Release Notes - October 29, 2024

The new appointment book offers a modern look, customizable appointment blocks, and enhanced navigation including new visual indications and a focus mode. It also improves the guest search experience and adds features such as display interval adjustments, vertical view sorting, provider filtering, and week view enhancements.

This feature is not enabled by default for any customer. Businesses can contact Zenoti to enable this. More information

Front-desk staff can now move appointments, even if payments are completed, discounts are applied, and other benefits or redemptions including membership service credits, package benefits, gift cards, and loyalty points are used. If an appointment needs to be rescheduled to a different date or assigned to a new provider, staff can make these changes directly, as long as the appointment’s price remains the same.

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.

Zenoti introduces ePrescribe, a paid add-on for the US region that allows providers to create electronic prescriptions from the patient profile on Zenoti Web and ZMA tablet. The new "Prescriptions" tab provides quick access to prescription summaries and supports both non-controlled and controlled substances (EPCS). Providers can also select the patient's preferred pharmacy from SureScripts' network, streamlining the prescription process.

With Business snapshot, center managers can now access customized insights for a comprehensive overview of their business's performance through a unified dashboard. More information

Businesses can now customize their appointment book toolbar, including setting a default calendar view from options such as horizontal, vertical, or list, and enabling the price check feature.

Front-desk staff can now manage all billing tasks for group invoices in one place. This includes package redemption, applying discounts, and adding items such as packages, memberships, gift cards, and prepaid cards to group invoices.

This setting is enabled by default.

For packages and memberships, only the following are supported: Regular series packages, Non-recurring memberships, and regular gift cards.

The following are not supported scheduled packages and other gift card types such as predefined gift cards.

Enhanced capabilities to manage group bookings:

Centers can now customize their waitlist preferences by choosing to use the organization default or turn the waitlist on or off. More information

Guests will now receive a waitlist notification only if the waiting period has passed before the next available appointment slot. Businesses must contact Zenoti to set a threshold time for sending waitlist notifications.

To prevent inconsistencies, Zenoti will now help businesses ensure that services are created with a total duration, including recovery time, as a multiple of the appointment slot duration. For example, if the appointment slot duration is 15 minutes, the total duration for the service, including recovery time must be 15 minutes, 30 minutes, 45 minutes, 60 minutes, or 75 minutes. For existing services, a warning will appear when saving if this rule is not met. For new services, Zenoti will enforce this condition, preventing the creation of any new services until the issue is resolved

Front-desk staff can now adjust the appointment duration in the week view by resizing the appointment block. More information

Block-out times can now be created and edited in week view. The block out time interface on the calendar has been updated to simplify the process, including making it easier to set up recurring block-out times

Price scaling allows businesses to set dynamic prices per provider based on their skill level and experience. Service add-ons can now have customized prices for each provider. These custom prices will be applicable across all interfaces where add-ons are listed, including Webstore, CMA, ZMA, and POS.

Parallel services can now be booked in the same room as long as at least one of the services is assigned to that room. This means that a room does not have to be assigned to both services within a parallel service group, allowing the room to be reserved exclusively for the parallel service or for one of the services when booked individually. More information

Front-desk staff can now search the center selection dropdown list in the appointment book by entering any part of the center's name, with matching terms highlighted in the results.

Front-desk staff can now search for guests by phone numbers with country codes and special characters. This feature is available across various sections such as the appointment book, booking wizard, bottom panel, group booking, POS, and waitlist.

Businesses can now configure color bands for gender and job in the provider section of the appointment book. The color for the Job is not honored in ZMA.

Businesses can now set a default display interval in the appointment book, which determines how the calendar is shown to users. This does not affect the booking slots, allowing for appointments to be scheduled at shorter intervals.

For example, if the business sets the default display interval to 15 minutes and the appointment slot interval to 5 minutes, the calendar will show intervals as 10:00, 10:15, 10:30, 10:45, and so on. However, guests can still book appointments at 5-minute intervals, such as 10:20. More information

To simplify merging of duplicate guest profiles, we've introduced a guest last visit date column. The duplicate guest profiles are sorted from newest to oldest by the last visit date, making it easy to find and select the most recently used guest profile to perform the merge. More information

The Guest Profile Overview in the Zenoti Mobile app allows front desk staff to quickly access guest details, including essential information, appointment history, and notes. It also provides easy access to active memberships, packages, and stored payment methods, enhancing the efficiency of guest interactions. This feature is available by default on tablets and iPads, and exclusively on the updated phone app. More information

Experience seamless business operations with the redefined Zenoti Mobile App on mobile phones. Now available on both iOS and Android, the app enables you to efficiently manage staff schedules, check availability for providers, rooms, equipment, and process payments—all in one place for a smoother daily experience. More information

The Guest Profile Overview in the Zenoti Mobile app allows front desk staff to quickly access guest details, including essential information, appointment history, and notes. It also provides easy access to active memberships, packages, and stored payment methods, enhancing the efficiency of guest interactions. This feature is available by default on tablets and iPads, and exclusively on the updated phone app. More information

The appointment book now automatically scrolls to the current time when first loaded or manually refreshed, making it easy to view the current schedule instantly. More information

When creating a room, users must select the Service assignment checkbox to specify which services can be performed in that room. If no services are selected, the room will not be available for any services. More information

The booking wizard will now display therapist availability and open time slots for each day, streamlining the appointment scheduling process. It minimizes the need for users to click through each day individually.

