Zenoti Integration Benefits & Automation:
Opportunity & Pipeline Automation to decrease manual data entry & drive reporting efficiency
Automate Google review collection after appointments
Automate post-appointment follow-up
Automate patient retention campaigns for specific treatment & service types
Collect data for better patient/client segmentation
Automated birthday campaigns
Platform Connection Requirements:
The integration uses AX Connect.
Aesthetix CRM collects the integration fee directly and Zenoti will enabled the API access. The cost of the integration $149 per month for the first location and $75 per month for each additional location.
Aesthetix CRM will send an email with the client and Zenoti team CC’d to confirm access to the API and integration. Once the client approves, Zenoti will issue our team the credentials and we will proceed with the integration.
Current Integration Available:
One-way sync from Zenoti to Aesthetix CRM utilizing Zenoti Webhooks.
The Aesthetix CRM integration with Zenoti utilizes webhooks, which enable near instantaneous (within 30 seconds) updates.
New Appointments Created Trigger
Invoice Closed Trigger (includes all memberships, gift cards, etc.)
New Membership Created Trigger
Membership Cancelled Trigger
Other Integration Options Available (Custom Setup Pricing Upon Request):
Create a Guest in Zenoti Trigger(Enables 2-way Sync Capabilities)
Create a Contact in AX CRM based on a new Guest Created in Zenoti Trigger(Enables 2-way Sync Capabilities)
Contact & Opportunity Custom Fields Available:
Custom Field Name | CF Type | CF Custom Value |
Zenoti Guest ID | TEXT | {{ contact.zenoti_guest_id }} |
Zenoti Guest Center ID | TEXT | {{ contact.zenoti_guest_center_id }} |
Zenoti Guest Center Name | TEXT | {{ contact.zenoti_guest_center_name }} |
Zenoti Guest Anniversary Date | DATE | {{ contact.zenoti_guest_anniversary_date }} |
Zenoti Guest Gender | TEXT | {{ contact.zenoti_guest_gender }} |
Zenoti Event Type | TEXT | {{ contact.zenoti_event_type }} |
Zenoti Appointment Service Name | TEXT | {{ contact.zenoti_appointment_service_name }} |
Zenoti Invoice Number | TEXT | {{ contact.zenoti_invoice_number }} |
Zenoti Membership Type | TEXT | {{ contact.zenoti_membership_type }} |
Zenoti Membership Name | TEXT | {{ contact.zenoti_membership_name }} |
Zenoti Membership Purchase Date | DATE | {{ contact.zenoti_membership_purchase_date }} |
Zenoti Membership Price | MONETARY | {{ contact.zenoti_membership_price }} |
Zenoti Appointment Booking Source | SINGLE_OPTIONS | {{ contact.zenoti_appointment_booking_source }} |
Zenoti Receive Marketing Email | SINGLE_OPTIONS | {{ contact.receive_marketing_email }} |
Zenoti Receive Marketing SMS | SINGLE_OPTIONS | {{ contact.receive_marketing_sms }} |
Zenoti Birthday | DATE | {{ contact.zenoti_birthday }} |
