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Overview

This guide walks you through account setup, Zenoti integration, and your first dashboard view. By the end, you’ll have real-time revenue intelligence flowing into your platform.
Prerequisites: You need admin access to your Zenoti account to generate API credentials. If you don’t have admin rights, contact your Zenoti administrator.

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Step 1: Create your account

1

Sign up

Visit app.etienneintelligence.com and click Get Started. Enter your business email and create a secure password.
2

Verify email

Check your inbox for a verification email. Click the confirmation link to activate your account.
3

Choose your role

Select Business Owner for full dashboard access or Staff Member for task-focused views. You can adjust roles later in Settings.

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Step 2: Connect Zenoti

Etienne Intelligence requires a live connection to your Zenoti account to pull appointment, guest, and revenue data.

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Generate Zenoti API credentials

1

Access Zenoti admin panel

Log into your Zenoti account and navigate to Admin > Setup > Apps.
2

Create backend app

Click Add New App and select Backend Application. Name it “Etienne Intelligence” for easy identification.
3

Copy credentials

Zenoti will generate three values:
  • Application ID — Your unique app identifier
  • Secret Key — Authentication token (treat like a password)
  • API Key — Long-lived access key (valid ~1 year)
Copy these immediately—Zenoti shows the Secret Key only once.
4

Note your data center

Identify your Zenoti region:
  • US: https://api.zenoti.com
  • EU: https://api.zenoti.eu
This is your base URL for API calls.
Security: Never share your Secret Key or API Key. These credentials grant full access to your Zenoti data. Store them securely.

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Enter credentials in Etienne

1

Navigate to integrations

In your Etienne dashboard, click Settings in the sidebar, then select Integrations.
2

Configure Zenoti connection

Fill in the Zenoti integration form:
Base URL: https://api.zenoti.com (or .eu)
API Key: [paste from Zenoti]
Application ID: [paste from Zenoti]
Secret Key: [paste from Zenoti]
Account Name: [your Zenoti organization name]
3

Test connection

Click Test Connection. Etienne will verify credentials and fetch a sample of your data. You should see a success message within 5-10 seconds.
4

Enable sync

Toggle Enable Real-Time Sync to start pulling data. The initial sync may take 2-5 minutes depending on your data volume.
Sync active! Look for the green “Synced” badge in the top-right corner of your dashboard. This indicates live data flow.

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Step 3: Explore your dashboard

Once Zenoti is connected, your dashboard populates with real-time insights.

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Revenue intelligence hub (owner view)

Navigate to Dashboard (home icon in sidebar). You’ll see:

Total revenue

30-day revenue across all locations with trend comparison vs. previous period

Revenue at risk

Identified gaps from no-shows, missed calls, and upsell opportunities—recovered by AI

No-show rate

Percentage of missed appointments with AI-driven prevention strategies

Avg response time

How quickly your team (and AI) responds to customer inquiries across all channels
Revenue trend chart — 30-day daily revenue visualization with interactive tooltips AI opportunities — Live alerts like:
  • “3 high-value clients haven’t rebooked in 60 days — potential $3,200 loss”
  • “Williamsburg location showing 12% utilization drop this week”
  • “5 missed calls after hours yesterday — $2,100 in bookings at risk”
Click any opportunity card to drill into details and take action directly from the dashboard.

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Staff view

If you selected Staff Member role, your dashboard shows:
  • Your bookings today — Appointments assigned to you with client details
  • Conversion rate — Your booking success percentage with trend data
  • Pending follow-ups — AI-generated task list (callbacks, confirmations, etc.)
  • Today’s tasks — Prioritized by urgency (urgent, pending, AI-handled)

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Step 4: Set up multi-location tracking

If you operate multiple centers, configure location-specific views.
1

Add locations

Go to Settings > Locations. Your Zenoti centers should auto-populate. Verify names and addresses.
2

Use location filter

In the top navigation bar, find the location dropdown. Select a specific center or choose All Centers for aggregated view.
3

Compare performance

On the main dashboard, scroll to Location Performance (visible when “All Centers” is selected). View side-by-side revenue and utilization metrics.

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Step 5: Activate AI agents

Etienne’s AI agents start working automatically after your first sync. Verify they’re online:
1

Check agent status

On your dashboard, find the AI Agents card. You should see 9 agents:
  • Conversation Analyst (command center)
  • Response Monitor (command center)
  • Escalation Tracker (command center)
  • Schedule Analyst (scheduling)
  • No-Show Predictor (scheduling)
  • Demand Forecaster (scheduling)
  • Revenue Analyst (intelligence)
  • Opportunity Scout (intelligence)
  • Report Generator (intelligence)
2

Verify online status

Each agent should show a green “Online” badge and recent activity timestamp (e.g., “2 min ago”).
3

Review tasks handled

Hover over an agent to see total tasks processed. Conversation Analyst typically shows highest activity.
Agent errors: If any agent shows “Error” status, check your Zenoti API credentials. Expired API keys cause agent failures.

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Step 6: Try the AI analyst

Ask natural language questions about your business data.
1

Open AI analyst

Navigate to Intelligence > AI Analyst (brain icon in sidebar).
2

Ask a question

Try one of these:
  • “Which center is underperforming this month?”
  • “How much revenue are we losing to no-shows?”
  • “Compare SoHo vs Williamsburg performance”
  • “What should I focus on this week?”
3

Review the response

The AI analyst streams a detailed answer with:
  • Specific metrics pulled from your Zenoti data
  • Comparison tables across locations or time periods
  • Actionable recommendations based on patterns identified
The AI analyst analyzes your appointments, guests, invoices, and opportunities data in real time. The more specific your question, the better the answer.

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Common first-time questions

Real-time sync updates every 5 minutes. Major metrics (revenue, appointments) refresh continuously. You can manually trigger a sync from Settings > Integrations.
Yes. Go to Settings > Dashboard Preferences to show/hide metric cards and rearrange dashboard sections. Changes save per user role.
Navigate to Settings > Team. Click Invite Member, enter their email, and assign a role (Owner or Staff). They’ll receive an onboarding email.
Etienne displays data as-is from Zenoti. Fix source data in Zenoti, then trigger a manual sync in Etienne under Settings > Integrations > Sync Now.
No. AI agents are read-only. They analyze data and suggest actions but never modify appointments, clients, or invoices without explicit human approval.

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Next steps

Conversation command center

Set up multi-channel customer communication handling

Smart scheduling

Configure no-show prediction and utilization optimization

Revenue intelligence

Deep dive into revenue analytics and opportunity detection

API reference

Build custom integrations with Etienne’s REST API
You’re all set! Your Etienne Intelligence platform is live and analyzing your business. Check back daily for new opportunities identified by AI.

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