Your Zenoti account was upgraded on March 8. Here’s what’s new.
AUTOMATED APPOINTMENT CONFIRMATIONS WITH 2-WAY TEXTS (SMS)
Is your front-desk spending hours calling to confirm appointments, only to reach voicemail more times than not? Ease the workload with text based confirmations. Zenoti will send a text (SMS) based appointment confirmation request the day before a guest’s appointment. The guest can then confirm, they are in fact planning to come in for their appointment, through text message. If the guest responds in the affirmative, your appointment book will automatically reflect that the appointment was confirmed. If the guest replies in the negative, sends a note asking to reschedule the appointment, sends any other response, or does not respond at all, you can view all pending confirmations and take action directly from the appointment book. For more details about this integration, contact support.
CALL GUESTS DIRECTLY FROM ZENOTI: KNOWLARITY INTEGRATION (FOR INDIA CUSTOMERS)
Knowlarity is a virtual phone system that helps you achieve your front desk profitability goals. With the Zenoti-Knowlarity integration, you can:
Make calls to guests directly from within Zenoti using a headset
Automatically record and log calls
Filter your list of sales opportunities based on the call status. For example, if you sell annual memberships, Zenoti can create a task for your Manager to call all guests whose memberships are about to expire. With this intergration, you’ll be able to work quickly through the list.
Your staff will be able to follow-up and sell more effectively and quickly. And managers have the ability to monitor your operations more closely. The Knowlarity integration is available as part of Zenoti’s Enterprise plan. Contact support for more information.
PAYMENT EXPRESS – POS INTEGRATION
Zenoti now supports Payment Express, a leading payment gateway, for integration with your POS. This integration extends the existing capability to process online transactions on the Zenoti webstore, to your in-store POS. Payment Express supports securely saving credit/debit cards, recurring payments, among other POS features. Contact support to find out if Payment Express is supported in your region.
MARKETING & LOYALTY
LAUNCH MARKETING CAMPAIGNS FASTER
Our campaign creation workflow got a makeover! You don’t want to spend a lot of your time creating campaigns. We’ve updated our UI and improved the usability, so it’s now easier and faster to set up email, text message and push notification campaigns. Send an email or text, run a promotional email, or set up your newsletter – it’s all easier.
UPDATE YOUR REWARDS PROGRAM
Differentiate how many loyalty points you award for day packages vs a series or custom package. For example, award 15 points for every $1 spent on a day package purchase and award 10 points for every $1 spent on a series or custom package. Encourage rebookings (also referred to as prebookings) with loyalty points. If a guest books their next appointment immediately after their current visit (typically within 24 hours), they’ll be awarded their loyalty points after their next visit is completed.
FLEXIBILITY IN MEMBERSHIP COLLECTION
Allow guests to change future payment dates on their membership. This could be just for the upcoming payment or for all future dates. Guests can also change payment type for future recurring payments. For example, a customer who paid cash every month for a monthly membership, can switch over to paying by credit card for future payments.
CHARGE FEE TO FREEZE MEMBERSHIPS
Dormant memberships are neither beneficial to you nor your members. Discourage freezing by charging a one-time or recurring fee to freeze memberships.
BILL RECURRING PAYMENTS WITH CONFIDENCE
Stop processing payments on accounts, where a previous transaction failed and was queued with Element PS Account Updater. The system will wait until a response is received. This helps in not suspending memberships, while the accurate payments details are being updated.
APPOINTMENT BOOK & POS
CAPTURE MISSING GUEST INFORMATION
When you look up a guest from the appointment book, and see their email or phone number is missing, you can now instantly update the information, and keep guest records up to date.
HELP CUSTOMERS REMEMBER NEXT VISIT DATE
Ideally, your guest should rebook their next visit before leaving their appointment. In case they don’t, you can now set Zenoti to automatically include the guest’s recommended next visit date on their prescription.
VIEW EMPLOYEE SCHEDULES FROM THE APPOINTMENT BOOK
Quickly lookup an employee’s scheduled days, schedule hours, and days off from within the appointment book. You can also print out directly from the appointment book.
SELECT SERVICE VARIANTS WITH EASE
Similar to prompting the front desk to choose add-ons for a service, the system now alerts you with a list of variants for a service. For example, if you offer a Deep Tissue Massage in 30, 60 and 90 minute sessions, add each of these session times as a variant. When the front desk staff selects a service that has variants, they will see a list of variants to choose from.
KEEP CERTAIN INVOICE TYPES OPEN
At the organizational level, you could previously choose to enforce that your centers close all invoices before being able to close the register for the day. Now, you have more flexibility to choose what type of invoices can be left open. For example, you could enforce all product invoices be closed for the day, while leaving open membership or gift card invoices.
UPDATES TO EMPLOYEE PERFORMANCE INDEX
The employee performance index is an overall indicator of an employee’s performance that takes into account metrics such as sales, utilization, guest satisfaction etc. Guest retention metrics are also now included in the index. To view the employee performance index, at the center level, go to Employees > Reports > Performance
CUSTOMER MOBILE APP
ALLOW GUESTS TO ENTER PREFERENCES WHILE BOOKING APPOINTMENTS
Guests can enter their preferences to go with the service when booking an appointment through the mobile app. For example, a customer booking a hair cut and color could mention their preferred hair color. These preferences entered by the guest show up in the appointment book, when you hover over over the appointment block. They are are also automatically saved to invoice notes.
CANCEL APPOINTMENTS FROM MOBILE APP
Allow guests who booked appointments through your mobile app to cancel them through the app. For example, if you accept cancellations 6 hours before the appointment, guests who made mobile bookings can cancel before 6 hours to avoid a cancellation fee. EMPLOYEE MOBILE APP
TIME STAMP ON IMAGES ADDED ON MOBILE APP
The employee mobile app allows you to add images to guest data and service data. You’ll notice a time stamp on images to indicate the date and time of when they were added.
ZOOM IN ON IMAGES
While annotating images on the employee mobile app, service providers can pinch to zoom in on images, and more accurately markup areas of treatment.
NEW DAILY REPORTS
The following five reports, which were available as day reports are now also available for the month to give you month-to-date numbers. These reports help businesses that rely on collections to keep track of how much is being collected. Access them from Admin > Daily Reports > For the month > Center Financials
Service Collections Details
Product Collections Details
Membership Collection Details
Package Collection Details
Gift Card Collections
OPPORTUNITIES CONVERSION REPORT
Track the effectiveness of sales employees in converting opportunities. See how many opportunities have changed status from lead to prospect or prospect to won, and employee-wise conversion percentages to measure effectiveness. Access the report from Sales > Reports > Conversions
CATEGORY WISE REVENUE REPORT
This report shows how much category-wise service revenue each employee contributes. For example, if a service provider is qualified to perform hair and body services, find out how much revenue she’s contributing in each of these categories. Access this report from Employee > Reports > Sales > Revenue
COLLECTION BY REFERRAL REPORT
Identify your most effective referral sources. Find out how much your are collecting from existing guests tracked against their referral type. Use this information to make strategic marketing decisions. Access this report from Admin > Reports > Collections > Collections by referral
NEW GUEST REPORT
The report shows the list of new guests within a specified date range – people who took their first service or bought a retail product, package, membership or gift card. Use this report to plan bounce back campaigns to get them to visit again. Access the report from Loyalty > Reports > Guests > New Guests
BLOCK OUT TIME DETAILS REPORT
Use this report to track when an employee had to take an unscheduled break, duration, and the reason. Access the report from Employee > Reports > Time > Block Out Time Details If you need help activating any enhancements, contact support.