Zenoti FAQs

Zenoti supports Payment Express integration in Australia, New Zealand, and UK regions.

Zenoti supports Payment Express payment processor for onlinecredit card processing and webstore transactions. You can set up multiple terminals to process payments.

This article explains how to set up the Payment Express terminals, configure the integration betweenZenoti and Payment Express, and take credit or debit card payments in Zenoti using Payment Express.

Note: Two users should not use the same terminal simultaneously,which results in incorrect processing of payments.

Prerequisites

You need the following hardwareto configure Payment Express processing:

Ingenico IWL 250 Terminal: Zenoti supports IWL 250 wireless terminals.

Power adapter and base station for the terminal.

Straight Ethernet cable.

The following details relatedto your Payment Express account:PxPay Userid, PxPay Key, Post Username, Post Password, Station, User, Key.

Configuration Steps:

Step 1: Configuring the IWL 250 Terminal

Step 2: Configuring the Zenoti - Payment Express Integration

Step 3: Taking credit and debitcard payments in Zenoti using Payment Express

Step 1: Configuring the Terminal

To configureIWL 250, follow these steps: How to save or replace saved credit credit details in Zenoti

Connect the Power Supply unit into the power socket on the base unit and then in to the mains power.

Connect one end of the Ethernet cable to the Ethernet Socket on your base unit, and the other end to a corresponding socket on the Broadband router or LAN.

Place the terminal on the base if you haven't already done so.The terminal now powers on. Press Enter on the terminal.

In the next screen, enter the Merchant number and press enter.

You can see the Merchant number assigned to you on the Payment Expresswelcome letter.

The terminal contactseach card acquirer which your terminal is configured to accept. and relevant messages aredisplayed.

Finally, the terminal will dial the Host computer to report the successful installation.

The Installation process is completed automatically, and the terminal displays the EFTPOSscreenwhen it is ready for use.

If you are unable to power on the terminal or configure it to your network, you need to contact Payment Express for troubleshooting. It's recommended to integrate Zenoti withPayment Express only after your ensure that your terminal is properly configured.

Step 2.1: ManualLogon (Optional):

After the terminal is ready, to prepare the terminal for processing transactions, the Logon message is used. A Logon uses the assigned merchant number and terminal ID to log in to the banking switch. This is an optional process as the terminal automatically logs itself with the DPS host 10 seconds after connecting to the network. However if manual logon is required, pleasefollow these steps:

Press the Menu/F button in the pin pad.

On the Transaction menu that is displayed, click Logon.

The terminal shows Accepted message on the screen.

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Step 2: Configuring the Payment Express Processing in Zenoti

After you've successfully configured the IWL 250 terminal, you need to configure the Payment Express processing in Zenoti as follows:

Make sure you are at the center level.

On the Admin Dashboard, click Centers.

Click the name of a center.

Click the Payments tab.

ClickIntegrated Payment Processing.

Enter processor settings:

Field

Description

Payment Processor

Select Payment Express from the list.

PxPay Userid

Enter your Payment Express account's user id. The username is sent to you with your Payment Express account. This is used for taking payments from the POS.

PxPay Key

Enteryour Payment Express account's 64-character key. This key is sent to you along with your Payment Express account. This is used for taking payments from the POS.

Post Username

Enter your PxPost username (provided by DPS Payment Express). Itis used for processing refunds.

Post Password

Enter your PxPost password(provided by DPS Payment Express).Itis used for processing refunds.

User

HIT username provided by DPS.

Key

HIT password provided by DPS.

Note that the following checkboxes are selected by default:

Enable credit card processing in POS

Save credit cards in POS

Enable credit card processing in webstore

Save credit cards in webstore

The system allows you to process credit card payments in both POS and webstore. However, to save a credit card in POS or webstore, you need have access to that feature from Payment Express. If Payment Express allows youto save a credit card in POS, learn how toSave a Credit Card in in Zenoti.

Enter terminal SettingsAfter you enter the processing settings, click the Terminal tab to switch to the terminal settings. If you are configuring a terminal for the first time, you can see an Add Terminal link. Click the link and enter the following information:

Field

Description

Terminal

Enter a name of your choice for the terminal.

Station

Enter the serial number unique to the device, usually printed on a sticker behind the terminal.

Device Id

Enter an identifier for your device consisting of up to 32 alphanumeric characters.

Default

Select this checkbox if you want to make this terminal the default. The users can select other available terminals while initiating a payment.

Click Save and Close. The terminal name appears on the screen. You can edit the terminal by clicking thenext to the terminal's name.Note: You cannot delete a terminal if it is the only one that is configured.

To add another terminal, click the Add Terminal link, and repeat steps 7 and 8.

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Step 3: Taking Credit and Debit Card Payments from Point of Sale (POS)

On the appointment book,click the appointment for which you want to process payment.

Click Take Payment.

On the right hand side of the POS, under the Collect Payment section, clickCredit/Debit. The default terminal for the employee is selected. To change the terminal, click Change, and then select a terminal from the list that appears.

Click Add Payment. The system shows the Transaction Started window.

Swipe or insert the guest's credit card on Payment Express terminal and start the transaction. After the transaction begins, the system shows the Status:Processing window.

After theStatus: Processing window is displayed, if you want to cancel the transaction, do it directly by pressing the Cancel button on the terminal. You can cancel the transaction by closing the Processing windowbecause the transaction still goes through the terminal, resulting in inconsistent data between Zenoti and Payment Express.

Depending on the outcome of the transaction, you receivethe Transaction Successful or Transaction failed alertsin the Zenoti system.

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See Also

What is This?

Define the center's operating hours, which are used by the appointment book. You can also define any holidays (or non working days), which will show up as an alert for front-desk staff.You can specify off peak hours, within your operational hours. Off peak hours can be used when defining service discounts for memberships. For example, award 10% off a service during peak hours and 20% off during off peak hours.

To accept credit card payments using Zenoti Payments, you will need to identify your hardware requirements and place an order with your Zenoti representative.

You may choose to purchase the POSzle pack, which includes the following items:

Miura credit card reader

Miura credit card cradle

Miura printer

Fuse hub

iPad Stand

You can alternatively choose to purchase the Miura credit card reader and Miura credit card cradle; you will then need to procure your own iPad stand and printer.

Zenoti Payments: Hardware FAQ

Miuracredit card reader

This is an EMV compliant card reader.

Miuracredit card cradle

Fuse Hub

Connects your printer to the cash drawer and openswhen accepting a cash payment through the mobile POS.

iPad Stand

Please note that, in addition to the hardware listed above, the front desk requires an iPad (9.7 inches or bigger) to accept credit card transactions through dips, swipes and taps, as well as Apple Pay, Android Pay, and Samsung Pay.

After you have receive your hardware, complete the following:

Set up your hardware

Complete the setup process

See Also

In Zenoti, there are different ways to create guest accounts:

From the Appointment Book: When the front desk creates an appointment for a new guest for the first time, Zenoti automatically creates an account for that guest.

From the Web store: When guests book services online, they create their own guest accounts.

From the Loyalty Dashboard: If you have the required permissions, you can create guest accounts.

In all the above cases, there is a high possibility of creating duplicate or invalid guest accounts.

This article describes how you can merge duplicate guest accounts fromthe Loyalty Dashboard.

You canalso merge guest accounts using the Appointment Book and Guest Profile.For information, see Merging Guest Records Using the Appointment Book and Guest Profile.

To merge duplicate guest accounts:

Ensure that you are at the Center level.

On the main menu, click theLoyaltytab.

From the Loyalty Dashboard, clickGuest>Manage Duplicates. The Find & Merge Duplicate Accounts page appears.

You can search for duplicate accounts either automatically or manually(if you know the account details).The following sections explain how to run automatic and manual searches of duplicate accounts.

To run an automatic search of duplicate accounts:

SelectAuto Search. Managing Invalid Guest Accounts

Select the search criteria as appropriate:

Match by Email: Returns accounts with the same email ID

Match by Mobile: Returns accounts with the same Mobile number

Match by First Name: Returns accounts with the same first name

Match by Last Name: Returns accounts with the same last name

Note: When you select more than one search criteria, the search returns the accounts that contain matching values of all the selected search criteria. For example, if you select Match by First Name and Match by Email, the search returns accounts that have both the first name and the email matching.

Click Search. The search returns and displays one set of duplicate accounts per page on the list.

Select the accounts that you want to merge, and then click Merge. See the below screenshot for reference.The page displays all the duplicate account details.

Select the details that you want to retain, and then click Merge.See the below screenshot for reference.Note: To select all details under an account, click Select All.The page displays a message stating that the merge was successful.

Click OK. The list displays the next set of duplicate accounts.

Repeat Step 4 onwards.

To manually search for a duplicate account:

SelectSearch.

Select one of the following search criteria:

Match all of the following:Returns accounts that match all the specified account details.

Match any of the following:Returns accounts that match any one of the specified account details.

Enter the account details:

First Name: Returns accounts with the same first name

Last Name: Returns accounts with the same last name

Email: Returns accounts with the same email ID

Mobile: Returns accounts with the same Mobile number

ClickSearch.The search returns and displays one set of duplicate accounts per page on the list.

Select the accounts that you want to merge, and then click Merge. See the below screenshot for reference. The page displays all the duplicate account details.

Select the details that you want to retain, and then click Merge. See the below screenshot for reference.Note: To select all details under an account, click Select All. The page displays a message stating that the merge was successful.

Click OK. The list displays the next set of duplicate accounts.Repeat Step 5 onwards.

Learn more:

Table of Contents

Overview

What can be Redeemed?

How to Redeem a Gift Card in POS?

Overview

Note: This article provides instructions on redeeming gift cards sold with tax. If your center does not apply tax on the sale of gift cards, then read Redeeming a Gift Card.

A taxed gift card is a card purchased with tax included in its sale price. For instance, a guest purchased a gift card for a $50, which included a 10% tax. The guest thus paid, a total of $55 to purchase the gift card. Gift cards are redeemed by selecting them as a payment option in the point of sale (POS). Theyare sold with same or different price and value and are redeemable by default only for services and day packages (excluding tax, if any). This article explains what can be redeemed and provides instructions on how to redeem a taxed gift card in POS.

What can be Redeemed?

Taxed gift cards are sold with one of these options:

Same price and value, or

Different price and value

Price is the amount for which you sell the card to the guest (excluding taxes, if any). Value is the gift card price including any additional amount the organization provides on the gift card purchase.Example: The guest purchases a gift card for $200 (price paid by the guest). If the value of the card is $250, it means that the guest can redeem the card for $250 worth purchases or services.

Based on the gift card sold (same or different price and value), the guest can redeem the card only for the items provided in the below table:

Same price and value

Different price and value

Items that can be redeemed

Services (excluding tax)

Services (excluding tax)

Products(excluding tax)

Products (excluding tax)

Day Packages (excluding tax)

Day Packages (excluding tax)

Series/custom packages(excluding tax)

Series/custom packages(excluding tax)

Items that cannot be redeemed

Tips or gratuity applied to the invoice

Tips or gratuity applied to the invoice

Purchase of other gift cards

Purchase of other gift cards

Memberships

Memberships

Pre-paid cards

Pre-paid cards

Note: The guest needs to separately pay for the tax component and/or any applicable tips or gratuity.

How to Redeem a Taxed Gift Card in POS?

To redeem a taxed gift card in POS, follow the steps below:

Launch the POS from the appointment book.

In the guest details section at the top of the POS, enter either the mobile number, email address, first name, or last name of the guest, and select a matching record from the list of suggestions. If the guest record dos notexist in system, then create a new guest record.

In the lower left pane of the POS screen, select the service or package and add it to the invoice. Note: If the service and package includes a tax component, then the item invoice shows the sum total (net price + tax) of the service or package selected.Example: Below is an example image of a taxed service. Masking Gift Card Numbers

Select PRE-PAID/GIFT as the payment option in the Collect Payment section.The sum total and any applicable tips (or gratuity) automatically populates in the Amount and Tips fields respectively.Note:A gift card sold with tax cannot be used to pay for the tax component of the purchased service or package, tips or gratuity.Example: Below is an example image of a taxed service.

If no tax or tips (or gratuity) is applicable to the invoice, then proceed to step 8below.

Edit the Amount field and replace the sum total with the net price amount (net price is the service/ or package amount before tax. Obtain this information from the invoice section in the POS).

Delete the amount from the Tips (or Gratuity) field (if applicable).

Delete the amount from the Service Charge field (if applicable). Authentication may be required to edit this field.

Do one of the following: In the Card # field, enter the gift card number manually(Or)Click the gift card balance link beside the gift icon to select a gift card from the list of gift cards that the guest owns. Click the Use This link beside a gift card number and the card information automatically populates in the Card # field.Note: If the gift card numbers are masked, refer to section Gift card number is masked below.

Click Add Payment. The payment is shown on the left side as pre-paid Card Redemption.

The guest needs to pay any remaining service tax amount, tips and gratuity using another mode of payment. Choose the payment method to take any remaining payment. Note: The Collect Payment section reflects the pending amount.

Close the invoice.

Gift card number is masked

Based on your organization settings and role permissions, only the last two digits of the gift card number is visible and the remainder of the gift card number is masked with an '*' . If the number is masked, clicking the Use this link does not populate the card number, but opens a field for you enter the gift card number. In such cases, either the guest must provide the number, or you must contact a staff member who has permission to view the complete number (by default, the owner role has the permission enabled).Note: If the guest or owner cannot provide the number, the gift card cannot be redeemed.

Example: The following image is an example of masked gift cards. Click the Use This link beside a gift card number.

A field to enter the card number appears.

Enter the complete card number in the field and click Apply.

The card information automatically appears in the Card # fields.

See Also:

Redeeming a Gift Card Online

Setting up Taxed Gift Cards

What is This?

Review current stock levels, with a break up of inflow (what is coming into store and floor) and outflow (what is going out of store and floor) quantities, along with projected current quantity and value.

What Next?

If an item is too low, place an order by raising 'Purchase Order'.

Click on a product name to view history of all transactions.

Tips

Inflows impact store quantities and outflows impact floor quantities.

Quantity and Value of products shown here are from the last reconcile date.

What is This?

Send a text message or email campaign by combining a message with an offer (cashback, discount or loyalty points promotion) and target segment. A list of campaigns that were previously created for your current center displays on this page.

What Next?

Click on a campaign name to edit or delete the campaign.

Review the 'Effectiveness' report to monitor and improve on campaigns

Tips

You must have an offer (cashback, discount or loyalty point promotion) and target segment created before creating a campaign.

Introduction to Single Sign-On

Single Sign-On (SSO),is a service that allows users to access multiple applications within your organization by using a single username and password.

This eliminates the need for users to remember multiple login credentials for multiple applications. The SSO service authenticates the user and allows the user to access all the applications the user has rights to and eliminates prompts when the user switches applications during a session.

Support for SSO in Zenoti

Zenoti supports integration with Okta(a third-party Identity Management provider) to provide SSO.

You can integrate Zenoti with Okta using the Security Assertion Markup Language (SAML)integrationmethod.

After you integrate Zenoti with Okta,Okta establishes a secure connection with a user's browser and then provides authentication thatallows your users to use only one set of credentials to access various applications including Zenoti.

How Does the Okta Integration with Zenoti Work?

If you integrate Zenoti with Okta, your users can log in to Oktausing their credentialsand access Zenoti (you must create an Okta app for Zenoti. Learn how). After integration, when the user accesses the Okta app for Zenoti, the user bypassesthe login and machine authentication screen of Zenoti and is directly logged in.

Here is how it works:

Auser accesses Zenoti from a web portal or a browser plug-in.

Zenoti identifies the user's origin(by applicationsubdomain) and redirects the user back to Okta, asking for authentication.

Okta builds the authentication response in the form of an XML-document containing the users email address, signs it using an X.509 certificate, and posts this information back to Zenoti. Note:The user either has an existing active browser session withOktaor establishes one by logging intoOkta.

Zenoti,which already has Okta integrated,has a certificate fingerprint, retrieves the authentication response, and validates it using the certificatefingerprint.The identity of the user is established and the user can now access Zenoti.

Assign Users to the Zenoti Application in Okta

See Also:

Integrate Okta with Zenoti

Create Zenoti Application in Okta

Configure Zenoti with Okta Application Details

Create Users in Okta and Zenoti

Overview

The package status report gives a snapshot of details around packages such as the names of guests who purchased packages, the names of the packages and the package categories, the invoice status, the package status, and details about recurring scheduled payments that are due.

Zenoti allows you to sell custom and series packages such that guests make an initial payment and pay the balance based on a recurring schedule. Read: Selling a Series Package (Partial Payment - with Schedule)

This article coversthe following sections:

When to Use This Report?

Navigation

Filter Criteria

Column Descriptions

When to Use This Report?

You may want to run this report to check the:

The invoice status or the package status of packages or package categories.

The amount paid and the amount due towards a package.

The amount due towards a particular package.

The number of scheduled payments pending for a packagewhere guests chose to pay on a recurring basis (based on a schedule).

The last scheduled date for a pending payment where guests chose to pay on a recurring basis based on a schedule.

Navigation

Follow these steps to run the report:

Ensure that you are at the Center for which you want to run the report.

On the main menu.click the Reports tab.

On the Reports Dashboard, click Marketing> Packages (from the filter).

From the list of reports, click Status. The report opens in a new tab.

Make your selections in the filter criteria and click Refresh.

To export the report, click the Excel or .CSV icons.

Filter Criteria

Criteria

Options

Description

Category

AllNames of specific package categories

Select the name of any specific package category such as hair care or body care to filter your report. Else, view results for all categories of packages.

Invoice Status

AllOpen

Closed

Select the invoice status you want to view the report for. For example, if you choose Open, the report considers package-related invoices with the Open status, that is, invoices where part of the payment is due. If you choose Closed status, the report considers invoices that are closed, that is invoices where full payment is received.

The default status is All.

Package Status

Active

Frozen

Expired

Canceled/Refund

A package may have any one of the following statuses:

Active: A package is in the Active state when a guest is currently using the services in the package and some sessions are pending.

Frozen: A package is in the Frozen state when guests are unable to use the benefits of their package due to reasons such as long travel or illness. In such cases, the front desk may freeze the package temporarilytill the guest can begin to avail the benefits of the package onceagain.

Expired: Packages past their validity time period are said to be in the expired status.

Cancel/Refund: At times, guests may cancel the packages they purchased earlier. In such cases, the front desk refunds the balance amount. The package is now in the Cancel/Refund status.

Package Name

Lists the names of the packages that you have in your center.

Select the name of the package for which you want to view the report.

Show schedule payment dates

Select this checkbox if you want to view details of packages that have pending schedule payments.

Important: If you select this checkbox, you can view additional columns in the report. See column descriptions section for details.

Column Descriptions

Column

Description

Package Name

Displays the name of the package.

Guest

Displays the name of the guest.

Start Date

Displays the start date of the package.

End Date

Displays the end date of the package.

Example: If the package is valid for 6 months and the start date is 1 Feb, then the end date will be 1 July.

Purchase Price

Displays the price at which guests purchased the package.

Credit Amount

Displays the amount paid by guests towards the purchase of a package.

Balance

Displays the total amount that is due towards payment of the package.

# of Scheduled Payments

Displays the total number of scheduled payments for the package. This is relevant in the case where guests choose to pay for the package on a recurring basis based on a schedule.

Example: The guest may opt to make 5 scheduled payments. In this case, this column shows 5.

Important: This column appears only if you select the checkbox Show scheduled payment dates.

# of Scheduled Payments Completed

Displays the number of scheduled payments that guests have already paid.This is relevant in the case where guests choose to pay for the package on a recurring basis based on a schedule.

