Viewing Guest Information through Customer Application

 

Customer application users can view data for the following by signing into the customer application:

  • Summary of recent requests, appointments, etc.
  • Status of all appointment requests submitted through the customer app
  • Details of services taken
  • Provide feedback for services
  • Details of memberships enrolled in
  • Details of packages bought
  • Details of prepaid cards bought
  • Details of guest coupons issued
  • Details of products bought
  • Details of Loyalty points (balance and history)
  • Details of active deals (discounts and offers)

This article lists steps to perform each of these tasks.

Looking at Guest Summary

Customer app users can perform the following steps to view a quick summary of their recent requests and appointments:

My_Info.png

  • Guest summary for recent requests submitted through the customer app, appointments, packages, memberships, and so on displays

Guest_Summary.png

Tracking all Requests Submitted through Customer Application

Customer app users can perform the following steps to view a list of all service requests submitted through the customer app and tracking their status:

  • Sign in to the customer app (Refer to the article 'Guest Registration and Sign in Process').
  • Click the My Info button\icon and click the Requests link.

Guest_requests.png

  • A list of all service requests submitted through the customer app along with the status display.

Guest_requests_page.png

Viewing Appointment's History

Customer app users can perform the following steps to view historical data for appointments that they have taken:

  • Sign in to the customer app (Refer to the article 'Guest Registration and Sign in Process').
  • Click the My Info button\icon and click the Services link.

Guest_services.png

  • A list of all services taken in the past along with details such as the service name, therapist name, date and time, and status of the service (whether closed or not, feedback entered or not) is shown.

Guest_Services_page.png

  • View previously entered feedback for any service or enter feedback for a service from the Service Details page.

Service_Details_page.png

  • Enter feedback ratings for the service and click the Submit button. Also choose whether this feedback can be shared with others through social networking sites or other mediums. (Refer to the article 'Sharing Feedback Across Zenoti and Customer Application' to know more about feedback sharing across mediums).

Share_feedback_with_others.png

Viewing Membership Details

Customer app users can perform the following steps to view details for memberships that they have enrolled in:

  • Sign in to the customer app (Refer to the article 'Guest Registration and Sign in Process').
  • Click the My Info button\icon and click the Memberships link.

Guest_memberships.png

  • Details of memberships the user has enrolled in display, along with details such as membership name, balance, and validity period.

Guest_Memberships_page.png

Viewing Package Details

Customer app users can perform the following steps to view details for packages that they have bought:

  • Sign in to the customer app (Refer to the article 'Guest Registration and Sign in Process').
  • Click the My Info button\icon and click the Packages link. Note that the numbers in Red at the top corner of My Info link indicates the number of appointments for which feedback has not been given.

Guest_packages.png

  • Details about packages the user has bought display. Only day packages are shown. Series package and promo packages are not show. All information about packages should be included in the Description field in Zenoti when creating packages. This information will be shown in the customer application.

Guest_packages_Page.png

Viewing Prepaid Card Details

Customer app users can perform the following steps to view details for Prepaid cards that they have bought:

  • Sign in to the customer app (Refer to the article 'Guest Registration and Sign in Process').
  • Click the My Info button\icon and click the Prepaid Cards link.

Guest_pre-paid_cards.png

  • Details about prepaid cards the user has bought display.

Guest_prepaid_card_page.png

Viewing Coupon Details

Customer app users can perform the following steps to view details for custom coupons that are issued to them:

  • Sign in to the customer app (Refer to the article 'Guest Registration and Sign in Process').
  • Click the My Info button\icon and click the Coupons link.

Guest_coupons.png

  • A list of custom coupons issued to the user display along with expiration information and status (redeemed, not redeemed, expired).

Guest_coupons_page.png

Viewing Product Details

Customer app users can perform the following steps to view details for products that they have bought:

  • Sign in to the customer app (Refer to the article 'Guest Registration and Sign in Process').
  • Click the My Info button\icon and click the Products link.

Guest_Products.png

  • Details for products that the user has bought display.

Guest_products_page.png

Viewing Loyalty Point Details

If a loyalty point program is set up for your organization, customer app users can perform the following steps to view details of their loyalty points balance:

  • Sign in to the customer app (Refer to the article 'Guest Registration and Sign in Process').
  • Click the My Info button\icon and click the Loyalty Points link.

Guest_loyalty.png

  • Details about loyalty points for the guest display.

Guest_loyalty_page.png

Viewing Deals and Offers

Customer app users can perform the following steps to view ongoing deals and offers:

  • Click the Deals button\icon. Deals are campaigns which are shown if they are currently active, end date or expiry of the campaign is greater than the current date (campaigns for past dates are not shown), and if they are flagged in Zenoti to be shown in the customer application. An image can be uploaded for each campaign to be shown, or a default image can be used. An option to not show any image in the application can also be set up (Read the article 'Creating digital catalog of services and deals in Zenoti').

Deals_1.png

  • Click on a deal to get more information about it.

Deals_2.png

Have more questions? Submit a request

Comments