Your Zenoti account was upgraded on March 15. Here’s what’s new.
Appointment Book
DEMAND PRICING AVAILABLE FOR SERVICES BOOKED DURING PEAK PERIODS
If a review of your data or customer behavior shows a pattern of demand for certain services on certain days, you can now set up a demand pricing strategy to maximize revenue during those peak periods in your business. These peak periods may include weekends, holidays, or special occasions. The ability to create a ‘Demand Price Group’ pricing allows you to increase a service’s standard price when it is booked during a high demand timeframe.
For example, if Fridays are predictably busy, you can create a ‘Busy Fridays’ Demand Price Group that increases certain service prices by 10% exclusively on Fridays. So, a $100 massage on any other day would reflect a $110 price on Fridays. The demand price will be automatically reflected when booking an appointment at the front desk, online, or via the in-store mobile app.
To create demand pricing, you first create a ‘Demand Price Group’ in the Admin tab, and then associate it with service(s) you want to increase in price. The increase can be a flat amount or a percentage of the service cost. Learn more
ENHANCED LIST VIEW IMPROVES CHECK-IN, CHECK-OUT, AND OTHER FRONT DESK TASKS
Because so much more happens at the front desk than just booking appointments, the List View has been enhanced to include time-saving functionality and additional information. One of the main benefits of the new List View allows front desk staff to quickly check-in and check-out guests without having to work in calendar view. The list allows shows vital appointment information at a glance. The following upgrades have been made to the List View in the appointment book:
1. By default, appointments are grouped in hour-by-hour blocks. This is especially helpful for working with guests at businesses that only book services on the hour, e.g., large hotel spas.
2. Guest name and appointment indicators were moved to first column for quicker identification.
3. A Status column has been added to show whether the appointment has been confirmed, checked-in, or paid.
4. The final column now includes an Actions drop-down menu with these selections:
5. Check-In
6. Confirm
7. No Show
8. Cancel
9. Take Payment
10. The printer icon shown in the last column aligns with the hourly appointment groups and will print all the appointment details for that hour only.
11. A new search box allows you to find an appointment by entering the guest’s name.
12. New search filters allow you to see All the day’s appointments, or only those that are Upcoming or Past.
Webstore
RESTRICT ACCESS TO CERTAIN DATES FOR ONLINE BOOKING
There may be times you want to restrict guests from booking online for a selected period of time. For example, a new business may want their webstore live for marketing purposes, but they may not be ready to open up online booking yet. Another example, is if you are renovating your center, and aren’t taking appointments for a few days. In both cases, certain days can be blocked from the online booking calendar.
To block online booking dates, go to Admin > Center. Select the appropriate center and go to the Catalog tab. From there, select the dates you want to blocked on the calendar. Learn more
PROTECT GUEST CUSTOM DATA
Maintaining confidentiality of guest information that is captured in consultation, intake, or treatment forms is an important part of providing a great customer experience. For an additional layer of protection when a guest needs to access a form, they will now be required to enter their login credentials. This is especially important for protecting links that are included in emails to guests, where previously the link did not require a login for form access.
This functionality is automatically enabled, and you do not need to adjust any settings in your Zenoti account. Learn more
Administration
MANDATORY SERVICE CHARGES CAN BE COLLECTED AND SPLIT AS DESIRED
Some businesses apply a mandatory service charge on every invoice, while others may add one for specific services. In either case, you can now define how service charges will be applied. When a service charge is collected, you can also set the system to split the amount between an organization and its employees. The example below shows how a $40 service charge can be split: SERVICE CHARGE BREAKDOWN$ PAYOUT Organization10%$4Service Provider70%$28Assisting Staff20%$8Total$40
For service charges applied to an invoice that had multiple service providers, Zenoti automatically splits the payout based on the cost of each service performed.
To see details on service charges and payouts, use the “Service Charge Summary” and “Split Service Charge” reports. You can access the reports at Employee > Other Reports > Sales. Learn more
Loyalty
UN-ENROLL GUESTS FROM A LOYALTY PROGRAM
By default all guests are enrolled into your loyalty program. If a guest wants to opt-out of the program, a manager or other employee with the required permission, can un-enroll that guest.
To do this, go to the guest’s profile and uncheck “Opt in to loyalty program”. This capability is limited to tier-based loyalty programs.
REMOVE GUESTS FROM LOYALTY PROGRAM, AND BLOCK THEM FROM RE-ENROLLMENT
At times, you may want to permanently remove a guest from your loyalty program, and block them from re-enrollment in the future. This release of Zenoti allows you to do this with just one setting.
To do this, first open the guest’s profile and go to the Loyalty tab. From there, click the ‘Cancel’ button. The guest will be removed from your loyalty program, and Zenoti will exclude them from future enrollment. Staff must have the appropriate role-based permission to perform this action. Learn more.
If you need help activating any enhancements, contact support.
