Your Zenoti account was upgraded on January 27. Here’s what’s new.
APPOINTMENT BOOK & POS
STAY CONNECTED WITH GUESTS BEFORE AND AFTER THEIR APPOINTMENT
It is now easy for your front desk to remind guests of upcoming appointments, and follow up with them after the service. Track if service reminders, after-care texts and emails were sent before and after the appointment, and capture calls made to the guest. The new “guest contact center” of sorts helps your front desk receive confirmation from guests prior to the appointment, and follow-up after to discuss post-service care. This creates an overall positive experience for your guest. Click on the “Follow up” button to open up the following screen.
GUEST ALERT ON OPENING OF GUEST PROFILE
You’re likely already using notes to alert the front desk of any special instructions. You can now add a note to pop open when the front desk opens the guest’s profile. For example, your front desk can document a guest’s recent injury or if a guest is allergic to chemicals; on accessing the guest’s profile, you’ll see an alert that pops-up with the documented note. This is helpful to stay on top of critical information about your guest, take precautions and personalize your experience.
CHOOSE YOUR DEFAULT POS PAYMENT METHOD
By default, the payment method on your POS is set to cash. However, you can change the default payment method on your POS, which speeds the checkout slightly for most of your transactions. For example, to change the default payment method to credit card, ensure you’re in the Org view. Go to the admin dashboard, click on Organization > Organizations. Select Payments and expand Payment View. Under Default Payment Option in Point-of-Sale, select Credit/Debit from drop down and click on Save.
FLEXIBILITY IN AWARDING COMMISSION WITH SALE CHANGES
When you change a sale from one service provider to another, you can decide how to award the commission for the sale. You can choose to award the commission to either of the employees or split it equally between them.
REWARD EMPLOYEES WHO ARE REQUESTED BY GUESTS
Your front desk should be capturing any guest requests for a specific employee. You can now reward the employee with an additional bonus for the service. This encourages service providers to provide exceptional service. To do this, go to the employee dashboard, click on the Employees link. Edit an existing employee by clicking on their name. In the general tab, update the “RT Bonus” field with the amount you’d like to award.
DEFINE A CUSTOM TIME FOR SERVICES WITH SEGMENTS
For services with segments, now define custom times for each segment by service provider. For example, a hair touch-up might include the segments color, wash, and blow-dry. You can define custom times for each of these segments at the employee level. To do this go to the Employee Dashboard > Services tab, and expand a service with segments. Click on Edit and configure service times for each segment.
COMPENSATE EMPLOYEES FOR EXTRA HOURS WITH OVER-TIME PAY
If a service provider works beyond their scheduled working hours – you can now award special over-time pay for those hours. For example, if you want to award overtime pay of $15 an hour as against the regular hourly pay of $10 for the schedule of 8 hours, go to the employee dashboard, click on the Employees link. Edit an existing employee by clicking on their name. In the general tab, update “Daily Overtime”. Enter 8 hours in the “Above” text box, and 1.5 in the “Multiplier” text box.
MEMBERSHIPS & MARKETING
HANDLE MEMBERSHIP PAPERWORK WITH EASE
Easily create membership forms such as the contract with terms and conditions, authorization form to change credit card details or a request form to freeze a membership. Build forms with the content of your choice with the text editor, and include macros to auto-populate information such as guest name, address, membership name, price etc. Access forms from multiple places to quickly print out for guests – such as in POS when selling a membership, or within membership details where you freeze a membership.
NEW OPTIONS TO SEND TARGETED MESSAGES
Send targeted messages based on when your guest is scheduled to visit next. You could send out a service reminder to clients who have not visited you in the last 6 weeks and don’t have an appointment scheduled in the next week. You could also send time-specific information such as keeping guests informed of ongoing maintenance work for the next 2 weeks in the street your business is located in. We’ve also added capabilities to help you send targeted messages based on guest no-shows.
VIEW ALL AVAILABLE THERAPISTS’ SLOTS
When booking an appointment on your webstore, visitors will now see all available therapists’ slots for the requested date and time. The new change helps you display exact appointment slots and available therapists as per your appointment book, and helps you better integrate online bookings in your day’s schedule, and reduce idle time.
ELIMINATE FAILED TRANSACTIONS DUE TO EXPIRED OR INVALID CARDS WITH ELEMENT PS – ACCOUNT UPDATER
Receive automatic updates to existing credit card records stored with Element PS to eliminate billing to expired or invalid cards. For instance, if a payment fails on a recurring membership due to the member’s card expiring, a request is automatically sent to Account Updater, and you’ll typically receive a response within 2-10 days with the updated card information. The service is available for Visa and MasterCard cards, and currently works in three failed transaction scenarios,
- Declined – Card issuer has declined the transaction.
- Expired – Card Card is expired.
- Pick Up Card – Card issuer has declined the transaction and wants to recover the card.
Contact Element PS first to activate Account Updater, and then contact Zenoti support to enable the integration.
If you need help activating any enhancements, contact support.