Release Updates

Employee Schedule Block Out Setup
Displaying Other Fees in Register Closure
Integrating and Ordering from Neal Corp via Zenoti
Emailing Upcoming Appointment Reminders to Guests
Managing and Revising Quotes
Booking Appointments Using Guest Packages
Service Segmentation and Appointment Booking
Linking Guest Profiles to Aveda Memberships in Zenoti
Enabling and Using Sticky Bookings
Configuring Gift Card Notification Templates
Configuring Unfreeze Dates with Freeze Reason Templates
Member List Report
Configuring and Tracking Employee Commissions for Membership Add-Ons
Retail Profitability V2 Report
Scheduling Annual Fee Collection for Memberships
Managing Amenities in the Appointment Book
Amenity Reservation and Payment Management
Student Profile Navigation
Configuring and Managing Allergy Test Requirements in Zenoti
Customizing Inventory Terminology in Zenoti
Salon Summary Report User Guide
Managing Employees in Zenoti
Zenoti Accounting Summary Report Guide
Master Center Metrics Report Guide
Membership Management User Guide
Zenoti Attendance Report Guide
Emailing Upcoming Appointment Reminders to Guests
Real-Time Recommendations Report User Guide
Displaying Provider Images in Appointment Book
Accessing and Managing Guest Profiles in Zenoti
Waitlist Management and Appointment Booking
Viewing and Editing Register Closure Logs
Displaying Other Fees in Register Closure
Closing Invoices and Processing Tip Payouts
Zenoti Waitlist Report User Guide

Analytics Express Dashboard Upgrade Guide
Executive Summary Analytics User Guide
Appointment Insights Report
Guest Insights Report
Building Custom Reports: Step-by-Step Guide
Sales Insights Report

Report Builder User Guide
Using the Report Builder Dashboard
Building Custom Reports User Guide
Creating Custom KPIs in Zenoti
Customs Report Review and Analysis Guide
Managing Custom Reports: Actions and Lifecycle
Enabling Report Builder for Organizations
Zenoti Report Builder User Guide
Managing Custom Reports: Actions and Workflow
Configuring Role Permissions for Report Builder
Creating Custom KPIs in Zenoti
Custom Report Review and Analysis Guide
Using Report Builder in the Reports Dashboard
Setting Role Permissions for Report Builder

Managing Medical Records in Zenoti
Configuring Medical Record Permissions in Zenoti
Configuring Medical Record Widgets in Zenoti Forms
Zenoti Medical Record Configuration Guide
Navigating the Medical Record Tab in Guest Profiles
Medical Record Integration with Forms in Zenoti

Booking Services with Room and Equipment
Redeeming Guest Package Benefits
Booking Appointments with Custom Duration and Pricing
Redeeming Membership Service Credits for Guests
Day Package Booking Guide
Quick Book Appointment Guide
Rebooking Appointments via POS and Appointment Book
Appointment Modification Guide
Couple Booking Process Guide
Family Appointment Booking Guide
How to Book a Surprise Appointment
Service-First Appointment Booking Guide
Group Appointment Booking in Zenoti
Booking Recurring Appointments Guide
Provider-First Appointment Booking Guide
Booking Appointments with Multiple Services
Adding Add-On Services to Appointments
Single Service Appointment Booking Guide
Enabling the New Booking Experience
Virtual Appointment Booking Guide
Appointment Booking User Guide

AI Scribe Device and System Requirements Guide
AI Scribe User Guide
AI-Powered Form Filling Instructions
Managing AI Scribe Insights and Versions
AI Scribe Conversation Recording Guide
AI Scribe Usage Guide for Zenoti
Making Forms AI-Ready with AI Scribe
AI Scribe Organizational Setup
Managing AiScribe Permissions and Access Control
AI Scribe Charting Layout Management Guide

Quoll Patch 1 Features
Quoll Patch 1 Features
Product Kit Creation Guide
Product Creation and Configuration Guide
Product Master Page User Guide

