Automated Payment Processing and Reconciliation:

When a service is completed in Zenoti, the payment request is automatically sent to Square for processing. Payments made via Square are synced back to Zenoti to update the patient’s account status. Reduces manual payment handling, ensures accurate financial reconciliation, and keeps patient records up-to-date.

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Invoice and Receipt Management:

Zenoti triggers Square to generate and send invoices or receipts automatically after a service is provided. Receipts are sent via email or SMS, and payment status is tracked in real-time across both platforms. Enhances the patient experience with seamless billing while reducing administrative workload for staff.

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Loyalty Program Integration and Reward Tracking:

When a patient makes a payment via Square, the transaction data is synced with Zenoti’s loyalty program. Patients automatically earn points or rewards for their purchases, which can be tracked and redeemed during future visits. Encourages patient retention by rewarding loyalty and streamlines reward tracking across systems.