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Manage a guest in ZMA v2

Overview

This article explains how to manage guest profiles using Zenoti Mobile v2 (ZMA V2). The Guest Profile section serves as a central hub for tracking guest details, interactions, memberships, payments, and appointments. Each tab in the profile provides a dedicated space to manage specific guest-related tasks efficiently.

Add a new guest
View guest details from the Overview tab
Manage guest memberships
Manage Loyalty Points and enroll guests in programs
Edit and update guest profile
Manage appointments
Manage product purchases
Manage guest packages
Manage prepaid cards
Manage guest gift cards
View wallet to monitor credit transactions
Manage guest issues
Manage coupons
Manage open invoices and pending payments
Manage guest payments
Manage guest notifications
Manage guest forms
Upload and compare guest photos from Gallery
Manage potential opportunities

  1. Tap the Opportunities tab to track potential service or product recommendations for the guest.

  2. View past interactions and suggested upsells based on guest preferences.

  3. Add a new opportunity by selecting a service or product and adding relevant notes.

Manage referral history

  1. Tap the Referral History tab to view referrals made by or for the guest.

  2. See details of referred guests, including their visit history and status.

  3. Tap + Referral to add a new referral entry if applicable.

Manage guest participation in campaigns

  1. Tap the Campaigns tab to see all marketing campaigns the guest has engaged with.

  2. View past campaign participation and response history.

  3. Add the guest to a new marketing campaign if they qualify.

Manage adjustments

  1. Tap Adjustments to review service and price adjustments.

  2. Tap Add New, select the service, provider, duration, and enter notes if needed.

Record guest notes

Create, edit, or delete notes to store important guest-related information.

  1. Tap the Notes tab to view past notes.

  2. Tap + Note to create a new note.

  3. Enter the note details and select a business unit.

  4. Select the appropriate note type based on when the message should appear.

  5. Tap Add to save the note.

    Note

    To protect your data and comply with PCI DSS 4.0 standards, entering credit card numbers in this field is not permitted. For more information, refer to Zenoti Prevents Card Number Entry in Guest Notes article.

Note Type

Description

Example

None (Generic notes)

Front-desk staff can use generic notes to share guest-related information with employees. Any employee accessing the Guest Profile can view, edit, or delete these notes.

‘Guest is willing to share a good experience on Yelp.'

Profile notes

Zenoti displays profile notes when staff or providers open the guest's profile. Use them to capture key profile information.

‘Collect alternative email address and area pin code from the guest.’

Check in notes

Zenoti shows check-in notes when a guest’s appointment status changes to Check in. Use them to understand specific guest preferences.

‘Guest likes green tea. Offer green tea after check-in.'

Booking notes

Zenoti displays booking notes every time staff books an appointment for the guest. Use them to record critical appointment-related information.

‘Guest is allergic to lavender oil.’

Payment notes

Zenoti displays payment notes when employees collect payment from the guest. Use them to highlight important payment details.

‘Guest's card-on-file is nearing expiry.'

Private notes

A center manager or owner can add private notes to a guest’s profile.  Only authorized employees can view these notes when booking or modifying appointments, ensuring guest privacy.

‘Guest is an influencer’

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