Quoll Patch 2 Features
Quoll Patch 2 Features

Enabling Corporate Account Statement Notifications
Adding Card Payment Details to a Corporate Account
Managing Corporate Account Profiles in Zenoti
Selling Corporate Memberships in POS
Corporate Membership Setup Guide
Setting Up Corporate Membership Accounts
Understanding Corporate Memberships in Zenoti
Configuring Membership Buyout Fees and Cancellation Restrictions
Family Membership Cancellation Guide
Adding Add-On Members to Memberships
Configuring Membership Buyout Fee Rules
Associating Cancellation Templates with Memberships
Applying Member Pricing Templates to Memberships
Freezing and Unfreezing Memberships: Step-by-Step Guide
Membership Cancellation Process with Buyout Fee Templates
Configuring Age Buckets for Family Memberships
Configuring Add-on Member Pricing in Zenoti Memberships
Creating Membership Cancellation Templates
Managing Family Memberships in Zenoti
Creating Member Pricing Templates
Modifying or Cancelling Reservations in Zenoti Mobile App
Requesting and Managing Class Substitutions in the Mobile App
Booking Appointments in Zenoti Mobile App
Processing Payments and Closing Reservations
Managing Classes and Enrollments in Zenoti Mobile App
Enrolling and Signing In Members for Scheduled Classes
Class Enrollment and Check-In Guide
Zenoti Mobile App: Instructor Substitution Guide
Managing Class Enrollment and Member Attendance in Zenoti
Enabling and Syncing Class Roster in Zenoti Mobile App
Class Payment and Invoice Processing Guide
Viewing and Managing Class Rosters on Zenoti Mobile
Freezing Memberships via Mobile App
Canceling Membership via Mobile App
Managing Memberships in the Mobile App
Adding Add-On Members to Memberships
Selling Memberships via Mobile App
Sending Terms and Conditions Forms to Students
Updating Class Instructors in Zenoti
Virtual Class Scheduling and Enrollment Guide
Managing Class Waitlists and Student Enrollment
Workshop Management Guide
Student Sign-In Procedures
Student Class Registration Guide
Managing Fitness Class Rosters in Zenoti
Sharing and Managing Guest Passes
Creating and Managing Member Profiles in Zenoti
Managing Member Check-Ins with the Zenoti Mobile App
Member Profile Navigation and Management Guide
Selling Retail Products via Point of Sale
Honeywell 7580G Scanner Setup for Zenoti
Sharing and Managing Guest Passes
Managing Member Check-Ins and Guest Passes
Manually Closing Class Invoices in Zenoti
Enrolling Students in Zenoti Using Drop-In Packages
Selling Packages at Point of Sale
Selling Temporary Membership Passes
Retail Item Sales Process Guide
Selling Memberships in Zenoti: Step-by-Step Guide
Point of Sale Navigation and Invoice Management Guide
Creating a New Member Profile in Zenoti
Student Profile Navigation Guide
Fitness Kiosk Setup and Configuration Guide
Fitness Kiosk User Guide
Amenity Management Guide in Zenoti
Facility Creation and Amenity Mapping Guide
Amenity Creation Guide
Amenity Reservation and Payment Management Guide
Amenity Booking and Management Guide
Creating Amenity Categories and Subcategories
Amenity Booking and Management Guide
Creating and Managing Class Rooms
Workshop Session Scheduling Guide
Editing a Class Schedule
Editing Workshop Event Schedules
Class Schedule Editing and Cancellation Guide
Creating and Managing Class Schedules in Zenoti
Assigning Instructor Role to Employees
Taking Payment and Closing Invoices for Reservations
Booking a Service Reservation in Zenoti
Modifying and Canceling Reservations in the Appointment Book
Canceling a Membership
Locker Assignment and Management Guide
Accessing and Managing Memberships from Member Profile
Membership Upgrade and Downgrade Instructions
Membership Freeze and Unfreeze Instructions
Class Attendance Report User Guide
Center Visits Report User Guide
Zenoti Reports User Guide
Billing, Collections, and Deposits Report Guide
Membership Payments Report Guide
Digital Payments Report User Guide
Member Report Usage Guide
Running the Sales Accrual Report
Sales Cash Report User Guide
Locker Category and Subcategory Setup Guide
Locker Permissions Configuration Guide
Locker Management Guide
Locker Creation Guide
Locker Assignment Guide
Editing Employee Attendance in Zenoti
Generating and Customizing Payroll Reports in Zenoti
Zenoti Payroll Setup and Reporting Guide
Resolving Payroll Discrepancies in Zenoti
Assigning Services to Employees
Assigning Employee Roles in Zenoti
Setting Item-Level Commissions in Zenoti
Creating and Managing Employee Profiles in Zenoti
Employee Scheduling and Leave Management in Zenoti
Setting Up Employee Online Booking Catalog
Instructor Pay Rate Setup Guide
Cloning Employee Profiles in Zenoti
Associating Products with Vendors and Setting Purchase Prices
Inventory Management: Product Availability and Vendor Assignment Guide
Assigning and Managing Products in Zenoti Centers
Updating Purchase Orders After Receiving Shipments
Vendor Product Return Process in Zenoti
Transfer Order Management Guide
Creating Auto Purchase Orders in Inventory Management
Purchase Order Management Guide
Marking Transfer Orders as Dispatched
Marking Transfer Orders as Delivered
Consumable Stock Checkout in Zenoti
Product Audit and Reconciliation in Zenoti
Inventory Quantity Adjustment Guide
Inventory Reconciliation Process Guide
Generating and Analyzing the Cost of Goods Report
Retail to Consumable Stock Conversion and Inventory Adjustment Guide
Stock Ledger Report User Guide
Generating and Analyzing Inventory Reports in Zenoti
Zenoti Basic Navigation Guide

