Release Notes - June 16, 2026 (DRAFT)

Zenoti now includes a new report — Membership Tries, that gives you a detailed view of every collection attempt made against recurring membership invoices. Each row in the report represents a single try, so you can see exactly what happened at each attempt: when it was made, which payment method was used, whether it succeeded or failed, and why.

The report helps you answer questions like: which invoices have had multiple failed attempts, what are the most common decline reasons, how many automatic retry attempts remain for a pending invoice, and how long invoices have been sitting unpaid.

How to use:

Membership cancellation rules can now be defined once as a reusable template and applied across any number of memberships, instead of being configured on each membership in isolation. Every modification to a template creates a new immutable version. Memberships sold under one version of a template continue to honor those rules for their entire lifetime, even after the template is later updated for new sales — giving operations and finance teams a clean audit trail of which policy applied to which guest. When a guest cancels, every financial component is generated as its own invoice or credit note for full reconcilability, and new role-level permissions let admins control who can apply overrides at the time of cancellation.

Businesses can now duplicate an existing class schedule and apply it to a new date range without rebuilding the setup from scratch. Studio managers save hours of repeated configuration work when extending the same schedule into a new cycle.

Business Scenario: When the same schedule needs to run for the next quarter or year, staff can copy an existing schedule instead of rebuilding it from scratch.

How to Use: 

From the Active Sessions column:

From the Schedule tab:

This enhancement adds a visual notification flag to the Waitlist icon in the Appointment Book, helping front desk staff quickly identify pending waitlisted items without having to remember to manually open and check the waitlist. The red notification flag displays the total number of waitlisted items that require attention.

How to use:

Businesses with large provider teams can now display provider profile photos across the Appointment Book, MyZen, and ZMA, making it easier for front desk staff and guests to quickly identify providers visually. This enhancement improves scheduling accuracy, reduces confusion caused by similar provider names, and helps teams manage rotating or cross-location staff more efficiently.

How to use:

This enhancement applies across ZMA and MyZen.

Guests often request more than one service in a single waitlist or turn-away entry, and may be open to multiple therapists. Earlier, the Waitlist Report and Turn-Away Report did not surface every service or therapist captured during scheduling, which forced reporting users to switch back to the Appointment Book to see the full picture.

With this enhancement, both reports mirror the multi-service and multi-therapist flow in the Appointment Book scheduler. The Service column lists every requested service (including add-ons) and the Therapist column lists every requested therapist, each shown comma-separated.

How to use:

This enhancement brings an Equipment tab to the Appointment book. Toggling into Equipment view replaces the provider rows with rows for each piece of equipment, listed alongside its total quantity. Appointments scheduled on that equipment appear in the same time grid, so front desk teams can see capacity at a glance and book without leaving the page.

Businesses operating in Spain are required to collect guest identification before closing invoices above a defined threshold. Previously, businesses collected this data using custom form fields, which led to inconsistencies across check-in, checkout, reports, and receipts. Zenoti now handles this automatically across all these touchpoints.

The feature auto-enables when the organization country is set to Spain and requires no additional onboarding step.

How-to use:

The Sales Accrual Report and Sales Cash Report now include Country of Residence and ID Number columns by default when Spain Compliance is enabled. These columns match what appears on printed and emailed receipts.

This release includes several Kiosk enhancements that improve the guest booking experience, simplify Kiosk configuration, and streamline defaults for new Kiosk customers.

What's New:

This enhancement enables service providers to view their Bought product % on their MyZen application. It is the percentage of service invoices where the employee also upsold at least one product. This metric reflects cross-selling effectiveness.

How to use:

This enhancement improves commission visibility and performance in the myZen app. Commission data is now automatically calculated through the previous day the first time an employee opens the Earnings screen each day, ensuring faster access to up-to-date earnings information. Employees can also manually refresh earnings to include invoices closed earlier the same day.

How to use:

The Membership Payments report has been enhanced with new columns, grouping options, and filters to help operations teams analyze outstanding dues by age and understand the reasons behind payment declines. A new Invoice Age Bucket column categorizes invoices into ageing brackets, and the report can now be grouped by this bucket to give a clean dues breakdown. A new multi-select Decline Reason filter (with in-dropdown search) lets you isolate invoices by specific failure reason. A new Total Tries column completes the picture and aligns the report with the new Membership Recurring Invoice Tries report.

Business Scenario: An operations director runs the Membership Payments report at month-end and groups by Invoice Age bucket. She sees $48K in 90+ day dues — far higher than the $32K she expected. She drills in, applies the Decline Reason filter for “Insufficient funds”, and isolates 142 invoices that have been retried 4 or more times without success. She hands the list to the retention team for personal outreach instead of more automated retries. The aged dues drop to $19K within two weeks.

