Our Zenoti integration keeps your scheduling/EHR system and CRM perfectly in sync in real time.
Zenoti is a popular scheduling and EMR/EHR system used by medical spas, fitness centers and other businesses in the health and wellness industry. Our new integration allows you to have a fully connected practice by keeping your Dewy and Zenoti accounts in perfect sync.
Here are a few ways that our customers use this integration:
Since every Zenoti account different, setting up this integration can be complex and might require some changes to your Zenoti account. The first step in setting up the integration is ensuring that the required fields to create a guest and opportunity within Zenoti align with those in Dewy.
To create a new guest in Zenoti, the only required fields to create a guest in your Zenoti account should be:
Note: Every Zenoti account has different required fields depending on your practice's preferences. If there are more required fields to create a guest in your Zenoti account than the ones listed above, then the fields must be fully filled out in Dewy before a guest can be created. If you would like to make changes to the required fields needed to create a guest, please contact Zenoti.
A guest must be created before an opportunity within Zenoti. The required fields in Zenoti to create an opportunity are:
Note: The required fields to create an opportunity in Zenoti are the same in every account.
For most accounts, Zenoti has a feature that resets the password of all users every 90 days. Since our integration requires a user's login information, we recommend turning the 90 day password reset feature off to ensure maximum uptime and reliability. If you decide to keep 90 day password reset feature on, please anticipate downtime and potential missed data.
Note: To use the Zenoti integration, you a need subscription to the Zenoti API package.
Start using the proven growth toolset to drive growth by signing up for a 14 day free trial. No credit card required.