Example: If the guest has already made 2 payments out of 5 scheduled payments, this column shows 2.

Important: This column appears only if you select the checkboxShow scheduled payment dates.

Due Amount

Displays the total amount that is due towards payment for the package.This is relevant in the case where guests choose to pay for the package on a recurring basis based on a schedule.

Important: This column appears only if you select the checkboxShow scheduled payment dates.

First Scheduled Payment Date

Displays the date on which the guest is due to pay the first scheduled recurring payment for the package. This is relevant in the case where guests choose to pay for the package on a recurring basis based on a schedule.

Example: A guest purchases a series package and makes an initial payment at the center on 15 Feb. The guest wants to pay the balance amount on a recurring scheduled basis as follows:

15 March

15 April

15 May

15 June

15 July

Whenever you run this report, the First Scheduled Payment Date will remain 15 March.

Important: This column appears only if you select the checkboxShow scheduled payment dates.

Next Scheduled Payment Date

Displays the date on which the guest is due to pay the next scheduled recurring payment for the package.This is relevant in the case where guests choose to pay for the package on a recurring basis based on a schedule.

Example: A guest purchases a series package and makes an initial payment at the center on 15 Feb. The guest wants to pay the balance amount on a recurring scheduled basis as follows:

15 March

15 April

15 May

15 June

15 July

The Next Scheduled Payment Date changes depending on when you run this report. For instance, if you run the report on 20th May, the Next Scheduled Payment Date will be 15th June. If you run the report on 28th June, the Next Scheduled Payment Date will be 15th July. Also, if you generate the report on any date after the guest pays the entire amount, the Next Scheduled Payment Date column will be blank (because no more payment is due from the guest).

Important: This column appears only if you select the checkboxShow scheduled payment dates.

Last Scheduled Payment Date

Displays the date on which the guest is due to pay the last scheduled recurring payment for the package.This is relevant in the case where guests choose to pay for the package on a recurring basis based on a schedule.

Example: A guest purchases a series package and makes an initial payment at the center on 15 Feb. The guest wants to pay the balance amount on a recurring scheduled basis as follows:

15 March

15 April

15 May

15 June

15 July

Whenever you run this report, the Last Scheduled Payment Date will remain 15 July.

Important: This column appears only if you select the checkboxShow scheduled payment dates.

Status

Displays the status of the package as Active, Frozen, Expired, or Canceled/Refund.

You need to configure the following Center level settings if you use Zenoti's Redo Appointments.Read:Mark a Service as a Redo Service

To configure center level settings to award commissions for Redo Appointments:

Ensure that you are at the Center level.

Navigate to Admin > Organization > Centers > <Name of your center> Settings > Employee > Employee Service Redo.

Enter a value for % of Service Revenue to be deducted. This amount is deducted from the initial service provider's revenue.Zenoti applies the percentage you specify here to the base price of the redo service and automatically deducts this amount from the initial service provider's revenue. Example: If the base price of the redo service is $150 and you specify 100% here, Zenoti will deduct the entire amount ($150) from the initial service provider's revenue.

Enter a value for % of Service Revenue to be deducted from the commission. This amount is deducted from the initial service provider's commission.Zenoti applies the percentage you specify here to the base price of the redo service and automatically deducts this amount from the initial service provider's commission. Example: If the initial service provider earned a commission of $30 and you specify 50% here, Zenoti will deduct ($15) from the initial service provider's commission.

Use the option Redo commission based on,to specify how you want to award the commission to the second (or subsequent) service provider.You can award the commission to the subsequent service providerbased on:

Service Sale Price:Service sale price is the price the guest would have normally paid if the service was not a redo service. This price includes demand price (when effective for the day on which the service is scheduled) and therapist price scaling factor, if applicable. For guests who havememberships that have service discounts set up, Zenoti considers the sale price to be the member-discounted price.

Service Revenue:Service revenue is the total amount realized by the sale of services (excluding tax). If you specify that redo commission for the subsequent service provider should be based onservice revenue and the guest redeems the service as part of a:a) Package redemption, Zenoti apportions the price of the service over the Package Sale price.b) Membership service credit, Zenoti apportions the price of the service over the Service Credit revenue.Note that Zenoti does not consider the discounted amount in this case as part of free service revenue.

Click Save.When the front desk marks an appointment as a Redo Appointment from the Appointment Book, these configurations come into effect and Zenoti reverses the commission for the initial service provider and gives commission to the second (subsequent) service provider.

Overview

The Opportunities Modified report is a Daily Report that is sent to the Sales Owners or Managers for a given Center/Organization at the end of the day. Looking at this report, the Sales Owners and Managers can quickly note which Opportunities were modified and also the next follow up date noted against each Opportunity for further action.

Example: You can view the Opportunities Modified Daily Report to see the details about a guest and also to view the follow-up dates that have been recorded. You can also know the current status of an Opportunity at a glance.

Navigation

To view the Opportunities Modified Daily Report:

Ensure you are at the Center level.

From the main menu, click the Admin tab.The Admin Dashboard opens.

Expand Reports from the left panel.

Click Daily Reports.

From the Select a Report drop-down list box, select Opportunities Modified. Note: The report is listed under the section For the Day > Operational.

Specify the date for which you wish to run the report.

Click Refresh.The Opportunities Modified Report appears. Note: To export the report, on the top right side of the report, click the Excel or .CSV icons .

Filter Criteria

Criteria

Options

Description

Type of Report

Opportunities Modified

Select this option if you want to view the Opportunities that have been modified on a particular date.

To track Opportunities, the management in your organization should encourage all executives to keep diligent records. These could be simple observations that should be entered against the Opportunity.

Example: If a guest is away on vacation for a month and does not want to be disturbed, it is very important to note this information down against the Opportunity. It is equally important to set up Follow-Up dates accordingly and add any other useful information such as the guest was curious about the body scrub services. This way, when the Sales Owners view these report, they get a complete picture of the interactions so far with the guest will know exactly what to speak to the guest or potential client.

Time Period

Specify a date

You can use the front and back arrows to specify a date closer to the date already selected. Or, you could open up the Calendar pop-up to jump across months/years and then specify a date. Note: Since this is a daily report, you can specify only one date (and not a date range).

Column Descriptions

Note: You can click all the column titles to sort them in ascending or descending order.

Column

Descriptions

Opportunity#

Displays the Opportunity number. Clicking the number opens the Edit Opportunity window where you can view further details about the Opportunity.

Title

The title of the Opportunity. This field corresponds to the Name of the Opportunity and displays the information listed under that field.

Sales Owner

The name of the Sales Owners at the Center.

Guest

The name of the guest. You can click the name of the guest to view further details about the guest. The name of the guest links to the Edit Guest window under Loyalty > Manage Guests > Guest Name.

Status

Displays the Status of the Opportunity such as Lead, Prospect, Active, On Hold, Won, Lost.

Example: If you run a business around slimming and weight loss, a guest who has called in to enquire about your slimming related treatments and services is a Prospect. If the same guest comes into your Center for a Service, the guest is in the Active status.

When the guest walked in for a service, you told her about your Packages and Membership benefits and the guest was willing to buy a Package (has money and is willing to spend it), but perhaps after one month because she had some travel plans, then the Opportunity status is a Lead. Once the Guest buys a Membership or a Package, the Opportunity status is Won.

If the guest is non-committal about buying any Services, Memberships, Packages, or Products, the Opportunity is On Hold and if the guest is not happy with the Services, gives bad feedback and is sure she will not come back to you for any Services, Memberships, Packages, or Products then the Opportunity is Lost.

Follow-up Date

Displays the follow-up date for the guest. Sales Owners need to follow up with guests on this date and enter any further observations.

Overview

The Opportunities Pending Follow Up Report gives details about Opportunities that are recorded in the application but have missed follow-up action from Sales Owners (employees with Manager or Owner role permissions) of the Center. Getting in touch with guests is important because they represent a source of revenue for your Center. Sales Owners must try and convert these Opportunities to actual sales - and thats the reason why this report is a very important Daily Report.

The Opportunities Pending Follow-Up Report is a Daily Report that is sent to the Sales Owners or Managers for a given Center/Organization at the end of the day.

Example: You can view the Opportunities Pending Follow Up report to quickly get a sense of Opportunities you are missing. You can look at the report to view details of the Opportunity, the name of the guest, and follow-up date to take some quick decisions around the priority of actions for the following day (such as giving calls to guests, making notes against each guest/Opportunity).

Navigation

To view the Opportunities Pending Follow-Up Report:

Ensure you are at the Center level.

From the main menu, click the Admin tab.The Admin Dashboard opens.

Expand Reports from the left panel.

Click Daily Reports.

From the Select a Report drop-down list box, select Opportunities Pending Follow Up . Note: The report is listed under the section For the Day > Operational.

Specify the date for which you wish to run the report.

Click Refresh.The Opportunities Pending Follow Up Report appears. Note: To export the report, on the top right side of the report, click the Excel or .CSV icons .

Filter Criteria

Criteria

Options

Description

Type of Report

Opportunities Pending Follow Up

Select this option if you want to run the report to view the Opportunities that are pending ffollow-up- that is, Opportunities that are missed and need follow-up action from Sales Owners or Managers.

Time Period

Specify a date

You can use the front and back arrows to specify a date closer to the date already selected. Or, you could open up the Calendar pop-up to jump across months/years and then specify a date. Note: Since this is a daily report, you can specify only one date (and not a date range).

Column Descriptions

Note: You can click all the column titles to sort them in ascending or descending order.

Column

Descriptions

Opportunity#

Displays the Opportunity number. Clicking the number opens the Edit Opportunity window where you can view further details about the Opportunity.

Title

The title of the Opportunity. This field corresponds to the Name of the Opportunity and displays the information listed under that field.

Sales Owner

The name of the Sales Owners at the Center.

Guest

The name of the guest. You can click the name of the guest to view further details about the guest. The name of the guest links to the Edit Guest window under Loyalty > Manage Guests > Guest Name.

Status

Displays the Status of the Opportunity such as Lead, Prospect, Active, On Hold, Won, Lost.

Example: If you run a business around slimming and weight loss, a guest who has called in to enquire about your slimming related treatments and services is a Prospect. If the same guest comes into your Center for a Service, the guest is in the Active status.

When the guest walked in for a service, you told her about your Packages and Membership benefits and the guest was willing to buy a Package (has money and is willing to spend it), but perhaps after one month because she had some travel plans, then the Opportunity status is a Lead. Once the Guest buys a Membership or a Package, the Opportunity status is Won.

If the guest is non-committal about buying any Services, Memberships, Packages, or Products, the Opportunity is On Hold and if the guest is not happy with the Services, gives bad feedback and is sure she will not come back to you for any Services, Memberships, Packages, or Products then the Opportunity is Lost.

Follow-up Date

Displays the follow-up date for the guest. Sales Owners need to follow up with guests on this date enter any further observations.

Zenoti supports the following payment gateways in different countries. Click the name of a country to see the payment gateways and the featuressupported there.

New Zealand

Supported Payment Gateways

Payment Express

Point of Sale (POS)

Magnetic Swipe Cards

Chip and Pin (EMV) Cards

Tips payment

Refund payments (Credit Cards)

Refund payments (Debit Cards)

Void payments (Credit Cards)

Void payments (Debit Cards)

Void refunds

(If you issue a refund by mistake, you can use the Void Refund feature to cancel the refund.)

Recurring payments

Storage of credit cards

Automated Clearing House (ACH)processing

Autoupdate of credit card information.

(Credit card details change due to a number of reasons, including balance transfer, theft, or upgrades to the card on reaching the expiration date. This service automatically updates the cards on file when their details change, without you having to take any action.)

Bulk import of cards

WEBSTORE

Online payment

Recurring payments

Storage of credit cards

CUSTOMER MOBILE APP

Mobile Payments

Australia

Supported Payment Gateways

Payment Express

Stripe

Point of Sale (POS)

Magnetic Swipe Cards

Chip and Pin (EMV) Cards

Tips payment

Refund payments (Credit Cards)

Refund payments (Debit Cards)

Void payments (Credit Cards)

Void payments (Debit Cards)

Void refunds

(If you issue a refund by mistake, you can use the Void Refund feature to cancel the refund.)

Recurring payments

Storage of credit cards

Automated Clearing House (ACH)processing

Autoupdate of credit card information.

(Credit card details change due to a number of reasons, including balance transfer, theft, or upgrades to the card on reaching the expiration date. This service automatically updates the cards on file when their details change, without you having to take any action.)

Bulk import of cards

WEBSTORE

Online payment

Recurring payments

Storage of credit cards

CUSTOMER MOBILE APP

Mobile Payments

India

Supported Payment Gateways

JusPay

Plutus (Pine Labs)

Note: We have tested JusPay with PayU Biz for the following features.

Point of Sale (POS)

Magnetic Swipe Cards

Chip and Pin (EMV) Cards

Tips payment

Refund payments (Credit Cards)

Refund payments (Debit Cards)

Void payments (Credit Cards)

Void payments (Debit Cards)

Void refunds(Credit Cards)

(If you issue a refund by mistake, you can use the Void Refund feature to cancel the refund.)

Recurring payments

Storage of credit cards

Automated Clearing House (ACH)processing

Autoupdate of credit card information.

(Credit card details change due to a number of reasons, including balance transfer, theft, or upgrades to the card on reaching the expiration date. This service automatically updates the cards on file when their details change, without you having to take any action.)

Bulk import of cards

WEBSTORE

Online payment

Recurring payments

Storage of credit cards

CUSTOMER MOBILE APP

Mobile Payments

(JusPay only supports PayUbiz.)

Qatar

Supported Payment Gateways

QNB

Point of Sale (POS)

Magnetic Swipe Cards

Chip and Pin (EMV) Cards

Tips payment

Refund payments (Credit Cards)

Refund payments (Debit Cards)

Void payments (Credit Cards)

Void payments (Debit Cards)

Void refunds

(If you issue a refund by mistake, you can use the Void Refund feature to cancel the refund.)

Recurring payments

Storage of credit cards

Automated Clearing House (ACH)processing

Autoupdate of credit card information.

(Credit card details change due to a number of reasons, including balance transfer, theft, or upgrades to the card on reaching the expiration date. This service automatically updates the cards on file when their details change, without you having to take any action.)

Bulk import of cards

WEBSTORE

Online payment

Recurring payments

Storage of credit cards

CUSTOMER MOBILE APP

Mobile Payments

UK

Supported Payment Gateways

Payment Express

Stripe

Point of Sale (POS)

Magnetic Swipe Cards

Chip and Pin (EMV) Cards

Tips payment

Refund payments (Credit Cards)

Refund payments (Debit Cards)

Void payments (Credit Cards)

Void payments (Debit Cards)

Void refunds

(If you issue a refund by mistake, you can use the Void Refund feature to cancel the refund.)

Recurring payments

Storage of credit cards

Automated Clearing House (ACH)processing

Autoupdate of credit card information.

(Credit card details change due to a number of reasons, including balance transfer, theft, or upgrades to the card on reaching the expiration date. This service automatically updates the cards on file when their details change, without you having to take any action.)

Bulk import of cards

WEBSTORE

Online payment

Recurring payments

Storage of credit cards

CUSTOMER MOBILE APP

Mobile Payments

US

Supported Payment Gateways

Element PS

Stripe

FreedomPay

Point of Sale (POS)

Magnetic Swipe Cards

Chip and Pin (EMV) Cards

Tips payment

Refund payments (Credit Cards)

Refund payments (Debit Cards)

Void payments (Credit Cards)

Void payments (Debit Cards)

(Applies only for chip and pin cards)

(Applies only for chip and pin cards)

Void refunds (Credit Cards)

(If you issue a refund by mistake, you can use the Void Refund feature to cancel the refund.)

Recurring payments

Storage of credit cards

Automated Clearing House (ACH)processing

Autoupdate of credit card information.

(Credit card details change due to a number of reasons, including balance transfer, theft, or upgrades to the card on reaching the expiration date. This service automatically updates the cards on file when their details change, without you having to take any action.)

Bulk import of cards

WEBSTORE

Online payment

Recurring payments

Storage of credit cards

CUSTOMER MOBILE APP

Mobile Payments

Storage of credit cards

Canada

Supported Payment Gateways

Moneris

Stripe

FreedomPay

Point of Sale (POS)

Magnetic Swipe Cards

Chip and Pin (EMV) Cards

Tips payment

Refund payments (Credit Cards)

Refund payments (Debit Cards)

Void payments (Credit Cards)

Void payments (Debit Cards)

(Applies only for chip and pin cards)

Void refunds(Credit Cards)

(If you issue a refund by mistake, you can use the Void Refund feature to cancel the refund.)

Recurring payments

Storage of credit cards

Automated Clearing House(ACH)processing

Autoupdate of credit card information.

(Credit card details change due to a number of reasons, including balance transfer, theft, or upgrades to the card on reaching the expiration date. This service automatically updates the cards on file when their details change, without you having to take any action.)

Bulk import of cards

WEBSTORE

Online payment

Recurring payments

Storage of credit cards

CUSTOMER MOBILE APP

Mobile Payments

Storage of credit cards

UAE

Supported Payment Gateways

Checkout.com

Point of Sale (POS)

Magnetic Swipe Cards

Chip and Pin (EMV) Cards

Tips payment

Refund payments (Credit Cards)

Refund payments (Debit Cards)

Void payments (Credit Cards)

Void payments (Debit Cards)

Void refunds

(If you issue a refund by mistake, you can use the Void Refund feature to cancel the refund.)

Recurring payments

Storage of credit cards

Automated Clearing House (ACH)processing

Autoupdate of credit card information.

(Credit card details change due to a number of reasons, including balance transfer, theft, or upgrades to the card on reaching the expiration date. This service automatically updates the cards on file when their details change, without you having to take any action.)

Bulk import of cards

WEBSTORE

Online payment

Recurring payments

Storage of credit cards

CUSTOMER MOBILE APP

Mobile Payments

Storage of credit cards

Thailand

Supported Payment Gateways

eGHL

Point of Sale (POS)

Magnetic Swipe Cards

Chip and Pin (EMV) Cards

Tips payment

Refund payments (Credit Cards)

Refund payments (Debit Cards)

Void payments (Credit Cards)

Void payments (Debit Cards)

Void refunds

(If you issue a refund by mistake, you can use the Void Refund feature to cancel the refund.)

Recurring payments

Storage of credit cards

Automated Clearing House (ACH)processing

Autoupdate of credit card information.

(Credit card details change due to a number of reasons, including balance transfer, theft, or upgrades to the card on reaching the expiration date. This service automatically updates the cards on file when their details change, without you having to take any action.)

Bulk import of cards

WEBSTORE

Online payment

Recurring payments

Storage of credit cards

CUSTOMER MOBILE APP

Mobile Payments

Storage of credit cards

Malaysia

Supported Payment Gateways

eGHL

Point of Sale (POS)

Magnetic Swipe Cards

Chip and Pin (EMV) Cards

Tips payment

Refund payments (Credit Cards)

Refund payments (Debit Cards)

Void payments (Credit Cards)

Void payments (Debit Cards)

Void refunds

(If you issue a refund by mistake, you can use the Void Refund feature to cancel the refund.)

Recurring payments

Storage of credit cards

Automated Clearing House (ACH)processing

Autoupdate of credit card information.

(Credit card details change due to a number of reasons, including balance transfer, theft, or upgrades to the card on reaching the expiration date. This service automatically updates the cards on file when their details change, without you having to take any action.)

