Creating a Service

 

Add all the services that your center offers in Zenoti, so front office can book appointments for them. Setting up you services is essential because the system enables you to book appointments for them using the appointment book, webstore, and mobile apps. Also, appropriate categorization of services helps you when you configure memberships, packages, and discounts. 

To create a service, complete the following steps:

  • Step 1: Open the Create Service Screen - services are created at a organization level in Zenoti by Admins or Owners. 
  • Step 2: Enter General Details - enter the primary service details, such as name, category, time, and cost to center.
  • Step 3: Enter the Pricing Information - define the price and tax for this service for different centers of your organization.
  • Step 4: Select Products - enter the products and the quantity used to perform the service.
  • Step 5: Select Resources - select the centers where the service is available, therapists who can perform this, and the rooms where the service can be done. 
  • Step 6: Select Custom Fields - select the fields you want to enable for this service from the list of service custom data fields.
  • Step 7: Display in Online Catalog - enable the display of this service in your webstore and mobile apps.
  • Step 8: Select Variants - select the variants of the service offered at your stores.
  • Step 9: Selected Related Services - map related services and products for the service to display them in the webstore.
  • Step 10: Select Add-Ons - select the add-ons that are available for this service.
  • Step 11: Publish on Social Media - post and market the service using your Facebook and Twitter accounts.

Step 1: Open the Create Service Screen

  1. Make sure you select the organization view.
  2. Go to Admin Dashboard > Resources > Services.
  3. Admin_Dashboard.png
  4. On the Manage Services window, click Add. The Create Service window opens.
    Add_button.png

Step 2: Enter General Details

On the Create Service window, enter the relevant information in the following fields:

General_Tab.png

 

Field Description
Service Name Enter a name for the service.
Description Enter a descriptions for the service to display it on mobile apps.
HTML Description Enter a description for the service to display it in the webstore. You can use HTML for rich description, and you can add images in the description. After you enter the description, click the preview icon next to the box to check how it appears to the end user.  
Business Type Select the business type of the service. The default value for the business type is Spa.
Business Unit Select the the business unit of the service. It is important to track the business by business unit.
Category Select a category for the service. 
Sub Category Based on the category you select, the system shows a list of subcategories. Choose a sub category for the service from the list.
Cost to Center Enter the cost price of the service to the center. Note that this is not the maximum retail price at which you offer the service to the customers, but the cost that you incur.
This Service is a Add-on Select the checkbox if the service is an add-on. Add-ons are services that can be booked with another service, but can’t be offered as standalone services. After you make the service as an add-on, you can assign it to other services. Customers can opt for the add-ons that you select when they book an appointment for the service.
Service Time Enter the time taken to deliver this service. The system uses the value you enter here to automatically set the end time for the service.
Recovery Time Select a time from the list that you want to block before booking the next appointment. Recovery time is automatically added to the service time, which can be used by the therapists for necessary things such as service clean up.
Visit Frequency Visit frequency applies only to packages, and not standalone services. Enter the time (in days) that the customer needs to wait before repeating this service. For example, if you enter 30 as a visit frequency of laser hair removal, the front desk is alerted with a message if the customer tries to repeat the service before 30 days. Visit frequency is also used in calculating validity period of a package. If a package includes two services with visit frequencies of 30 and 20 days, validity of the package then becomes 50 days.
Allow product consumption entry in appointment book Select this checkbox to allow the front desk to manually enter the product consumption from the appointment book. Product consumption can be entered only for the products for which automatic tracking is not enabled.
Allow to override automatic product consumption in appointment book The system shows this checkbox only if you select the Allow product consumption entry in appointment book checkboxSelect this checkbox to allow the front desk to manually enter the product consumption for services that have the automatic tracking enabled. If you don't select this checkbox, the front desk can enter the product consumption for only those services for which automatic tracking is not enabled.  The information entered by the front desk is used for the Projected vs Actual Expenditure inventory report.
Allow cancellation fee  Select this checkbox if you want to apply a fee when the guest cancels the appointment.
Allow no show fee  Select this checkbox if you want to apply a no show fee when the guest does not turn up for the appointments.
Allow commission on this service Select this checkbox if you want to allow commissions for the therapist on this service. The commission settings for services and free services are defined in the 'Job' page. To know more about how to define commissions, read the Defining Jobs and Commissions article. 
Commission Adjustment Commissions for all services are defined in the Employee tab on the main menu (Employee > Manage Jobs > Commissions). You can modify the commission on this service by entering a certain percentage of the standard commission amount. For example, to double the commission on this service, enter 200 in the box. To learn more about Commission Adjustment, read the Defining Commission Accelerators article.
Commission Type Commissions for service are defined in the Employee tab on the main menu (Employee > Manage Jobs > Commissions). However, you can modify the commission of this service to specify a fixed amount or a certain percentage of the sale amount. Leave this unchanged if you do not want to change the standard commission value.
 Notes Enter any notes relevant to the service. When adding the service, the notes are shown as a popup in the appointment book and the group booking page, after all the other alerts are displayed.  The notes are also shown when a service is added from an active package and an active membership.  These notes serve as a reminder for the front desk to upsell or cross-sell relevant services. For example, for a manicure service, you could put in a note to remind the front desk to cross-sell a pedicure.
 Tags  Enter any tags associated with the service. 
Sell this service as a part of a package or membership only If you select this checkbox, you cannot sell this service directly on the appointment book, but only as a part of a membership or a package.
Show this service in package benefits printed on receipt When you are using this service for capturing guest consent of a treatment, and if the service is included in a package, do not select this checkbox so that the service is not listed in the printed package shown on the receipt. 
Allow loyalty points accrual

