Getting started with Zenoti

You will learn

Learn how to integrate with Zenoti, a tool that assists beauty, wellness, and fitness brands with booking, scheduling, marketing, payments, reporting, inventory, and more.

Before you begin

This integration relies on Zenoti Webhooks and APIs, which require a subscription to Zenoti's Klaviyo Integration Package. To verify whether you have this package, access the Zenoti dashboard as the owner and navigate to Admin > Setup > App. If you are unable to see this option in the sidebar, please contact your Zenoti CSM to confirm subscription to the package.

Integrate Zenoti with Klaviyo

To enable this integration, send an email to wellness@klaviyo.com and include the following:

1. • Subject: "Zenoti integration setup"
   • You Klaviyo account's public API key (do not share private API keys, only the public one)
   • An invoice or screenshot showing that you are subscribed to Zenoti’s Klaviyo Integration Package

You will receive a response with next steps within 24 business hours.

Understand your Zenoti data

Klaviyo syncs many different events from Zenoti related to appointments and membership.

To view your Zenoti data:

1. Click the Analytics dropdown in the left-hand navigation sidebar.
2. Select Metrics. Here, you can view all of the metrics in your account. The metrics with a Zenoti icon represent all of the metrics synced from your Zenoti integration. 
3. Filter this view to see only Zenoti metrics by using the filter selector next to the search bar.

Learn more about your Zenoti data.

Segment customers using Zenoti data

You can use Zenoti’s metrics to segment customers and target them with a campaign. For example, you can create a segment of everyone who has activated a membership in the last 30 days and send a campaign to that segment.

To create the example segment shown above:

1. Click the Audience dropdown in the left-hand navigation sidebar.
2. Click Lists & Segments.
3. Click Create List / Segment in the top right.
4. Select Segment.
5. Name your segment and select tags if desired.
6. Under Definition, select What someone has done (or not done) > Activated Membership > at least once > in the last > 30 > days.
7. Click Create Segment.

For this example, if you’d like to make sure the segment only includes people who activated a membership for the first time:

1. Click AND to add a new exclusive condition.
2. Add the condition What someone has done (or not done) > Activated Membership > equals > 1 > over all time. This will exclude anyone who has activated a membership more than once.

Use Zenoti data in flows

You can use Zenoti metrics to trigger flows. For example, use the Activated Membership metric to trigger a flow to send messages to someone immediately when they activate their membership. You can also use the flow to send a series of messages letting them know how to get the most out of their membership.

To create a flow using Zenoti metrics:

1. Navigate to the Flows tab from the left-hand navigation sidebar.
2. Click Create flow in the top right.
3. Click Create from scratch in the top right.
4. Name your flow and select tags if desired.
5. Click Create Flow.
6. In the flow builder, choose Metric as the trigger.
7. From the dropdown, select a Zenoti metric, such as Activated Membership, indicated by the Zenoti icon.
   
8. Click Done.
9. Add time delays and messages relevant to the triggering action. For the Activated Membership example, you can create messages to:
1. Thank the customer for activating their membership.
2. Inform the customer about the benefits of their membership.
3. Send promotional material relevant to their membership.
   
10. Once your content is ready, click Update Action Statuses in the top right of the flow builder to set the flow live.

Outcome

You've now integrated Zenoti with Klaviyo and learned about Zenoti data in Klaviyo, segmenting customers using Zenoti data, and using Zenoti data in flows.

Why am I seeing the notification “Your account is calling a retired revision”?

Are you seeing a notification in Klaviyo that reads “[ACTION Required] Your account is calling a retired revision”, like the one below? 

Please ignore this notification; no action is currently needed on your part. Your Zenoti integration is managed by Klaviyo and will continue to work as expected.

Additional resources

• Learn more about Klaviyo-built integrations.
• Learn how often integrations sync data.
• Learn about data synced from the Zenoti integration.