Bulk import of cards

WEBSTORE

Online payment

Recurring payments

Storage of credit cards

CUSTOMER MOBILE APP

Mobile Payments

Storage of credit cards

Indonesia

Supported Payment Gateways

eGHL

Point of Sale (POS)

Magnetic Swipe Cards

Chip and Pin (EMV) Cards

Tips payment

Refund payments (Credit Cards)

Refund payments (Debit Cards)

Void payments (Credit Cards)

Void payments (Debit Cards)

Void refunds

(If you issue a refund by mistake, you can use the Void Refund feature to cancel the refund.)

Recurring payments

Storage of credit cards

Automated Clearing House (ACH)processing

Autoupdate of credit card information.

(Credit card details change due to a number of reasons, including balance transfer, theft, or upgrades to the card on reaching the expiration date. This service automatically updates the cards on file when their details change, without you having to take any action.)

Bulk import of cards

WEBSTORE

Online payment

Recurring payments

Storage of credit cards

CUSTOMER MOBILE APP

Mobile Payments

Storage of credit cards

Philippines

Supported Payment Gateways

eGHL

Point of Sale (POS)

Magnetic Swipe Cards

Chip and Pin (EMV) Cards

Tips payment

Refund payments (Credit Cards)

Refund payments (Debit Cards)

Void payments (Credit Cards)

Void payments (Debit Cards)

Void refunds

(If you issue a refund by mistake, you can use the Void Refund feature to cancel the refund.)

Recurring payments

Storage of credit cards

Automated Clearing House (ACH)processing

Autoupdate of credit card information.

(Credit card details change due to a number of reasons, including balance transfer, theft, or upgrades to the card on reaching the expiration date. This service automatically updates the cards on file when their details change, without you having to take any action.)

Bulk import of cards

WEBSTORE

Online payment

Recurring payments

Storage of credit cards

CUSTOMER MOBILE APP

Mobile Payments

Storage of credit cards

The Employee Overtimereport helps you track the number of extrahours spent byyour center employees on weekdays, weekends, and holidays over and above their regularworking hours in a selected time period.

The report considers the number of working hours specified in the Performance Settings page (Employee > Settings > Performance Settings > Working Hours) as the regular working hours. Zenoti considers the number ofhoursthat the employees spent over and above these hours as overtime.

Use Cases

Important Notes

Filter Criteria

Navigation

Column Descriptions

Use Cases

You can use the overtime hours (on weekdays, weekends, and holidays) shown in this report to validate the overtime pay for the employees in the selected time period.

Important Notes

This report:

Includesemployees who wereworking at the selected center andare deputed there

Doesn't inherently include employees with the selected center as their primary center, unless they were working therein the selected time period

Filter Criteria

Criteria

Options

Description

Job

By default, the report is set to all jobsin the center. To run the report for the employees with a specific job, select it from the list.

Time

Select a time period for the report from the following options: 1 month, 2 months, 3 months, 6 months, Custom. If you select Custom, select From and Todates for the report for aduration not exceeding six months

Navigation

To run the report:

Ensure that you are at the center level for which you want to run the report.

On the Main menu, click the Employeetab.

On theEmployeeDashboard, click Reports> Time.

From the reportslist, select Overtime.

Click Refreshto view the results. To export the report, on the top right side of the report, click the Excel or .CSV icons.

Column Descriptions

Column

Description

Employee Code

Code assigned to the employee.

Employee

Name of the employee.

Job Name

The job role of the employee.

Holiday

The number of overtime hours spent by the employeeson holidays. Center holidays are configured in the system from here: Admin > Organizations > [Center Name] > Hours > Define Your Holidays.

Weekend

The total overtime hours spent by the employee ontheir weekly offs. Weekly offs are set up in employee schedules: Employee > Employees > Schedule > Week > [Date] > Weekly Off.

Regular

The totalovertime hoursspent by the employee on weekdays.

Total Overtime

The total overtime hours spent by the employee in the selected time period; it is the sum of the Holiday, Weekend, and Regular overtime hours.

The Employee Attritionreport helps you track the number of employees who have either joined or left the organization in the selected time period.

Important Notes

Filter Criteria

Navigation

Column Descriptions

Important Notes

This report:

Shows only the data of the employees who have joined or left the organization from the selected base center, and doesn't show the data of the employees who move from one base center to another within the organization.

Filter Criteria

Criteria

Options

Description

Joined or Left orAll

Select one of the following criteria for the report based on whether you want to seethe details of the employees who have joined or left the organization from the base centerin the selected time period:

All (Default): Shows the details of the employees who have either joined or left the organization from the base center in the selected time period

Joined:Shows the details of the employees who have joined the organization in the selected base center within the time period

Left:Shows the details of the employees who have leftthe organization from the base center in the selected time period

Time

Select a time period for the report from the following options: 1 month, 2 months, 3 months, 6 months, Custom. If you select Custom, select From and Todates for the report for aduration not exceeding six months

Navigation

To run the report:

Ensure that you are at the center level for which you want to run the report.

On the Main menu, click the Employeetab.

On theEmployeeDashboard, click Reports> Team.

On theTeam Reportpage, from the reportslist, select Attrition.

Click Refreshto view the results.To export the report, on the top right side of the report, click the Excel or .CSV icons.

Column Descriptions

Column

Description

Center

The name of the selected base center.

First Name

The first name of the employee as per the employee profile.

Last Name

The last name of the employee as per the employee profile.

Code

The code assigned to the employee.

Job Name

The job assigned to the employee in the base center.

Joining Date

The date on which the employee joined the organization(Employee > Employees > [Employee Name] > Start Date).

Last Date

The date on which the employee left the organization if they have (Employee > Employees > [Employee Name] > EndDate).

Centers Worked At

The list of all the centers in which the employee had a rolesince the date of joining.

Last Salary

The current salary of the employee if they haven't left the organization; the salary of the employee at the time of their leaving if they have already left the organization.

The Staffing report helps you track the total number of employees currently working in a center, categorized by their job.

Important Notes

Navigation

Column Descriptions

Important Notes

This report:

Shows only the base center employees.

Navigation

Follow these steps to run the report:

Make sure you are at the center level for which you want to run the report.

On the Main menu, click the Employeetab.

On theEmployeeDashboard, click Reports> Team.

On theTeam Reportpage, from the reportslist, select Staffing.

Click Refreshto view the results. To export the report, on the top right side of the report, click the Excel or.CSV icons.

Column Descriptions

Column

Description

Zone

The zone to which the selected center belongs.

Center

The name of the center you have selected.

Job Title

Displays the title of each job and the number ofemployees in your center who are currently assigned to the job.

The Time Summary report helps you track the actual working hours, service hours, and the unavailable hours of each employee intheir base center.

Navigation

Filter Criteria

Column Descriptions

Important Notes

Cross Check Your Data

Important Notes

This report includes only base center employees and doesn't include employees who are deputed to this center.

Navigation

To run the report:

Ensure that you are at the center level for which you want to run the report.

On the main menu, click the Employeetab.

On theEmployeeDashboard, click Reports > Time.

On theTime Reportspage, from the reports list, click Summary.

Select the relevant filter criteria, and then click Refreshto runthe report. To export the report, on the top right side of the report, click the Excel or.CSV icons.

Filter Criteria

Criteria

Options

Description

Centers

You can select one of the following criteria for the report based on whether you want to see the time summary of the employee only from the base center orfrom other deputed centers.

All Centers (Default): Shows the time summary ofthe employee in yourbase center as well as other deputed centers.

Current Center:Shows the time summary ofthe employeeonly from the base center.

Other Center: Shows the time summary of the employee from deputed centers and not the base center.

Job

By default, the report is set to all jobsin the center. To run the report for the employees with a specific job, select it from the list.

Time

Select a time period for the report from the following options: 1 month, 2 months, 3 months, 6 months, Custom. If you select Custom, select From and Todates for the reportfor aduration not exceeding six months

Column Descriptions

Column

Description

Code

Codeassigned to the employee.

Name

Name of the employee.

ScheduledHours

The total number of scheduled hours of the employee in the selected time period. Scheduled hours of the employees can be accessed from the Employee Schedule page (Employee > Employee Dashboard > Schedule). You can filter the Employee Schedule page by Center, Role, and Day/Week/Month views.

Actual Hours

The total number of actual working hours of the employee in the selected time period. It is calculated as the sum of all the clocked (checked) in hours in the time period minus the block-out timesthat do not count asemployee utilization.

Note that some types of block-out times are included as employee utilization at the organization level and depend on your organizational policies. Such block-out times are not subtracted from the employee's Actual Hours. For example, training time is included underemployee utilization in some organizations.

Actual hours = Sum of all clocked-in hours in the time period - Non-utilized block-out times.

Service Hours

The total duration of all the closed appointments of the employee in the selected pay period. If the Consider service recovery time in employee utilization is enabled at the organizational level, the service hours also include the recovery time.

Unavailable Hours

The total duration of break times between multiple check-ins (if any) and the non-utilized block-out times within the scheduled hours in the selected time period.

Cross Check Your Data

Report

Relevance

Attendance Details Report (Employee > Reports > Time > Attendance Details)

You can validate the Scheduled Hours in this report with the Scheduled Hours column in the Attendance Details report.

Overview

The Split Support Staff Gratuity Summary report tracks the mode of payment that guests use to pay for service charges at the invoice level for the selected time period.This article covers the following sections:

When to Use this Report?

Important Notes

Navigation

Filter Criteria

Column Descriptions

When to Use this Report?

Use this report when you want to view the mode of payment that guests used (cash, check, credit card, prepaid card, or custom) to pay for service charges at the invoice level.

Important Notes

You should have configured Center level settings to automatically include mandatory service charges or support staff gratuity in all invoices. Read: Collecting Service Charges from Guests

Navigation

Follow these steps to run the report:

Ensure that you are at theCenter for which you want to run the report.

On the main menu.click theReportstab.

On the Reports Dashboard, clickEmployee>Sales(from the filter).

From the list of reports, click SplitSupport Staff Gratuity Report. The report opens in a new tab.

Make your selections in thefilter criteriaand clickRefresh.

To export the report, click the Excel or .CSV icons.

Filter Criteria

Criteria

Options

Description

Date

By Sale Date

By Collection Date

By Closed Date

Select the date on which a guest availed a service (sale date), the date on which the guest paid at least in part for a service (collection date), or the date on which an invoice (with at least one service) was closed.

Example: A guest may have availed a service on 12th April, may have paid partially for it on 19th April, and the invoice may have been finally closed on 19th June. Based on the filter criteria you select, the report will take into account any one of these dates.

Invoice Status

All

Open

Closed

Specify if you want to view data for Open, Closed, or All invoices.

Job

Drop-down list of all jobs available in your center.

Select the job for which you want to generate this report.Example: Select Therapist from the drop-down list to view the report.

Time Period

Today

Last 7 days

Last 14 days

1 Month

2 Months

3 Months

6 Months

Custom/li>

Based on your requirement, from the drop-down list, select either today, last 7 or 14 days, 1, 2, 3, or 6 months.You can alternatively choose Custom from the list and specify custom dates. Note: For custom dates, you can view data for a maximum date range of 6 months at a time. Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Name of the Employee

Drop-down list of employees at your center

Select the name of an employee from the drop-down list.

Column Descriptions

Column

Descriptions

Invoice (Center name)

Displays the invoice number.

Employee Code

Displays the unique identifier for the employee.

Guest Name

Displays the name of the guest.

Employee

Displays the employee name.

Cash

Displays the amount if the guest uses cash to pay for service charges.

Check

Displays the amount if the guest uses check to pay for service charges.

Custom

Displays the amount if the guest uses a custom method to pay for service charges.

Credit Card (CC)

Displays the amount if the guest uses a credit card to pay for service charges.

Prepaid Card

Displays the amount if the guest uses a prepaid card to pay for service charges.

Service Charge

Displays the amount that an employee earns as support staff gratuity or service charge in the selected time period.

Status

Displays the status of the invoice that can be Open or Closed.

See Also: Support Staff Gratuity Summary Report

Overview

The Support Staff Gratuity Summary report tracks service charges collected against individual therapists for the selected time period.This article covers the following sections:

When to Use this Report?

Important Notes

Navigation

Filter Criteria

Column Descriptions

When to Use this Report?

Use this report when you want to view a summary of the amounts that your therapists have earned as support staff gratuity or service charges.

Important Notes

You should have configured Center level settings to automatically include mandatory service charges or support staff gratuity in all invoices. Read: Collect Service Charges from Guests

Navigation

Follow these steps to run the report:

Ensure that you are at theCenter for which you want to run the report.

On the main menu.click theReportstab.

On the Reports Dashboard, clickEmployee>Sales(from the filter).

From the list of reports, clickSupport Staff Gratuity Report. The report opens in a new tab.

Make your selections in thefilter criteriaand clickRefresh.

To export the report, click the Excel or .CSV icons.

Filter Criteria

Criteria

Options

Description

Date

By Sale Date

By Collection Date

By Closed Date

Select the date on which a guest availed a service (sale date), the date on which the guest paid at least in part for a service (collection date), or the date on which an invoice (with at least one service) was closed.

Example: A guest may have availed a service on 12th April, may have paid partially for it on 19th April, and the invoice may have been finally closed on 19th June. Based on the filter criteria you select, the report will take into account any one of these dates.

Invoice Status

All

Open

Closed

Specify if you want to view data for Open, Closed, or All invoices.

Job

Drop-down list of all jobs available in your center.

Select the job for which you want to generate this report. Example: Select Therapist from the drop-down list to view the report.

Time Period

Today

Last 7 days

Last 14 days

1 Month

2 Months

3 Months

6 Months

Custom

Based on your requirement, from the drop-down list, select either today, last 7 or 14 days, 1, 2, 3, or 6 months.You can alternatively choose Custom from the list and specify custom dates. Note: For custom dates, you can view data for a maximum date range of 6 months at a time. Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Column Descriptions

Column

Descriptions

Employee Code

Displays the unique identifier for the employee.

Employee

Displays the employee name.

Service Charge

Displays the amount that an employee earns as support staff gratuity or service charge in the selected time period.Click the amount to view the Split Support Staff Gratuity Report that shows the invoices that contributed to the amount.Read: Split Support Staff Gratuity Report

The Booking Productivity report gives you an insight into the types of services requested by your guests by calling your front office or call center.

The details of the report include the number of appointments booked by each of your employees, the number of guests who made these appointments,and the value of theappointments.

Important Notes

This report:

Includes only closed invoices.

Includes bothprimary center employees and deputed employees who have worked in the selected center in the giventime period; it doesn't include primary center employeeswhoweredeputed to other centers during the period.

Includesemployees who book the appointments (such as receptionists) and not the employees who servicethem (such as therapists).

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickEmployee > Sales(from filter).

From the list of reports, clickBooking Productivity. The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel ( Appointment Details report ) or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Center

This Center,All Centers

This Center (selected by default) displays the appointment details related to the center you are in.Select All Centers to view appointment details of all centers that you have permission to view.

Time Period

Today,Last 7 days,Last 14 days,1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select eithertoday, last7or14 days,1, 2, 3, or6 months.You can alternatively chooseCustomfrom the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Column Descriptions

Column

Description

Code

The unique identifier of the employee taking the calls and creating the appointments.

Employee

The name of the employee taking the calls and creating the appointments.Clicking an Employee name opens the Employee Details.

# Of Appointments

The number of appointments created by the employee.Clicking a number opens the with details of all the appointments created by the employee in the selected time period.

# Of Guests

The number of guests who made these appointments. Note: A guest can make more than one appointment. Hence it's not necessary for the # Of Appointments and # Of Guests fields to match.

Value of Appointments

Displays the value (Net Price) of these booked appointments.

The Block Out Time Detailsreport helps you track all the block out times used by the employeesin theselected time period and provides necessarydetails such as date, type, and duration.

Important Notes

Filter Criteria

Navigation

Column Descriptions

Important Notes

This report:

Includesemployees who wereworking at the selected center andare deputed there

Doesn't inherently include all employees with the selected center as their primary center, unless they were working therein the selected time period

Filter Criteria

Criteria

Options

Description

Employee Name

By default, the report is set to run for all the employees in the center. To run the report for a specific employee, select the name of the employee from the list.

Job

By default, the report is set to run for employees with all job roles in the center. To run the report for the employees with a specific job, select it from the list.

Time

Select a time period for the report from the following options: 1 month, 2 months, 3 months, 6 months, Custom. If you select Custom, select From and Todates for the report for aduration not exceeding six months.

Navigation

Follow these steps to run the report:

Make sure you are at the center level for which you want to run the report.

On the Main menu, click the Employeetab.

On theEmployeeDashboard, click Reports> Time.

From the reportslist, select Block Out Time Details.

Click Refreshto view the results. To export the report, on the top right side of the report, click the Excel or .CSV icons .

Column Descriptions

Column

Description

Employee Code

Code assigned to the employee

Employee

Name of the employee

Center Name

The name of the selected center

Break Category

The nameof the block out time used by the employee such as lunch or meeting. By default,Zenoti ships with six types of block out times: Break, Leaving early, Lunch, Meeting, Personal time, and Running late. However, new types of block out times can be created at an organization level from here:Employee > Settings > Block Out Time Types.

Date

The date on which the employee has used the block out time

Start Time

Thetime at which the block out time started

End Time

The time at which it ended

Block Out Time (in Minutes)

The number of minutes for which the block out timelasted. Note that each type of block out time hasa defaultduration. For instance, the defaultblock out time for lunch is 60 minutes. However, the duration of a particular block out time can be extended or reduced from the appointment book. For example, the lunch time of an employee can be increased to a durationmore than 60 minutes as well as decreased to less than 60 minutes. The Block Out Time Details report shows the actual block out time used by the employee from the appointment book, and not the standard time defined for the type of block out time.

Notes

Any notes that wereentered while creating the block out time in the appointment book

The Leavesreport helps you track the number leaves availed by the employees of each leave type as well as the total number of their leaves in the selected time period. You can mark employee leaves from the Employee Schedule page as follows:

On the main menu, click Employee.

On the Employee Dashboard, click Schedule.

On the Employee Schedule page, click Week to open the weekly schedule.

Inthe row pertaining to the employee for whom you want to mark a leave, right-click the relevantdate block.

Select the leave type from the list that opens.

Important Notes

Filter Criteria

Navigation

Column Descriptions

Cross Check Your Data

Important Notes

This report:

Shows the data of only those employees whose primary center is the current center

Includes primary center employee details even from the centers they are deputed to in the selected time period

Doesn't include the data of the employees from other primary centers who are deputed tothe current center; their data is shown in their primary center report

Filter Criteria

Criteria

Options

Description

Job

By default, the report is set to all jobsin the center. To run the report for the employees with a specific job assigned to them, select it from the list.

Time

Select a time period for which you want to track your employees'leaves. The list of options includes 1 month, 2 months, 3 months, 6 months, Custom. If you select Custom, select From and Todates for the report for aduration not exceeding six months

Navigation

Follow these steps to run the report:

Make sure you are at the center level for which you want to run the report.

On the Main menu, click the Employeetab.

On theEmployeeDashboard, click Reports> Time.

From the reportslist, select Leaves.

Click Refreshto view the results. To export the report, on the top right side of the report, click the Excel or .CSV icons.

Column Descriptions

Column

Description

Zone

The zone to which the center belongs

Center

The name of the selected center

Code

The employee code

Employee

Name of the employee

Job

The job role of the employee

[Leave Type]

Each leave type has a separate column in the report

Shows the number of leaves availed by the employee of the specific leave type in the column

Weekly Off

The number of weekly offs availed by the employee in the selected time period. Weekly offs are marked in the employee schedule:Employee > Employees > Schedule > Week > [Date] > Weekly Off.

