Release Notes - August 12, 2025 (DRAFT)

Business Owners, Administrators, Front-Desk Operators

We are excited to introduce Quotes, a new feature that helps you create, manage, and share personalized service estimates with your guests, directly within Zenoti.

Whether you’re building custom treatment plans or providing price transparency up front, Quotes help you:

You can also convert a quote into an invoice when a guest chooses to proceed, streamlining the journey from consultation to payment.

Business Use Case:

Medspas often offer multi-session treatments such as laser therapy or weight management programs that involve significant investment. With Quotes, you can send clear, detailed treatment plans to guests, helping them compare options and choose what works best.

This transparency supports better decision making, builds trust, and improves conversion for high-value services.

How to Use:

To access Quotes, navigate to the Redesigned Appointment Book and click Quotes.

Business owners, administrators

The enhanced Statutory Pay Report helps businesses evaluate commissions alongside the revenue metrics that drive them. It simplifies payroll analysis by allowing users to view key revenue figures and payout data in a single report.

Business Scenario: Center managers and payroll teams often compare employee commissions against revenue through separate reports. With this enhancement, users can:

How to Use:

A new column called Included in Package, has been added to the Appointments report. It shows whether a guest has an active package with unredeemed credits for the scheduled service. This enhancement gives front desk teams quick visibility into package eligibility, enabling better engagement and more strategic upsell opportunities.

Business Scenario

Front desk staff often need to determine if a guest's service is covered under an existing package. Without this visibility, staff may overlook upsell opportunities or repeat sales conversations with guests who already have active packages. The new column provides actionable insights, enabling more informed, timely interactions that enhance the guest experience.

How to Use:

1. Enable the new column. Ensure Included in Package is selected at the organization level under the List of reports.

   Note

   If the column or its data is not visible, reach out to your Zenoti representative.

2. Navigate to Reports > Appointments Report.

3. Export the report if needed for operational planning or guest interaction purposes.

Front Desk Operators

Front desk operators can now preview the redesigned Appointment Book (Calendar V2) using a simple toggle. This feature allows users to explore the new interface during their current session, provide feedback, and switch back anytime, without impacting existing appointment settings or workflows.

Business Scenario:

The redesigned Appointment Book is available for preview, even before full onboarding is completed at the center level. This early access helps front desk teams become familiar with the updated interface, gather insights, and prepare for adoption without disrupting day-to-day operations.

How to Use:

Front Desk Operators

The appointment block templates have been redesigned for better clarity and consistency. The updated layouts improve visual hierarchy, enhance readability, and ensure uniform formatting across all template sizes. A new notes icon appears alongside existing appointment icons when notes are present, keeping important context visible at a glance.

Business Scenario:

Front desk staff can now quickly scan appointment blocks for key details like guest names, service times, room numbers, and notes. The cleaner design and improved use of space make information easier to read without opening each appointment.

The notes icon highlights block with attached notes, helping staff access critical context especially in high-traffic environments where screen space is limited and quick decisions are essential. Consistent icon placement supports faster, more efficient workflows.

Front Desk Operators

This enhancement to Today's Sales report in the Appointment Book adds real-time visibility into posting statuses for Opera Cloud and HTNG integrations. Users can now view, identify, and retry failed postings directly, minimizing manual effort and reducing support dependencies.

Business Scenario:

The report now offers enhanced visibility and control over integrated transaction postings, enabling users to:

These improvements streamline workflows, reduce turnaround time for resolution, and empower staff to act without needing external support.

How to Use:

1. Open the Appointment Book, then click Reports from the More menu in the right panel.

2. Select Sales. Today’s Sales report appears.

3. In the report, review the Posting Status column for each transaction:

   • Success: Transaction posted successfully

   • Failed: Posting failed. Hover to view the reason.

   • Not Applicable: Posting not required (example, for cash payments).

4. (Optional) Use the Posting Status filter to view specific transactions.

5. For failed transactions, click Retry to attempt reposting.

Admin, Front Desk Operator

Zenoti now captures guest provider preferences more accurately when guests join the waitlist. This enhancement improves scheduling precision across the Appointment Book, Booking Wizard, and Reports.

The table lists how the Specific Provider checkbox behaves based on the guest's provider selection when joining the waitlist.

