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Manage an appointment in ZMA v1

Edit an appointment

  1. Tap the appointment.

  2. Tap Edit in the top right-hand corner.

  3. Modify the appointment as required.

  4. Tap Confirm Appointment.

Action

Perform these steps

Move the appointment time

At step 3, select the time to which you want to move the appointment.

Move the appointment to another day

  1. At step 3, use the arrow icons to select the date.

  2. Select the time to which you want to move the appointment.

Change the provider

At step 3, select the provider to whom you want to move the appointment.

Change the duration of the appointment

At step 3, in the Duration column, select the duration.

Modify a service within an appointment

  1. Tap the ellipsis (...) icon that appears for a service and tap Modify Appointment.

  2. Change the provider, room, or duration as required.

  3. Tap Save.

Modify the guest details

  1. Tap the guest's name.

  2. Modify the guest details, and then tap Save.

Add a service to an appointment

  1. At step 3, tap + Service.

  2. Select a service.

  3. Select the provider, room, duration, and time slot.

  4. Tap Confirm Appointment.

Remove a service from an appointment

Tap the Delete appointment icon next to the service.

View or add appointment notes

  1. Tap the appointment.

  2. Tap the Edit icon next to Appointment Notes.

  3. View or add the appointment notes as required.

  4. Tap Save.

Modify an appointment with service segments

  1. Select an existing appointment with service segments.

  2. To modify the service segment, tap the Edit icon.

  3. Change the service providers, room, and duration for the service segment, as required.

  4. Tap Save.

Add products consumption for a service (Consumables)

  1. Tap the ellipsis (...) icon that appears for a service and tap Track Consumables.

  2. Tap Add.

  3. Tap the product, and against it, modify the quantity, if required.

    Note

    Only the products associated with the selected service appear on the Select Products page.

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  4. Tap Done.

  5. Tap Save.

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Modify appointment

Change appointment statuses

  1. In the Appointments tab, tap the appointment.

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  2. Select one of the following statuses as per the requirement:

    • Confirm: If your guest confirms the appointment, tap Confirm.

    • Check In: After your guest arrives to take the service, tap Check In.

    • Cancel: If your guest cancels the appointment, tap Cancel, select a reason for cancellation, add comments, and finally tap Submit.

    • No Show: If your guest has not shown up for a booked appointment, select No Show, add comments, and then tap Submit.

Mark a service start or end time

  1. Tap the appointment you are going to work on and wish to track the service time.

  2. When you are ready to begin your service, tap Start.

    The timer starts.

    Note

    After the timer starts, you cannot reset the timer to zero.

    The timer continues even if the Zenoti Mobile application is not running.

  3. After you are done with the service, tap Complete.

    Note

    You cannot select Start or Complete for a future appointment.

    If your guest has another appointment on the same day, you can see the details in the same appointment block. You would only be able to edit the appointment if it is assigned to you.

Add service add-ons and retail items during an appointment

To add service add-ons, tap +Add-on.

To sell retail items, in the Appointment Details screen, tap +Add more and then select the items. If there is a commission assigned for selling products, it will be assigned to you.

Note

To make a retail sale of items such as products, services, gift cards, prepaid cards, membership, or packages, you must have appropriate permissions for your role.

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Adjust an appointment duration

During a service, you may want to reduce or increase the time duration to better accommodate other appointments.

For example, if you realize that you need less time to complete a haircut service, you may want to modify the duration to free up your calendar for other appointments.

Tap Modify Appointment, and then adjust the time.

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Fill intake forms

  1. On the Appointment details page, tap the guest form with a Not filled status,

  2. To turn on the guest mode, tap the ‘Lock’ icon on the top right corner of the screen.

    Note

    Enable this lock before handing over the device to the guest so that they can fill the form. This lock ensures that guests cannot access anything apart from the intake form in the app.

  3. Expand each form.

  4. Ensure the guest fills in the details in the form as per requirement.

  5. Tap Submit.

    Note

    If you minimize or toggle the screen, an alert message appears, prompting you to submit or save the changes to avoid loss of data.

    To see the list of guest intake and service intake forms for a guest, on the Guest Details screen, tap the Forms Unified View tab.

Rebook a service

To rebook, from the Appointment Details screen, tap Rebook, select the appointment date and time slot, and tap Confirm.

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