How to Run a Report on Average Ticket Sale in Zenoti
When a member of the Leadership Team would like to know what our clinic average ticket sale is, a Zenoti report would be run. Here is how: Admin module>> Organization>> Organizations>> Reports tab>> Reports V1>> Admin section>> check Center Invoice Average. Once the report is enabled, you can pull it up by follo…
How to Add a Service to Zenoti
When a new service is added to our menu, a SKU will need to be created and then the service added to Zenoti. After creating the SKU, here are the steps to follow:
How to View Unsubmitted Forms (Chart Notes) in Zenoti
When the MOD is closing at night, the Forms report is ran in Zenoti to see what clients chart notes have not been submitted for the day. Here is the pathway to find this report: Reports> Try New Version> Forms
How to Run Medical Director Sign off Report in Zenoti
Reports > Loyalty > Forms > After selecting the report it opens up in a new tab > Select the appointment date, centers, service category, service, enabled for review, review status and submit status. Also attaching an article for your reference - Digital Forms v2 Report
How to Add or Remove Services from an Esthetician Profile in Zenoti
When new services need to be added or services removed from an Esthetician's profile in Zenoti, the Trainer or Clinic Manager will make service adjustments by following this process:
How to Change the Top Right Image on the Zenoti Web Booking Page
When we have a monthly promotion in the clinic, we want to have a designer create a promotional image to add to the webpage. Here is how you change the image:
Checking Zeonti for Open Invoices
Checking Zeonti for Open Invoices Policy * The Front Desk Coordinator is responsible for closing all invoices after taking payment. * The drawer cannot be closed at night with open invoices. * If there is an issue with an invoice, it must be reported to the MOD before one's shift ends. Task Before leavi…
Taking Credit Card for Payment
TAKING CREDIT CARD FOR PAYMENT Policy * For Credit Card Payments, the Front Desk Associate is Responsible for Receiving the Correct Amount of Money Due * HSA (Health Savings Account) Cards are accepted through the SP credit card t erminal. We DO NOT Provide Medical Necessity Letters. * We do not accept …
