Zen Planner Support
- Contact Support
- Quick Video Reference Guide
- I am a Business Owner
- I am a Staff Member
- I am a Gym Member, Student or Athlete
- I'm New and Need Setup Help
- News and Updates
- FAQ's
- Zen Planner Partner Guide
- Customer Advocate Manual
Promoted articles
- Reports and Batch Updates
- Zen Planner Reporting - 101
- How to Create a New Report
- Select a Report Type
- Unique Signature Documents for Membership Categories
- Marking a Membership Option as ACTIVE or INACTIVE
- How to Customize a Student's Membership
- Dropping vs Deleting A Membership
- How to Upgrade a Membership
- How to Place a Membership on Hold
- When to contact Zen Planner vs. When to contact your payment processor
- Common Payment Errors and How to Resolve
- How to Change an Individual Bill vs. All Bills in a Membership
- How to Activate Automatic Payments (AutoPay)
- How to Refund Credit Card Payments in Zen Planner: Bluefin & Paysimple Customers Only
- Update the Billing Due Date for a Membership
- {VIDEO} Introduction to Automations
- Email Delivery Status & Errors
- Using Zen Planner's Lead Capture Widget
- Step 1: Activating Zen Planner's New Prospect Funnel (Updating Prospect Statuses)
- Step 2: Activating Zen Planner's New Prospect Funnel (Automation/Dashboard Setup)
- How to Add an Appointment to your Studio Calendar
- Adding an Event
- Using iCalendar to Share your Studio Calendar
- {QUICK TIP} How to Merge Duplicate Profiles
- What is a Prospect, Member, Alumni?
- Giving Staff Members Roles & Privileges
- Setting Up Staff: Overview
- Setting Up Staff: Creation & Management of Staff Profiles
- Setting up Member Privileges
- Setting Up and Using Zen Planner's Gift Cards
- How to Add a Product to Your Retail Store Inventory
- Embedding Zen Planner Content on Facebook
- {QUICK TIP} Add Appointment in Staff App Mobile
- Integrating Our Preferred Merchant Account Providers
- Test My Payment Gateway
- How to Import Member Data into Zen Planner
- Facebook Pixel & Zen Planner
- GDPR FAQ
- Video Help Guide Common Workflows