Track Zenoti wallet upgrade in Tips Payout reports
Overview
As part of the Zenoti wallet Upgrade process, employees at the same center may have their tips deposited into either their old wallet (with debit card) or into new wallet (with Smart card), depending on their new wallet creation and physical Smart card activation. To enhance visibility into this wallet upgrade progress, the Tips Payout Adoption report and Tips payout details report have been updated with new columns.
These help businesses track the progress of upgrade across their employees and where tips are being deposited (old wallet vs. new wallet).
Columns added to the Tips Payout Adoption Report
Account upgrade status
Not applicable: The employee never had an old wallet and do not need a wallet upgrade.
Pending: The employee has an old wallet (with a debit card) and is yet to apply for wallet upgrade.
In Review: The employee has applied for wallet upgrade, but it is currently under review and requires additional information from the employee.
Completed: The employee has successfully upgraded and has been issued the new Zenoti wallet along with physical and virtual Smart cards.
Wallet and card details
Based on account upgrade status, the wallet and card details such as bank account number and last four digits of the card are either of the old wallet or of new account.
Only after the upgrade is Completed, the old wallet details are replaced with new Zenoti wallet and Smart card details.
Column added to the Tips payout details report
Tips Deposited Into (indicates which wallet received the tips)
Displays the last four digits of the bank account (wallet or smart account).
Example view of updated Tips payout details report:
Employee Name | Payout Date | Tips Amount | Tips Deposited Into |
|---|---|---|---|
John Doe | 02/15/2025 | $150 | ****1234 (Wallet) |
Jane Smith | 02/15/2025 | $200 | ****5678 (Smart Account) |
Mike Lee | 02/15/2025 | $180 | ****1234 (Smart Account) |
Sarah Brown | 02/15/2025 | $220 | ****5678 (Smart Account) |
Impacts and considerations
Improved visibility into Upgrade progress at an employee level.
Transparency on where payouts are being deposited, aiding businesses in tracking the transition.
Seamless monitoring of employees who are yet to complete the upgrade process.
Better support & troubleshooting for payout-related queries.