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Zen Planner 'Go Live' Checklist

If you're database is all set up, you are probably wondering 'Am I ready to go live?'

Here is a checklist of some basic functions to review before introducing Zen Planner to your members and the world. 

 

1.) Are all of your members in the system with active memberships? In your database go to People>Students to review.

 

2.) Is autopay turned on for the student's memberships that should have it on?  

https://help.zenplanner.com/hc/en-us/articles/204017174-How-to-Activate-Automatic-Payments-AutoPay-

 

3.) Have you reconciled old bills?

https://help.zenplanner.com/hc/en-us/articles/204016204-Reconciling-Multiple-Bills-at-Once-Using-a-Batch-Update

 

4.) Have you tested your payment gateway?

https://help.zenplanner.com/hc/en-us/articles/204016224-Test-My-Payment-Gateway

 

5.) Do you know how you are going to take attendance?

https://help.zenplanner.com/hc/en-us/articles/204017104--QUICK-START-Attendance-Tracking

 

6.) Have you 'played' with all the Zen Planner apps? Download and try them out; give yourself a membership so you can log in and see what your members will see.

 

7.) Have you given privileges / granted access to your staff members? Go to Setup>Staff>Staff Members to review.

https://help.zenplanner.com/hc/en-us/articles/204043570-Setting-Up-Staff-Creation-Management-of-Staff-Profiles

 

8.) Have you given privileges / granted access to your members? Go to Setup>Member Connect>Member Privileges to review.

https://help.zenplanner.com/hc/en-us/articles/204017584-Send-New-Members-Account-Info-for-the-Member-Connect-Website

 

9.) Are your digital documents edited and activated? Go to Setup>Registration>Signatures to review.

https://www.youtube.com/watch?v=WGNdLJA7lSw

 

10.) Are the automations you want to use activated? Go to Setup>Communications>Automations to review.

https://www.youtube.com/watch?v=m-gOK4QkLLk&index=1&list=PL_jf8O5F4xC5NCU6PPIiv0iMA9_AJxU-3

 

11.) Have you finished embedding Zen Planner on your website and/or Facebook page?  

 

 

Please keep in mind; every business is different, so this list isn't intended to cover every situation or setup.

If you have specific concerns that aren't addressed here, reach out to us for help!

866-541-3570

OR

help@zenplanner.com

 

 

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