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Zenoti

Can applaud connect to Zenoti?

YesReady: connects by export

How it connects

Best way

Connects by export

Recent patients are exported from Zenoti and uploaded to applaud. A couple of minutes, and we can set it up with you.

Staff export the Appointments report (v2), status Closed, and upload it

Connects by export: Zenoti

  1. A user with report and PII-export permission opens Reports > Appointments (v2), sets Date Type to Appointment Date for yesterday and Appointment Status to Closed.
  2. Show the guest columns (Guest Name, Email; add phone if the report view offers it and masking is off for the role), export, pass MFA, remove services, and upload to applaud.
  3. Unconfirmed: a mobile-number column on this report; the guest listing may be needed for phones.

Resources

Other ways, in order

Option 2

Connects through a partner tool

A connector tool links Zenoti to applaud.

Keragon: Zenoti EMR 'Zenoti event' trigger (Invoice Closed) to applaud

Connects through a partner tool: Zenoti

  1. The practice (or applaud) opens a Keragon account (BAA on all plans) and connects Zenoti EMR; the Zenoti API package and an API key are still needed because the trigger runs on Zenoti events.
  2. Workflow: trigger 'Zenoti event' set to Invoice Closed, then an HTTP request to applaud's intake API with guest first name, last name, mobile and email.
  3. Unconfirmed: which fields Keragon passes from the event and how the connector authenticates; Keragon's help centre was blocked and the full action list loads client-side.

Resources

Questions about connecting Zenoti? We set it up with every new practice.

Ask us about your system

Tell us where to reach you and we'll come back with how applaud connects.

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