. The chosen pronouns will be displayed on the appointment details, focus card, and guest profile.

Users of the myZen app can choose to receive appointment-related notifications only on working days. More information

On Webstore and CMA guests can now access their accounts and continue with an online booking without passwords by receiving a unique verification code through mobile or email. More information

Guests can now adjust their appointments that include a day package on webstore and CMA by clicking Reschedule from:

Track the performance of specific groups of centers within your zones by using location groups. This allows franchise businesses to focus on key regions or demographics and identify top-performing centers. More information

For reports that have the Run Across Organizations feature enabled, the Organizations/ Zones/ Location groups filter is now available in the Send Email Across Organizations pop-up when the Run Across Organizations option is selected. This filter is available on the Sales Accrual, Collections, Master Center Metrics, Master Employee Metrics, Sales Cash, Tips, Attendance, and Stock Ledger V2 reports. More information.

The Zone/Location groups filter is now available in the Sales Accrual, Master Center Metrics, Master Employee Metrics, Sales Cash, Tips, Attendance, Stock Ledger V2 and Collections reports. More information.

Zenoti now supports ZATCA (Zakat, Tax and Customs Authority) e-invoicing, ensuring compliance with Saudi Arabia's latest regulatory requirements for phase 2 of ZATCA implementation. This update allows businesses in Saudi Arabia using Zenoti to generate and manage e-invoices according to the ZATCA mandate. More information

Businesses can now control the therapists' online availability for specific services. More information

Businesses can now allow selected service providers to be booked online only by guests who they have served in the past. More information

Zenoti now supports NetSuite integration, allowing seamless syncing of data. More information.

Front desk staff can now resend appointment confirmation emails directly from the appointment details screen, ensuring guests receive timely notifications. More information

Guests can now request membership cancellations through the Webstore, triggering automatic email notifications to the administrator. More information

Businesses can now limit front-desk staff to only edit commissions after invoice closure, without reopening invoices. This is enabled by default for customers with the reopen invoice setting. More information

Front desk staff can now refund only the shipping fee from invoices for online purchases of physical gift cards or products even when no other items in the invoice are being refunded. The shipping fee will appear as a separate line item in the refund screen and can only be refunded in full. More information

To minimize unnecessary alerts for minor adjustments, front desk staff can now control reschedule notifications for appointment start times. Guests will only be notified when changes exceed a customizable threshold. More information

Businesses can now choose to alert the front desk staff if the gift card is redeemed either before a specified period (in days or hours) after purchase or if the gift card amount to be redeemed exceeds a predefined limit. More information

To ensure uninterrupted business operations, Zenoti restricts the deletion of employees who have future appointments scheduled.

Streamline your employee deletion process. Future schedules and blockouts are automatically deleted when removing employees, employee roles, or employee deputations.

To prevent errors in center selection during invoice creation and mitigate potential revenue impacts, we display the center name prominently next to the invoice number on each invoice. More information

We've introduced opportunities for management of membership purchase scenarios. More information

Opportunity stage rules have been enhanced with the inclusion of a new stage rule that gets triggered when an appointment is closed for services. More information

Track revenue generated from announcement campaigns! Set up revenue attribution for announcement campaigns and monitor generated revenue in the marketing dashboard and reports. More information

Increase your service revenue by prompting customers who have booked services that have add-ons but have not yet booked the add-ons. Use targeted campaigns to reach these customers. More information

The new Member report offers businesses detailed insights into changes in their membership portfolio during specific periods, covering total sales, active members, and various status updates. More information

For added security, you can now specify which countries your business operates in. Zenoti's security checks will allow employees to access Zenoti web application only from the selected countries. More information

Businesses can now view the following Adoption signals to identify the Zenoti features they are not using, which could help them improve their business.

We've enhanced the Subscriptions tab in Analytics with new search and filter options. Now, you can easily search and filter by user and their respective subscriptions. More information

The following schema changes are made to Analytics data:

Improved Inventory Analytics for Redshift users by including product barcodes in dimensions.

Improved Inventory Analytics for Redshift users by including vendor details in dimensions.

You can now configure and post day packages as a separate item to the accounting application. More information.

You can now post check deposits and transfer cash as journal entries. More information.

You can now post custom payment deposits as journal entries. More information.

You can now post transactions for payments made through CaisseAP.

Zapier integration with Zenoti now supports the 'Guest email' parameter for the 'Invoice closed' event, allowing seamless automation based on guest email attributes. More information

You can now use the Invoice Status filter introduced in the Business KPI, Accounting Summary, and Employee KPI reports to tailor your data view by selecting invoices with statuses as open, closed, or all. More information.

The following columns are now added to the Master Center Metrics report:

More information.

To facilitate Indian customers to file their GST, the Sales cash report can be generated at the item level for each payment collected on the payment day, by using the Item for each payment option introduced under the Level of detail filter. More information.

In the Salon Summary report, you can now view the No-show and Cancellation Fees under the Service Revenue section that includes counts, gross values, and net values. You can also view the tips at both the employee and job levels from the Tips column that has been added in the Employee Performance section. More information.

Providers on MyZen can now:

You can now initiate zoom calls for virtual consultations directly from ZMA. More information.

If a guest is marked as a minor in their profile, an icon will be displayed to indicate the same.

With Photo Manager on MyZen, providers can utilize the same photo capture tools as Zenoti Mobile to track guest transformations with before-and-after photos clicked and saved in the image gallery. More information