Read our November Upgrade blog post for major feature enhancements in the November 2016 release. What's New includes only the features that are not explained in the blog post.
Your Zenoti account was upgraded on November 3. Here’s what’s new.
MANAGE SUSPENDED MEMBERSHIPS WITH EASE
Access all suspended memberships from the newly added Suspended Membership Report. View it from Admin > Reports > Memberships > Suspended.
You’re now able to perform actions directly from the report, without the need to navigate to the guest or membership view. You can:
- Charge the membership to make it active
- Waive a pending payment
- Cancel the membership without charging the pending payment
You can also now charge memberships in bulk.
FREEZE PACKAGES OF INACTIVE GUESTS
Automatically freeze packages of guests who haven’t visited you for a certain period. Define the period of inactivity after which the package must be frozen. This ensures benefits aren’t misused and reduces shrinkage.
ADVANCED OPTIONS TO CUSTOMIZE SERVICE PRICES
You could already set up different prices for services based on the job role of the service provider. For example, a haircut with a regular price of $25 could be priced 15% higher if performed by a senior stylist. You would define a % increase over the regular price.
In addition to the % model, you can also define prices in absolute numbers. You have the ability to:
- Set up service price specific to employees. This would mean, for each provider, you can have pre-defined prices for the services they perform.
- Set up service price based on job role. For example, you can have all haircuts performed by senior stylists priced at $35.
The new pricing model is automatically supported on your online store and mobile app.
INTRODUCING RETAIL PER GUEST COMMISSIONS
You could already award retail commissions to employees based on their total product sales or on the ratio of product to service sales. Now award commissions based on the ratio of total retail sales ($) to guests served. This provides more incentive to employees to sell products on every appointment.
UPDATES TO ISSUE MANAGEMENT
Capture more information while creating a new issue. We’ve added new fields Category, Sub Category, Source, and Treatment. You can define the entries under these fields. For example, under Source, you might have email and phone to track issues reported through these channels.
This helps you manage, track and resolve issues faster. For more details, read our support article
Creating or Modifying an Issue.
CAPTURE REASON FOR APPOINTMENT CANCELLATION WITH A SINGLE CLICK
When cancelling an appointment, your front desk can save time by selecting from a drop-down of pre-defined reasons. Track appointment cancellations and reasons through the Appointment Details report.
ACCESS ONLY THE REPORTS THAT MATTER
Zenoti provides 100s of reports that are automatically available to you. Hide reports that you don’t need for your organization. You can modify your preferences anytime.
For more details, read our support article Enable or Disable Reports .
If you need help activating any enhancements, contact support.
APPOINTMENT BOOK AND POS
- Cancel scheduled appointments online.+more
Zenoti now enables your guests to confirm or cancel their appointments from webstore. Previously, guests could cancel only their online requests, but now they can cancel any scheduled appointments, booked online or at the center. The webstore also automatically processes any credit or debit card refunds on such cancellations.
- Print the change on receipts. +more
Zenoti now prints the change amount that you give back to guests on the receipts. The change is printed below the Total Charged row on all receipt formats, and is also included in email receipts. If your center uses multiple currencies, the change is printed in local currency and in the currency in which the guest has paid.
- Boost gift card conversion rates by enabling guest checkouts.+more
Zenoti-powered online stores now enable guests to buy gift cards without an online account. By removing the barrier of signing up, this feature helps you retain more shoppers who avoid new account fatigue. The hassle-free experience of guest checkout goes beyond buying a gift card. Customers can check their gift card balance or send the gift card email to others at any point after the sale – without ever having to sign up or sign in to an online account.
- Preview and print gift cards.+more
Zenoti now enables previewing and printing gift cards from both webstore (online) and guest profile.
- Easy cancellation of suspended or frozen membership. +more
Previously, you could cancel a Membership that is either Suspended or Frozen only after making the Membership Active. If the Membership had a pending charge before it was Suspended or Frozen, making the Membership Active resulted in Zenoti trying to collect the pending charge without the guest being notified. We have now changed this behavior. You now cancel a Membership that is either Suspended or Frozen without having to first make the Membership to Active. To cancel a Suspended or Frozen Membership, open the guest's Membership details from the guest's profile and just click the Cancel button. Upon cancellation, no pending charges will be collected.
