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How to Add a Prospect on the Staff App

This article describes how to add a prospect through the Staff App.

In order to do this, a staff member must already have access to Zen Planner. If they do not, this article will walk you through that process: https://help.zenplanner.com/hc/en-us/articles/221486307-How-to-Give-Staff-Privileges-to-Login-and-Use-Staff-App 

 

1. Staff member will click on the "Z" on the bottom of the Staff App. 

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2. Tap "Add Person" and fill out contact information. 

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3. Once complete, tap "Next" on the top right.

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4. If you have a universal document activated, such as a waiver, the document will appear for the person to sign. The person will tap "Sign Now" and the person will use their finger to sign the document

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5. Since this person is not tied to a class, you will be taken to their profile from which you can edit their contact information, add a photo (by tapping "edit" on the top right), add payment methods, view bills and add memberships. 

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