Availability is visually represented using color coding: green indicates available days, gray signifies unavailable days, and orange marks double booking days.

This feature is disabled by default; you can enable it at the center level. More information

When editing an appointment, front-desk staff can now open the Booking wizard either in Basic or Advanced mode. Advanced mode enables customization of time slots for each service.

If Optimize recovery time is enabled, the wizard will open in Basic mode; you cannot switch to Advanced mode. More information

Businesses can now choose whether the booking wizard closes automatically after a booking or stays open, based on their needs. This applies when Book or Book and proceed to payment is clicked. More information

Businesses now show past time slots in the booking wizard by default. These slots will appear grayed out. Users can still select and book them if needed. This visual change helps front-desk staff recognize that the slots are from the past, while also allowing businesses to manage bookings that may occur after a service is completed. More information

Businesses can now define authorized users who can issue transactional refunds for credit card payments with the new Transactional Refund permission. Previously, anyone with point-of-sale access could process these refunds, as existing refund permissions did not apply. More information

Businesses in India can now include a QR code on their invoices. When guests scan this code, they can access important information such as the supplier's GSTIN, invoice number, transaction sequence, invoice date, total amount, applicable taxes, and UPI and bank details. More information

Opera integrations is now improved with an updated room charge posting process. The system now sends invoice numbers instead of transaction numbers, enhancing tracking accuracy in both Opera Cloud and on-premise environments.

For group invoices, the host's invoice number is sent, or if the host is unavailable, the first invoice number in the group is used.

Businesses can now automatically close their cash registers at the end of the day if not done manually. This ensures all transactions are accounted for, preventing discrepancies and simplifying financial reconciliation. More information

The Register closure report includes a Closed by column that indicates whether the register was closed automatically or manually. More information

The new GST Deleted Sequences report offers businesses a way to ensure accurate GST reporting by tracking and recording the sequence numbers and details of deleted transactions. More information

Front-desk staff can now rebook a guest’s next visit during checkout using:

This is only available on the web, not on ZMA.

Front-desk staff can now have the cash register open when a cash payment is collected, even when they send receipts email. This eliminates the need to manually open the cash register via the appointment book.

This is available only on the Zenoti web and not on Zenoti Mobile App (ZMA). More information

Updates on the closed invoices for commissions:

Businesses can now choose to show separate totals for products and services on the POS screen for open invoices. This applies only to single invoices and is not available for group or closed invoices.

This is currently available only on web and not on ZMA. More information

To improve clarity and usability, printed or emailed receipts will now list add-ons directly under their respective primary services, making it easier for guests to identify which add-ons belong to which service.

Businesses can now decide which services and day packages can be sold as gift cards, giving them control over retailing specific offerings. This allows them to designate individual services and day packages as eligible or ineligible for gift card sales.

This setting can be enabled in the Services/ Day packages master for each service at the organization level. More information

This setting does not affect the pre-defined gift cards.

This setting affects sales across the following platforms: POS, Webstore, and CMA.

The refund screen now displays loyalty points redemptions, showing how they are apportioned among different items, for enhanced transparency. This applies only to pre-tax loyalty points. Supported redemption types include:

Businesses can now choose to use a single sequence number for all sale invoices, including advance receipts, receipt vouchers, and tax invoices. This helps prevent duplicate or missing numbers, making it easier for auditors to trace transactions and verify the completeness and accuracy of records.

Businesses can now collect referral source data directly from guests on the Webstore sign-up page. This allows referral sources to be tracked and helps identify which channels drive new customers. More information

Member pricing allows businesses to offer discounted rates on services and day packages to members. Businesses can now also extend these discounts to various types of gift cards, such as service, day packages, and pre-defined gift cards, boosting sales and enhancing customer loyalty. This is only applicable to businesses with tax-excluded setting enabled, meaning their pricing excludes sales tax. More information

Appointment cancelation fees can now be collected when a guest cancels through online booking, using service credits from memberships or packages, or the most recently saved credit or debit card. This reduces manual overhead for businesses. More information

Member pricing allows businesses to offer discounted rates on services and day packages to members. Businesses can now also extend these discounts to various types of gift cards, such as service, day packages, and pre-defined gift cards (Amount gift card), boosting sales and enhancing customer loyalty. This is only applicable to businesses with tax-excluded setting enabled, meaning their pricing excludes sales tax. More information

Employees use a PIN for logging in. PIN mode can now be automatically disabled when employees navigate away from the Appointment book or Queue to Admin mode. PIN mode rules will no longer apply to all the tabs when the employee explicitly navigates to Admin mode.