This checkbox is selected by default. Meaning, loyalty points are awarded when a guest purchases this service. If you do not want the purchase of this service to award loyalty points, clear the checkbox.
Note: This option is available only if you have setup Tiered loyalty program that is configured to consider only closed invoices. For more information, see the Consider only Closed Invoices section of the Configuring a Tiered Loyalty Program.

Allow loyalty points redemption

This checkbox is selected by default. Meaning, this service can be paid for (redeemed) using loyalty points. If you do not want the guest to be able to pay for this service using loyalty points, clear the checkbox.
Note: This option is available only if you have setup Tiered loyalty program that is configured to consider only closed invoices. For more information, see the Consider only Closed Invoices section of the Configuring a Tiered Loyalty Program.

 

 Step 3: Enter the Pricing Information

After you enter the general information, click Next to enter the price details of the service. Click the checkbox for each center where the service is available.

Pricing.png

Field Description
Tax Included Select this checkbox if tax is included in the service price. If tax is not included, the tax settings you have defined for services are applicable.
Sale Price Enter the sale price for the service at each center that you select.
Tax Group If tax is not included, select the tax type from this list.

Step 4: Select Products

Enter the relevant details of the products used for this service in the Products window. Defining products used for each service is critical for Inventory module. The baseline information of product consumption for each service is used when calculating projected expenses on product consumption.

Product.png

Field Description
Product Start typing the name of a product and select it from the list of suggestions that the system shows. If you cannot find the product in the list, create the product in the system. To know know how to create a product, read the Creating a Product article.
Amount Enter the amount of the product used.
Track Consumption Automatically If you select this checkbox, the system tracks the product consumption automatically. If you do not select this checkbox, the front desk needs to enter the amount of the product used manually.

Step 5: Select Resources

If you define which therapists can perform a service at the job level, skip this step. After you create this service, go to appropriate jobs and update the service mapping. However, if you want to define service mapping against employees and not job roles, you can do so on this window by selecting the checkbox next to the employees who can perform this service.

Resources.png

Note: If checkbox for an employee is already selected and disabled, it means that the employee is already configured to perform all services in the category of this service.