Quoll Patch 3 Product Updates

Track Lab Order Statuses and Results
Configure Lab Order Permissions
Fullscript Lab Orders in Zenoti
Connect Fullscript for Lab Orders
Placing Lab Orders in Fullscript

Appointment Book Summary Report
Add Services to Appointments
Online Gift Card Sales
EasyConnect Messaging Guide
Guest Profile Overview
Advance Guest Form Completion
Navigating the Zenoti Admin Dashboard
Online Appointment Booking Flow
Managing Client Series Packages
Schedule Employee for Clock In
Clocking In with Zenoti
Master Data Configuration Setup
Digital Payments Reconciliation Report
Managing Guest Memberships
Rebook an Appointment
Logging In to Zenoti
Salon Summary Report
Gift Card Sales and Redemption

Mark Employee Leave
Manage Employee Attendance
Employee Schedule Management

Configure Employee Online Booking Catalog
Set Up Item-Level Commissions
Set Up Revenue Slab Commissions
Assign Services to Employees
Clone an Employee Profile
Create an Employee Profile
Assign Employee Roles in Zenoti

Redeem a Prepaid Card
Issue Store Credit via Prepaid Card
Manage Prepaid Card Details
Issue a Prepaid Card Deposit

Manually Add Guest Feedback Issues
Guest Issue Tracking
Feedback Report
Update Issue Details
Issue Creation and Owner Assignment

Prepaid Cards in Cash Basis Accounting
Cash Basis Accounting Ledgers
Package Accounting: Cash Basis
Zenoti Cash Basis Financial Reports
Retail Purchase Ledger Updates
Sales Cash and Collection Reports
Membership Accounting Overview
Gift Card Revenue Accounting
Recurring Membership Ledger Updates
Processing Membership Refunds
Updating Financial Transaction Ledgers
Cash vs. Accrual Accounting
Loyalty Points in Cash Accounting

Center Activity Feed

Tips Payout Reports
Set Up Same-Day Tips Payout
Configure Same-Day Tips Payout

AI Scheduling: Demand Forecasting and Schedule Generation
Apply AI Employee Scheduler Recommendations
AI Demand-Based Scheduling
AI Demand-Based Scheduling Guide

Book Cryotherapy Appointment
Book Cryotherapy Appointments and Process Payments

Set Up Stripe Express
Add Stripe Express Terminal

Enable Analytics Core Report Access
Analytics Core Dashboard Overview
Guest Insights Report
Appointment Insights Report
Sales Insights Report
Executive Summary Analytics Dashboard

HyperConnect Daily Operations

Purchase Aveda Membership in Zenoti POS
Aveda Plus Integration Prerequisites
Redeem Aveda Spa Certificates
Add Aveda Bonus Certificates
Aveda Plus Rewards Enrollment
Viewing Aveda Payments in Collections Reports
Neal Corp Integration and Purchase Orders
Redeem Aveda Plus Rewards
Link Aveda Membership to Guest Profile
Aveda Product Reward Redemption
Accrue Aveda Purchase Points
Aveda Benchmark Report Guide

Enable New Scheduling Experience
Configure Employee Schedule Block Out Times
Employee Scheduler Overview
Collaborative Scheduling and Non-Working Hours
Employee Schedule Management
Copy Employee Schedules

View Canceled and No-Show Appointments
Sort Providers in Appointment Book
Checkout Guest Appointments
Create a Group Booking
Using the Zenoti Waitlist
Confirming Appointments in Zenoti
Customize Appointment Block Colors
Checking Client Appointment Arrival Status
Check Opening Balance
Reschedule Appointments
Modify an Appointment
Print a Job Card
Move an Appointment to Another Day
Print Therapist Appointments
Managing Profile and Appointment Notes
View Provider Weekly Availability
Viewing Provider Services
Close the Register
Cancel or No-Show Appointments
Adjust Appointment Book Display
View Appointment Log
Adding Provider Block Outs
Take Payment for Group Appointments
Adjust Appointment Duration
Book an Appointment in Zenoti
Appointment Book Icons

