Working with Zones

 

What is a Zone?

A zone in Zenoti is a group of centers or business units. Zones is applicable to organizations that have multiple centers or business units. For example, if you have centers all over India, you could create zones such as North India, South India and so on. Centers can then be mapped to zones. The concept of zones is used in the Analytical component of the Zenoti service offering. Once you configure zones, you could review business analytical data related to each zone. Contact the Zenoti team if you wish to use the Analytical component.

How do I create Zones?

To create zones in Zenoti, perform the following steps:

  • Click the Zones link in the Admin mode.

Zones_link.png

  • The Manage Zones page displays. A list of existing zones display. Perform the following from this page:
    • Click the Add Zone button to create a new zone.
    • Search for an existing zone.
    • Click on an existing zone name to edit\delete the zone.
    • Export the list of available zones to other formats, such as Excel, CSV, or PDF.

Manage_Zones.png

  • Click the Add Zone button to create a new zone. The General page displays. Enter the zone name and description and click Next.

Add_zone_-_General.png

  • Map the centers that belong to this zone and click Finish.

Add_zone_-_Centers.png

How do I Modify or Delete an Existing Zone?

To modify or delete an existing zone, perform the following steps:

  • Click the Zones link in the Admin mode.

Zones_link.png

  • The Manage Zones page displays. A list of existing zones display. Click on an existing zone name to edit\delete it.
  • Make changes to the zone through the GENERAL or CENTERS tab or click the Delete Zone button to delete the zone.

Modify_zones.png

 

 

 

 

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