Total Leaves

The total number of leaves availed by the employee in the selected time period. It is the sum of the number of all leave types andthe weekly offs.

Cross Check Your Data

Report

Relevance

Attendance Details Report (Employee > Reports > Time > Attendance Details)

Check the Status column in the Attendance Details report for each date within the selected time period, and add the number of days on which the status shows any leave type or weekly off.

Overview

The Employee Sales No Show/Canceled report gives you a quick snapshot of guests who either did not come infor their appointments or who canceled their appointments during a selected time period. The report also gives details such as the name of the service, the price, and discounts if any, and the invoice numbers of such no show/canceled invoices.

Important: This report only considers Closed invoicesmarked as No Show or Canceled by the front desk when guests miss their appointments.

This article covers the following sections:

When to Use This Report?

Navigation

Filter Criteria

Column Descriptions

When to Use This Report?

You may want to run this report to check the:

Number of guests whose invoices were no show/canceled in a given time period.

Invoice of a particular guest to cross-check details of no show/cancellation fee.

No Show/Canceled fee the front desk collected on a given day or during a given time period (to cross-check Collections).

Navigation

Follow these steps to run the report:

Ensure that you are at theCenter for which you want to run the report.

On the main menu.click theReportstab.

On the Reports Dashboard, click Employee > Sales (from the filter).

From the list of reports, clickNo Show/Cancelation. The report opens in a new tab.

Make your selections in the filter criteria and click Refresh.

To export the report, click the Excel or.CSV icons.

Filter Criteria

Criteria

Options

Description

Date

Service/ Sale Date

Closed Date

Select either the date on which the service or the sale was scheduled or the date on which the invoice was closed. Example: A guest may have scheduled the date of the service on 12 April but the invoice may have been closed on 13 April.

Time Period

Today

Last 7 days

Last 14 day

1 month

2 months

3 months

6 months

Custom

Based on your requirement, from the drop-down list, select either today, last 7 or 14 days, 1, 2, 3, or 6 months.You can alternatively choose Custom from the list and specify custom dates. Note: For custom dates, you can view data for a maximum date range of 6 months at a time. Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Employee Name

All

Names of individual employees

Select the name of any one employee if you want to view this report for that employee. Else, select All.

Column Descriptions

Column

Descriptions

Employee Code

Displays the unique identifier for the employee.

Employee

Displays the employee name.

Guest Name

Displays the name of the guest who either did not come in for a scheduled appointment or canceled the appointment.

Invoice No

Displays the invoice that was either no show or canceled.

Service Name

Displays the name of the service the guest made an appointment for.

Service Date

Displays the date on which the appointment was scheduled.

Closed Date

Displays the date on which the invoice was closed.

Base Price

Displays the base price or the default price associated with the service.

Discounted Price

Displays the discounted price for the service. For example, if the guest is a member, the guest gets a discounted price for the service.

Collected

Displays the no show/cancellation fee that was collected.

Note: The no show/cancellation fee the front desk collects is based on the Organization level setting Apply No Show Fee and Apply Cancelation Fee from Admin > Organization > Organizations > Settings (tab) > Appointment Book section.

Learn more: Configure Organizational Settings to Award No Show/Cancelation Commissions

Status

Displays the status of the invoice as no show or canceled.

Overview

The employee payroll details report providesdetails such as total salary, attendance, leave balance, tips, and commissions earned by one employeeof a given center.

This article covers the following sections:

When to use this report?

Important Notes

Navigation

Filter Criteria

ColumnDescriptions

When to Use this Report?

You can run the employee payroll details report to check the following details for any one employee at a time:

Leave balances and attendance details

Commissions and tips earned

Number of service and other invoices (such as selling products, memberships, packages) closed by the employee

Salary details and the number of times the employee was specifically requested for by a guest and the bonus earned as a result.

Important Notes

You must first run the employee payroll summary report to ensure the accuracy of data in the employee payroll details report and in the employee commissions report.

You should have already configured pay periods fromEmployee > Settings > Pay Period.

Navigation

To run the employee payroll details report:

Ensure you are at the Center for which you want to run the report.

On the Main menu, clickEmployee.

On the Employee Dashboard, clickPayroll Reports >Payroll Reports.

Select Details and other filter criteria as required.

ClickCalculate Commissions Now. Note: If you have already run the payroll details report for the given pay period earlier, clickRefresh. In cases where there are changes to data in the given pay period and you have run the payroll detailsreport for the given pay period earlier, you will see the optionRecalculate Commissions Now.Important: To viewallcolumns of the report, export the report- the UI shows fewer columns. Use theExcel or .CSV icons on the top right-hand corner to export the report.

Note: Alternately, you can run view the Employee Payroll Details Report by clicking the name of any one employee from the Employee Payroll Summary Report.

Filter Criteria

Criteria

Description

Cycle

Select the cycle based on your requirement:

Monthly: Select the appropriate Month and enter the appropriate Year to proceed. Note: You can view the Month and Year filter criteria only if you use a Monthly cycle.

Bi-weekly: Select the appropriate bi-weekly cycle for which you want to view the report.

Specific pay period: Select the specific pay period for which you want to view the report. Note: You can view Pay periods only if theyare configured from Center > Employee > Settings > Pay Period.

Custom Dates: Select this filter to specify a date range in the past to view payroll details spanning different pay periods. You can specify a maximum date range of 6 months at a time.

Select a Report

SelectDetailsfrom the drop-down list. Note: The other options includeDetailsandHourly Pay/Service Commissionthat generate the employee payroll details report and the employee hourly pay/service commission report, respectively.

Select an employee

Select the name of the employee for whom you want to generate this report.

Column Descriptions

Refer to the following table to view fields and field descriptions.

Field

Description

Code

Displays the unique identifier for the employee.

Name

Displays the name of the employee.

Type

Displays the type of service or sale the employee was responsible for. For example, service, product sale, or membership sale.

Invoice No.

Displays the invoice number of the service or sale made by the employee.

Service Date

Displays the date on which the service was performed by the employee.

Closed Date

Displays the date on which the service or sale was closed by the employee. Closed Date is important because employees can earn commissions only on invoices that are closed (with full payment for the item such as service, product, gift card, membership).

Guest

Displays the name of the guest who availed the service or purchased an item.

New Guest

Displays whether the guest who availed the service or purchased an item is a new guest as Yes or No.

Item

The name of the specific item that was sold, such as a package, product, or membership.

Business Unit

Displays the business unit under which the item falls such as slimming, haircare, or full body massage.

Category

Displays the category to which thesolditem belongs.

Sub-Category

Displays the subcategory to which the sold item belongs.

Requested

Displays whether the employee was specifically requested for.

Split Commission %

Displays the split commission in a percentage that the employee earned for a given service.

Deductions

Displays any deductions to commissions that were applied. Deductions can include costs such as amount spent on advertising and part of the rent paid by the center for the space it uses.

Revenue

Displays the total revenue earned by the employee by performing services and selling items such as products, memberships, and packages.

Free Service Revenue

Displays the total revenue earned by the employee that accounts for free service revenue.

Commission Factor

Displays the commission factor applicable to the employee. For example, if this is 200% it means that the employee earns double the commission. If this is 50%, it means the employee earns half the commission.

Commission

Displays the commission amount earned by the employee.

Effective Commission %

Displays the effective commission in percentage.

Free Service Commission

Displays the commission earned by the employee as a result of free service revenue the employee contributes to.

Additional Bonus

Displays any additional bonus that the employee earns such as amount earned for being a good performer.

Request Therapist Bonus

Displays the amount an employee earns as a bonus because a guest requested a particular employee to perform a service.Read: Employee Overtime and Therapist Request Bonus

Tips

Displays the total amount earned by the employee as tips.

Total Hourly Pay

Displays the total hourly pay of the employee.

Total Pay

Displays the total pay earned by the employee.

Service Deductions

Displays the amount that was deducted from the employees commission as part of service deductions.

Note: You can view the total deductions when you click an employee name in the Employee Summary Report to view the details report for that employee.

Read: Set Up Commission Deductions - An Overview and Set Up Commission Deductions for Services

Invoice Deductions

Displays the amount that was deducted from the employees commission as part of invoice level deductions.

Note: You can view the total deductions when you click an employee name in the Employee Summary Report to view the details report for that employee.

Read: Set Up Commission Deductions - An Overview and Set Up Commission Deductions for Invoices and Total Commissions

Class Commission

Displays the class commission an employeeearns. This is applicable only if classes are configured.

Class Bonus

Displays the class bonus an employee earns. This is applicable only if classes are configured.

Appointment Status

Displays whether the appointment is Closed, Canceled or No Show.

Read: Employee Payroll Summary Report

Overview

The employee commissions report gives you a quick snapshot of the revenue and commissions that employees earn for providing services or sellingproducts, free services,memberships, packages, and gift cards.

Employees may also earn center and tenure commissions and special bonuses when guests request for a specific therapist to perform a service. You can view all these details in the employee commissions report. In sum, this report provides a break-up of all commissions an employee earns. You can view this report both, at the Center and at the Organization level. Note: To view employees' payroll, read Employee Payroll Summary Report.

Table of Contents

When to use this report?

Important Notes

Generating the report for a Center

Navigation

Filter Criteria

Column-Descriptions

Generating the report for the Organization

Navigation

When to Use this Report?

You may want to run the employee commissions report to check if:

Employees are earning the commissions as per your configurations for services, products, memberships, packages, and gift cards.

Employeesare earning commissions based on revenues they generate, where applicable.

Appropriate amounts are being deducted from employee commissions in case of penalties such as redo penalty.

Important Notes

This report considers only closed invoices. Read: Employee Commissions - An Overview

You should have already configured pay periods from Employee > Settings > Pay Period.

Generating the Employee Commissions Report for a Center

You can generate the Employee Commissions report at the Center to view commission-related details about employees at your center.

Navigation

To run the Employee Commissions Report for a Center:

Ensure you are at the Center level for which you want to run the report.

On the main menu, click the Reports tab.

On the Reports Dashboard, click Employee > Commissions (from the filter).

From the list of reports, click Commissions Report (Dashboard). The report opens in a new tab.Note: To view a graphical report, click Commissions Report (Graphical).

Select the appropriate filter criteria.

Click Refresh. Note: To view a graphical report, select Commissions under the Graphical section in Select a report drop-down box. See screenshots for reference. Best Practice: To view all columns of the report, always export the report. The UI shows fewer columns.

Use the Excel or .CSV icons on the top right-hand corner to export the report.

Employee Commissions Report (Dashboard)

Employee Commissions - An Overview

Employee Commissions Report (Graphical)

Filter Criteria

Criteria

Description

Select a Report

Select the format in which you want to view the report.

To view the report in a tabular format, click Commissions under Select a Report.

To view the report in a graphical format, click Commissions under Graphical.

Cycle

Select the cycle - Monthly, bi-weekly, or a specific pay period. Note: You can view Pay periods only if these are configured from Center > Employee > Settings > Pay Period.

Include employees with zero commissions

Select this option if you want to include employees with zero commission in the report.

Note: This field is clear by default. This means employees with no commission are excluded from the report. This promotes faster report generation and more relevant records to view.

Column-Descriptions

Refer to the following table to view column and column descriptions.

Column

Description

Name

Displays the name of the employee.

Employee Code

Displays the employee code.

Salary

Displays the salary of the employee.

Revenues

Service RevenueAdd On RevenueFree Service RevenueTotal Service Revenue Product RevenueMembership RevenuePackage RevenueGift Card Revenue

No Show RevenueCancelation Revenue

Displays revenues employees generated under Services, Add-On Services,Free Services, Products, Memberships, Packages, and Gift Cards.Note: These columns appear if you have selected the checkbox Show revenue details. Example: According to this report, Amy Miller generated a revenue of $4000 by selling products. Read: Employee Commissions - An Overview Note: Free service revenue includes revenue employees earn on the discount amount in invoices, loyalty points redemption amount, the value of zero-priced gift cards, memberships discount amount, and membership service credits. Note: Total Service revenue is the sum of Service revenue, Add-On revenue, and Free Service revenue.

Commissions

Service CommissionAdd-On Commission

Product CommissionMembership CommissionPackage CommissionFree Service CommissionGift Card Commission

No Show CommissionCancelation Commission

Displays commissions earned by employees for Services, Add-On Services, Products, Memberships, Packages, Free Services, and Gift Cards. Note: Free service commission includes commissions employees earn on the discount amount in invoices, loyalty points redemption amount, the value of zero-priced gift cards, memberships discount amount, and membership service credits. Example: According to this report, Amy Miller generated revenue worth $4000 by selling products and earned product commission of $800 as a result. Read: Employee Commissions - An Overview

Center Commission

Displays the commission earned by employees for center commissions.Read: Defining Center-Level Commissions

Deduction On Total Commission

Displays the amount that is deducted on total commission earned by the employee in the pay period.

Read: Set Up Commission Deductions for Invoices and Total Commissions

Service and Invoice Level Deductions

Displays the amount that is deducted as service and invoice level deduction on commission earned by the employee.

Read: Set Up Commission Deductions for Invoices and Total Commissions and Set Up Commission Deductions for Services

Tenure Bonus

Displays the commission earned by employees as tenure bonus. Read: Configuring Tenure Based Commissions

Redo Penalty

Displays amount deducted for an employee in case a guest asks for the service to be redone (this happens when a guest is unhappy with the service provided). Read: Processing Redo Appointments

# Requested

Displays the number of times the employee was requested for a service. This number has a direct impact on the next column - Request Therapist Bonus. Read: Employee Overtime and Therapist Request Bonus

Request Therapist Bonus

Displays the amount an employee earned because a guest requested specifically for the service to be performed by that particular employee.Read: Employee Overtime and Therapist Request Bonus

Generating the Employee Commissions Report for the entire Organization

When you generate the Employee Commissions report from the Organization level, you can view commission details for all employees at all your centers. Zenoti generates the Organization-level Employee Commissions report only if the following conditions regarding pay periods are met:

Pay periods are the same across all Centers.

Pay periods are either Monthly or Bi-weekly only.

Pay periods have the same starting date.

Important: Runthe Employee Payroll Summary report for each of yourCenters before yougenerate the Employee Commissions report for the entire Organization. You need to do this to ensure the accuracy of data in the Organization-level Employee Commissions report.

Navigation

To run the Employee Commissions Report for the entire Organization:

Ensure you are at the Organization level for which you want to run the report.

On the Main menu, clickEmployee.

On the Employee Dashboard, clickPayroll Reports >Commissions.

SelectExcel or.CSV options from the drop-down listto export the report. Note: There are no filter criteria for this report at the Organization level.

ClickDownload. Note: This report is not available from the UI - you necessarily need to download this report.

Employee Commissions Report at the Organization Level

The Organization level Employee Commission report has just one additional column - Center. This column displays the names of the Centers within your Organization.

Read:

Overview

The Hourly Pay/Service Commission report helps you compare the hourly pay and service commissions for the employees in the selected time period (day or pay period) and shows you the final amount the employee receives on each day.

This article covers the following sections:

Important Notes

Navigation

Column Descriptions

Cross-Check Your Data

Important Notes

You can view this report only iftheCalculate employee pay based on higher of total hourly pay and service commission(Admin > Organizations > Centers > [Edit Center Page] > Settings > Employee)is selected at the Center level.

This report:

Considers only closed invoices

Shows the payroll summary of an employee either in the reports of the primary center or in the reports of the deputed center (where an employee is on loan)based on whether the organizational setting Do not consider other center invoices for payroll(Admin > Organization > Organizations > Settings > Employee) is selected or not. Refer to the table for details.Read: Flexibility to Generate Payroll Independently for each Center

If...

Then...

Useful for..

Example

The checkbox is selected

Employee's payroll appears in each of the centers where the employee worked during the selected time period.

The franchisee model of running a business, where each center pays employees for work done at their center.

Assume that an employee's primary center is Center A. This employee is deputed or is on loan to another center (Center B) for a few days in a selected time period.

In this case, Center A pays for employee's work done in Center A and Center B pays for the employee's work done in Center B. This means, that the employee's earnings or payroll appear in the payroll summary reports of both centers.

The checkbox is not selected

The employee's payroll appears only in the base center.

The enterprise or corporate model of running a business, where the central corporate office pays employees for their work, irrespective of the center in which they worked.

Assume that an employee's primary center is Center A. This employee is deputed or is on loan to another center (Center B) for a few days in a selected time period.

In this case, the base center (Center A) pays the employee for work done in both centers.

Navigation

Follow these steps to run the report:

Ensure that you are at the Center for which you want to run the report.

Navigate to Employee > Payroll Reports > Payroll Reports.

Select the time period for which you want to generate the report.

From the list of reports, select Hourly Pay/Service Commission.Note: By default, this report shows details of all employees in the center.If you want to generate the report for any one employee, select the name of the employee as part of filter criteria.

Click Refresh.The Employee Hourly Pay/Service Commission report appears. Note: To export the report, click the Excelor .CSV icons.

Column Descriptions

Column

Description

Code

The unique identifier for the employee.

Name

Name of the employee.

Date

Lists all the dates in the selected pay period.

Total Hours

The Total Hours of work for the employee in the pay period depends on the Calculate Payroll Hours Based on (Admin > Centers > [Center Name] > Settings > Employee > Calculate Payroll Hours Based on) employee setting as follows:

For Scheduled and Actual Hours Combination: Zenoti calculates the clocked in time as follows:Maximum of the actual check-in and scheduled check-in times andMinimum of actual check-out and scheduled check-out times.

Example: If the employee is scheduled to work from 8 AM to 12 PM, but works from 9 AM to 1 PM on a certain day, the clocked in hours for the day are taken as 9 AM to 12 PM.

Zenoti then calculates the Total Hours as the clocked in hours minus the following two break times: mandatory break time and the break time between multiple check-ins per day, if any.Total hours = Clocked in hours - mandatory break times - break times between multiple check-ins.

For Actual check-in/check-out time: Zenoti calculates the clocked in hours solely based on the actual check-in and check-out times irrespective of the employee schedule. The Total Time is calculated as the duration between first check-in and last check-out time minus the break time between multiple check-ins, if any, for each day in the selected time period.

Total Time = Duration between first check-in and last check-out for the day - Break between multiple check-ins.

Example: If an employee has multiple check-ins per day as follows: 9 AM to 12 PM and 2 PM to 5 PM. Then the total hours per day for the employee as per actual check-in and check-out time is 8 hours (Duration between first check-in, 9 AM, and last check-out, 5 PM) - 2 hours (break between multiple check-ins 12 PM to 2 PM) = 6 hours.

Total Hourly Pay

Zenoti calculates employee pay based on an hourly rate as follows:

Total regular hourly pay (for regular hours) + Overtime pay (for overtime hours).

Regular hours, hourly rate, overtime multiplier are all set up in the employee profile page (Employee > Employees > [Employee Profile] > General)

Note that overtime calculation can be set up based on overtime hours per day or overtime hours per pay period. Overtime pay applies only when Calculate Payroll Hours Based on is set to Actual Check-in/Check-Out time.

Service Commission

The commission that the employee is eligible for based on all the service invoices of the employee that were closed on the day. Service commissions include Add-On commissions and Request Therapist Bonus.

Final Amount

The final payable amount for the employee on the day. It is the maximum of their hourly pay or the service commission for the day. For example, if an employee is eligible for $100 in hourly pay and $125 in service commissions for a day, the service commission of $125 is considered as the employee earning for the day.

Note: Service commissions in this column include Add-On commissions and Request Therapist Bonus.

