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Manage appointments on Zenoti Mobile v2 (on phones)

Edit appointments

  1. Tap the appointment you wish to edit.

  2. Tap the three-dot menu in the bottom left corner.

  3. Select Edit appointment.

  4. Modify the appointment as required.

  5. Tap Review and Save.

  6. Tap Change/Modify.

Action

Perform these steps

Move the appointment time

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

Move the appointment to another day

  1. At step 3, tap Date and then select the new date.

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

Change the provider

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

Change the duration of the appointment

At step 3, from the Duration drop-down, select the duration.

Add a service to an appointment

At step 3, tap Add Service to select a service. Alternatively, tap 3-dot menu on the top right.

Add a Day package to an appointment

At step 3, tap Add Service, go to the Day packages tab and select the package. Alternatively, tap 3-dot menu on the top right.

Remove a service from an appointment

Tap the Delete icon next to the service.

Modify appointments

Change appointment statuses

  1. Tap the appointment for which you want to change the status.

  2. Select the applicable status from the bottom left:

    Status

    Description

    Confirm

    When your guest confirms an appointment.

    Check in

    When your guest arrives to take the service

    Cancel

    When your guest cancels an appointment.

    Note

    • You must select a reason and add a comment.

    • When you cancel an appointment, the appointment is removed from the appointment book.

    • If your organization enforces a cancellation fee, you must inform the guest that cancellation charges may apply.

    No Show

    When your guest does not show up for a booked appointment

    Note

    • You must select a reason and add a comment

    • When you select No Show for an appointment, the appointment is removed from the appointment book.

    • If your organization enforces a no-show fee, you must inform the guest that no-show charges may apply.

    Depending on your selection, the color for the appointment changes accordingly.

    Appointment status

    Screenshot

    Appointment Booked (New, Tentative):

    Orange

    Appointment Confirmed:

    Light green

    Appointment Time Elapsed:

    Purple

    Guest Checked in:

    Yellow

    Appointment Started:

    Soft yellow

    Appointment Completed:

    Green

    Appointment Closed:

    Light blue

    Pending actions on the appointment (such as feedback pending):

    Red

Add service add-ons

  1. Tap the appointment.

  2. Below the service with an add-on, tap Service Add-ons.

  3. Select the desired add-on.

  4. Tap Done.

Upsell retail items during an appointment

  1. Tap the appointment.

  2. In the Upsell other items box, tap Add items.

  3. Sell the item.

Adjust service duration

  1. Tap the appointment.

  2. Next to the service, tap the three-dot menu and select Modify service.

  3. Change the duration.

  4. Tap Save.

Fill intake form

  1. Tap the appointment, and then tap the form that needs to be filled.

  2. To let the guest fill in the form, turn on the guest mode by tapping the ‘Lock’ icon next to Form.

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

  4. 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.

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