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Self-service support

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Search practical steps for everyday Zenome tasks and the exception cases that can slow down a clinic. Start typing the problem, feature, or message you see.

Help Center

39 topics

Appointments

How to book an appointment for a client

Create a new appointment for an existing client or add the client without leaving the booking window.

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Appointments

How to book multiple treatments together

Select several treatments in one booking flow while keeping each appointment independent after booking.

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Appointments

How to reschedule or cancel an appointment

Move an eligible appointment to a new time or cancel it before payment is completed.

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Appointments

How staff book in the past or outside clinic hours

Staff can record exceptional appointments while public booking remains limited to valid future availability.

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Appointments

How to mark arrived, no-show, complete, or undo a status

Update a visit with one clear status action and correct an accidental selection when allowed.

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Appointments

How to create, edit, or remove blocked time

Reserve staff time for breaks or unavailable periods and remove the block when plans change.

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Appointments

How to add, edit, or remove a wait-list request

Track a client's preferred service and timing, then update or close the request from Schedule.

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Public booking

How to make a treatment available on public booking

Publish a treatment only after its category, practitioner, and availability are ready.

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Public booking

How to fix 'no online practitioner'

Connect the selected treatment to an online-visible staff member with working hours.

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Public booking

How to handle no combined visit time

Choose another time, day, practitioner, or a single service when multiple treatments cannot fit together.

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Public booking

How to add, reorder, or hide public treatment tabs

Use disciplines to control the categories clients see and the order in which they appear.

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Public booking

How treatment search works on the public page

Shortlist services as you type without leaving the category the client selected.

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Clients and forms

How to create, edit, archive, or delete a client profile

Maintain one accurate client record while preserving important clinic history.

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Clients and forms

How to find and merge duplicate client profiles

Review potential matches, choose the profile to keep, and combine history carefully.

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Clients and forms

How to find a submitted consent or intake form

Open completed forms from the client or appointment context and keep long form lists organized.

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Clients and forms

How to edit or understand a chart note status

Edit notes that remain open and understand when a finalized record is intentionally locked.

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Clients and forms

How client portal email verification works

Distinguish an active portal account from a verified email and send the correct sign-in link.

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Clinic setup

How to add or reorganize services and disciplines

Create a discipline, add treatments, and control their clinic and public presentation.

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Clinic setup

How to update the clinic logo and invoice branding

Keep public pages, invoices, receipts, and email documents aligned with the clinic brand.

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Billing and payments

How to configure tax and tips

Apply the clinic's tax rule to taxable services and decide whether clients can leave a tip.

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Billing and payments

How to complete a visit and adjust the before-tax price

Confirm the service amount before tax, apply an authorized adjustment, and create the invoice cleanly.

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Billing and payments

How to handle a previous outstanding balance

Distinguish today's invoice from an older amount the client still owes and choose what to collect.

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Billing and payments

How to view or download a branded invoice

Open the invoice detail and create a client-ready PDF with clinic and payment information.

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Billing and payments

How to connect Stripe and register a reader

Complete the clinic's Stripe connection, then pair an in-person Terminal reader.

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Billing and payments

How to take a Terminal payment and collect a tip

Send the selected invoice total to the default reader and let the client choose an enabled tip.

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Billing and payments

How to charge a client's saved card

Use a card already saved through the clinic's Stripe-connected payment flow.

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Billing and payments

How to handle a pending or in-progress card payment

Check the existing payment before retrying so the client is not charged twice.

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Billing and payments

How to process and confirm a refund

Return an eligible payment, confirm its processor status, and keep the client balance accurate.

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Billing and payments

How to reconcile Stripe, cash, and manual payments

Compare processor and clinic records without recording the same payment or refund twice.

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Packages and memberships

How to create, sell, and redeem a package

Set up a prepaid offer, activate it after payment, and apply eligible value to future visits.

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Packages and memberships

How to create and sync a recurring membership

Define the clinic offer and make its recurring price available for enrollment.

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Packages and memberships

How to enroll a client in a membership

Start checkout from the client profile and activate benefits after the first payment is confirmed.

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Packages and memberships

How to handle membership renewal, failed payment, or cancellation

Review the existing membership lifecycle instead of creating a second enrollment.

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Messages and reminders

How first-appointment emails and forms are organized

Send one appointment confirmation and one consolidated form request for the relevant treatment category.

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Messages and reminders

How to confirm appointment times in emails

Keep schedule screens and client messages aligned with the clinic's configured location timezone.

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Messages and reminders

How to confirm invoice, receipt, and refund messages

Use communication history to confirm delivery and avoid sending the same financial message twice.

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Navigation and reports

How to use global search and the front-desk queue

Find records quickly and move directly to the clinic work that needs attention.

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Navigation and reports

How to find and use clinic reports

Open the specific report, apply its filters, and use billing reports for reconciliation rather than treating every number as the same metric.

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Navigation and reports

How to update the owner account or sign out

Manage the signed-in owner's name and email from Admin, then end the current session from the account menu.

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