Release Notes - February 2023: Fitness
Appointment Book
Access the roster with one click
On Appointment Book, the front-desk staff can click the new Classes view to access the roster in one click. They can manage Classes and Workshops from here.
Move appointments using Clipboard
Note
To enable this feature for your business, reach out to your admin.
With this release, businesses can move appointments easily using a temporary placeholder on Appointment Book called Clipboard.
To do this, we’ve added a Zenoti Admin setting Move appointments using Clipboard. When this setting is enabled, businesses can:
Move an appointment or the entire visit to another slot or day
Swap appointments
The Clipboard feature is also supported on:
Group invoices
All views: room, list, and therapist
Past appointments
Important
If Clipboard is inactive for 10 mins, all appointments will be moved back to the original slots.
Show invoice details over pole device
Important
Currently, Zenoti supports XP8200 U POS-X pole device on Google Chrome, Edge v103, and Opera v89.
Under the law, businesses in some regions such as California, must display invoice details on a pole device to the guest before taking payment.
For this, we’ve added the new center-level setting, Enable pole display. After enabling this setting, the front-desk staff can see the pole display icon in red on the invoice screen.
Analytics
Multiple Employee Commissions data source discontinued
With this release, dedicated Redshift customers cannot access the Multiple Employee Commissions data source. Instead, they have to refer to the “bi_factmultipleemployeecommission” fact table.
Track a form’s last updated date in Forms data source
Now, the Forms data source has a new column, “lastupdateddate” to indicate when a form was last filled.
The underlying data tables are:
bi_factforms
forms_fact_consolidated
Get business insights through Signals
Banners on the Admin dashboard (Signals) provide users with essential insights into how Zenoti has impacted their business. With this release, users can view insights on the following positive impacts:
Total collections
Total visits
Average spend per visit (new/existing)
Average spend per visit (self-service/assisted visit)
Average guest rating
Self-service booking %
Utilization %
Webstore
CMA
Track custom payment types in cash register fact tables
To indicate the custom payment type, a new column, custom, is added to the following fact tables:
bi_factcashregister
cashregiser_fact_consolidated
Speedy exporting of data from Membership datewise data source
Data from the Membership datewise data source is available for dates between 180 days in the past and 90 days in the future only.
Track donations received
Customers can now track the following information related to donations received:
Amount of donation collected at the invoice level
Name of the donation to which the donation was made
Center which collected the donation
Date on which donation was collected
Donations data is also available in collections data source. It will tell you total donation amount at an invoice level.
New schema addition
Businesses extracting data from Redshift or S3 can utilize the following schema additions:
Initial suggested service start time data to the Appointments data source. This is used for queue-based businesses.
Consumer Mobile Application (CMA) v3
Show or hide service prices
Two new settings allow administrators to control where they’d like to show service prices on CMA v3 – on all relevant booking screens in CMA v3 (setting Display prices in CMA v3) or on the service listing page only (setting Display prices in service listing only).
Link Classes and Workshops to the bottom navigation bar
You can now link Classes and Workshops in bottom navigation bar using the Link to field.
Guests can book day packages
Guests can now book day packages from CMA v3. To enable this, administrators must configure the appropriate settings for CMA v3 template at the organization level.
Employee
View history of payroll plans
With this release, businesses can view the version history of payroll plans.
Use job-level payroll plans when employee-level plans are deleted
Using the Use job level commissions when employee level slabs are deleted setting, businesses can view job-level commission details when employee-level commission details are unavailable. More information
Generate PIN without email
Note
This enhancement is available to businesses that have enabled the Enable PIN login setting.
Businesses requiring employees to check in using a PIN face difficulty if an employee does not have an email id to receive the PIN.
With this release, employees can generate a PIN without an email id using the Generate PIN without Email option under My Dashboard > Edit Profile.
Important
You can check in using the PIN any number of times. If you forget the PIN, regenerate the PIN
Integrations
Accounting of liability items
Liability items such as packages, gift cards, memberships, and prepaid cards require a different journal entry when compared to revenue or expense.
With this update, for all the accounting integrations, if the liability is accrued by a category, the redemption of expired revenue will also be accounted in the same category.
For example, if a hair care package brings in a revenue of $100.00 (credit), a corresponding entry for a package redemption will be made for $100.00 (debit).
Posting only payment received invoices
Earlier, invoices were posted on the sale date and not on the day the payment was received. This was cumbersome for managers to reconcile as the invoices for which the payment was due, were also considered.
To this end, with this update, Zenoti will only post those invoices for which the payment is received.
Add locations for journal entries in Xero and QuickBook
Earlier, for Xero and QuickBook accounting integrations in Zenoti, an accountant could not check the profit and loss of each location. Even though the integration allowed you to add all your locations, it did not allow you to check the financials of each location.