When staff add a guest to the waitlist:

Front Desk Operator, Service Provider

Zenoti now enhances the Queue display by sorting guests based on their promised start time (ETA). If multiple guests have the same ETA, the one who checked in first will appear earlier in the list, ensuring a fairer and more accurate service sequence.

Previously, the queue did not account for check-in time, which sometimes led to confusion and inconsistent service order.

For example:

Emma and Olivia are both scheduled for 3:00 PM services. Emma checks in at 2:30 PM, while Olivia arrives later. Previously, Olivia might appear above Emma in the queue, despite Emma checking in first. This enhancement ensures Emma appears first, reflecting check-in time and improving fairness for both staff and guests.

Admin

Admins can now control whether mid-day cash counts and tip payouts are visible in the New Register interface. Two new settings, Enable mid-day cash counts in New Register and Enable Tips payout in New Register, give centers the flexibility to show or hide these options based on their operational needs.

A multi-location spa chain enables mid-day cash counts at high-traffic centers to catch discrepancies early. Smaller locations turn off the option to minimize interruptions. Similarly, some centers restrict tip payouts to payroll cycles and turn off in-register payouts for tighter control. These settings help standardize workflows across locations, improve financial oversight, and reduce unnecessary register interactions where not required.

How-to use:

The Register Cash Count report gives managers clear visibility into all cash count submissions, helping to streamline cash handling and improve accountability across centers.

Key updates:

How-to use:

Business Owners/Center Manager

Zenoti introduces the Definitions panel to simplify complex report data by showing column descriptions in one place. This feature helps you interpret metrics accurately, make quicker decisions, and reduce reliance on external support. You can also click the Help Article link to open a detailed guide for the specific report.

How-to use:

Business Owners, Center Manager

Zenoti has enhanced the Sales Accrual report with a No payment type filter. This option helps users quickly identify transactions without an assigned payment type, improving accuracy during audits and reconciliation.

While reviewing financial reports, a center manager finds inconsistencies in revenue totals due to missing payment details. With the new filter option, the manager can quickly filter and review such transactions, ensuring data completeness and simplifying reconciliation.

Key updates:

How-to use:

Business Owners, Center Manager

Zenoti has introduced the Flat Pay Period Fee column in the Royalty report to track fixed royalty charges applied at the center or franchise level. These charges are not linked to services, products, or sales volume and simplify invoicing by removing item-level dependencies. This ensures predictable, transparent billing and enhances operational consistency across locations. To enable this feature, contact your Zenoti representative.

How-to use:

Guests, Center Managers, Front-Desk Operators

Zenoti now supports credit card surcharging—allowing businesses in the US, Australia, and New Zealand to pass processing fees to guests, helping reduce payment costs by up to 90%.

Business Scenario: Businesses can now recover credit card processing fees in a fully compliant way, aligned with Visa, Mastercard, and regional regulations. Zenoti’s flexible setup lets you configure surcharge rates by card brand and type. Unlike flat-fee models offered by some competitors, Zenoti’s approach prioritizes transparency, compliance, and cost control.

How-to use:

Business Owners, Center Managers

Zenoti Driven Growth has been enhanced to give businesses a clearer view of how growth features contribute to revenue.

Administrators Guests

You can now offer your guests a more personalized and intuitive booking experience with the new provider-based booking flow. This flexibility lets you customize the booking journey. Guests start by selecting a center, then choose a provider, followed by a service and a time slot. This allows them to book based on the provider they want to see, not just the service they need. 

This is ideal for businesses that emphasize provider choice. It enhances guest satisfaction and makes booking and promoting Providers (with deeplink for the provider that can be sent via Messages or added to the website) easier.

How to use: 

Administrators, Business Owners

Zenoti Web now supports reading Emirates ID cards through compatible USB smart card readers, enabling automatic population of guest demographic details in NABIDH, Malaffi, and Riayati compliance forms.

This enhancement enables faster and more accurate guest data entry, helping businesses meet healthcare compliance requirements in the UAE while reducing manual effort and improving overall data quality.

We have improved the way Shopify integration settings are managed in Zenoti by introducing a smarter, more intuitive user experience. Managing application connections is now clearer and more actionable, especially in situations where the Shopify access token becomes invalid or is removed.

With this update, Zenoti automatically displays a context-sensitive button based on the access token status:

In addition, when the token is no longer valid, a banner message appears at the top of the integration settings page, informing users that the token has expired and prompting them to reset and reauthorize their integration.