Your Zenoti account was upgraded with the latest features on November 4. We’ve made exciting enhancements to the Appointment Book, Webstore and Memberships. Here’s what’s new.
APPOINTMENT BOOK & POS
REVIEW ONLINE BOOKINGS IN THE APPOINTMENT BOOK
Online bookings bring significant benefits for your staff and clients. However, on busy days, where you want to maximize availability on your appointment book, an online booking could introduce gaps in your schedule. For example, a guest may book an appointment 15 minutes after a service provider’s last appointment ends. Ideally, on busy days, you want to make sure all appointments are scheduled one after the other without any unutilized times in between.
To help you maximize your appointment book during busy days, your front desk can now review online bookings as they come in. This enables them to follow up with a guest to reschedule the appointment if required.
Click the “message” icon in the top bar of the appointment book for the newly added “Bookings” tab. This new tab shows a list of confirmed appointments received through online bookings. Your front-desk should acknowledge online bookings or follow-up with the guest to reschedule.
SWIPE GIFT CARDS FOR FASTER SALES
Swipe gift cards with a magnetic stripe, the POS captures the gift card number and the front desk enters further details like the recipient info and dollar value. This saves the front desk time.
SIMPLER AND FASTER ONLINE BOOKINGS
Multiple enhancements to the online booking flow improve your guest’s user experience. Changes include:
- Ability to search for appointments within a time range. That is, the guest can specify a specific time as well as the categories – Morning (open time to noon), Afternoon (noon to 5:00 p.m.), and Evening (5:00 p.m. to close time)
- Available slots for the requested time are displayed – if the requested time is not displayed, then alternate openings are displayed
- You can choose to not allow guests to search for a specific provider’s availability
- The front desk will know when an online booking is in progress. These appointment blocks will show the label “booking in progress” on the appointment book in a distinct color.
These new enhancements help guests find availability across the week based on their preferences, and quickly book their appointment.
SALES, MEMBERSHIPS & LOYALTY
SUPPORT FOR MEMBERSHIP CATEGORIES
Group memberships into a category or subcategory based on the term of the membership (e.g. monthly, annually, and recurring) or by the included services (e.g. hair, body, face).
These categories are used by reports, which enable you to filter based on membership categories. For example, when reviewing membership sales, you can filter to see only massage membership sales.
AUTOMATIC OPPORTUNITY CREATION ON PACKAGE EXPIRY
When a guest’s package is about to expire, you can have Zenoti automatically create an opportunity for staff to follow-up on. This helps to get the guest back into the center and retain their loyalty.
LOYALTY POINTS ON MEMBERSHIP PURCHASES AND OTHER PAYMENT TYPES
Your customers can now earn loyalty points when:
- Purchasing memberships
- Making payments using prepaid cards
- Making payments through custom payment types like a corporate benefits plan or through affiliate memberships
This ensures more customers are covered under your loyalty program, and increases retention.
MULTI-CENTER & ORGANIZATION LEVEL SUPPORT
ROLE-BASED PERMISSIONS FOR PRESCRIPTION SET CREATION
A prescription set is a combination of prescriptions, dosage and instructions for a guest that can be assigned directly from the appointment book.
Only employees with the required permissions can create prescription sets. This ensures only qualified staff are in charge of this critical task. The permissions for prescription sets can be set at the organization level.
MONITOR ISSUES AT THE ORGANIZATIONAL LEVEL
Issue tracking is available at organization and zone level in addition to individual center level. This helps corporate and regional offices track all issues in one place, and increases accountability at center level to resolve issues faster.
Track issues under Org/Zone > Loyalty > Issue Tracking
SUPPORT BIR ACCREDITATION
If you operate out of Philippines, and use the Bureau of Internal Revenue (BIR) format for invoicing, you now have the option to not charge VAT on purchases. The receipt generated would show the appropriate amount against VATable Sales, VAT Zero-rated Sales and VAT-Exempt Sales.
Need help with these new additions? Contact support.
To view the complete list of feature additions, read What’s New in November 2015 Upgrade.