How to use:

Multiple financial reports now consider these three memberships revenue-recognition values: Initial Revenue Recognition (IRR), Monthly Revenue Recognition (MRR), and Service Credit Revenue (SCR). With this update, IRR, MRR, and SCR appear as three new columns across the affected reports, and redemption, sale, and collection values are now calculated using the SCR configured in the membership master. This is not enabled by default and is controlled by a new org-level setting.

Calculation changes are effective across the following reports: Sales Accrual, Sales Tax, Sales Cash, Collections, Accounting Summary, Salon Summary, Master Center Metrics, Master Employee Metrics, Business KPI, Cross Center Settlement, Royalty. New columns appear in Sales Accrual, Sales Tax, and Sales Cash reports.

Center managers can now create, edit, and delete blockouts — periods of employee unavailability such as breaks, training, or leave — directly on the Schedule Page. The Schedule Page and the Appointment Book stay in sync, so changes made in one place show up in the other right away. A new toggle on the Schedule Page lets center managers show or hide blockouts, and Copy Forward now includes blockouts along with the schedule. The same permissions, recurring patterns, and time rules apply, and these blockouts show up in the existing blockout reports.

A center manager building employee schedules previously had to switch between the Schedule Page and the Appointment Book to add or edit blockouts — for example, scheduling a break, blocking time for training, or marking a leave day. Now that blockouts are available on the Schedule Page too, center managers can handle schedules and blockouts in one place, with the same rules as before.

How to use:

Once enabled, blockouts can be created, edited, and deleted directly from the Schedule Page.

Customers can now book appointments by selecting an employee Level (such as Junior Stylist, Senior Stylist, or Master Stylist) rather than picking a specific provider or accepting the Any option. This is particularly useful for first-time customers and for institutes where students perform services and the same provider may not be available for repeat visits. Org admins enable the feature, create Levels at the organization level, associate each Level with the relevant centers, and assign a single Level to each employee in the employee profile. After a customer selects a service, the available Levels appear with a price range calculated from the employees in each Level using the existing pricing hierarchy: employee custom price → job-level price → master service price. When the customer selects a Level and a time slot, the system automatically assigns an available employee from that Level. Level-based booking is available in Online Booking, the Customer Mobile App, and the Webstore.

A first-time customer booking a haircut at a stylist institute previously had to either pick a specific stylist by name (without context on their expertise) or accept the Any option (without knowing who would serve them). Both options reduced booking confidence and conversion. With Level-based booking, the customer sees Junior, Senior, and Master Stylist options with price ranges, picks the Level that matches their expectation and budget, and is assigned an available employee at that Level — no need to know individual stylist names.

How to use:

The Level appears as an option for customers booking that service in Online Booking, the Customer Mobile App, and the Webstore. The price shown is the range across employees assigned to the Level, using the existing pricing hierarchy.

Zenoti now supports AI Inventory, a center-level dashboard that recommends what to reorder, how much, and from which vendor. Inventory managers can review items at risk of stockout — flagged as Critical, Warning, or Healthy — generate Draft purchase orders for multiple vendors in one step, and see the reasoning behind each recommendation. The dashboard treats retail and consumable products separately, using sales history for retail and a mix of past consumption and booked appointments for consumables. Weekly digest emails and critical stockout alerts surface items that need attention.

A center manager reviewing inventory for the week ahead needs to know which products are trending toward stockout, how much to reorder, and which vendor to use. This previously required pulling multiple reports and calculating quantities offline. AI Inventory consolidates everything into one prioritized view with vendor selection built in.

How to use:

Once configured, the dashboard shows a prioritized list of items below the reorder point. Select items and click Prepare Order to choose a vendor allocation strategy and generate Draft purchase orders.

Inventory managers can now create products in a streamlined Products Master with only essential fields shown upfront — Product Name, Product Code, Category, Subcategory, Brand, and Type. Advanced fields such as Tags, Kits, Commissions, and Cannot Order / Cannot Sell dates are collapsed under an optional section. Single-center organizations use a single-page flow with no tabs. Categories, subcategories, brands, and vendors can be created inline without leaving the product creation screen. Sales attributes (Sale Price, Tax) and procurement attributes (Procurement Price, Vendor) are now grouped separately. For multi-center organizations, the bulk mapping panel supports center search, zone selection, and one-step assignment of prices, tax groups, vendors, and reorder points across multiple centers.

An inventory manager setting up a new product previously navigated multiple tabs, filled in fields they did not need, and left the screen to create missing categories or brands before starting again. For multi-center organizations, mapping a new product to dozens of centers required repetitive per-center data entry. The redesigned Products Master removes these blockers by showing only what is needed, allowing inline creation of missing master data, and providing bulk mapping tools.