Viewing Agent Metrics Report
Using Hyperconnect in Zenoti Mobile
Hyperconnect Dashboard Metrics
Hyperconnect Settings Configuration
Hyperconnect Screen Overview
Manage Appointments in Hyperconnect
Associate Employees with Phone Devices
Configure Missed Call Rules
View Missed Call Reasons
Hyperconnect Voice Settings
HyperConnect Reports Guide
Hyperconnect Usage Insights
Configure Smart Replies for Reviews
Send Guest Emails via Hyperconnect
Configure Add in Queue in Hyperconnect Phone Tree
Viewing Guest Timelines and Profiles
Managing Hyperconnect Call Logs
Responding to Guest Feedback
Send Broadcast Messages
Hyperconnect Call Management
Send WhatsApp Templates in Hyperconnect
Managing Guest Conversations in Hyperconnect
Manage Hyperconnect Role Permissions
Launching HyperConnect on iPad
Introducing HyperConnect
Managing Hyperconnect Notifications
Hyperconnect Voicemail Playback
Hyperconnect Review Management

Rebook Guest Services
Reviewing Daily Collections and Tips
Close Register and Reconcile Cash
Employee Check-In, Scheduling, and Leave Management
Set Guest-Specific Service Durations
New Guest Appointment Management
Managing Appointment Statuses in Zenoti
Add Retail, Services, Tips, and Payments at Checkout
Appointment Book Overview
Adjust Appointment Duration and Add Guest Notes
Booking Guest Appointments with Add-Ons
Modify or Move Appointments
Paying Out Employee Tips
Move Services Using Clipboard
Guest Checkout and Payment
Confirm Appointments with Easy Connect
Verify Opening Cash Balance
Manage Provider Block Out Times
Manage Appointment Waitlist
Accessing and Using Guest Profiles

Move Appointment Segments and Visits
Book Appointments with Processing Time

Managing Leads in Kanban View
Create Zenoti Leads with Zapier
Create Lead Management Task Types
Lead Pipeline Activity Report
Create and Use Form Templates
Manage Call Outcomes
Submit a Guest Form
Configure AI Lead Scoring and Lead Sources
Create and Manage Lead Generation Forms
Zenoti Lead Management Setup
Manage Lead Management Workflows
Agent Leaderboard Report
Creating Lead Generation Forms
Create and Publish Lead Workflows
Create a Lead Manually
Lead Management Dashboard
Create Lead Stage Automation Rules
Share Forms via Link or Embed
Manage Lead Follow-Up Tasks
Lead Details and Guest Linking
Manage Platform Integrations
Managing All Leads Views and Filters
Create and Manage Lead Types
Set Up Lead Sources
Manage Lead Stages
AI Lead Management Navigation Overview
Create a Lead Master Form
Configure Lead Management Permissions

Memberships Waived Collections Report
Membership Payments Collection Report
Memberships Reduced Usage Report
Member List Report
Membership Benefits Details Report
View Membership IRR, MRR, and SCR Reports
Membership V2 Reports Setup and Usage
Membership Form Status Report
Using the Member Report
Membership Tries Report
Membership Sales and Balance Report
Membership Liability Report

Zen Chat Overview
Start a One-on-One Chat
Creating Group Chats
Using Zen Chat on My Zen
Sending Broadcast Messages

Enable Guest Kiosk for a Center
Kiosk Setup and Check-In Guide
Group Kiosk Check-In
Kiosk Workflow Configuration
Book Same-Day Appointments from Kiosk
Enable Guest Kiosk at Organization Level
Accessing the Kiosk from the Zenoti Mobile App
Guest Self-Checkout at Kiosk
Individual Appointment Kiosk Check-In
Customize New Kiosk Theme

Activate an Inbound AI Receptionist
AI Receptionist Overview
Test and Launch AI Receptionist
Set Up an AI Receptionist

Managing Guest Intake Forms
Complete Guest Intake Forms
Managing Service Consent and Treatment Forms

Enable a Referral Program
Zenoti Referral Program Redemption
Set Up a Referral Program
Create a Referral Program Email Campaign

Create Employee Leave Request
Update Employee Leave Balance
Manage Employee Leave Requests
Create Leave Types
Manage Time Off Requests
Viewing PTO Earnings in ZipPayroll
Leave Management Overview
View and Request Time Off
PTO Role Permissions
Map Leave Policies to Centers and Employees
Zenoti Leave Management Guide
Leave Policies Overview
Create Leave Policy

Photo Manager Overview
Configure Photo Manager Settings
Zenoti Mobile Photo Manager