Hourly/Service

Shows whether hourly earnings or service commissions was paid to the employee on the day. If the Hourly earnings were higher, the column shows Hourly as the text, and if the service commissions were higher, Service is displayed in the column.

Cross-Check Your Data

Report

Relevance

Attendance Details Report

If the Calculate Payroll Hours Based On configuration for your center is set to Actual Check-in/Check-out, the Total Hours column in this report should be equal to the Working Hours column in the Attendance Details report for the day.

Overview

The Employee Sales Metrics report helps you track all sales employees make in a selected time period, including the numbers, percentages, and revenues by each sale type.

You can track employee performance using Targets configured at two levels:

The Employees Job level (from Employee > Employees > Job > Targets) or

The Center level (from Employee > Settings > Performance). In this case, all employees of the Center have the same target.

Important: Employee Job level targets take precedence over Center level targets. This means, if Targets are defined at both these levels, then Zenoti considers Job level targets to measure employee performance.

Tip: The small green and red arrows (next to the figures in the report) indicate whether the employee has exceeded or fallen short of the Goal set for that metric.

Examples: Scenario 1: When only Employee Job level targets are defined.Assume that the Therapist job has the following targets defined:Service Revenue - $3000, Services Delivered 25

If an employee with this Job generates a service revenue of $2100, then it means the employee is falling short of the Target ($3000). At the same time, if the same employee delivered the service 26 times, it means that the employee exceeded the Target for this parameter.

Scenario 2: When only Center level targets are defined, the same Targets apply to all employees. Assume that a Center has the following Targets defined:Service Revenue - $1000

If an employee generates service revenue of $1200 and another employee generates a service revenue of $900, it means that one employee is exceeding the target set while the other is falling behind.

Scenario 3: If settings have been configured at both, Employee Job level and the Center level, Zenoti considers only the Employee Job level settings. In this case, if an employee with the job Therapist generates a service revenue or $2100, this employee is well short of the Target set for employees with the job Therapists ($3000 is the Target). Note: The same employee with the same performance (Service revenue $2100) exceeds the Target ($1000) set for this parameter at the Center level.

This article covers the following sections:

Important Notes

Navigation

Filter Criteria

Column Descriptions

Important Notes

This report:

Includes base center employees(including their invoices from other centers).

Considers only closed invoices.

Navigation

Follow these steps to run the report:

Ensure that you are at the Center for which you want to run the report.

On the main menu.click theReportstab.

On the Reports Dashboard, clickEmployee>Performance (from the filter).

From the list of reports, click EmployeeSales Metrics. The report opens in a new tab.

Make your selections in the filter criteria and clickRefresh.

To export the report, click the Excelor .CSVicons.

Filter Criteria

Criteria

Options

Description

Time

Today

Last 7 days

Last 14 days

1 Month

2 Months

3 Months

6 Months

Custom

Based on your requirement, from the drop-down list, select eithertoday, last7or14 days,1, 2, 3, or6 months. You can alternatively chooseCustomfrom the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Job

Lists all jobs at the center.

By default, the report is set to All.To run the report for employees with a specific job, select the job from the drop-down list.

Employee Name

Lists the names of all the employees at the center.

By default, the report is set to All.To run the report for a specific employee, select the name from the list of employees.

Column Descriptions

Column

Description

Code

Displays the unique identifier for theemployee.

Employee Name

Displays the name of the employee.

Job

Displays the job of the employee in the base center.

Months Employed

Displays the number of months the employee has been working at the Center.

#Guests

Displays the total number of unique guests to whom the employee has sold any item such as services, memberships, packages, and gift cards in the selected time period.

#New Guests

Displays the total number of new guests to whom the employee has sold any item such as services, memberships, packages, and gift cards in the selected time period.Zenoti considers guests who do not have any closed invoices (previous purchase history) to be new guests.

% New Guests

Displays thepercentage of new guests to whom the employee has sold any item such as services, memberships, packages, and gift cards.

# Requested

Displays the number of services in which guests requested specifically for the employee in the selected time period.

% Requested

Displays the percentage of services in which the employee was specifically requested for, from all the service invoices closed (Invoice status is Closed) by the employee in the selected time period.Example: If the employee was requested 5 times and the employee closed 25 invoices during the selected time period, the % Requested will be 20% (5/25*100).

#Walk-Ins

Displays thenumber of walk-in appointments that the employee closed in the selected time period.

%Walk-Ins

Displays thepercentage of walk-in services from all the appointments completed by the employee in the selected time period.

Goal Requests Percent

Displays the target requests percent that an employee is supposed to achieve in the selected time period.

#Online

Displays thenumber of online bookings that were closed by the employee in the selected time period.

% Online

Displays thepercentage of online bookings from all the appointments completed by the employee in the selected time period.

# Rebooked

Displays the number of rebooked services from all the bookings closed by the employee in the selected time period. Zenoti considers only Closed original invoices (not Rebooked invoices) to calculate #Rebooked. Example: Employee A may have closed 40 invoices in a given time period. Out of these, guests may have asked for a service to be rebooked only 5 times with Employee A with the date of the rebooking falling within the selected time period. In such a case, the #Rebooked is 5.

% Rebooked

Displays the percentage of rebooked services from all the bookings closed by the employee in the selected time period. Zenoti considers only Closed original invoices (not Rebooked invoices) to calculate Rebooked %.

Example: If the number of rebooked services is 7 and the total number of bookings closed by the employee in the selected time period is 70, then the % Rebooked is 10% (7/70*100).

# Add-on

Displays thenumber of appointments completed by the employee in the selected time period that includes at least one Add-on service.

% Add-on

Displays thepercentage of the services with Add-ons from all the services completed by the employee in the selected time period.

Service Revenue

Displays the revenue from all the service invoices that are closed or completed (Invoice status is Closed) completed by the employee in the selected time period. The amount shown is after discount and before tax.

Service revenue includes Free Service Revenue. In Zenoti, Free Service Revenue is the discount given on items using the following methods: 1. Manual discount on invoice2. Campaign discount3. Membership discount

Free Service Revenue also includes the redemption amount when a service is redeemed using:1. Membership service credit2. Zero Priced Gift Card3. Loyalty Points

Goal Service Sales Number

Displays the target value of sales in services the employee is supposed to make in the selected time period.

# Services

Displays thenumber of closed service invoices in the selected time period that are sold by the employee. For a service to be included in the report, the employee's name must be selected in the Sale By field in the POS.

Average Service Value per Invoice

Displays the average service value per invoice in the selected time period. It is calculated as Total Service Revenue amount for the period/Number of service invoices (where the employee has performed at least one service).That is, Service Revenue/#Services = Average Service Value per InvoiceNote: Zenoti counts different invoices for the same guest separately. Also, Service Revenue is the amount shown after discount and before tax.

Example: If the employee generated $3000 and was responsible for 30 service invoices, then the Average Service Value per invoice is $300.

Goal Products Sale

Displays the target value of product sale an employee is supposed to make in the selected time period.

#Products

Displays thenumber of products sold by the employee in the selected time period. For a product sale to be included in the report, the employee's name must be selected in the Sale By field in the POS.

Product Sales

Displays the total revenue the employee generates from selling products. The revenue is recognized after the invoice is Closed.

Example: An employee may sell products worth $2700 in a given time period. That is, $2700 has been recognized as revenue (through closed invoices).

% Bought Products

Displays thepercentage of employee's service guests in the selected time period who have bought a product

Average Product Value per Invoice

Displays the average revenue per product sale invoice made by the employee in the selected time period. It is calculated as Total retail sales for the period where "Sale by" is the employee/Number of retail invoices. The Total retail sales is the sum of revenue for all products for which "Sale by" field in the invoice has that employee's name.

Example: If an employee sells products worth $2700 in 10 invoices, then the Average Product Value per Invoice is $270 (2700/10).

% Product/Service

Displays theratio of product revenue to service revenue of the employee.

% Product/Total

Displays the percentage of product revenues from the revenue of all sales made by the employee.

Goal Membership Sales

Displays the target value in membership sales the employee was to make in the selected time period.

Membership Sales

Displays thetotal value of membership sales made by the employee in the selected time period

Goal Membership Sales Number

Displays the target number of membership sales the employee is supposed to make in the selected time period.

# Memberships

Displays the number of memberships sold by the employee in the selected time period. For a membership sale to be included in the report, the employee's name must be selected in the Sale By field in the POS.

% Membership Conversion

Displays the percentage of guests of the employee without an active membership who have bought a membership in the selected time period from any employee

Goal Membership Conversion Percent

Displays the membership conversion percentage measured against the target.

% Membership Billing Conversion

Displays the percentage of non-member guests of the employee who have bought a membership in the selected time period from this employee.

Goal Membership Billing Conversion Percent

Displays the target percentage of members the employee was supposed to bill in the selected time period.

Goal Package Sale

Displays the target package sales the employee is supposed to make in a given pay period or in the given selected time period.

Package Sales

Displays the total revenue from the package sales made by the employee in the selected time period

Goal Package Sales Number

Displays the number of target sales of packages the employee is supposed to make in the given pay period or in a selected time period.

# Packages

Displays the number of packages sold by the employee in the selected time period. For a package sale to be included in the report, the employee's name must be selected in the Sale By field in the POS.

Goal Gift Card Sale

Displays the target value of sales in gift cards the employee is supposed to make in a given time period or in a selected time period.

Gift Card Sales

Displays the total revenue from the gift card sales made by the employee in the selected time period. Gift cards also include pre-paid cards.

Goal Gift Card Sale Number

Displays the target number of gift cards that the employee was supposed to sell in the given time period.

#Gift Cards

Displays the number of gift cards sold by the employee in the selected time period. For a gift card sale to be included in the report, the employee's name must be selected in the Sale By field in the POS.

Campaign Goal

Displays the target value the employee was supposed to generate for Campaigns during the selected time period.

Campaign Redemptions (#)

Displays thetotal number of invoice items on which the employee has applied a campaign in the selected time period. It is especially useful to evaluate the front desk staff's effectiveness in using campaigns.

# Sold By

Displays thenumber of all the items sold by the employee in the selected time period. It is the sum of # Services, # Products, # Memberships, # Packages, and # Gift Cards.

Total

Displays the total revenue on all the sales made by the employee in the selected time period. It is the sum of Service, Product, Membership, Packages, and Gift Card revenues. Total = Service Revenue + Product Sales + Membership Sales + Package Sales + Gift Card Sales

Example: If an employee earns service revenue of $2100 and sells products worth $700 and sells Memberships worth $1200, then the Total column in this report will display $4000 (2100+700+1200).

Table of Contents

Overview

Navigation

Filter Criteria

Column Descriptions

Overview

The center level Cross Center Redemptions report helps to settle balances across centers - it displays the monetary value that a center should collect or pay to other centers. It provides detailed information on redemptions for memberships, packages, pre-paid cards, gift cards and loyalty points.

Use this report to track the following:

Amount to collect: Track the total amount your center should collect from other centers in your organization. Example: A guest purchases a $500 gift card from center B and redeems it for a service worth $200 at center A (your center). If the report is being viewed at your center, then your center needs to collect $200 from center B.

Amount to pay: Track the total amount your center should pay to other centers in your organization. Example: A guest purchases a $500 gift card from center A (your center) and redeems it for a service worth $200 at center B. If the report is being viewed at your center, then your center needs to pay $200 to center B.

Note: The report will not show any cash payments that were rendered to complete a payment in the POS.

Navigation

Follow these steps to run the report:

Ensure you are at the center level.

On the main menu, click the Reportstab.

On the Reports Dashboard, click Finance> Accounting (from the filter).

Click Cross Center Redemptions. The report opens in a new tab.

Click Refresh to see the report. To export the report, on the top right side of the report, click the Excel or .CSV icons.

Filter Criteria

Criteria

Options

Description

Payment Type

By Revenue

By Payment

Note: The By Revenue and By Payment filter options show different numbers only if your organization sells items that have different selling price and value. For example, you could sell a Gift Card at $100 but give it a redemption value of $200. In other cases, both these filter options show the same values. By Revenue: When you select this option, the report calculates the amount you owe or need to collect from other centers based on the purchase Price (not its value) of the item that the guest redeems.

For instance, a guest purchases a prepaid card at another center for a price of $100 and value $200. The guest can now use this card to redeem a service or product worth $200 at your center based on its value. However, when you select the By Revenue option, the money that the other center owes you is calculated as a proportion of the purchase price as follows: (Price/Value) * Redemption

Example:If the guest redeems the card for a service worth $150 at your center, you do not get to collect the full $150 from the other center, but only (100/200) * 150, which is $75 of the price.

By Payment: When you select this option, the report calculates the amount you owe or need to collect from other centers based on the value of the item that the guest redeems. Value is extra credit added to the price on the purchase of the membership, prepaid card or gift card.

For instance, a guest purchases a prepaid card at another center for a price of $100 and value $200. The guest can now use this card to redeem a service or product worth $200 at your center based on its value. When you select the By Payment option, the money that the other center owes you is calculated based on the value of the item.

Example:If the guest redeems the card for a service worth $150 at your center, you get to collect the full redemption amount of $150 from the other center.

Date

1 Month,

2 Months,3 Months,6 Months,Custom

From the drop-down list, select either 1, 2, 3, 6 months or custom.You can alternatively choose Custom from the list and specify custom dates in the From and To fields. Note: For custom dates, you can view data for a maximum date range of 6 months at a time.

Column Descriptions

Column

Description

Code

The center code number

Center

The name of the center

Payment modes membership, membership service, package, gift card, pre-paid card, loyalty points

To collect: Displays the total amount your center should collect from other centers. Example: A guest purchases a $500 gift card at center B and later redeems it for services worth $200 at center A (your center). Now, your center needs to collect $200 from center B.

To Pay: Displays the total amount your center should pay to other centers within an organization. Example: A guest purchases a $500 gift card at center A (your center) and later redeems it for services worth $200 in center B. Now, your center needs to pay $200 to center B.

Total

To collect: Displays the total amount your center should collect from other centers within an organization. Click on the amount link to view:

Name of the center(s) from which you need to collect payment

Redemptions made at other centers using various payment modes gift cards, prepaid cards, memberships, loyalty points etc.

Total amount to collect against each payment type

To Pay: Displays the total amount your center should pay to other centers within an organization. Click on the amount link to view:

Name of the center(s) to whom you need to make payment

Redemptions made at your center using various payment modes gift cards, prepaid cards, memberships, loyalty points etc.

Total amount to pay for each payment type

Net to collect

Displays the net cross center redemption collection amount that is calculated as follows: (Total to collect - Total to pay amount)

The Appointment Details reportprovides you details of all the appointments made at your center including the appointment creation date, guest details, service details, service date, etc.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickOperational > Appointments(from the filter).

From the list of reports, clickAppointment Details. The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Appointment Status

All, Open, Closed,Open and Closed,Cancelled,No Show,Checked-in,Confirmed,Deleted

By default All is selected. This allows you toview appointment details of all appointments irrespective of the appointment status. To view appointment details of any specific status (examples, No Show, Deleted), select the desired appointment status.

Source

All Sources,Zenoti,Mobile,Web

By default, All Sources is selected. This allows you to view appointment details of all appointments irrespective of the appointment source. SelectZenoti to view appointment details of guests who walked in or called for an appointment. Select WeborMobileto view appointment details of guestswho made an appointment from theWebstoreor Customer Mobile Application (CMA) respectively.

Filter Appointments By

Service Date,Creation Date

Selecting Service Date displays appointment details of appointments whose Service Datefulfill the selection made in the Time Period filter criteria. This is useful if you wish to see only the appointment details of services that have been availed and not that of the future. Example: If you select Last 7 days in the time period filter criteria, all the appointments that were serviced in the last 7 days are displayed. However, there might be appointments which have been created in the last 7 days, but the service date falls after these 7 days. Such appointment details are not displayed. SelectingCreation Datedisplays appointment details of appointments whoseCreation Datefulfill the selection made in the Time Period filter criteria.

Time Period

Today,Last 7 days,Last 14 days,1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select eithertoday, last7or14 days,1, 2, 3, or6 months.You can alternatively chooseCustomfrom the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Column Descriptions

Column

Description

Invoice

The invoice number.Clicking the invoice number opens the invoice details.

Guest Code

The unique identifier associated with the guest making the appointment.

Guest

The name of the guest who made the appointment. Clicking a guest name opens the guest details.

Gender

Displays the gender of the guest.

Mobile Phone

The mobile phone number associated with the guest. Note: The number is displayed only if Show guest mobile number in reports is enabled at the organization level (Admin > Organization > Organizations > Settings > General).

Email

The email address associated with the guest.

Created On

The date and time when the appointment was created.

Start Time

The date and start time of the service.

End Time

The date and end time of the service.

Service Time (in minutes)

The configured duration (in minutes) of the availed service.

Recovery Time (in minutes)

The configured duration (in minutes) required by the therapist to set things in order after completing a service and be ready for the next service.

Actual Time (in minutes)

The actual time it took for the therapist to perform the service.

Checkin Time

The date and time when the guest checked-in for the service.

Employee Code

The unique identifier of the therapist who performed the service.

Employee

The therapist who performed the service.Clicking a name opens the therapists' details.

Request Type

Displays Any if the guest has not requested any specific therapist. Displays Specific if the guest requested for a specific therapist.

First Visit

DisplaysYesorNoto indicate if this is the guest's first visit to the center.

Service

The name of the service. For example, Deep tissue massage.

Category

The category the service belongs to. For example, Massage.

Sub Category

The subcategory the service belongs to. For example, Full Body.

Package

The name of the Day or Promo package (if the service is part of them).

Room

The room in which the service was performed.

Room Category

The category of room in which the service was performed. For example, Luxury.

Equipment

The name of the equipment used for the service. For example, Laser.

Status

The status of the appointment. For example, Closed, Open, and Deleted.

Rebooked

Displays Yes to indicate that the current appointment was booked on the day (in the past or the present day)after the guest availed a service and completed making payment. Example: If a guest visited a center on 3rd January, availed a service, made the complete payment, and the front office closed the invoice.If the guestmakes another appointment for the same day or another day and avails the service, that service shows Rebooked column as Yes. Displays No to indicate that the current appointment is not a rebooked appointment.

Source

DisplaysZenotiif the guest walked-in or called for an appointment. Else displaysWeborMobileif the guest booked from the Webstore or Customer Mobile Application (CMA) respectively.

Business Unit

The Business Unit the service belongs to.

Center

The center in which the service was performed.

Notes

Helpful notes for the therapists entered by the front office during appointment creation.

Created By

The name of the employee who created the appointment.

Modified By

If the appointment is modified, this field displays the name of the employee who modified the appointment.

Modified On

The date and time when the appointment was modified.

Rebooking Source

Displays Yes to indicate that the guest made another appointment for a future date or time after availing this service. Displays No is the guest did not make another appointment after this service.

Appointment Category

Displays the category the appointment belongs to. For example, Couples Massage.

Before Appointment

Displays the medium of reminder (email, text, or call)the guest received before theappointment.

After Appointment

Displays the medium offeedback/thank you message (email, text, or call)the guest received after anappointment.

When a guest withan appointmenton the current date, makes a new booking for a later date, the future appointment isknown as Rebooked Appointments. For example, if a guest has an appointment on July 1 and on the same daythey book another appointment for July 10, the appointment for July 10 is considered as a Rebooked appointment.

Rebooked appointments speak to your center's ability to encourage your guests for repeat visits and sell services.

Note that Rebooked appointments are different from retention in that the precondition for rebooked appointments is that theguest must booka future appointment when they have a scheduledappointment on the current day.