How to use:

Zenoti now supports automatic price refresh for future booked appointments. Centers can update future appointments to the new price when a service price or its scaling factor changes. Center managers can apply new pricing to already-booked appointments without contacting Zenoti support. When a price change is saved, a confirmation popup appears: clicking Confirm applies the new price to all eligible future appointments in the background, while clicking Cancel saves the price change without refreshing appointments. Appointments with discounts, redemptions (membership, package, gift card, loyalty points, cashback), manual price adjustments, or recorded payments are excluded, along with closed, cancelled, and no-show appointments. Price changes made through Data I/O apply silently and do not trigger the confirmation popup. Configuration is available at the organization level, with each center activating the feature individually.

A center manager revising service prices each quarter previously had to raise a request with Zenoti's support team to apply the new pricing to appointments already booked weeks or months ahead. With this feature, the center configures the setting once and applies price changes independently, with a confirmation prompt every time a price changes.

How to use:

When you change a service price or price scaling factor and save, the Update future appointments popup appears. Click Confirm to apply the new price to future booked appointments, or Cancel to save the price change without updating future appointments.

Zenoti enables businesses to control how far a member can book classes or amenities in advance, based on the membership. The configured rules apply to the same window across the Webstore and the Zenoti Mobile App. At the front desk, an alert displays when a booking exceeds the configured window. Front desk staff can override it from the appointment book or roster view after confirming the prompt. If a member does not match any configured rule, it defaults to the booking window set on the class or amenity.

A rule pairs with a set of memberships with a set of classes or amenities. It also sets up an advance booking window in days. 

Business Scenario: A member-only club wants to give resident members a longer booking window for tennis courts than associate members. With Advanced Booking, residents get seven days, and associates get four days. Each window is enforced automatically across all booking channels.

Learn More: Refer to the Advanced Booking article.

Businesses can now view a full week of class sessions on a single calendar grid. The new Calendar View tab on the Classes page lays out every scheduled session by day and hour. Each session tile shows the class name, instructor, session time, and utilization for the last three months.

Business Scenario: Studio managers oversee recurring classes scheduled across six to twelve months. They need to assess class performance, identify peak time slots, and flag slots that consistently underperform. The Calendar View consolidates this information into a single grid, with utilization data at the session level.

How to Use:

To view the weekly class schedule:

Businesses can now view detailed breakdowns of sales, collections, processing fees, and deposits across all four sections of the Billing, Collections, and Deposits report. Key columns in each section are expandable. Click a column header to view the additional data. For example, the Total Collections column in the Collections Overview expands to show a breakdown by Payment Type, Invoice Component, or Sale Period.

Business scenario: Finance teams reconciling end-of-period bank statements previously had no way to distinguish direct debit amounts from card amounts within a single report view. The expanded columns eliminate the need for manual cross-referencing with payment processor statements by surfacing the direct debit and card split inline.

Learn more: For more information, refer to the Billing, Collections, and Deposits report article.

Front desk agents can now compose a message in HyperConnect and queue it to send at a specific future date and time. Scheduled messages stay fully editable and cancellable right up to the moment they send. They appear inline in the conversation thread as light-blue cards stamped with the scheduled send time, so any agent covering the conversation can see what is planned. Multiple messages can be stacked in the same thread, making it possible to sequence a confirmation, a prep instruction, and a day-of reminder from a single booking interaction.

Business scenario

Front desk teams in beauty and wellness work in shifts. The closing receptionist on Saturday who wants to follow up with a guest on Monday morning has no reliable way to ensure that message goes out. The same gap exists across every time-sensitive communication a front desk manages: pre-treatment prep instructions that need to land 24 to 48 hours before an appointment, post-service aftercare check-ins timed to clinical recovery windows, and birthday and anniversary messages that should go out at the right moment regardless of who is on shift. When these communications go out depends on who remembers to send them, not on when the guest needs them. For multi-location operators, time zone differences compound the problem further. Schedule Message changes the timing of these communications from whenever someone has a free moment to exactly when they should arrive.

How to use:

Note:

Learn more: For more information, refer to the Schedule a Message to a Guest article.

HyperConnect now supports two new extension types alongside the existing individual Agent extension: Ring Group and Fixed Order. A Ring Group assigns a single 4-digit extension to a team of agents and rings all members simultaneously when that extension is dialed. A Fixed Order group rings members sequentially in a priority order defined by the administrator, so the first responder is always the same person until they become unavailable.

Both group types appear everywhere a regular extension does: in transfer menus, phone tree routing destinations, and the call directory. Both types support employees and physical phone devices as members.

