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Full Zenoti guest history in the contact sidebar

Answer a Zenoti guest without opening Zenoti: the contact sidebar now drills into their appointments, membership, and packages, so you can see exactly what they booked, who treated them, and how many sessions they have left.

  • Appointment history: Upcoming and History tabs list every appointment with its status and therapist. Open one to see the services, add-ons, time, and price.
  • Membership and packages: see the membership’s billing, renewal, and credits left, and each open package with sessions left out of the total and its own expiry date.
  • Spend breakdown: lifetime spend split across memberships, services, and packages, with each paid purchase listed.
  • On the contact page: the Overview tab summarizes the guest’s membership, visits, spend, appointments, packages, and therapist, with a year of visits on one heatmap that shows streaks of back-to-back days. The Activity tab lists their appointments and spend.

See The contact sidebar and The contact profile for everything they show.

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