Rebooked Appointments report provides key operational insights such as the following:

The number and percentage of your guests who have rebooked appointments in a selected time period

The number and percentage of rebooked appointments measured by services in a selected time period

Navigation

Important Notes

Filter Criteria

Column Descriptions

See Also

Important Notes

This report:

Includes therebooked appointmentsthatwere completed in the selected time period.

Doesn't include rebooked appointments that were scheduled in the selected time period but weren't completed.

Navigation

Follow these steps to run the report:

Make sure you are viewing the center for which you want to run the report.

On the Main menu, click the Reports tab.

On theReportsDashboard, click Operational >Appointment (from the filter).

From the list of reports, select Rebooked Appointments. The report opens in a new tab.

To export the report, on the top right side of the report, click the Excel or .CSV icons .

By default, the report is displayed in tabular format. To view the report in graphical format, click the graph icon.

Filter Criteria

Criteria

Description

By Guests or Services

By default, the report shows the rebooking data measured in terms ofthe number andpercentage of distinctguests who have come in for a rebooked appointment in the selected time period. To view the data of rebooked appointments measured in terms of the number and percentage of rebooked services in the selected time period, select the Services option from the list.

Time Period

Select a time period for the report from the following options: 7 days, 14 days,1 month, 2 months, 3 months, 6 months, Custom. If you select Custom, select From and Todates for the reportfor adurationof up to past six months.

Column Descriptions

ByGuests: The report shows the following details when it is run forguests:

Column

Description

Date/Week/Month

You can select a Day, Week, or Monthly view for the report resultsby clicking the respective tab on the top right hand sideof the results table.

Depending on the view that you select for the report, thecolumn displays the following details:

For Day:When the Day view is selected, this column displays all the dates within the selected time period.

For Week:When the Week view is selected, this column displays all the weeks that appear in the selected time period. The start date of the week is selected based on your center setting. If the time period selected for the report is less than a week, the column display data from the start of time period to the end of time period selected.

For Month:When the Monthview is selected, this column displays all the monthsthat appear in the selected time period. If the time period selected for the report is less than a week, the column display data from the start of time period to the end of time period selected.

Rebooked Guests (#)

The number of distinct guests who have rebooked appointments on thegiven day,week, or month.

AllGuests (#)

The number of distinct guests who have appointmentsscheduled on the given day, week, or month.

Rebooked Guests (%)

The percentage of all scheduled guests who have rebooked appointments on the given day, week, or month. It is calculated as(Rebooked Guests #/Total Guests #)*100.

ByServices: The report shows the following details when it is run for services:

Column

Description

Day/Month/Week

You can select a Day, Week, or Monthly view for the report resultsby clicking the respective tab on the top right hand sideof the results table.

Depending on the view that you select for the report, thecolumn displays the following details:

For Day:When the Day view is selected, this column displays all the dates within the selected time period.

For Week:When the Week view is selected, this column displays all the weeks that appear in the selected time period. The start date of the week is selected based on your center setting. If the time period selected for the report is less than a week, the column display data from the start of time period to the end of time period selected.

For Month:When the Monthview is selected, this column displays all the monthsthat appear in the selected time period. If the time period selected for the report is less than a week, the column display data from the start of time period to the end of time period selected.

Rebooked Services(#)

The number of rebooked services scheduledon thegiven day,week, or month.

All Services(#)

The number of services scheduled on the given day, week, or month.

Rebooked Services(%)

The percentage of scheduledrebookedappointmentsout of the totalscheduledappointments on the given day, week, or month. It is calculated as(Rebooked Services#/Total Services#)*100.

Overview

The Employee Utilization (Operational) Report gives you a quick snapshot of how well an employee's time was utilized in a given time period.

This article covers the following sections:

When to Use This Report?

Navigation

Filter Criteria

Column Descriptions

When to Use This Report?

You can run this report to check the:

Utilization (%)of employee time over a given time period.

Hourly utilization of employees across a given time period.

Average utilization of all employees for hourly slots for each day of the week across a given time period.

Average utilization of all employees for each day of the week on monthly basis.

Average utilization of all employees for each month.

Navigation

Follow these steps to run the report:

Ensure that you are at theCenter for which you want to run the report.

On the main menu, click theReportstab.

On the Reports Dashboard, clickOperational>Utilization(from the filter).

From the list of reports, clickEmployee Utilization. The report opens in a new tab.

Make your selections in the filter criteria and clickRefresh.

Click Download Hourly Data to view hourly utilization of employees.

To export the report, click the Excel Utilization % or .CSVicons.

Filter Criteria

Criteria

Options

Description

Time Period

1 Month

2 Months

3 Months

6 Months

Custom

Based on your requirement, from the drop-down list, select 1, 2, 3, or 6 months. Custom datesYou can also choose Custom from the list and specify custom dates. Important: Using custom dates, if your time period falls partly in the future, Zenoti calculates utilization based on the employees:

Schedule (if employee is scheduled to work on the future dates in the time period you specify)

Service hours (where the employee is scheduled for appointments in the future).

Note: For custom dates, you can view data for a maximum date range of 6 months at a time. Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Download Hourly Data

__

Click to download Hourly Data.

Column Descriptions

Column

Descriptions

Employee Code

Displays the unique identifier for the employee. This column also appears in the downloaded Hourly Data sheet.

Name

Displays the employee name. This column also appears in the downloaded Hourly Data sheet.

Service Hours (#)

Displays the total service hours based on services the employee has delivered, as per the Appointment Book. For dates that fall in the future time, Zenoti considers the total hours for all appointments booked on each date in the time period. Zenoti also counts Recovery Time into Service Hours based on the Organization setting Consider service recovery time in employee utilization (Admin > Organization > Organizations > Settings tab > Employee section).

Paid Block Out Hours (#)

Displays the total block out hours that count towards utilization in the given time period. Note that each type of block out time has a default duration. For example, the default block out time for Lunch is 60 minutes. However, you can extend or reduce the block out time from the Appointment Book. Read:How to Create a Block Out Time for a TherapistThis report shows the actual block out time used by the employee from the Appointment Book, and not the standard time defined for the type of block out time. Tip: You can define Block Out Hours from the Organization level > Employee > Settings > Block Out Time Types.

Mandatory Break Hours (#)

Display the total Mandatory Break Hours in the given time period. Tip:You can define the Mandatory Break Hours from Center level > Employee > Employees > Employees > Name of the employee > General tab.

Total Scheduled Hours (#)ORTotal Clocked In Hours (#)

If you have configured the Center level setting Calculate payroll hours based onas:

Schedule and actual hours combination: Zenoti displays thiscolumn name as Total Schedule Hours (#)and displays the sum of the employees scheduled hours in the selected time period.

Actual check-in/check-out time: Zenoti displays the column name as Total Clocked In Hours (#)and displays the sum of theemployees clocked in hours based on their check-in and check-out times.

Utilization (%)

Zenoti calculates Utilization (%) as:(Service Hours# + Paid Block Out Hours# + Mandatory Break Hours#)/Total Scheduled or Clocked In Hours)*100 Where:

Service Hours# + Paid Block Out Hours# + Mandatory Break Hours# is the Numerator

Total Scheduled or Clocked In Hours is the Denominator

Example:Service Hours: 25Paid Block Out Hours: 20Mandatory Break Hours: 30Total Scheduled/Clocked In Hours: 170Employee Utilization (%): 44.11%

Hourly Data

The following columns appear in .CSV format when you click the Download Hourly Data option.

Year, Month, Day, Date

Displays the details of the time period you specify including the Year, Month, Day and Date.

Mandatory Break Hours (#)

Display the total Mandatory Break Hours in the given time period.

Time Slot

Displays the hourly slots for each day based on the Operating Hours of the Center for a given day. Example:If the Operating Hours are from 9am-8pm, then the Time Slots are 9am-10am,10am-11am.If the Operating Hours are 9:30am-8:30pm, then the Time Slots are 9.30am-10.30am, 10.30am-11.30am.

Job Code

Displays the Job Code of the employee.

Job

Displays the name of the Job of the employee.

Utilized Time

Displays the number of utilized hours for the employee in a given hourly time slot. It can be any decimal number from 0 to 1.See Utilization % - it is similar to thenumerator of the Utilization% of this report but for an hour slot.

Scheduled Hours

Displays the number of scheduled hours for an employee in a given hourly time slot. It can be any decimal number from 0 to 1. See - it issimilar to the denominator of the Utilization% of this report but for an hour slot. Note:You can use the service hours and scheduled hours together to give you figures for productivity as follows: Productivity = Service Hours/Scheduled Hours

Service Hours

Displays the total number of service hours for an employee in a given hourly time slot. Note:You can use the service hours and scheduled hours together to give you figures for productivity as follows:Productivity = Service Hours/Scheduled Hours

The gift card Redemptions report tracks all gift cards redeemed or purchased from your center. You can filter this report by card type (amount or service) and by purchased or redeemed data. For example, if you only want data on service gift cards that redeemed at your center, select Service and Redeemed at this Center from the drop-down filter.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the center for which you want to run the report.

On the main menu, click the Reports tab.

On the Reports Dashboard, navigate to Marketing.

Select Gift Cards from the filter.

Select the Redemptionsreport from the list.

The report opens in a new tab. To export the report, on the top right side of the report, click the Excel Gift Card Reports or .CSV icons.

Filter Criteria

Criteria

Options

Description

Center

Redeemed at this center

Select this option to view gift cards redeemed at your center (even if purchased at another center)

Purchased at this center

Select this option to view gift cards purchased at your center.Note: The guest could belong to another center, but, purchased the card from your center.

Gift Card Type

AllAmountService

Gift cards sold are of two types - Amount and Service.

Amount gift cards are sold for a specific denomination.

Service gift cards are sold for a specific service(s) as against a specific amount.

Learn more: What are Amount and Service Gift Cards? Select from the drop-down list, the gift card type. Select All, if you want to view both gift cards types (service and amount).

Date

1 Month2 Months3 Months6 MonthsCustom

From the drop-down list, select either 1, 2, 3, 6 months or custom. If you choose Custom from the list, then specify custom dates in the From and To fields. Note: For custom dates, you can view data for a maximum date range of 6 months at a time. Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Column Descriptions

Column

Description

Code

The gift card number. The card number is typically a code associated with the gift card. The front desk or guest can use this code to redeem a gift card, check the balance, or view other gift card details such as the gift card expiry date, price, and value on the card etc.

Invoice No

The invoice number generated while redeeming the gift card for an item. Click on the invoice number to view the associated gift card purchase invoice.

Receipt No

The receipt number of the redemption invoice.

Guest

The full name of the guest. Click the guest's name to open the guest's profile.

Occasion

The occasion for which the gift card is purchased. If the occasion was not selected at the time of purchase, this column remains blank.

Employee

If the gift card is purchased by an employee of the organization, the column displays Yes, else, it displays No.

Sale Date

The date (invoice date) the gift card was used to redeem an item.

Redemption Amount

The amount for which the gift card was used to redeem an item (excluding tax on the item, if any).

Example:A gift card is sold with price as $50 and value as $100. The guest redeems the card for a service priced at $20. The Redemption Amount column in this example displays $20.

Adjusted Amount

If price and value of the gift card are different, Zenoti calculates and displays the redemption amount according to the price of the card.Example:A gift card is sold with price as $50 and value as $100. The guest redeems the card for a service priced at $20. The Adjusted Amount column in this example displays $10 [gift card price (50)*service price (20)/gift card value (100)]

If the gift card price and value are same, the column displays the redemption amount (same as the Redemption Amount column above).

Read: What is Price and Value in a Gift Card?

Tip Amount

The amount paid toward tips at the time of redeeming the gift card.

Type

Displays the gift card type - Service or Amount gift card.

Amount gift cards are sold for a specific amount.

Service gift cards are sold for specific services as against a specific amount.

Read: What are Amount and Service Gift Cards?

Service(s) Part of Gift Card

If the gift card purchased is of Service type, the services associated to the gift card displays in this column.

Note: If the gift card is of Amount type, then this column is blank.

Center

The name of your center.

See Also:

The Product Revenue report provides a graphical and tabular representation of the revenue generated from selling products during a selected time period at your center. The report considers only closed invoices.This article includes the following sections:

Navigation Provides information on how to run the report

Filter Criteria Provides information on the various criteria available to filter the report data

Report Description Provides information on how to view the report in different formats and detailed information on the columns of the tabular format

Navigation

To run the Product Revenue report:

Ensure that you are at the center for which you want to run the report.

On the Main menu, click the Reports tab.

On the Reports Dashboard, select Finance > Revenue (from filter).

Click Product Revenue.The report opens in a new tab.

Select the appropriate time period and other filter criteria, and then click:

Refresh: To view the report in a graphical format

Data: To view the report in a tabular format

Filter Criteria

Criteria

Description

Product Name

Use this filter to view the revenue details of a particular product at your center. Select the product from the drop-down list.

To view the revenue details of all products at your center, leave this option to its default All.

Time Period

Use this filter to view the revenue details of products in a particular time period. Select 1, 2, 3, or 6 months.

You can alternatively choose Custom from the list and specify custom dates.

Note: For custom dates, you can view data for a maximum date range of 6 months at a time. For instance, to view data from January to August, first filter data from January to June, and then the data from July to August.

Tag/Product

Use this drop-down list to filter revenue details by one of the following:

Product tag Select Tag and enter a product tag in the field.Example:If you have categorized and tagged skin care products based on oily, dry, and normal skin types, enter normal to find products with that tag.

Product name or codeSelect Product and enter the name or code of the product in the field.

Category

Use this filter to view the revenue details of products belonging to a particular category.

Example: Hair Care

Subcategory

Use this filter to view the revenue details of products belonging to a particular subcategory of a category.Example: Hair Styling (which belongs to the Hair Care category)

Note: You can also filter the data based on vendors. This option may not be enabled by default; contact Support to enable it.

Report Description

The Product Revenue report provides data in two formats:

Graphical: A graphical illustration of the product revenue data based on the filter criteria that appears on the same page when you click Refresh. The vertical bar represents the revenue generated from products for the selected time period.

Tabular: A tabular representation of the product revenue data based on the filter criteria that appears in a new window when you click Data.To export the data, on the top-right corner of the table, click any of the export options.The following table describes the columns of the Product Revenue report.

Column

Description

Category

Category that the product belongs to.

Example: Hair Care

Subcategory

Subcategory that the product belongs to.

Example: Hair Styling (which belongs to the Hair Care category)

Code

A unique identifier assigned to the product.

Product

The name of the product. Example: Anti-wrinkle cream

Count

The number of the product sold.

Revenue

The revenue generated from the product sale.

The Guest Visits Summary report gives you asnapshot of the number of guests checking-in at each of the time slotsat your center over a specified time period to use your facilities.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Ensure that you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickMarketing > Guests(from the filter).

From the list of reports, clickGuest Visits Summary. The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Time Period

1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select either1, 2, 3, or6 months.You can alternatively chooseCustomfrom the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Column Descriptions

Column

Description

Date

The date of the guest sign-in.

Hour

The time slot when the visit was made. For example, 3pm-4pm.

Check-in Time

The actual time when the guest signed-in. The check-in can be self check-in or by the front desk staff.

The Guest Visits Details report gives details of all the guest check-ins over a specified time period. You can also use this report to analyze check-in details of a particular guest.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Ensure that you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickMarketing > Guests(from the filter).

From the list of reports, clickGuest Visits Details. The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Time Period

1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select either1, 2, 3, or6 months.You can alternatively chooseCustomfrom the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Column Descriptions

Column

Description

Guest Code

The unique identifier of the guest.

Guest Name

The name of the guest who visited the center.

Date

The date on which the guest visited the center.

Hour

The time slot when the visit was made. For example, 3pm-4pm.

Check-in Time

The actual time when the guest signed-in. The check-in can be self check-in or by the front desk staff.

This report lets you track month-to-date sales of your center fromall sale types.

Table of Contents

Important Notes

Common Use Cases

Navigation

Filter Criteria

Column Descriptions

Important Notes:

This report:

Includes invoices of all sale types

Includes only closed invoices and sold in the specified date range, as follows:

For services: Service date is considered as sale date

For products, memberships, packages, gift cards, and prepaid cards: Date when they are sold is considered as the sale date

Includes payments made bycash, credit, check, and custom payments

Doesn't include payments made using memberships, gift cards, prepaid cards because they areconsidered as sales when they were sold

Does not include tax

Common Use Cases

To track the sales recognized from sales types

Compare the sales values of different sale types

Navigation

Follow these steps to run the report:

Make sure you are at the center level for which you want to run the report.

On the Main menu, click the Reportstab.

On theReportsDashboard, click Daily Reports >Center Sales.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

Click Refreshto seethe report. To export the report, on the top right side of the report, click the Excel or .CSV icons .

Filter Criteria

Criteria

Options

Description

Month-to-Date

By default, the report is set to current month-to-date. To viewthe report for a different date (and month), click the calendar icon and select the requiredmonth and date.

Column Descriptions

Column

Description

Date

Lists dates from the first day of the month to the specified date.

Services

Sale amount shown in Services column is based on the services done on the day and not from services sale.

For products, memberships, packages, gift cards and pre-paid cards, sale amount is the amount billed on the day.

Products

Product sales on the day

Memberships

Membership sales on the day

Packages

Package sales on the day

Gift Cards

Gift card sales on the day

Prepaid Cards

Prepaid card sales for a day

Total

The total sales on the day

The Recurring Memberships Details, and Recurring Memberships Summary reports show the details of the numberrecurring memberships for which collections have been made successfully in a given time period.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

To view this report, perform the following steps:

Make sure you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickFinance > Collections(from the filter).

From the list of reports, click Collections - Recurring Memberships (Detail).The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ()

Filter Criteria

Criteria

Options

Description

Category

List ofall Membership Categories

SelectAll Categoriesto view collections of all memberships.

Time Period

Today,Last 7 days,Last 14 days,1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select eithertoday, last7or14 days,1, 2, 3, or6 months.You can alternatively chooseCustomfrom the list and specify custom dates.Note:For custom dates, you can view data for a maximum date range of 6 months at a time.Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Column Descriptions

Column

Description

Invoice No

The number of the invoice

Invoice Date

The date the invoice was generated

Membership code

The code associated with a membership

Guest Name

The name of the guest

Membership Name

The name of the membership

Due Date

The date on which the membership payment was due

Tried On

The date the collection of fee was tried

Attempts

The number of attempts made to collect the fee

Payment Collected

The amount collected

Remarks

Whether the attempt was successful or not

If your organization uses SMS messages to notify guests about any transactions or promotions, you can use the Text Usage report to view details of the following:

All the text messages (both transactional and promotional SMS messages) sent by your center in a certain time period.

Status of the SMS messages (if delivered or not).

Verify if the numbers that the SMS messages are being sent to and the numbers the guests are currently using are the same.

Note: For easy distinction, if the numbers are not the same, they are marked in red.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the center for which you want to run the report.

On the Main menu, click the Reportstab.

On the ReportsDashboard, click Operational> Text Usage (from filter).

Click TextUsage. The report opens in a new tab.

Click Refresh to see the report. To export the report, on the top right side of the report, click the Excel or .CSV icons.

Filter Criteria

Criteria

Options

Description

Notification

45 Notifications

Select any of the 45 listed notifications for which you wish to see the text usage by your center.Select All to see the text usage of all notifications. Note: These notifications are from the list of notifications templates that you can activate at the Organization level (Admin > ORGANIZATIONS > EMAIL/TEXTS tab)

Time Period

1 month, Custom

Based on your requirement, from the drop-down list, select either 1 month or Custom. Note: For custom dates, you can view data for a maximum date range of 6 months at a time.

Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Search Box

Guest Name, Mobile, Email, or Code

You can use this search box to search for a guest and see the text messages sent to the guest.

Column Descriptions

Column

Description

GUEST CODE

The code assigned to the guest.

GUEST NAME

The name of the guest.

TEMPLATE

The template used by the notification. The templates are configured at the Organization level in Admin > ORGANIZATIONS > EMAIL/TEXTS tab.

MESSAGE

The actual text message sent to the guest

STATUS

The status can be SENT, PENDING, or ERROR

REASON

The reason why the message is in pending or error state

SENT ON

The date and time when the message was sent

SENT TO

The number to which the message was sent Note: If the Sent To and the Guest Mobile numbers are not the same, this field is marked in red

GUEST MOBILE

The number that is currently registered in Zenoti for a particular guest. Note: If the Sent To and the Guest Mobile numbers are not the same, this field is marked in red.

If your organization uses emails to notify guests about any transactions or promotions, you can use the Email Usage report to view details of the following:

All the email messages (both transactional and promotional) sent by your center in a certain time period.

Status of the emails (if delivered or not).

Verify if the email addresses that the messages are being sent to and the email addresses that the guests are currently using are the same.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the center for which you want to run the report.

On the Main menu, click the Reportstab.

On the ReportsDashboard, click Operational> Text Usage (from the filter).

Click EmailUsage. The report opens in a new tab.

Click Refresh to see the report. To export the report, on the top right side of the report, click the Excel or .CSV icons.

Filter Criteria

Criteria

Options

Description

Notification

45 Notifications

Select any of the 45 listed notifications for which you wish to see the email usage by your center.Select All to see the email usage of all notifications. Note: These notifications are from the list of notifications templates that you can activate at the Organization level (Admin > ORGANIZATIONS > EMAIL/TEXTS tab)

Time Period

1 month, Custom

Based on your requirement, from the drop-down list, select either 1 month or Custom. Note: For custom dates, you can view data for a maximum date range of 6 months at a time.

Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Search Box

Guest Name, Mobile, Email, or Code

You can use this search box to search for a guest and see the email messages sent to the guest.

Column Descriptions

Column

Description

GUEST CODE

The code assigned to the guest.

GUEST NAME

The name of the guest.

TEMPLATE

The template used by the notification. The templates are configured at the Organization level in Admin > ORGANIZATIONS > EMAIL/TEXTS tab.

STATUS

The status can be one of the following:

Queued - meaning the message is being processed.

Delivered - meaning the message is delivered.

Undelivered meaning the message is undelivered due to timeout or invalid address.

Not Sent - meaning the message is still within Zenoti.

SENT ON

The date and time when the message was sent.

GUEST EMAIL

The email address that is currently registered in Zenoti for a particular guest.

SENT TO

The email address to which the message was sent

If your organization uses emails and SMS messages to notify guests about any transactions or promotions, you can use the Credit Usage report to view details of the following:

The text credits purchased or borrowed by a center

The text credits used by a center

The email credits purchased or borrowed by a center

The email credits used by a center

The text or email credits used by campaigns.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the center for which you want to run the report.

On the Main menu, click the Reportstab.

On the ReportsDashboard, click Operational> Text Usage (from the filter).

Click CreditUsage. The report opens in a new tab.

Click Refresh to see the report. To export the report, on the top right side of the report, click the Excel or .CSV icons.

Filter Criteria

Criteria

Options

Description

Type

All, Text, Email, and Always On

Based on your requirement, select the following:

All View the credits used by a center to send SMS messages, emails, and campaign messages.

Text - View the credits used by a center to send SMS messages.

Email - View the credits used by a center to send emails.

Always On - View the credits used by a center to send campaign messages either through SMS or emails.

Time Period

1 month, Custom

Based on your requirement, from the drop-down list, select either 1 month or Custom. Note: For custom dates, you can view data for a maximum date range of 6 months at a time.

Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Based on your selection, results are displayed. Following is an example of Credit Usage with the option set to All:

Column Descriptions

Column

Description

TRANSACTIONDATE

The date on which the credits were borrowed or purchased.

All the credit purchases are grouped by dates and categories (Text, Email, or Campaign) and can further be drilled down by clicking the arrow .

Note: There is one entry per category per transaction date.

For example, if the text and Emails credits were purchased on one day, you will find two entries, one for Text and one for Email. You can further drill-down these two separate entries.

TRANSACTION REMARK

Borrowed from: Indicated that credits were borrowed by the center from the Organization.

Purchased by: Indicates that credits were purchased by the center from Zenoti.

CREDITS DEPOSITED

Displays the number of credits that were either borrowed or purchased on that date.

CREDITS WITHDRAWN

Displays the number of credits that were used from the credits that were either borrowed or purchased.

CATEGORY

Displays the category as Text, Email, or Always on (for campaigns) for which the credits were used.

If you further drill-down an entry, you will see the credit usage grouped by templates (indicated by the MESSAGE TITLE column):

If you drill down further, you can see the granular details of the credits usage as follows:

In the example above,Alertshave been expanded for Email category. On expansion, all the columns listed in the Email Usage report is displayed.

Note: If the Text category is expanded, you will see all the columns listed in the SMS Usage report.

The Collections-Invoices reportprovides you details of all the collections from sales of all the items (services, products, memberships, packages, prepaid cards, and gift cards)made at your center during a specified time period. The collection details include the invoice number, amount collected from each of the payment types (cash, card, check, and custom) and redemption details ofmemberships, gift cards, prepaid cards, and loyalty points.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickFinance > Collections(from filter).

From the list of reports, click Collections byInvoices (General). The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Invoice Status

All Invoices,Open,Closed,

SelectAll Invoices to view collections of both open and closed invoices.To view collections of either open or closed invoices, select eitherOpenandClosed.

Custom Payments

All Custom Payments,List of Custom Payments

Select All Custom Payments to view all types of Custom Payments. To view collection details of a particular Custom Payment, select that payment from the list.

Time Period

Today, Last 7 days, Last 14 days, 1 Month, 2 Months, 3 Months, 6 Months, Custom

Based on your requirement, from the drop-down list, select either today, last 7 or 14 days, 1, 2, 3, or 6 months.You can alternatively choose Custom from the list and specify custom dates.Note:For custom dates, you can view data for a maximum date range of 6 months at a time.Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Guest Name, Mobile, Email, Code

Leave this field blank to view collections from all guests.To view collections from a specific guest, enter either the guest name, mobile number, email address, or the guest code.

Show tax components

Select this option to show the segregation of taxes. Note: This option is relevant to centers in Asia.

Show CC Types

Select this option if you wish to see the types of cards used (such as Mastercard, Visa) in the Collections section.

Show taxes based on collections

Select this option to display the tax portion of the collected amount.

Column Descriptions

Column

Description

Invoice No

The invoice number.Clicking the invoice number opens the invoice details.

Guest Code

Theunique identifier associated with the guest.

Guest Name

The name of the guest who made the purchase.Clicking the guest's name opens the guest's profile.

Receipt No

The receipt number generated when the invoice was closed. Note:If the invoice is open, no receipt number is generated.

Invoice Date

The date on which the invoice was created.

Payment Date

The date on which the payment was collected.

Service Total

The price paid for the purchased service.

Product Total

The price paid for the purchased product.

Membership Total

The price paid for the purchased membership.

Package Total

The price paid for the purchased package (series or custom).

Gift Card Total

The price paid for the gift card or prepaid card.

Total Sale

The invoice final amount.

Total Tax

The tax on the invoice.

Promotion

The promotion name (if the item was sold as part of a promotion). Note:If the front office gave a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.

Package Redemption

The name of the package redeemed for the item.

Discount

The total amount given as a discount on the invoice (manual discount or campaign).

Membership Redemption

The amount paid for the item using membership credits.

Loyalty Points Redemption

The amount paid for the item using loyalty points.

Gift Card Redemption

The amount paid for theitemusing a gift card.

Cashback

The amount paid for the item using a cashback coupon.

Total Deductions

The total amount offered as discount or redemptions on the invoice.

To-be Paid

The total amount to be collected from the guest.

Rounding Adjustments

The amount (in decimals) that is rounded off to help a guestpay the exact amount.

Shipping Charge

The charge levied for shipping a product to the guest. This is applicable for retail purchases made online.

Cash

The amount paid for the item using cash.

Card

The amount paid for the item using a card.Note: If you have selected show CC types in the filter criteria, you will additionally see each of the credit card type columns (example, Amex, Mastercard, Visa, etc.) and the amount collected against each of them.

Check

The amount paid for the item by means of a check.

Membership

The amount (in equivalent membership credits) deducted from the price paid for the item (before adding any applicable taxes and discounts).

Gift Card

The amount from the gift carddeducted from the price paid for the item (before adding any applicable taxes and discounts).

Loyalty Points

The amount (in equivalent loyalty points) deducted from the price paid for the item (before adding any applicable taxes and discounts).

Custom

The amount paid for the item using custom payment.

Custom Payment Commission

The calculated commission amount to be paid the custom payment provider.

Total Paid

The total amount collected via cash, card, check, and custom payments.

Due

If partial payment or no payment is made, this field reflects the amount that you must collect from the guest.

Comments

Helpful suggestions or comments about the guest or transaction added by the front office.

Tips

The amount paid by guests as tips.

SSG

The amount paid by guests as Suggested Staff Gratuity (SSG).

Center

The center in which the collection was made.

Referral Source

The referral source selected by the front office during the guest profile creation. For example, Advertisement.

Referred By

The name of the referrer. This is available only if the Referral Source is Guest.

Referrer Code

The unique identifier associated with the referring guest.

The Sales - Invoices reportprovides you details of all the sales (services, products, memberships, packages, prepaid cards, and gift cards)made at your center during a specified time period. The sale details include the invoice, guest, referral, and payment details

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickFinance > Sales (from filter).

From the list of reports, clickInvoices (General). The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Time Period

Today,Last 7 days,Last 14 days,1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select either today, last 7 or 14 days, 1, 2, 3, or 6 months.You can alternatively choose Custom from the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Invoice Status

All,Open,Closed,Open and Closed, No Show, Cancelled, Deleted

Select All to view sales of items with any invoice status.To view sales of invoice with a particular invoice status, select that status from the list.

Sold By

List of all Therapists

SelectSold by - Allto view service sales details of services performed by all therapists.To view service sales ofservices performed by a particular therapist, select that therapist from the list.

Closed By

List of all Employees

Select Closed by - Allto view sales details of invoices closed by all employees.To view sales details of invoices closed by a particular employee, select that employee.

Column Descriptions

Column

Description

Date

The date on which the invoice was created. Note: This date can be different than the Sale date.

Invoice No

The invoice number.Clicking the invoice number opens the invoice details.

Receipt No

The receipt number generated when the invoice was closed. Note: If the invoice is open, no receipt number is generated.

Sale Date

The date on which the sale is reported variesas follows:

Services: Sale is reported for the datethe actual service took place and not the date on which the service was booked or the invoice was closed.

All other items:The sale of all other items (products, memberships, packages, gift cards, and prepaid card) is reflected on the datethe item is sold.

Guest Code

The unique identifier associated with the guest.

Guest Name

The name of the guest who made the purchase.

First Visit

Displays Yes or No to indicate if this is the guest's first visit to your center.

Member

DisplaysYesorNoto indicate if the guest has an active membership.

Service Total

The Net Price of the purchased service.

Product Total

The Net Price of the purchased product.

Membership Total

The Net Price of the purchased membership.

Prepaid Card Total

The Net Price at which the Gift card or Prepaid card was sold.

Package Total

The Net Price of the purchased package (series and custom).

Net Price

The price of the item before tax and after discount and redemptions.The value here is List Price - (Discount + Loyalty Points Redemption + MembershipRedemption+ Prepaid CardRedemption+ Gift Card Redemption +CashbackRedemption).

Total Tax

The tax on theNet Price.

Rounding Adjustment

The amount (in decimals) that is rounded off to help a guestpay the exact amount.

Shipping Charge

The charge levied for shipping a product to the guest. This is applicable for retail purchases made online.

Promotion

The promotion name (if the item was sold as part of a promotion). Note:If the front office gave a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion or campaign name.

Package Redemption

The name of the redeemedpackage.

Total Discount

The total amount given as a discount on the invoice (manual discount or campaign).

Membership Redemption

The amount paid for the item using membership credit value.

Loyalty Points Redemption

The amount paid for the item using loyalty points.

Prepaid Card Redemption

The amount paid for theitemusing a prepaid card.

Cashback

The amount paid for the item using a cashback coupon.

Cash

The amount paid for the item using cash.

Card

The amount paid for the item using a card.

Check

The amount paid for the item by means ofa check.

Membership

The amount (in equivalent membership credits) deducted from the list price of the item (before adding any applicable taxes and discounts).

Prepaid Card

The amount from the prepaid card or gift card deducted from the final price of the item.

Custom

The amount paid for the item using custom payment.

Due

If partial payment or no payment is made, this field reflects the amount that you must collect from the guest.

Status

Shows the status of the invoice asOpen, Closed, No Show, Cancelled, or Deleted.

Closed By

The name of the employee who closed the invoice.

Closed On

The date on which the invoice was closed.

Appointment Source

Displays Zenoti if the guest walked-in to purchase the item.Else displays Web or Mobile if the guest made the purchase from the Webstore or Customer Mobile Application (CMA) respectively.

Comments

Helpful suggestions or comments about the guest or transaction added by the front office.

Tips

The amount paid by guests as tips.

Referral Source

The referral source selected by the front office during the guest profile creation. For example, Advertisement.

Referred By

The name of the referrer. This is available only if the Referral Source is Guest.

Referrer Code

The guest code of the referrer.

The Sales - Gift Card reportprovides you details of all the gift cards sold at your center including the sale amount realized, the guest who purchased the gift card, the employee who sold it, and the payment details.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickFinance > Sales (from the filter).

From the list of reports, clickSales - Gift Cards. The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Time Period

Today,Last 7 days,Last 14 days,1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select eithertoday, last7or14 days,1, 2, 3, or6 months.You can alternatively chooseCustomfrom the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Invoice Status

All,Open,Closed

SelectAll to view sales of both open and closed invoices.To view sales of either open or closed invoices, make the appropriate selection as eitherOpenandClosed.

Sold By

List of all Employees

SelectSold by - Allto view gift card sales of all employees.To view gift cardsales of a particular employee, select that employee from the list.

Occasion

List of occasions

All the occasions that are set up at the organization level are displayed (Admin > Setup > Gift Card Occasions).Select All to view gift card sales of all occasions. To view gift card sales of a particular occasion, select that occasion.

Column Descriptions

Column

Description

Invoice

The invoice number.Clicking the invoice number opens the invoice details.

Receipt No

The receipt numbergenerated when the invoice was closed. Note: If the invoice is open, no receipt number is generated.

Sold On

The date on which the gift card was sold.

Guest

The name of the guest who purchased the gift card.

Guest Center

The primary center of the guest(the center at which the guest's profile was first created).

Employee Code

The unique identifier of the employee who sold the gift card.

Sold By

The employee who sold the gift card.

Prepaid Card #

The unique identifier associated with the gift card.The front office or guest can use this number to redeem a gift card, check the balance, or view other gift card details (example, gift card expiry date)

Occasion

The occasion for which the gift card was purchased is displayed.

Recipient

The name of the person for whom the gift card was purchased.

Template

The template associated with the gift card is displayed.The templates are defined at the organization level (Admin > Setup > Gift Card Templates).

Promotion

The promotion name (if the gift card was sold as part of a promotion). Note: If the front office gives a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.

Price

The listprice of the gift card.

Discount

The discount amount given manually or due to a promotion or campaign.

Tax

The tax levied on the gift card Price.

Prepaid Card Redemption

The amount paid for the gift card using prepaid card.

Price Paid

The amount paid by the guest for thegift card. Adding thePriceandTaxgives this value.

Sale Value

The sale amount collected through Cash, Card, Check, and Custom Payments.The sale amount isinclusive of discounts and excluding tax. Note: If payment is made through redemptions, then the sale value for that gift card is zero.

Card Value

The amount available on the gift card when it was first purchased.

Payment Type

Displays the Payment type as Cash, Card (Visa, Mastercard), etc.

Created By

The name of the employee who created the invoice.

Status

Shows the status of the invoice as Open or Closed.

Closed On

The date on which the invoice was closed.

Guest Code

The unique identifier associated with the guest name.

First Visit

Displays Yes or No to indicate if this is the guest's first visit to the center.

Member

Displays Yes or No to indicate if the guest has an active membership or not.

Gift Card

DisplaysYesto indicate that the issued card is a Gift Card. Noindicates that the issued card is a prepaid card.

Closed By

The name of the employee who closed the invoice.

Refund Amount

The amount returned to the guest when the gift card is refunded.

Source

DisplaysZenotiif the guest purchased the gift card by visiting the center.Else displaysWeborMobileif the guest purchased the gift card from the Webstore or Customer Mobile Application (CMA) respectively.

The Sales - Pre-paid Card reportprovides you details of all the prepaid cards sold at your center including the sale amount realized, the guest who purchased the prepaid card, the employee who sold it, and the payment details.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickFinance > Sales (from filter).

From the list of reports, clickSales - Pre-paid Cards. The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Time Period

Today,Last 7 days,Last 14 days,1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select eithertoday, last7or14 days,1, 2, 3, or6 months.You can alternatively chooseCustomfrom the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Invoice Status

All,Open,Closed

SelectAll to view sales of both open and closed invoices.To view sales of either open or closed invoices, make the appropriate selection as eitherOpenandClosed.

Sold By

List of all Employees

SelectSold by - Allto view prepaid card sales of all employees.To view prepaid cardsales of a particular employee, select that employee from the list.

Column Descriptions

Column

Description

Invoice

The invoice number.Clicking the invoice number opens the invoice details.

Receipt No

The receipt numbergenerated when the invoice was closed. Note: If the invoice is open, no receipt number is generated.

Sold On

The date on which the prepaid card was sold.

Guest

The name of the guest who purchased the prepaid card.

Guest Center

The primary center of the guest(the center at which the guest's profile was first created).

Employee Code

The unique identifier of the employee who sold the prepaid card.

Sold By

The employee who sold the prepaid card.

Prepaid Card #

The unique identifier associated with the prepaid card.The front office or guest can use this number to redeem a prepaid card, check the balance, or view other prepaid card details (example, prepaid card expiry date)

Promotion

The promotion name (if the prepaid card was sold as part of a promotion). Note: If the front office gives a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.

Price

The listprice of the prepaid card.

Discount

The discount amount given manually or due to a promotion or campaign.

Tax

The tax levied on the prepaid card Price.

Prepaid Card Redemption

The amount paid for the prepaid card using a prepaid card.

Price Paid

The amount paid by the guest for the prepaid card. Adding the Price and Tax gives this value.

Sale Value

The sale amount collected through Cash, Card, Check, and Financial Custom Payments.The sale amount is inclusive of discounts and excluding tax. Note: If payment is made through redemptions, then the sale value for that prepaid card is zero.

Card Value

The amount available on the prepaid card when it was first purchased.

Payment Type

Displays the Payment type as Cash, Card (Visa, Mastercard), etc.

Created By

The name of the employee who created the invoice.

Status

Shows the status of the invoice as Open or Closed.

Closed On

The date on which the invoice was closed.

Guest Code

The unique identifier associated with the guest name.

First Visit

Displays Yes or No to indicate if this is the guest's first visit to the center.

Member

Displays Yes or No to indicate if the guest has an active membership or not.