How to use:

Note: For Fixed Order groups, review the per-member ring timeout with your Zenoti administrator, as the default may need adjustment for clinical or escalation workflows.

Learn more: For more information, refer to the Manage Group Extensions in Call Extensions article.

Front-desk staff can now transfer a live call to any other center in the organization directly from HyperConnect, including to a specific agent, Ring Group, or Fixed Order group at that center, without dropping the call. A third transfer option, “Transfer call to a location,” is now available alongside the existing transfer call to an agent and to external number options. All cross-center transfers are logged in the conversation thread on both the originating and receiving center, providing a full audit trail of every handoff.

For multi-location operators, the most common inbound call problem is a guest calling the wrong center. The receptionist takes down the information, reads out the correct number, and asks the guest to call back. A significant portion of those guests do not call back. Franchise systems where guests are loyal to the brand face this constantly. Cross-center call transfer makes a warm handoff possible at scale. The receiving agent sees exactly where the call came from, who transferred it, and the guest’s prior conversation history, so they pick up with full context instead of starting cold.

How to use:

Note: Center directories and extensions must be kept current for transfers to connect correctly. If a center does not appear in the directory, contact your Zenoti administrator.

Learn more: For more information, refer to the Transfer a Live Call to Another Center article.

Two new nodes are now available in the HyperConnect Phone Tree builder: Direct Dial Extension and End Call.

The Direct Dial Extension node lets callers enter an extension number on their phone keypad to connect directly to an individual agent, Ring Group, or Fixed Order group, bypassing the IVR menu entirely. It includes three branch transitions (Connected call ended, Invalid, and Missed call) that wire into the rest of the phone tree, with Voicemail as a natural fallback for unanswered direct-dial attempts. For example: A medspa patient whose post-procedure instructions include a direct extension for her nurse coordinator should be able to dial it and connect in seconds.

The End Call node provides a clean, intentional exit point for any IVR branch. Placed after a closing audio message, it terminates the call the moment the audio finishes. The node is a leaf with no outgoing transitions and requires no configuration beyond placement. For example: An after-hours announcement, a self-service hours message, a compliance disclosure, all of these have a logical endpoint, but without an End Call node the call either loops back to the main menu or times out after dead air, End Call makes that reliable.

Both nodes appear in the node picker alongside Welcome greeting, Play audio, Menu, Transfer call, Voicemail, Send message, Operational schedule, Conditional Routing, Add in queue, and Call percentage.

How to use:

Setting up Direct Dial Extension:

Setting up End Call:

Learn more: For more information, refer to the Direct Dial Extension Widget and End Call Widget articles.

The redesigned Booking Wizard is now embedded inside HyperConnect. Front-desk staff can open it directly from any guest conversation, call, message, or voicemail without switching to a separate application. The guest’s profile loads automatically. It supports Single booking, Family booking, Surprise booking, and Couples booking.

A three-column layout shows guest context on the left, the service catalog with live provider availability percentages in the middle, and a visual time picker on the right. A 5-minute slot reservation countdown on the Review screen prevents double-bookings while the agent confirms details.

Key features:

Note: The New Booking Experience toggle allows front-desk staff to switch between the previous and new Booking Wizard during the transition period.

Learn more: For more information, refer to the Book Appointments Using the Booking Wizard in HyperConnect article.

HyperConnect now includes full voicemail functionality through two connected components. A Voicemail node in the Phone Tree builder routes missed calls to a configurable prompt and assigns recordings to specific agents by name. A dedicated Voice Mails inbox in the left navigation surfaces every received voicemail with an auto-generated transcript, sentiment score (Positive, Neutral, or Negative), and call category metadata. front-desk staff can filter the inbox by status, sentiment, category, or assignee, and forward any voicemail to a colleague with a contextual note. Voicemails also appear inline in the guest’s conversation thread. Real-time notification banners and unread badge counts alert assigned agents the moment a voicemail arrives.

How to use:

Setting up the Voicemail node:

Managing voicemails:

When a voicemail arrives, assigned agents receive a real-time notification banner and an unread badge in the left navigation.

Learn more: For more information, refer to the Voicemail inbox article.

When the ACH submission deadline has passed, you can now fund payroll via wire transfer to retain your original payday and ensure employees are paid on time.

How to use:

Note: The Fund by Wire option appears on the payroll preview screen when the ACH submission deadline has passed.

This enhancement allows users to create workflows using predefined templates instead of building workflows from scratch. Workflow templates help users get started quickly with minimal configuration, reducing setup time and simplifying onboarding. Users can choose from ready-to-use templates for common lead management scenarios and make minor edits before publishing the workflow.

How to use: