How to Create Third Party Access in Zenoti

This documentation reflects our current understanding of the system at the time of publishing. Because third-party platforms change frequently, some steps may have changed. If the steps / screenshots below don't match what you see, please let us know so we can walk through it together.

Create a Zenoti employee profile for Ceterus and grant the user access to reports

1. Go to Employee and Tap Add in the top-right corner to create a new employee profile.
2. Create a username. You can use Ceterusxxxx where xxxx is store number or CeterusYourLastName.

3. Under Manage Employees, Enter contact info:
   • First Name: Ceterus
   • Last Name: Bookkeeping
   • Phone Number 269-359-7621
   • Email: access+LastName@ceterus.com
4. Job Info: For Job, Select Owner.

5. Select the Employee Roles tab on the upper toolbar
6. Role: Select "5. Center Manager" from the drop down
7. Tap Save to create the user.
   
   

8. Important - Repeat steps 5 - 8 to add “Admin Staff” or equivalent role for each location.

   9. Go to new profile and select to change the password.

   10. Set the password to Welcome@123! An invite will automatically go to access@ceterus.com.

   11. Complete the request in Ceterus Bookkeeping.