This setting is disabled by default and must be enabled by the business to prevent the PIN lockout while using Admin functions. More information

When booking multiple services with the "Any Provider" option in the Kiosk, businesses can now ensure that the same provider is assigned to all services, based on the configuration. This applies to both Appointment and Queue. More information

Businesses can now control therapists' online availability for specific services and allow selected service providers to accept online bookings only from guests they have previously served. These features are supported for Waitlist, Request Mode, and Queue appointments as well.

Boost sales and enhance guest experiences by offering bundles of services and products for convenient use in a single visit. This feature is not enabled by default; reach out to a person at Zenoti to enable this feature for your business.

More information

Discounts can now be automatically applied to series packages on the POS. This helps your front desk save time and help guests complete their transactions quickly.

This feature is disabled by default; you can enable it at the organization or center level. More information

Businesses can now notify members on their membership anniversaries, sharing details of upcoming payment schedules.

This feature is disabled by default; you can enable it at the organization or center level. More information

Enhance guest satisfaction and retention by adjusting membership prices for select members. This is applicable for versioned memberships only. Prices can be adjusted only by users with appropriate role permissions. More information

The packages listing page has been updated with the following enhancements:

More information

The services listing pages has been updated with the following enhancements:

More information

Checking in and checking out employees on the Appointment Book is now easier! Use the new search feature to quickly find employees, instead of scrolling through a lengthy list of employees.

We’ve added guest communication opt-in preferences to the guest merge page, allowing you to view and manage preferences while merging guest profiles. This prevents accidental loss of opt-in data and ensures preferences are accurately maintained.

Enhance payroll accuracy and minimize manual errors by enabling employees to update their check-in/check-out details. Managers receive alerts for discrepancies, ensuring issues are resolved promptly before payroll processing. More information

The Zone/Location groups filter is now available in Tips, Attendance, Royalty, Cross Center Settlement, and Business KPI reports.

Providers can now finish markups for injectables much faster. They can now use:

Boost your efficiency with seamless gallery uploads in Zenoti. You can now upload multiple files or photos directly to the guest gallery from both Zenoti Web and the Zenoti Mobile App (ZMA) on tablets. The upload option also allows you to launch your camera directly for quick captures. You can also filter files for easier access, making file management faster and smoother.

Updates on the Guest profile (on both Zenoti Web and ZMA):

The downloadable campaign summary report gives you a clear view of key metrics - emails sent, emails opened, and booking revenue. This helps you:

In short, it helps you quickly assess and improve your campaign performance. More information

We now offer greater flexibility for collecting royalty payments. You can now:

Zenoti now supports multiple Merchant IDs (multi-MIDs)/chair rental in the UK with Stripe Express, similar to the setup in the US. This setting must be activated before onboarding to Zenoti Payments. Note that BNPL payment options are not supported in multi-MID support.

Zenoti now supports three new Adyen devices: P630, AMS1, and m400. These devices are integrated for easy onboarding and have been tested for payment processing, refunds, and tipping where applicable. The Verifone P400 will be phased out soon, with the P630 as an ideal match. More information.

Zenoti Payments has automated HSA/FSA setup for medspa customers to enhance efficiency and reduce turnaround time. To ensure seamless payment processing with HSA/FSA-enabled cards, customers will complete a self-assessment questionnaire during onboarding. Their merchant accounts will then be assigned the correct MCC (Merchant Category Code). More information.

Location groups include multiple centers, all of which are a part of a single parent zone. The Zone/Location groups filter is now available in the Payroll report. For example, you can use the location groups filter to view data for specific centers within a zone, eliminating the need to scroll through the entire list of centers. More information.

Owners and center managers can schedule reports to multiple employees in the organization. More information.

We have introduced the WhatsApp notification report that allows you to view the details of all the WhatsApp notifications that are sent to guests. More information.

The new Guest Forms report lets you track and act on V2 and V3 guest forms with filters for appointment date, center, and form status. The report includes key details such as, guest info and form status. You can use this report to view V2 and V3 guest forms and export the data as needed. More information.

This report is available to all owners by default.

The Gender and Nationality columns are now available in the Sales Accrual, Collections, and Sales Cash reports. By default, the guest details setting is disabled. When enabled, these columns can be added to the reports from the report configuration screen.

If the setting is disabled again, the columns will be removed from both the configuration screen and any saved reports or views. Additionally, the gender and nationality columns can now be grouped, improving reporting and data analysis.

The Business Unit, Item Category, and Item Sub-Category filters have been added to both the Sales Accrual and Sales Cash reports. Additionally, the Item Sub-Category in these reports, along with the Liability Center in the Collections report, is now groupable for improved data organization. These enhancements increase data accessibility and reporting efficiency by allowing users to filter and group information based on key parameters.

You can now post transactions by each card logo or as a single entry for all credit card payments. This means you can post your credit card collections as a single entry to easily reconcile your bank statements. More information.