Switching Between Regular and Tiered Loyalty
Redeem Points and Process Refunds
Manage Tiered Guest Loyalty
Regular vs Tiered Loyalty Programs
Tiered Loyalty Program Setup
Loyalty Program Reports
Tiered Loyalty Program Setup
Manage Tiered Loyalty Points
Tiered Loyalty Programs
Tiered Loyalty Upgrade and Downgrade Settings

Zenoti Surcharge Overview
U.S. Credit Card Surcharging Guidelines
Zenoti Surcharge Overview
Amex Surcharge Fee Reporting
Credit Card Surcharge Disclosure
Prepare for Zenoti Surcharge Activation
Zenoti Credit Card Surcharging
Processing Payments with Surcharging

Quote Details Report
Create a Custom Package Quote
Create Custom Package Quotes in Zenoti
Configure Zenoti Quotations
Creating and Managing Quotations in Zenoti
Edit, Revise, and Convert Quotes
Create a Quote for Series Packages
Create Quote for Series Packages
Editing, Revising, and Converting Quotes
Configure Quote Permissions and Templates
Creating and Managing Quotations in Zenoti
Zenoti Quotations and Invoices

Zenoti Payments Setup Overview
Map Bank Accounts to Centers
Configure Zenoti Payments Bank Accounts
Configure Zenoti Payments
Manage Business Ownership Changes
Map a Bank Account to Another Store
Zenoti Payments Processor Onboarding
Dispute Management Workflow

Map Service Forms to Services
Create Custom Forms in Zenoti
Associate Tag Forms to Services
Using the Annotation Pad
Adding a Select Dropdown Field
Create a Form in Form Builder
Add a Logo to a Form
Using Columns in Form Builder
Form Builder Design Tools
Using Select Boxes Form Tool
Selecting a Form Template
Add a Signature Field to a Form
Create Tabs in Forms
Form Builder Settings

AI Dispute Manager Overview
AI Dispute Manager Overview
AI Dispute Evidence Management

Locate Group Appointment Services
Create a Group Invoice
Modify Group Appointments
Booking Group Appointments
Group Appointment Checkout

Enable Product Batch Tracking
Adjust Batch Inventory in Zenoti
Add Consumed Products During Service
Audit and Reconcile Batch Products
Transfer Batch-Tracked Stock Between Centers
Return and Exchange Products in Zenoti
Current Stock Report
Return Products to a Vendor
Near Expiry Inventory Report
Batch and Expiry Management
Manage Batch-Tracked Product Consumption in POS
Return Batch-Enabled Product
Receive Products via Purchase Orders
Inventory Traceability Report
Configure Expiry Alerts in Zenoti

Add Cash to Register
Register Management
Paying Out Employee Tips
Open Register Cash Balance
Close Register and Reconcile Cash
Managing Petty Cash Transactions
Perform a Midday Cash Count

Regular vs Tiered Loyalty Programs
Set Up Loyalty Points Terms Form
Loyalty Permissions, Notifications, and Settings
Loyalty Points Promotions and Campaigns
Loyalty Points Management
Zenoti Loyalty Points Setup
Manage Loyalty Points in ZMA
Loyalty Points and Redemption OTP Settings
Regular Loyalty Program Setup
Configure Loyalty Points Redemption Settings

Managing e-Prescribe Messages
Manage Prescription Insurance Settings
Drug Details Management
Cancel a Sent Prescription
Prescription Management and Approval
E-Prescribe Reporting Tools
Set Up Compound Medications
Search and Manage Patient Pharmacies
Create Order Sets

Adjust Appointment Duration
Check Out Guest Appointments
Add a Blockout
Processing Walk-In POS Sales
Move an Appointment to Another Day
Move an Appointment
Print a Job Card
Print Provider Appointments
View Provider Weekly Schedule
Managing Profile and Appointment Notes
View Provider Services
Confirming an Appointment in Zenoti
Processing Group Payments
Review Canceled or No-Show Appointments
Using the Zenoti Waitlist
Viewing Appointment Log
Create a Group Booking
Cancel or No-Show an Appointment
Modify an Appointment
Understanding Appointment Block Labels and Colors
Close the Register
Appointment Book Icons
Adjust Appointment Book View
Sort Appointment Book Providers
Check Opening Balance
Book an Appointment in Zenoti

Managing Guest Prescriptions
Set Up Compound Medications
Managing Prescription Messages
E-Prescription Role Permissions
Activate an E-Prescription Center
Canceling a Prescription
Managing Drug Details and Patient Medications
Manage Prescription Insurance Settings
Create and Prescribe Order Sets
Prescribing Compound Medication
Generating e-Prescribing Reports
Activate and Onboard Prescribers Across Centers
Manage Patient Pharmacies
Initial Center Onboarding
Invite Additional Users
Add a New Prescription
E-Prescribe Center and User Onboarding
E-Prescribing Workflow

