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Zenoti
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Zenoti

Enterprise spa and wellness center management

Moderate difficulty10 min📄 Excel / CSV
1

Log in to Zenoti with Admin Access

Navigate to app.zenoti.com in your browser. Sign in with your admin credentials. Zenoti requires an "Admin" or "Manager" role to access Reports — a front desk or service provider login will not have reporting access. After logging in, you will see the Zenoti dashboard with appointment and revenue metrics.

⚠️

Standard staff logins do not have Reports access. You need a role with "Reports" permission enabled. If you cannot see Reports in the navigation, ask your Zenoti account admin to grant you reporting access under Settings → Roles & Permissions.

2

Select Your Center (Multi-Location Accounts)

If your practice has multiple Zenoti locations, the top navigation will show a center/location selector. Before going to Reports, click the center name in the top bar and select "All Centers" to pull a combined report, or select a specific center if you want one location at a time. Single-location accounts can skip this step.

EHR Software
Dashboard
Appointments
Guests
Reports
Marketing
Admin
All Centers
💡

For multi-location practices, we recommend selecting "All Centers" to get one combined file — it's easier than merging multiple location exports.

3

Click "Reports" in the Top Navigation

Click "Reports" in the top navigation bar. The Reports hub will open showing categories of reports on the left side. Zenoti's report library is extensive — you are looking for the "Guest" reports section (Zenoti uses "Guest" terminology instead of "Client" or "Patient").

EHR Software
Dashboard
Appointments
Guests
Reports
Marketing
Admin
Reports
Guest Reports
Appointment Reports
Sales Reports
Inventory Reports
Marketing Reports
Staff Reports
4

Open "Guest Reports" → "Guest Master"

In the Reports left sidebar, click "Guest Reports". A list of guest-related reports will appear. Select "Guest Master" — this is the comprehensive report that contains all contact information, visit history, and status. Some Zenoti versions may label it "Client Master" or "Guest List".

EHR Software
ReportsGuest ReportsGuest Master
Guest Master
Guest Summary
New Guests
Guest Retention
Guest Feedback
Birthday Report
Guest Master report (under Guest Reports)
5

Configure Report Filters

The Guest Master report opens with filter options. Configure as follows: Center = "All Centers" (or your specific location), Status = "All" (to include both active and inactive guests), Date Range = leave blank for all-time. Click "Apply" or "Run" to generate the report.

  • Center: Select "All Centers" or your specific location
  • Guest Status: Select "All" (includes Active + Inactive)
  • Date From / Date To: Leave blank to capture all guests
  • Gender / Age: Leave at defaults
  • Click "Apply Filters" or "Run Report"
EHR Software
ReportsGuest ReportsGuest Master
All Centers
All
All
Apply Filters
Reset
⚠️

If you have multiple locations and select only one center, guests from other locations will be excluded. Use "All Centers" for a complete export.

6

Export to Excel or CSV

After the report loads, look for the "Export" button in the top-right of the results table. Click it and choose "Export to Excel" (.xlsx) or "Export to CSV". For large guest lists (10,000+), the export may take a minute to generate. The file will download to your Downloads folder.

EHR Software
ReportsGuest ReportsGuest MasterResults
Guest Name
Mobile
Email ID
Last Visit
Total Visits
Status
Center
Export to Excel
Export to CSV
Schedule Report
💡

Zenoti can schedule recurring reports — after your first successful export, click "Schedule Report" to get a monthly automatic export emailed to you.