CRM and Sales tools
Zenoti by Maxmel Tech
43 min
zenoti is a cloud based software for spas, salons, and wellness centers, enabling appointment scheduling, billing, marketing, and staff management integrating zenoti with make com lets users automate bookings, customer notifications, and payment processing across their business tools this is ai generated content based on official zenoti documentation the content may still contain errors—please verify important information if you have questions, contact https //www zenoti com/contact us directly how to get support on zenoti zenoti is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=zenoti\&app slug=zenoti community\&app unique id=zenoti rq8ae6 requirements to use the zenoti app in make, you must have an active zenoti account with appropriate role permissions and a generated api key, https //zenoti com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/zenoti community/ click the install button follow the on screen instructions to complete the setup connect zenoti and {{product name}} to get started, you must first create a connection between zenoti and {{product name}} , allowing the two services to communicate you can connect using the following method api key,bearer token api key instructions you need to generate your api key from the organization level in zenoti login to your zenoti platform using your credentials navigate to the admin section go to setup and select apps generate a new api key copy the generated api key bearer token instructions you need to generate an access token using your login credentials login to your platform using your credentials navigate to the section where you can generate an access token use your login credentials to generate an access token note the generated access token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=zenoti\&app slug=zenoti community\&app unique id=zenoti rq8ae6 create the connection in {{product name}} https //www make com/en/register , add the zenoti module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your zenoti account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page zenoti modules after connecting to the zenoti app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add invoice product adds a specific product to an existing invoice, including its details such as quantity and price add to queue adds an individual guest or multiple guests to the waiting queue, helping you manage and organize your guest list efficiently cancel a membership this module allows you to remove or cancel a guest's membership, effectively revoking their access or participation check in an appointment updates the status of a specific appointment to indicate that the client has arrived and is now checked in check in an employee registers an employee’s arrival by checking them in within the system, updating their attendance status check out an employee this module checks an employee out of the system, recording the end of their work shift or period close an invoice closes an invoice, marking it as finalized and preventing any further changes or payments confirm a service booking confirms and finalizes a specific service booking, ensuring that the appointment is officially scheduled and acknowledged create a blockout time schedules a specific period during which an employee is marked as unavailable, effectively blocking out that time on their calendar create a guest adds a new guest to your system by collecting and storing their details create a guest form creates a guest form that allows you to gather detailed information from your visitors, making it easy to collect and organize their details create a guest note adds a new note to a specific guest’s profile, allowing you to record important details or comments about that guest create a recurring blockout creates a recurring room blockout period, allowing you to reserve specific times when a room is unavailable for bookings on a regular schedule create a room blockout time creates a blockout period for a specific room, preventing it from being booked or used during the selected time frame create a service booking creates a new service booking in the system, allowing you to schedule an appointment or reserve a service directly through the platform create an employee adds a new employee to your system, including their details and catalog information create an invoice generates a new invoice for selected products, allowing you to easily bill your customers for their purchases create an opportunity adds a new opportunity to the chosen service, allowing you to track potential deals or sales leads directly within that platform create an opportunity note creates and attaches a new note to a specific opportunity, allowing you to record important details or updates directly within the opportunity’s record delete a blockout time deletes a scheduled blockout period from an employee’s calendar, making that time available for new bookings or appointments delete a guest removes a specific guest note from the system, ensuring that the selected note is permanently deleted and no longer accessible delete a room blockout time deletes a scheduled blockout time from a room’s calendar, making that time slot available for new bookings delete an invoice product removes a specific product from an existing invoice, helping you keep your invoices accurate and up to date freeze a membership temporarily suspends a guest's membership, preventing them from accessing member benefits until the freeze is lifted get appointments fetches and displays all scheduled appointments for a specific center, allowing you to view details about each booking get available slots finds and displays all open time slots that customers can book for a specific service get center wait times fetches and displays the current wait times for a specific center, helping you stay informed about how long you'll need to wait before being served get employee blockout times fetches and displays the specific time periods when an employee is unavailable, known as their blockout times get guest appointments fetches a complete list of all appointments scheduled for a specific guest get guest coupons fetches and displays all available coupons associated with a particular guest, allowing you to view every coupon that guest has received get guest memberships fetches and displays all the groups or organizations that a specific guest is a member of get guest notes fetches and displays all notes associated with a specific guest, allowing you to view detailed information recorded for that guest get loyalty points fetches detailed information about a guest’s loyalty points, including both the points they have earned and those they have redeemed get opportunities fetches detailed information about available opportunities, allowing you to view and work with current opportunities in your system get opportunity notes fetches and displays all notes associated with a specific opportunity, allowing you to view detailed information and updates related to that opportunity get pending membership amount fetches the amount a guest still needs to pay for their pending membership fees get queue appointments fetches all appointments that are currently waiting in the queue, allowing you to see which appointments are pending and awaiting action get room blockout times fetches and displays the periods when a specific room is unavailable due to blockout times, helping you see when the room cannot be booked get stylist wait times fetches the current wait times for each stylist offering a specific service, helping you see how long you'll need to wait before your appointment get a guest fetches detailed information about a specific guest from the service, such as their name, contact details, and any other relevant guest data get a guest form fetches a specific guest form from the service, allowing you to access all the details and fields associated with that form get a guest note fetches a specific guest note from the service, allowing you to access detailed information or comments associated with a particular guest get a room blockout time fetches the scheduled blockout period for a specific room, letting you see when the room is unavailable for bookings get an appointment fetches detailed information about a specific appointment, including its date, time, and related participant information get an employee fetches detailed information about an employee, including their payroll data get an employee blockout time fetches the scheduled blockout time for a specific employee, allowing you to see when they are unavailable for work or appointments get an invoice fetches and displays detailed information about a specific invoice, including its items, amounts, and related data get an opportunity fetches detailed information about a specific opportunity from your system make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to interact with any supported endpoint mark an appointment as no show updates the status of a specific appointment to indicate that the client did not attend (no show) reschedule a service booking allows you to change the date and time of an existing service booking, making it easy to reschedule appointments as needed reserve a slot books a specific time slot for a selected service, ensuring the reservation is held for your upcoming appointment search guests finds and retrieves detailed information about a specific guest based on your search criteria undo a check in reverses the check in status of an appointment, marking it as not checked in unfreeze a membership this module reactivates a guest's membership, allowing them to regain access and participate as a member again update appointment progress allows you to update the status of an appointment by starting it, setting it as in progress, or marking it as completed update auto renewal updates or stops the automatic renewal settings for a guest membership, allowing you to manage whether a guest’s membership will renew automatically or not update a blockout time updates an existing blockout time entry for a specific employee, allowing you to modify details such as the date, time, or reason for the blockout update a guest updates the information of an existing guest, allowing you to modify their details such as name, contact information, or other relevant data update a guest form updates an existing guest form by adding new details or making changes to the current information update a guest note updates an existing guest note by adding or modifying its details with the latest information update a room blockout time updates the blockout time settings for a chosen room, allowing you to specify when the room should be unavailable for bookings update an opportunity updates an existing opportunity by adding or modifying its details, helping you keep your sales pipeline information accurate and up to date watch events the "watch events" module actively monitors your selected service for new events as they occur and instantly triggers your scenario whenever a new event is detected this allows you to automate actions based on real time updates or changes within the connected app templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} zenoti resources you can have access to more resources related to this app on the following links https //community make com/search?q=zenoti https //zenoti com https //startintegrate com/apps/business erp/zenoti rq8ae6 https //www make com/en/hq/app invitation/bd6e0cc6681f97d2684284b4db65c4fe https //www make com/en/integrations/zenoti community