- Waive membership payment without awarding service credits.+more
Previously, if you waived membership payment, service credits were awarded to the Membership. The Front office had no control over the service credits. We have now changed this behavior. We have now changed this behavior. You can now define if the service credits should be awarded after a waiver by default at the organization level, but allow your front desk staff to override the default behavior at the time of waiving the fee.
- Change suspended memberships in one go. +more
You now have the convenience of filtering all suspended Memberships from the Suspended Memberships report. You can select multiple memberships from the list, and charge them at one go, instead of charging each member manually. The status of the suspended members queued up for charge changes from "Suspended" to "Processing" and upon successful realization of charge, the status changes to "Active".
- Pick only those reports that are relevant for your organization. +more
Zenoti supports over 400 standard reports across different modules which are automatically available for you. You can now choose only those reports that are relevant for your organization and hide the remaining from the UI. You can always modify the list based on your changing requirements at any time in the future.
- Calculate net cross center redemption more easily.+more
The Cross Centre Redemptions report for a center (Admin > Reports > Accounting > Cross Center Redemption) now displays the To Pay and To Collect values in a single view making it easy for you to calculate your net cross center redemption.
- Easily access Membership Status report.+more
You can now access the Membership Status report directly from the Admin module: Admin > Reports > Memberships > Status Reports. It is the same report that is accessible from the Marketing module: Marketing > Reports > Memberships > Status.
- Gain more control over refunds.+more
You can now control access to payment instruments through which the employees with particular roles can refund. We’ve added a new permission set called Refund with the following options: Cash, Card, Check, Custom, and Prepaid Card. Once you select one or more refund methods for a role, the employees with the role can only use those methods to refund any items that they are allowed to, such as Services, Memberships, Packages, and Prepaid Cards.
- Updates to Issue Management.+more
New fields such as Category, Sub Category, Source, and Treatment have been added to Issue Management. You can create your own items to be displayed in these fields. You can use these fields to provide granular details about the issue and also to compare the source of the issues.Example: You can create a Category called Maintenance, Sub Category called Equipment, Source called Guest and other source called Therapist, and Treatment called Body Wax. If a guest complains about the equipment after the body wax procedure, the front office can easily capture details of the issue using these fields and selecting the Source as Guest. If a therapist complains of the same issue, the front office can create another issue with source as Therapist. This way, you can track how many issues were reported by the therapists compared to the guests.
- Filter Employee Schedule page for specific employees.+more
You can now filter your Employee schedule page by individual employee names. We have added an Employee filter at the top right of the schedule page that you can use to search for an employee or expand to pick the employee’s name from the list. Also, the start and end times on the schedule page now sync with your center’s start time and end time.
MINOR ENHANCEMENTS AND BUG FIXES
- Alert about pending charges before re-activating memberships.+more
Previously, if you changed the status of a Membership that was either Suspended or Frozen to Active, and if the Membership had pending charges before it was Suspended or Frozen, making the Membership Active resulted in Zenoti trying to collect the pending charges without the front office or guest being notified. We have now changed this behavior. For a Membership that is either Suspended or Frozen, if the front office changes the Membership to Active, an alert informing the front office of the pending charges is displayed. The front office can notify the guest and upon guest advice, can proceed with making the Membership Active or exit without making any changes to the Membership status.
- Locate all your Webstore settings and Security Role Permissions with fewer clicks.+more
You can now expand all the panels in the Catalog tab in your Organizations settings (Admin > Organization > Catalog) and the permissions tab for a security role (Admin > Security Role > [Selected Security role]> Permissions) in one click. Simply use Ctrl+F to locate the required setting after expanding the panels.
- The Membership Expiration report no longer shows the setup fee for membership records; it only includes the main membership record to avoid duplicates for the same membership.
- Enhancements to Appointment Book search that were introduced in the last release are now extended to all other screens in the application such as POS, Group Billing, Referral, Waitlist panel, Opportunity, and Gift Card recipient.
- Collections by Item report now also includes the Price column, so that you can export this data as part of the report and extract information by business unit.
- Centre Invoice Average report now also includes the #Invoices column (number of Invoices).