Adjust Appointments and Add Guest Notes
Review Sales, Collections, and Close Register
Create a Guest Standing Appointment
Move Appointments Using Clipboard
Modify or Move Appointments
Manage Cancellation and No-Show Fees
Booking Appointments with Booking Wizard
Zenoti Appointment Book Layout
Rebook Guest Appointments
Book a New Guest Appointment
Guest Checkout and Payment
Managing Appointment Statuses and Follow-Ups
Issue and Redeem Guest Deposits
Add Consumed Products to Appointments
Add Retail and Services at Checkout
Create Provider Block Out Times
Manage Appointment Waitlists
Clock In and Manage Employee Schedules
Complete In-Person Guest Forms
Confirming Guest Appointments
Managing Unfilled Guest Forms
Guest Profile Overview

Microneedling with PRP Appointments
Check Out PRP Appointment with Deposit
Book a Microneedling PRP Appointment

Book Laser Hair Removal Appointments
Laser Hair Removal Packages
Sell Laser Hair Removal Series Packages

CoolSculpting Appointment and Package Management
Book CoolSculpting by Applicator Size
Selling and Redeeming CoolSculpting Packages

Injectable Appointment and Checkout Management
Checkout Injectable Appointments
Booking and Tracking Injectable Appointments

Managing SmartBot Conversations
Associate Employees with Phone Devices
Call Center Settings Management
Hyperconnect Dashboard Metrics
Hyperconnect Call Center Overview
Manage Appointments in Hyperconnect
Hyperconnect Activity Dashboard
Hyperconnect Call Center Training
Managing Business Calls with HyperConnect
Hyper Connect Call Logs
Managing Guest Conversations with Easy Connect

Guest Checkout and Payment
Close Register in Zenoti
Managing Cancellation and No-Show Fees
Booking Appointments with the Booking Wizard
Managing Guest Deposits with Prepaid Cards
Modify or Move Appointments
Adjust Appointment Duration and Add Guest Notes
Appointment Book Overview
Manage Provider Block Out Times
Managing Appointment Waitlists
Employee Check-In and Scheduling
Add Consumed Products to Appointments
Confirming Guest Appointments
Guest Profile Overview
Add Retail and Services During Checkout
Book a Guest Appointment
Book a New Guest Appointment
Send Missing Guest Forms
Daily Cash Register Verification
Rebook a Guest Appointment
Move Appointments Using Clipboard
Review Daily Sales and Collections
Manage Appointment Statuses in Zenoti

Appointment Report
Business KPI Report
Collections Report Overview
Daily Front Desk Reports
Transactional Notification Reports
Employee Summary Report
Accounting Summary Report Overview
Employee KPI Report
Employee Reports Overview
Digital Payments Report
Business Performance Reports
View Individual Provider Sales Reports
Register Cash Count Report
Sales Accrual Report
Sales Report Insights
Customizing and Scheduling Reports
Today's Collections Report
Master Center Metrics Report
Zenoti Reports V2 Overview
Sales Cash Report
Membership Sales and Status Reports
Financial and Performance Reports
Master Employee Metrics Report

Clone a Package in Zenoti
Create Custom Package Using Series Template
Create a Day Package in Zenoti
Create a Series Package in Zenoti
Zenoti Package Setup
Create a Custom Package Without a Template
Create Series Package Template

Configure Membership Service Credits
Configure Service Replacements
Zenoti Membership Setup
Membership Organization Settings
Membership Center Pricing and Revenue Recognition
Assigning Membership Discounts
Center Membership Settings
Create a Recurring Service Credit Membership
Membership Optional Settings

Check In a Patient
Add Add-Ons to an Appointment
Zenoti Mobile App Training
Manage Guest Profiles
Take Payment for an Appointment
Managing Guest and Appointment Notes in Zenoti
Install and Use Zenoti Mobile on iPad
Managing Appointments
Viewing Your Performance Dashboard
Complete Treatment Form Annotation Pad
Upload and Compare Patient Photos
Edit an Existing Appointment
Add Consumable Products to an Appointment
Manage Appointment Items
Book a Guest Appointment
Treatment Digital Forms Workflows

Enable Guest Kiosk for a Center
Enable Kiosk at Organization Level
Guest Kiosk Setup and Requirements
Configure Guest Kiosk Settings
Configure Kiosk Wait Time Notifications

