September Product Update: What’s New in Your Zenoti Software

The September product update includes improvements to the employee module, gift cards, online booking, digital forms, Zenoti Mobile and more.

Employees

Clone and Create New Employee Records

Salons and spas tend to have significant churn and new hires. To speed the process of creating new employee profiles, we’ve created the ability to clone profiles.

When you hire a new employee, you can clone an existing employee record that shares similarities like job, security role or pay details. You can clone this employee profile, and then make necessary updates specific to the new employee.

When cloning an employee record, you can choose which configurations or tabs of information in the employee record to copy to the new profile. For example, you may choose to retain configurations related to security role, services, pay rates, and commissions.

To use this new feature, read the help article.


 

Gift Cards

Include Bonus Gift Cards as Part of Gift Card Promotions

You can now create a gift card promotion that includes a bonus gift card with the purchase of a gift card. For example, when a guest purchases a $100 gift card, they will also receive a bonus $10 gift card.

When a guest purchases the $100 gift card in your center or online, the bonus $10 gift card is added to the guest’s profile and immediately available for use.

The guest can access their bonus gift card number via:

  • an email that is sent to them
  • their invoice (the number is printed on it)
  • their account via the webstore

The front desk can access a guest’s bonus gift card number from the Gift Card tab of the guest’s profile. The POS screen also shows any gift cards (received or bonus gift cards).

Bonus gift cards can have an expiration date and can be configured to be one-time use.

For instructions on how to setup this kind of gift card promotion, read the help article.

 

Online Booking

Purchase Gift Cards for Specific Services or Packages

Your guests can now purchase gift cards by amount, for a specific service or for a specific package via Webstore 2.0.

The new flow is also an improved user experience that’s designed to be mobile-first. Read the help article.

Check Gift Card Balance

Webstore 2.0 now supports the ability for guests to check their gift card balance online. Guests simply provide the gift card number and the gift card recipient’s email address. Read the help article.

Display Member Pricing on Your Website

If you are a membership-based business, you may want to show member prices on your website. If a guest that is a member logs into your site, they will see member-based pricing, which is typically a discounted price.

Once the guest begins the actual booking flow, the system will consider your membership rules and update price or credit deduction accordingly.

Speak to us to learn more about how this feature would work for your business.

 

Digital Forms

View Before and After Pictures in iOS

Last month, we released the ability to easily view before and after pictures from one screen. This month, we will extend that functionality from desktop and Android to the iOS platform.

The gallery view of before and after pics allows you to quickly scan all images taken as part of a guest intake form or service form. You can also select two images for a side-by-side comparison.

Easier Flow to Manage Guest Consent Forms

Regulations may require that you get signed consent from a guest in order to administer a specific service. Regulations may also mandate that the consent is renewed periodically.

You may have already set up a consent form as part of a service level form. In this case, if your guest takes multiple services, they would need to sign consent for each service. Now, you can create a separate consent form that applies to multiple services. This means that the guest needs only sign the consent once, and not separately for each service.

You can define an expiration date for a consent form. For example, you might require guests to sign the consent again one year after the original sign date, or before every visit.

The appointment book will show an icon on the guest’s appointment block if the guest must sign a consent form. Read the help article.


 

Zenoti Mobile

Enhancements to Geofencing

If your providers use Zenoti Mobile on Android, you were able to restrict a provider’s access to data and capabilities from the mobile app if the provider was not on-site at your business. For example, you could block access to appointment details and invoices, or block the ability for employees to check-in until they are on premise.

These restrictions are now supported in iOS.

Easier Method to Add a New Guest and Intake

When you have a walk-in guest, your front desk can hand over a tablet for that guest to fill in their basic details and fill out the intake form. Earlier, the front desk would need to switch screens for each of these steps. Now we’ve streamlined the process so the guest seamlessly moves from one screen to the next.
 

Inventory

Specify Order Levels for Retail and Consumable Stock Separately

Currently, when using the feature to generate purchase orders (and transfer orders) automatically, the system clubs retail and consumable products together.

For example, you may have defined the following for a green tea shampoo:

  • Desired level of 50
  • Alert level of 60
  • Order quantity of 25

If you currently have 60 bottles remaining in stock, the system will alert you and auto generate a purchase order with an order quantity of 25 more bottles for retail, plus an additional 25 bottles for consumable.

With this upgrade, you will be able to define desired levels, alert levels, and order quantities separately for retail and consumable products. Read the help article.

 

To learn about the minor enhancements in this product update, read the support article.

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