Gift Card

Displays Yes to indicate that the issued card is a Gift Card. No indicates that the issued card is a prepaid card.

Closed By

The name of the employee who closed the invoice.

Refund Amount

The amount returned to the guest when the prepaid card is refunded.

Source

DisplaysZenotiif the guest purchased the prepaid card by visiting the center.Else displaysWeborMobileif the guest purchased the prepaid card from the Webstore or Customer Mobile Application (CMA) respectively.

The Sales - Day/Promo Package reportprovides you details of all the day or promotional packages sold at your center including the sale amount realized, the guest who purchased the package, and the payment details.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickFinance > Sales (from the filter).

From the list of reports, clickSales - Day/Promo Package. The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Business Unit

List of Business Units

SelectAllto view sales of all packages across all Business Units.To viewsales related to a particular Business Unit, select that Business Unit.

Time Period

Today,Last 7 days,Last 14 days,1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select eithertoday, last7or14 days,1, 2, 3, or6 months.You can alternatively chooseCustomfrom the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Invoice Status

All,Open,Closed

SelectAll to view sales of both open and closed invoices.To view sales of either open or closed invoices, make the appropriate selection as eitherOpenandClosed.

Package Name, Tag

To view the sales of a particular day/promo package, enter the package name or tag in the field.To view the sales of all the day/promo packages at your center, leave this field blank.

Column Descriptions

Column

Description

Invoice

The invoice number.Clicking the invoice number opens the invoice details.

Package Name

The name of the package. For example, Skin Rejuvenation.Clicking the package name opens the package details.

Receipt No

The receipt numbergenerated when the invoice was closed. Note: If the invoice is open, no receipt number is generated.

Sold On

The date on which the package was sold.

Serviced On

The day on which the package was redeemed.

Guest

The name of the guest who purchased the package.

Guest Center

The primary center of the guest(the center at which the guest's profile was first created).

Promotion

The promotion name (if the package was sold as part of a promotion). Note: If the front office gives a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.

Price

The listprice of the package.

Discount

The discount amount given manually or due to a promotion or campaign.

Loyalty Points Redemption

The amount paid for the package using loyalty points.

Prepaid Card Redemption

The amount paid for the package using the prepaid card.

Redemption

The amount paid for the package using membership credits.

Net Price

The price of the package before tax and after discount and redemptions.The value here is Price - (Discount + Loyalty Points Redemption + Prepaid Card Redemption + Gift Card Redemption + Cashback Redemption).

Tax

The tax on the Net Price.

Price Paid

The amount paid by the guest for the package. Adding the Net Price and Tax gives this value.

Sale Value

The sale amount collected through Cash, Card, Check, and Financial Custom Payments.The sale amount is inclusive of discounts and excluding tax. Note: If payment is made through redemptions, then the sale value for that package is zero.

Payment Type

Displays the Payment type as Cash, Card (Visa, Mastercard), etc.

Created By

The name of the employee who created the invoice.

Existing Member

Displays Yes or No to indicate if a guest has purchased a membership for the first time and also purchased a package. No indicates that the guest has purchased a membership for the first time and also purchased a package. Note: If the Member column also displays No, it means that the guest does not have a membership but purchased a package. Yes indicates that the package was purchased by a guest who had purchased a membership previously.

Status

Shows the status of the invoice as Open or Closed.

Closed On

The date on which the invoice was closed.

Guest Code

The unique identifier associated with the guest name.

First Visit

Displays Yes or No to indicate if this is the guest's first visit to the center.

Member

Displays Yes or No to indicate if the guest has an active membership or not.

Closed By

The name of the employee who closed the invoice.

Business Unit

The Business Unit the service belongs to.

The Sales - Package reportprovides you details of all the packages sold at your center including the sale amount realized, the guest who purchased the package, employee who sold it, and the payment details.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickFinance > Sales (from the filter).

From the list of reports, clickSales - Package. The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Business Unit

List of Business Units

SelectAllto view sales of all packages across all Business Units.To viewsales related to a particular Business Unit, select that Business Unit.

Time Period

Today,Last 7 days,Last 14 days,1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select eithertoday, last7or14 days,1, 2, 3, or6 months.You can alternatively chooseCustomfrom the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Invoice Status

All,Open,Closed

SelectAll to view sales of both open and closed invoices.To view sales of either open or closed invoices, make the appropriate selection as eitherOpenandClosed.

Sold By

List of all Employees

SelectSold by - Allto view package sales of all employees.To view package sales of a particular employee, select that employee from the list.

Package Name, Tag

To view the sales of a particular package, enter the package name or tag in the field.To view the sales of all the packages at your center, leave this field blank.

Column Descriptions

Column

Description

Invoice

The invoice number.Clicking the invoice number opens the invoice details.

Package Name

The name of the package. For example, Skin Rejuvenation.Clicking the package name opens the package details.

Category

The category the package belongs to. For example, Skin Care.

Receipt No

The receipt numbergenerated when the invoice was closed. Note: If the invoice is open, no receipt number is generated.

Sold On

The date on which the package was sold.

Guest

The name of the guest who purchased the package.

Guest Center

The primary center of the guest(the center at which the guest's profile was first created).

Employee Code

The unique identifier of the employee who sold the package.

Sold By

The employee who sold the package.

Promotion

The promotion name (if the package was sold as part of a promotion). Note: If the front office gives a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.

Price

The listprice of the package.

Discount

The discount amount given manually or due to a promotion or campaign.

Prepaid Card Redemption

The amount paid for the package using the prepaid card.

Net Price

The price of the package before tax and after discount and redemptions.The value here is Price - (Discount + Loyalty Points Redemption + Prepaid Card Redemption + Gift Card Redemption + Cashback Redemption).

Tax

The tax on the Net Price.

Price Paid

The amount paid by the guest for the package. Adding the Net Price and Tax gives this value.

Sale Value

The sale amount collected through Cash, Card, Check, and Financial Custom Payments.The sale amount is inclusive of discounts and excluding tax. Note: If payment is made through redemptions, then the sale value for that package is zero.

Payment Type

Displays the Payment type as Cash, Card (Visa, Mastercard), etc.

Created By

The name of the employee who created the invoice.

Status

Shows the status of the invoice as Open or Closed.

Closed On

The date on which the invoice was closed.

Guest Code

The unique identifier associated with the guest name.

First Visit

Displays Yes or No to indicate if this is the guest's first visit to thecenter.

Member

Displays Yes or No to indicate if the guest has an active membership or not.

Type

Indicates if the package is Series orCustom.

Closed By

The name of the employee who closed the invoice.

Refund Amount

The amount returned to the guest when the package is refunded.

Business Unit

The Business Unit the service belongs to.

The Sales - Membership reportprovides you details of all the memberships sold at your center including the sale amount realized, the guest who purchased the membership, employee who sold it, and the payment details.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickFinance > Sales (from the filter).

From the list of reports, clickSales - Membership. The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Business Unit

List of Business Units

SelectAllto view sales of all memberships across all Business Units.To viewsales related to a particular Business Unit, select that Business Unit.

Time Period

Today,Last 7 days,Last 14 days,1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select eithertoday, last7or14 days,1, 2, 3, or6 months.You can alternatively chooseCustomfrom the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Invoice Status

All,Open,Closed

SelectAll to view sales of both open and closed invoices.To view sales of either open or closed invoices, make the appropriate selection as eitherOpenandClosed.

Sold By

List of all Employees

SelectSold by - Allto view membership sales of all employees.To view membership sales of a particular employee, select that employee from the list.

Sale Type

Recurring, New, Freeze Fee

Based on your requirement, select the following:

Recurring: Displays sales of Memberships for which periodic fees is collected.

New: Displayssales of all memberships sold in the specified time period.

Freeze Fee: Displays sales of membership for which freeze fee is collected.

Leave this field blank to view sale details of all membership types.

Membership Name, Tag

To view the sales of a particular membership, enter the membership name or tag in the field. Leave this field blank to view the sales of all the memberships at your center.

Column Descriptions

Column

Description

Invoice

The invoice number.Clicking the invoice number opens the invoice details.

Membership Name

The name of the membership. For example, Luxury Massages.Clicking the membership name opens the membership details.

Category

The category the membership belongs to. For example, Massages.

Receipt No

The receipt numbergenerated when the invoice was closed. Note: If the invoice is open, no receipt number is generated.

Sold On

The date on which the membership was sold.

Guest

The name of the guest who purchased the membership.

Guest Center

The primary center of the guest(the center at which the guest's profile was first created).

Employee Code

The unique identifier of the employee who sold the membership.

Sold By

The employee who sold the membership.

Membership Code

The unique identifier assigned to the membership.

Promotion

The promotion name (if the membership was sold as part of a promotion). Note: If the front office gives a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.

Price

The listprice of the membership.

Discount

The discount amount given manually or due to a promotion or campaign.

Prepaid Card Redemption

The amount paid for the membership using prepaid card.

Net Price

The price of the membership before tax and after discount and redemptions.The value here is Price - (Discount + Gift Card Redemption + Cashback Redemption).

Tax

The tax on the Net Price.

Price Paid

The amount paid by the guest for the membership. Adding the Net Price and Tax gives this value.

Sale Value

The sale amount collected through Cash, Card, Check, and Financial Custom Payments.The sale amount is inclusive of discounts and excluding tax. Note: If payment is made through redemptions, then the sale value for that membership is zero.

Payment Type

Displays the Payment type as Cash, Card (Visa, Mastercard), etc.

Created By

The name of the employee who created the invoice.

Existing Member

DisplaysYesorNoto indicate if the guest is purchasing the membership for the first time. No indicates that the guest is not an existing member and has purchased the membership for the first time.Yes indicates that the guest had purchased a membership before.

Status

Shows the status of the invoice as Open or Closed.

Closed On

The date on which the invoice was closed.

Guest Code

The unique identifier associated with the guest name.

First Visit

Displays Yes or No to indicate if this is the guest's first visit to the center.

Member

Displays Yes or No to indicate if the guest has an active membership or not.

Closed By

The name of the employee who closed the invoice.

Refund Amount

The amount refunded when the membership is canceled.

Business Unit

The Business Unit the service belongs to.

Sale Type

Indicates if the Membership is one of the following:

Recurring: Membershipfor which periodic fees is collected.

New: A newly purchased membership.

Freeze Fee: Membership for which freeze fee is collected.

The Sales - Product reportprovides you details of all the products sold at your center including the sale amount realized, the guest who purchased the product, employee who sold it, and the payment details.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickFinance > Sales (from the filter).

From the list of reports, clickSales - Product (General). The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Business Unit

List of Business Units

SelectAllto view sales of all products across all Business Units.To viewsales related to a particular Business Unit, select that Business Unit.

Time Period

Today,Last 7 days,Last 14 days,1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select eithertoday, last7or14 days,1, 2, 3, or6 months.You can alternatively chooseCustomfrom the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Invoice Status

All,Open,Closed

SelectAll to view sales of both open and closed invoices.To view sales of either open or closed invoices, make the appropriate selection as eitherOpenandClosed.

Sold By

List of all Employees

SelectSold by - Allto view product sales of all employees.To view product sales of a particular employee, select that employee from the list.

Product Name, Tag

To view the sales of a particular product, enter the product name or tag in the field.To view the sales of all the products at your center, leave this field blank.

Column Descriptions

Column

Description

Invoice

The invoice number.Clicking the invoice number opens the invoice details.

Product Name

The name of the product. For example, Anti-wrinkle cream.Clicking the product name opens the product details.

Product Code

A unique identifier assigned to the product.

Receipt No

The receipt number generated when the invoice was closed. Note: If the invoice is open, no receipt number is generated.

Category

The category the product belongs to. For example, Hair Care.

Sub Category

The subcategory the product belongs to. For example, Hair Styling.

Sold On

The date on which the product was sold.

Guest

The name of the guest who purchased the product.

Guest Center

The primary center of the guest(the center at which the guest's profile was first created).

Employee Code

The unique identifierof the employee who sold the product.

Sold By

The employee who sold the product.

Quantity

The number of products sold as part of the invoice.

Promotion

The promotion name (if the product was sold as part of a promotion). Note: If the front office gave a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.

Price

The listprice of the product.

Discount

The discount amount given manually or due to membership or campaign.

Membership Redemption

The amount paid for the product using membership credits.

Prepaid Card Redemption

The amount paid for the product using a prepaid card.

CashbackRedemption

The amount paid for the product using a cash back coupon.

Net Price

The price of the product before tax and after discount and redemptions.The value here is Price - (Discount + Loyalty Points Redemption + Membership Redemption + Prepaid Card Redemption + Gift Card Redemption + Cashback Redemption).

Tax

The tax on the Net Price.

Shipping Charge

The charge levied for shipping the product to the guest.

Package Redemption

The value of the package benefits redeemed for purchasing the product.

Price Paid

The amount paid by the guest for the product. Adding the Net Price and Tax gives this value.

Sale Value

The sale amount collected through Cash, Card, Check, and Financial Custom Payments.The sale amount is inclusive of discounts and excluding tax. Note: If payment is made through redemptions, then the sale value for that product is zero.

Payment Type

Displays the Payment type as Cash, Card (Visa, Mastercard), etc.

Created By

The name of the employee who created the invoice.

Status

Shows the status of the invoice as Open or Closed.

Closed On

The date on which the invoice was closed.

Guest Code

The unique identifier associated with the guest name.

First Visit

Displays Yes or No to indicate if this is the guest's first visit to the center.

Member

Displays Yes or No to indicate if the guest has an active membership or not.

Closed By

The name of the employee who closed the invoice.

Business Unit

The Business Unit the service belongs to.

The Sales - Service reportprovides you details of all the services performed at your center including the sale amount realized, the guest who availed the service, the therapist who performed the service, and payment details.

Table of Contents

Navigation

Filter Criteria

Column Descriptions

Navigation

Follow these steps to run the report:

Make sure you have selected the centerfor which you want to run the report.

On the Main menu, click theReportstab.

On theReportsDashboard, clickFinance > Sales (from the filter).

From the list of reports, clickSales - Service. The report opens in a new tab.

Make your selections in the Filter Criteria and clickRefresh.The report opens.

To export the report, on the top right side of the report, click the Excel () or .CSV icons ().

Filter Criteria

Criteria

Options

Description

Business Unit

List of Business Units

SelectAllto view sales of all services across all Business Units.To view sales related to a particular Business Unit, select that Business Unit.

Time Period

Today,Last 7 days,Last 14 days,1 Month,2 Months,3 Months,6 Months,Custom

Based on your requirement, from the drop-down list, select either today, last 7 or 14 days, 1, 2, 3, or 6 months.You can alternatively choose Custom from the list and specify custom dates. Note:For custom dates, you can view data for a maximum date range of 6 months at a time. Example:If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Invoice Status

All,Open,Closed

Select All to view sales of both open and closed invoices.To view sales of either open or closed invoices, make the appropriate selection as either Open and Closed.

Sold By

List of all Therapists

Select Sold by - All to view service sales details of services performed by all therapists.To view service sales of services performed by a particular therapist, select that therapist from the list.

Service Name, Tag

To view the sales of a particular service, enter the service name or tag in the field.To view the sales of all the services at your center, leave this field blank.

Column Descriptions

Column

Description

Invoice

The invoice number.Clicking the invoice number opens the invoice details.

Service Name

The name of the service. For example, Deep tissue massage.Clicking the service name opens the service details.

Receipt No

The receipt number generated when the invoice was closed. Note: If the invoice is open, no receipt number is generated.

Category

The category the service belongs to. For example, Massage.

Sub Category

The subcategory the service belongs to. For example, Full Body.

Sold On

The date on which the appointment for the service was created.

Serviced On

The date on which the guest availed the service.

Guest

The name of the guest who purchased the service.

Guest Center

The primary center of the guest(the center at which the guest's profile was first created).

Employee Code

The unique identifier of the therapist who performed the service.

Sold By

The therapist who performed the service.

Quantity

The number of services performed as part of the invoice.

Room

The room in which the service was performed.

Room Category

The category of room in which the service was performed. For example, Luxury.

Promotion

The promotion name (if the service was performed as part of a promotion). Note: If the front office gave a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.

Price

The listprice of the service.

Adjusted Price

The price after factoring in redemptions (membership credits ).

Discount

The discount amount given manually or due to membership or campaign.

Loyalty Points Redemption

The amount paid for the service using loyalty points.

Membership Redemption

The amount paid for the service using membership credits.

Membership Service Redemption

The value of the membership service credits redeemed for the service.

Prepaid Card Redemption

The amount paid for service using prepaid card.

CashbackRedemption

The amount paid for the service using a cash back coupon.

Net Price

The price of the service before tax and after discount and redemptions.The value here is Price - (Discount + Loyalty Points Redemption + MembershipRedemption+ Prepaid CardRedemption+ Gift Card Redemption + Cashback Redemption).

Tax

The tax on the Net Price.

Price Paid

The amount paid by the guest for the service. Adding the Net Price and Tax gives this value.

Sale Value

The sale amount collected through Cash, Card, Check, and Financial Custom Payments.The sale amount is inclusive of discounts and excluding tax. Note: If payment is made through redemptions, then the sale value for that service is zero.

Package Redemption

The value of the package benefits redeemed for the service.

Payment Type

Displays the Payment type as Cash, Card (Visa, Mastercard), etc.

Created By

The name of the employee who created the appointment.

Status

Shows the status of the invoice as Open or Closed.

Closed On

The date on which the invoice was closed.

Appointment Source

Displays Zenoti if the guest walked-in or called for an appointment.Else displays Web or Mobile if the guest booked from the Webstore or Customer Mobile Application (CMA) respectively.

Guest Code

The unique identifier associated with the guest name.

First Visit

Displays Yes or No to indicate if this is the guest's first visit to the center.

Member

Displays Yes or No to indicate if the guest has an active membership or not.

Closed By

The name of the employee who closed the invoice.

Business Unit

The Business Unit the service belongs to.

Requested

Displays Yes if the guest requested for a specific therapist. Else displays No.

The Center Target Details report enables you to track the month-to-date performance of each business unit in your center against their monthly sales or collection targets across all sale types, including services, memberships, classes, prepaid cards, and packages.

Table of Contents

Important Notes

Common Use Cases

Navigation

Filter Criteria

Column Descriptions

Important Notes

This report:

Shows either sales or collection targets based on the organization flag to display sales or collections dashboards

Includes both open and closed invoices

Shows only those sale types that are enabled forthecenter

Common Use Cases

Compare the performance of different business units in your center

Identify the business units that are performing above or belowaverages

Identify the sale types that are doing well

Rework targets based on actualperformance

Navigation

Follow thesesteps to navigate to the report:

Make sure you are at the center level for which you want to run the report.

On the Main menu, click the Reportstab.

On theReports Dashboard, click Daily Reports > Center Targets - Detail (For the Month).

Make your selections in the Filter Criteria and click Refresh.The report opens.

To export the report, on the top right side of the report, click the Excelor .CSV icons .

Filter Criteria

Criteria

Options

Description

Month-to-Date

By default, the report is set to current month-to-date. To viewthe report for a different date (and month), click the calendar icon and select the required date.

Column Descriptions

Column

Description

Possible Values

Category

The name of thecenter.

Sale Type

The sale types that are enabled for the center.

Services

Classes

Products

Memberships

Packages

Gift Cards

Prepaid Cards

Total Sales

Service Revenue

Actual

Theactual month-to-date sales or collections against thesale type

Target

The month-to-datesales or commission targets for the sale type

% TargetAchieved

The percentage value of the target achieved

Month Projection

The projected sales or collections for the month based on the current performance

Month Target

Themonthly target for thesale type