New Enhancements This January 2017

Happy New Year! Your Zenoti account was upgraded with a number of great features on January 9, 2017. With this release, you can do more with gift cards, target segmentation, and securing employee data. Read on for what’s new.


With this release of Zenoti, you can now refund payments that were made using gift cards. For added flexibility, the refund can be applied entirely to the gift card that was used, or it can be split among various payment options, such as cash, checks, credit card, custom payments, or as a prepaid card for the refund amount. Learn more


The data your business generates, including your employee-related information, needs to be secure and accessible to only those in the proper roles. Beyond just good business practice, in some cases it is required by law. To ensure your employee data is more secure, this release of Zenoti enhances the way security roles and permissions are set. The permissions on the Employee Manager section of every role have been further split for better control. New options and subcategories have been added to role permissions for not only the General tab settings, but also for Commissions, HR, and other employee-related settings. More control has also been added that grants or restricts access to eight employee reports with the addition of the View Employee Reports permission. Learn more


Creating the right target segment is key for successful marketing campaigns. With this release of Zenoti, you can now filter target segments based on visit history for specific services or categories:

Target customers by service + visit history: Previously, you could create target segments that included customers based on their visit history and upcoming visits. You can now further refine that targeting based on the following:

  • Last visit by service - filter based on the service they took in their last visit
  • Next visit by service - filter based on the service they have booked for their next visit
  • Appointment count - filter based on total number of appointments

For example, a medi spa can use the new segment rule Next visit by service to send pre-treatment instructions to guests that are specific to their upcoming service. And similarly, the Last visit by service rule can send post-treatment instructions based on the service taken.

Target customers by product purchase: Prior to this release, you could create target segments based on a guest’s purchase history of a specific product. Now, you can use product tags to identify which brand or product line a product belongs to. This helps you target guests based on their purchase history from a specific line or brand.

Target customers that are not in a loyalty tier: If you run a loyalty points program that uses tiers, you can now target customers who are not in a specific tier for a selected time frame using the new is not option. For example, to filter out customers that are in the Platinum tier, you would set the Is Not option to ‘platinum’. Learn more

If you need help activating any enhancements, contact support.

Whats New in the December 2016 Upgrade
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Emily Martin

Copywriter, Zenoti

A self-confessed bookworm with a passion for languages and weaving together words. Happiest when immersed in nature, either on horseback or skis, or curled up with a good thriller. Emily's writing focuses on sharing trends and insights impacting the beauty and wellness industry.

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