Your Zenoti account was upgraded with the latest features on December 10. We’ve made exciting enhancements in Employee Management, Memberships, and Reporting. Here’s what’s new.
APPOINTMENT BOOK & POS
ADJUST PREPAID AND GIFT CARD BALANCES
For a guest that has an unsatisfactory experience, some spas and salons will award the guest a nominal dollar amount in credits. You can now quickly add that credit to an existing prepaid or gift card rather than issuing a new card. You can restrict the ability to edit card balances to specific roles such as managers or supervisors.
EASIER PAYROLL MANAGEMENT FOR FRANCHISEES
Currently in Zenoti, if you have an employee working at multiple locations, you can choose to run a single payroll for that employee. To better support franchisees, you can choose to generate payroll independently for each center. For example, if an employee works at two locations, she will be on each location’s payroll. This allows franchisees, which typically operate locations as separate entities, to manage their payroll by location, without the involvement of the corporate office. You can enable the setting at the organization level from Settings > Employee. Enable the "Do not consider other center invoices for payroll" check box.
ADDITIONAL EMPLOYEE TARGETS
New additions to monthly employee targets include:
For Therapists Request: The percentage of guests who requested the specific therapist. For example, If the therapist saw 100 guests over the month, and 40 specifically requested them, their request % is 40.
Add On: The percentage of services performed with add-ons. A service with multiple add ons is considered as one. For example, If the therapist performed 100 massages, and 20 of them had add ons, then the add on % is 20.
Membership Conversion: Percentage of guests who converted to members in the same month. For example, if a therapist sees 100 guests that are not members, if 5 of them bought memberships in the same month as their visit, the membership conversion % is 5.
For Front Desk Staff Membership Billing Conversion: Percentage of guests who the front desk billed and converted to members in the same month. For example, out of 100 guests billed by a front-desk executive, if 10 of them end up buying a membership in the same month, the membership billing conversion % is 10.After defining these targets, you can view performance from the Employee Performance Metrics Report at the center level from Employee > Reports > Performance
MODIFY MEMBERSHIP BALANCE
At times, you might want to award extra credits to certain members to retain their loyalty. In such cases, edit membership balance directly from the guest profile. You can restrict the ability to add credit to specific roles such as managers or supervisors.
INCREASED FLEXIBILITY IN REDEEMING MEMBERSHIP BENEFITS
Memberships can include multiple benefit types like service credits, discounts and free services. You can choose what order the benefits should be redeemed by the system. For example, if your membership includes 1 free massage and credits worth $100 every month, you can have the system first use the free massage.
CENTER LEVEL AVERAGE INVOICE REPORT
This newly added daily report provides the center’s average invoice value (often referred to as average ticket size), with a break up by gender. Use this report to identify your best and worst performing days and tailor your marketing and operations strategy accordingly. Access this report from Center > Admin > Daily Reports > Center Average Invoice
EMPLOYEE PAYROLL REPORT
The payroll report has been enhanced to provide two views into the payroll. The summary view shows employee salary (or hourly pay), commission and tips. The commissions are now broken down by sale type. The detailed view shows a complete list of all invoices, tips and hours worked, which helps to resolve any discrepancies. Access this report from Center > Employees > Payroll > Employee Payroll Report
Enhancements to the collection reports includes a report to track all credit card transactions in one place. You'll find details including transaction type, transaction status, and payment option used during the transaction. You can use this report to stay on top of payment reconciliations due from your credit card payment processor. To view this report go to Admin > Collection Report > Collections - Online Transactions