This Guide’s Focus Is Onboarding

<aside> 🚀 There has been much documentation produced in our effort to migrate to Zenoti—all well intended, but often confounding in its volume and accidental inconsistencies.

This guide is purpose-built to help you, as a Regis franchisee, with migrating from SuperSalon and Opensalon Pro to Zenoti. While much of this content is useful in perpetuity, its primary focus is to help you get from “zero to one” in your understanding of how and why Zenoti works the way it does for Regis franchisees, and how you can and should adapt it to your unique needs.

This should live in context with our other resources (Where to Find Additional Help), which are increasingly being consolidated for digestibility.

</aside>

This Guide Is Not a Checklist

<aside> 🌊 This guide is not presented in step-by-step order; its contents are organized thematically. Let the knowledge wash over you and your team, and it can be applied as you proceed through your migration.

(If you are a checklist fan: please see the ‣.)

</aside>

Know These Key Terms

There are many terminology differences between Zenoti and SuperSalon/OSP. The most important is to understand Zenoti’s three-level hierarchy.

<aside> <img src="/icons/arrow-southeast_gray.svg" alt="/icons/arrow-southeast_gray.svg" width="40px" /> Organization [Brand]

<aside> <img src="/icons/arrow-southeast_gray.svg" alt="/icons/arrow-southeast_gray.svg" width="40px" /> Zone [Owner]

<aside> <img src="/icons/arrow-southeast_gray.svg" alt="/icons/arrow-southeast_gray.svg" width="40px" /> Center [Salon]

</aside>

</aside>

</aside>

Organization: All aggregated salons within a Regis brand. E.g., “Roosters” or “Cost Cutters.”*

Zone: A single owner’s salons within a brand. E.g. “Anthony Stracci’s SmartStyle salons.”

Center: An individual salon.

Review the complete Zenoti Glossary

Example of three-level hierarchy in Zenoti.

<aside> <img src="/icons/asterisk_gray.svg" alt="/icons/asterisk_gray.svg" width="40px" /> Most of Regis’s Canadian salons, and many US portfolio brands, are an exception.

For Canada, all brands — except Roosters and BSO — are aggregated within a single Zenoti organization, and owners will have one zone for each of their owned brands. E.g., an owner with three brands will have three zones within the “Regis Canada” organization.

In the US, the following brands have their own organizations: Supercuts, SmartStyle, Cost Cutters, Roosters, Holiday Hair, Hairmasters, ProCuts, BSO Express. The remainder of US brands are grouped in a single organization.

</aside>

Understand the Sections of Each Page

Sample page. Not actual size.

The core pages in this guide are focused on a particular aspect of your business. Within most are the following sections:

✨ Key Conceptual Differences

• Major departures from SuperSalon or Opensalon Pro.
• New concepts altogether introduced by Zenoti.

🎯 Capability Callouts

• Distinct, new value adds unique to Zenoti.

✂️ Stylist Preparation

• Important aspects necessary to communicate to salon staff.

👩🏽‍💻 Salon Leader and Back-office Preparation

• Recommendations for readying your leadership and back-office teams.

⚙️ Configurations

• This highlights a subset of Zenoti’s (many) settings and options—these are the most important to understand.
• Each entry has an overview, screenshot of options, and other information.
• See below: Understand Configurations and How We Are Presenting Them

📑 Related Videos and Related FAQs

• Frequently Asked Questions*, video overviews, and other content that will deepen your understanding of Zenoti.*

Understand Configurations and How We Are Presenting Them

Configurations represent the most important settings of which you should be aware.

Each configuration is grouped by its primary location in the main (left) nav, e.g.:

<aside> <img src="/icons/info-alternate_blue.svg" alt="/icons/info-alternate_blue.svg" width="40px" /> [Zone level] Admin → Resources → Services

1. First, be at the Zone level. See below: When Editing Configurations, Be at the Zone or Center Level
2. Click “Admin” in the left nav.
3. Click “Resources” beneath that.
4. Click “Services” beneath that. </aside>

This configuration (one of nine) is found at the [Zone level] under Admin → Resources → Services

Each configuration contains the following elements:

1. Screenshot of the setting in question.
2. Title of the config or setting
3. Where to find it, center or zone-level
4. Specific navigation to the setting in question
5. Core details on the setting
   1. Its PURPOSE
   2. BEST PRACTICE: Best practice recommendation
   3. DEFAULT: Default setting for this particular config
6. Whether we think this setting is Mandatory, Recommended, or Optional to review.

Example for a specific configuration regarding register closure when invoices remain open.

When Editing Configurations, Be at the Zone or Center Level

Settings and configurations differ based on their applicability to a salon (”center”) or to all of an owner’s salons within a brand (”zone”). Ensure you are at the correct level in the hierarchy using the dropdown menu at the top right of each page.

1. In the top right-hand corner of the screen, click the dropdown menu.
2. To choose a zone, click your name or the name of your business in the first column that appears.
   • Only users with an employee role that has access to the zone will be able see the entire zone; otherwise only centers will be visible in the dropdown.
3. To choose a center, hover over the zone, then select the center in the column that appears to the right of the zone.

Dropdown selection of a zone (”Jimmy the Franchisee”) or its centers (”Jenny Way,” “John D Lane,” “North Dallas Forty,” “Speed of Light Mall”)