With this update, businesses can post locations information for journal entries that will help multi-centered businesses in accounting for individual locations.
Posting only payment-received invoices
Earlier, invoices were posted on the sale date and not on the day the payment was received. This was cumbersome for managers to reconcile as the invoices for which the payment was due, was also considered.
With this update, Zenoti will only post those invoices for which the payment is received.
Post Digital Payment fees as journal entries
With this release, Zenoti allows you to post Digital Payment fees as a journal entry in the respective debit and credit accounts.
This allows the accounting team to record the fees as an expense, therefore helping in reconciling collections made with the amount deposited in the bank after deducting fees.
Marketing
Identify the prerequisite products during refund
Earlier, in the refund invoice, Zenoti would show the campaign details of discounted products only. Now, Zenoti will also show the campaign details of the prerequisite products along with the discounted products.
Compare targeted guests and eligible guests count
Track the number of guests filtered out of a campaign and review the reasons. This helps you maintain better customer data and effective marketing. More information
Create target segments based on guest engagement
When you create a target segment, you can configure rules based on past campaign engagement data. For example, you can send an email to guests who read a membership campaign email but did not proceed to buy the membership. More information
Export target segment guest count when the count is huge
For target segments with huge guest counts, Zenoti provides an option to receive guest count details via email. The exported file contains counts of total guests and guests eligible for email and SMS communication.
Restrict double discounts on products and services
You can now warn your front-desk staff about double discounts on products and services from memberships and campaigns. They can then choose to apply or reject the double discount.
Separate opt-in and opt-out for marketing text messages
Businesses can define separate opt-in and opt-out keywords for marketing text messages. New message templates allow you to notify guests about successful opt-in and opt-out for marketing text messages.
Target segment of guests with balance across multiple packages
You can now create a target segment with all the guests with unused balances for a specific benefit across all the packages. This will help you communicate to those guests about the unrealized benefit. More information
Membership
Waive cancellation and no show fees for classes
You can waive cancellation and no show fees for classes booked using membership credits.
Payments
Business payments will only consider active royalty categories
Earlier, while setting up Royalties in Zenoti Business Payments, all the royalty categories were considered.
With this update, during the setup, Zenoti Business Payments will only consider active royalty categories and ignore the inactive categories. More information
New columns in the Adoption report
The tips adoption report lists all the employees signed up to receive tips through the Zenoti card.
To provide more information to the businesses, we are adding the following columns to the report:
Center name: The name of the center to which the employee belongs.
Employee code: The code of the employee.
Zenoti card: The last four digits of the employee’s Zenoti card.
Card status: The status of the card dispatched to the employee (Active, Inactive, Blocked, Frozen)
Transfer funds from Zenoti Wallet to your bank account
With this update, employees using the myZen app can transfer existing funds from the Zenoti Wallet to their personal bank accounts.
Zenoti Payments (Stripe) now available in Canada and UAE
With this update, Zenoti Payments (Stripe)is available for businesses in the Canada and UAE regions.
Check the balance of the business’ clearing account
Businesses using the tips payout feature are required to create a clearing account as Zenoti pays the employees with the funds available in this account.
There may be times when Zenoti is unable to pay the tips to employees as there are no funds in the account, and it requires replenishment.
With this update, the Check Balance button allows businesses to check the balance of the clearing account.
Know the reasons for Royalty and Cross-center processing errors
Currently, if a business is processing royalty or cross-center redemptions, the Submit button is greyed out for the following scenarios:
Account setup is pending for more than 1 center
There are pending and failed transactions
The amount for the centers is not approved.
With this release, if any of the above scenarios exist, the Submit button will function and display a corresponding error message. This makes it easier for the business to understand the scenario and take appropriate actions.
Queue
Service providers now have specific request status by default
Often a stylist or service provider is assigned to a guest based on the guest’s preference. For the service providers assigned to guests, the specific request status is now set as default. The specific request type assignment of service providers is directly linked to the commissions, and this feature makes it simple to maintain the accurate value for specific requests.
Configure settings to set specific request as the default status.
Customize the label for service provider assignment in Queue
You can now customize the label for service provider assignment while adding a guest to the queue. For example, when you choose ‘Any’ provider for a service while creating a booking, the queue card displays the label ‘First Available’ for the service provider details. You can edit the assignment label as per your requirement.
The assignment label only appears when service provider assignment is mandatory. If the service provider assignment configuration is not enabled, the queue card and visit details display any available service provider for the visit.
Squeeze in a walk-in before a call-ahead guest
You can now squeeze in more visits when a service ends before time. During busy days, service providers can sometimes work at a faster pace and thereby finish services faster. This feature allows you to place a guest in the queue before a call-ahead where the guest would not have enough time to complete the service.