Step 6: Select Custom Fields

From the list of service custom data fields, select the fields you want to enable for this service. Once enabled, additional data for this service can be captured using these custom fields from the appointment book.

 To know more about creating a service custom field, read the Creating a Service Custom Field article.

Custom.png

Field Description
Do you require a service-level form?

Click one of the following options from the list:

  • Same form for each visit
  • Different forms
  • No form

If you do not want a service level form, click No form.

If you select Same from for each visit
 Select a form Select a custom form from the list.
Allow emailing of form link   Select this checkbox to include the form link using the [ServiceDataLink] macro in the Appointment Confirmation and Appointment Reminder notifications.
If you select Different forms
First Visit Select a customer form for the first visit of the customer for this service. 
Subsequent visits If the customer repeats the service, choose a different custom form for the subsequent visits of the customer.
 Allow emailing of form link Select this checkbox to include the form link using the [ServiceDataLink] macro in the Appointment Confirmation and Appointment Reminder notifications.

 Step 7: Display in Online Catalog

Use these settings to show the service in the list of services offered at selected centers of your spa or salon online. You can also upload a YouTube video about this service.

catalog.png

Field Description
Show in the webstore and mobile app
Select this checkbox to show this service in the webstore and the customer mobile application.
Display Name Enter a display name for this service in the catalog.
Display Price Enter a price for this service in the catalog.
Display Order Enter a display order for this service in the catalog.
Show Price If you want to show the price of the service in the catalog, select this checkbox.
Allow customer to book this service Select this checkbox to allow the visitors to book an appointment for this service. If you do not select this checkbox, the service simply displays on the catalog.
Show in New Services If you display the New Services category in your webstore and mobile app, select this checkbox to include this service in the category.
Show in Recommended Services If you display the Recommended Services category in your webstore and mobile app, select this checkbox to include the service in the category.
Page Title Enter the page title for this service in the catalog. This information helps search engines to easily locate the service.
 Meta Keywords Enter the meta keywords for this service in the catalog. This information helps search engines to easily locate the service.
 Meta Description Enter the meta description for this service in the catalog. This information helps search engines to easily locate the service.
Youtube Video ID If you want to show a Youtube video of the service, enter the Tag Name and Video ID of the video.

Step 8: Select Variants 

Variants allow you to club similar services in the webstore. For example, you could display a hair cut service with variants such as "Long Hair", "Mid Length Hair" and "Short Hair". Create variants as services in Zenoti before you can add them to the service.     

Variants.png

            

Field Description
Service
Start typing the name of the related service and click the name from the list of suggestions that the system shows. The drop-down only shows the services that have not already been defined as a variant to another service.
Add Click Add. The service that you select displays below. Repeat the same steps to add another variant. To remove a variant, click the red cross icon to delete it from the list.

Step 9: Select Related Services

You can map related services and products to the service you create, and display them in your webstore. 

Related.png

Field Description
Select the item type to add
Select a Product or Service from the list.
Service/Product Start typing the name of the service or the product that you want to add, and select it from the list of suggestions that the system shows. The system only shows the products and services that have not already been defined as related to another product.
Add Click Add. The system shows the service you select. Repeat the same steps to add another related service. To remove a service, click the close icon next to it.

     

Step 10: Select Add-Ons

Zenoti supports creating add-ons for services. Add-ons cannot be booked directly, but added to some services, packages, and memberships. If you assign an add-on to a service, the front desk is prompted for add-on at the time of booking an appointment for the service.  

Add-on.png

Field Description
Service
Start typing the name of the add-on that you want to add, and select it from the list of suggestions that the system shows. If you do not see the add-on in the list, create the add-on in Zenoti before you can assign it to the service. Add-on is created just like the regular services, and by selecting the This service is an Add-on checkbox in the General tab.
Add Click Add. The add-on that you select displays below. Repeat the same steps to add another add-on. To remove an add-on, click the close icon next to it.
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