Master Data and Configuration Management
Create Equipment and Assign Services
Create Packages and Memberships in Zenoti
Create Service Pre/Post-Care Instructions
Clone a Product in Zenoti
Create a Vendor in Zenoti
Creating a New Service in Zenoti
Product Brand, Category, and Vendor Configuration
Create a Product in Zenoti
Create Rooms and Associate Services
Create Brands and Product Categories
Create Room Categories
Service Configuration Overview
Master Data Configuration Setup
Create Service Categories

Schedule Same-Day Future Appointment
Provider Clocking In and Out
Pay Out Credit Card Tips with Cash
Queue Management Overview
Add Walk-In Guests to Queue
Managing Guest Check-In and No-Shows
Process Product Refunds
Managing Guest Service Status and Checkout
Guest and Group Checkout
Retail Sales, Refunds, and Exchanges
Open Cash Register
Zenoti Queue Layout Overview
Close Register and Manage Open Invoices
Guest Profile Management

Stock Ledger Report
Add a New Vendor
Current Stock Report
Cost of Goods Report
Auto-Consume Products for Services
Manual Consumable Product Checkout
Create Auto Purchase Orders
Neurotoxin Inventory Workflows
Product and Vendor Management
Adjusting Inventory Stock
Zenoti Purchase Orders

Medical Director Form Review
Reviewing Forms Reports
Require and Review Digital Forms

Creating Target Segments
Create an Invoice-Level Discount
Zenoti Marketing Campaigns
Zenoti Discount Setup
Marketing Dashboard Overview
Create a Scheduled SMS Campaign
Create an Always On Goal-Based Campaign
Create Custom Target Segments
Email and SMS Campaign Delivery Tracking
Create a Buy Two Get One Free Discount
Creating Always On Custom Email Campaigns
Create Service and Product Discounts
Create a Target Segment Using a Template
Marketing Campaign Reports
Creating Media Campaigns in Zenoti

Using Search in Zenoti
Enable and Manage Dot Phrases
Configure Guest Feedback Issue Alerts
Configure Guest Feedback and Yelp Reviews
Zenoti Business Snapshot Guide
Guest Feedback Report
Managing Dot Phrases
Appointment Book Settings
Configure Email and SMS Templates
Configure Zenoti Mobile Employee Access
Creating Custom Forms in Zenoti
Configure Guest Profile Tabs
Configure Reports and Columns
Set Up Organization Alerts
Zenoti Loyalty Points Program Guide
Configure Online Booking Catalog Settings
Creating Photo File Tags
Zenoti Basic Configuration Training
Zenoti Admin Panel Overview
Customizing Email and Text Templates
Manage Organization Business Details

Searching in Zenoti
Viewing Credit Balances
Create Equipment in Zenoti
Zenoti Mobile Employee Settings
Manage Center Rooms in Zenoti
Configure Redesigned Appointment Book
Enable Center Alerts
Manage Center Products
Online Booking Settings
Manage Center Services
Configure Automatic Cash Deposit Calculation
Manage Center Vendors and Products
Zenoti Basic Configuration Management
Zenoti Admin Panel Overview
Center Business Hours and Geofence Setup

Connect Verifone P400 Plus Terminal
Connect Verifone V400M Terminal
Connect Verifone e285 Terminal

Update Skin Allergy Test Results
Purchase Order and Inventory Management
Manage Center Vendors
Sales Accrual and Cash Reports
Performing a Stock Audit
Validate Center Equipment Setup
Configure Allergy Test Requirements
Managing Center-Level Rooms in Zenoti
Assign Employee Roles in Zenoti
Configure Allergy Tests
Employee Profile Management
Manage Center Products and Vendors
Manage Center Services
Manage Employee Schedules in Zenoti
Setting Up Employee Online Booking Catalog
Center Setup and Management

Accessing the Kiosk in Zenoti Mobile App
Kiosk Guest Check-In
Using Mirror Mode with Kiosk
Kiosk Queue Booking Management
Group Bookings at the Kiosk
Kiosk Guest Registration Options
Zenoti Kiosk Guide

EasyConnect Keyword Settings
Manage Guest Profiles in EasyConnect
EasyConnect Messaging
Easy Connect Access and Permissions
EasyConnect Toolbar Guide
Facebook Messenger Replies on EasyConnect
Easy Connect Overview
Managing Bot Conversations in EasyConnect
Manage Conversation Tags in Easy Connect
WhatsApp Messaging in EasyConnect

Configure Opportunity Role Permissions
Package Expiration Reminders and Sales Opportunities
Managing Sales Opportunities in Zenoti
Create a Sales Opportunity in Zenoti
Manage Sales Opportunities
Configure Membership Expiry Opportunities
Assign Sales Owners and Opportunity Alerts
Configure Manual Opportunity Settings