The guest would be “squeezed in” before the call ahead. To enable the feature a buffer setting must be configured. A walk-in visit can be serviced before a call-ahead as long as the guest’s service does not overlap the subsequent call-ahead by more than this buffer amount.
Wait time notifications for all guests in queue
For guests added to the queue, when the wait time crosses one of the thresholds, the guests receive an email or SMS notification. When reprocessing is enabled, the wait time notifications are now sent for queue visits made via Kiosk, Webstore, CMA, Queue Admin, and Booking Panel.
Employee check in and check out using PIN at centers
You can now enable employee check-in and checkout using a PIN at the center level. This feature allows multiple employees to clock in and out from a single device using their respective PINs.
Assign stylists from a quick selection window
While booking, you can now assign a stylist directly from the quick selection window and commence the service.
Queue wait time calculations now include transition time between services
After a service provider completes a service and takes payment, they often clean up the work area before starting with the next guest. The duration for preparing for the next visit is the transition time between guests.
This feature allows for the transition time to be calculated for each service provider based on their historical data and then used in the calculation of wait times. Accurate wait time calculations including transition time, increases the efficiency of queue-based businesses.
Revert stylist assignment for a service to First available
The front desk staff can easily modify the stylist assignment to the default value when the wrong stylist is selected for a service. The queue card has a ‘First available’ option in the stylist assignment dropdown.
Improved Queue cards
Queue cards are now redesigned to improve visibility. The new expanded and collapsed views offer better accessibility of service details and allow you to view more guests in queue.
Sunsetting Queue v1
The option to select a version for Queue at the center level is unavailable from 8th March 2023. All new and existing centers will have access to the latest and improved queue version.
Localization of Queue V2
The new version of Queue is now available in multiple languages.
Supported languages: French Canada, Pseudo-Latin, German, and Arabic.
Reports
Enhancements to Salon Summary report
With this release, businesses can do the following on the Salon Summary report:
Schedule salon summary as email body
Create report summaries
Get a snapshot of their salon’s performance right from the context menu on Appointment Book and Queue. They can also print a quick and short version of the summary. Important: This report is only available to salons with the latest version of Zenoti Reports.
View new metrics in the Sales, Employees, Register Closure, Discounts, and Statistics sections.
View refund value in Memberships reports
The Refund value column has been added to the Memberships v2 and Memberships Liability reports.
More information: Memberships v2 report Memberships Liability report
View regular hours and pay in Payroll report v2
Businesses that access the Payroll report v2 can now view the following new columns:
Regular hours: Total hours the employee worked on business days, excluding overtime.
Regular pay: Hourly pay the employee received for their regular hours.
These columns are also available in zone-level payroll reports.
New filter in Attendance report v2
Businesses can now filter Attendance report by employee check-ins or by report date.
View older version of reports
With this release, businesses with just the latest version of reports, can also view some of the older versions of administrator reports without enabling the complete set of older version of reports.
Businesses who have opted to view the latest version of reports, can now also look at some of the older administrator reports without enabling the complete set of old reports.
Enhancements to Attendance report v2
With this release, Attendance report v2 comes with the following enhancements:
Highlighted missed check-ins and checkouts
Hyperlinked date directing the user to the Edit Check-in page
Audited logs of check-ins.
Webstore v2
Guests can now opt-in for transactional email communication
Your guests can now choose if they want to receive transactional communication via email on their profile.
Track bookings through Reserve with Google
Track bookings from the Google search results page through the Social booking metrics report.
Upgrade to GA4 from Universal Analytics
You can now upgrade your Google Analytics from Universal Analytics to GA4. This upgrade will help you to track specific events related to your online visitors.
Block guests from rescheduling appointments
To block guests from rescheduling appointments, administrators must clear the Allow guest to reschedule appointments checkbox from the Webstore v2 template from the Appointment booking flow section at the organization level.
Show provider information
When guests make a booking from Webstore, showing provider information such as experience level elevates the online booking experience. Businesses can enter provider details at the employee level (under Catalog).
Administrators must enable the setting Display therapist description for the Webstore v2 template from the Therapist settings section at the organization level to show such employee descriptions in the Webstore.
Block certain guests from booking appointments online
We’ve introduced a new role permission for managers – they can now block certain guests from booking appointments online from Webstore v2 and CMA v2. Managers with the permission, can select the checkbox Block guest from online appointment booking in the guest’s profile.
Zenoti Mobile
Tablet to tablet mirroring
The front-desk staff can now connect and mirror invoices from one tablet to another, allowing swift payment, tip, and feedback collection from guests.