Dispatching a Transfer Order
Associate Products with Vendors
Inventory Manager Basics
Consumable Inventory Checkout
Reconcile Retail Inventory Audit
Create Vendor Return Order
Update Purchase Order Deliveries
Convert Retail Stock to Consumables
Stock Audit and Reconciliation
Mark Transfer Order Delivered
Purchase Order Management
Create a Transfer Order
Make Products Available at Your Center
Create an Automatic Purchase Order

Accessing the MyZen Provider App
Viewing Earnings, Commissions, and Tips
Manage Appointments in Maizon
MyZin Tips Payout Onboarding
MyZEN Menu Options
My Zen Homepage Overview
Viewing Myzen Performance Metrics
My Zen Appointments and Guest Management

Guest Management
Guest Report Navigation and Reading
Guest Custom Forms Review Report
Clean Up Invalid Guest Accounts
Manage Duplicate Guest Accounts
Guest Retention Summary Report
Guest Dashboard Metrics
Managing Guest Profiles

Print a Gift Card
Resend Gift Card Email
Viewing and Editing Gift Cards
Gift Card Sales and Management
Sell Service or Package Gift Cards
Redeeming Gift Cards

Manage Register Cash
Change Invoice Close Date
Refunding Card Tips for Cash Payment
Reopen Closed Invoices
Edit Closed Invoice Tips and Commissions
Refunding Guest Payments
Managing Petty Cash in Zenoti

Exchange for Lower-Priced Item
Equal-Price Retail Product Exchange
Sell Retail Items
Refunding a Retail Item
Retail Item Exchange
Higher-Priced Item Exchange

Accounts Payable Statement Reports
Retail Transaction Ledger Updates
Accounting Financial Statements
Paid-in-Full Membership Ledger Updates
Liability Ledger Updates for Prepaid Sales
Loyalty Points Accounting
Ledger Updates for Guest Transactions
Understanding Zenoti Financial Ledgers
Membership Liability Accounting
Cash vs. Accrual Accounting
Package Transaction Ledger Updates
Gift Card Liability Accounting
Recurring Membership Ledger Updates
Prepaid Card Liability Accounting

Cancel a Guest Membership
Freeze a Guest Membership
Apply and Redeem Membership Benefits
Waive Membership Collections
Manage Membership Guests and Credit Transfers
Complete Membership Agreements
Manage Guest Membership Payment Settings
Refunding Membership Payments
Managing Guest Memberships
Sell Memberships and Apply Benefits

Opt In to Gift Card Promotions
Processing Gift Card Promotion Bonuses
Create a BOGO Gift Card Promotion
Amount-Based Gift Card Promotions

Add Videos to Email Campaigns
Add Buttons to Emails
Add Social Media Icons to Email Footer
Text Block Customization
Email Editor Overview
Add and Edit Images

Booking Appointments with Guest Packages
Applying and Removing Package Benefits
Selling a Series Package
Refund a Guest Package
Create Custom Package Using Series Template
Booking Day or Promo Packages
Create a Custom Package Without a Template

Zenoti Pay Period and Payroll Setup
Correct Payroll Discrepancies
Generate and Review Payroll Reports

Apply or Remove Membership Benefits
Track Sales, Tips, and Payroll
Book a Package Service
Sell and Manage Memberships
Apply Package Benefits to Invoices
Retail Item Sales and Refunds
Rebook a Closed Appointment
Book a Guest Appointment
Issue a Prepaid Card Deposit
Zenoti Mobile iPad Installation and Check-In
Check In Guest Appointments
Guest Checkout and Payment
Process Retail Refunds
Redeem a Gift Card
Redeem a Prepaid Card
Sell and Redeem Gift Cards
Process Guest Refunds
Sell Guest Packages
Close Register and Manage Open Invoices

Start Your Shift and Manage Appointments
Clock Out and Track Performance
Managing Appointments in Zenoti Mobile
Zenoti Mobile App Overview

Booking IV Services Online
Book IV Mobile Services Online
Book IV Services in CMA
Book Mobile Service Appointment
Mobile Appointment Booking and Checkout

Processing Bonus Gift Cards
Opt Into Gift Card Promotion
Set Up Gift Card Promotions
Amount-Based Gift Card Promotion Setup
Create a BOGO Gift Card Promotion

Configure Lead Management Permissions

On this page

Managing Lead Management Permissions in Security Roles Step 1: Open the Configurations Area Step 2: Navigate to Security Settings Step 3: Open Security Roles Step 4: Choose a Role and Open Permissions Step 5: Expand Lead Management Permissions Step 6: Enable Required Permissions and Save