{VIDEO} Basic Setup Instructions for a Yoga Studio

This 25 minute video will cover the important features that you need to know to setup your Zen Planner account. Please click on the link below to get started!

Building Out the Basics for a Yoga Studio Zen Planner Setup

                Setup Start Page (0:29)

                                How to contact our Support Team (0:34)

                Business Info (1:24)

                Locations (2:07)

                Credit Cards & E-Checks (2:33)

                Studio Appearance (3:10)

                Programs (3:22)

                                Yoga Classes

                                Private Lessons

                Building out your Classes (4:21)

                                Multiple Schedules (4:56)

                                Online Settings (5:40)

                                                Online Reservations (5:51)

                                                Free Trial Registrations (6:28)

                                                Drop-In Registrations (6:35)

                                                Duplicate Classes (9:05)

                Appointments (9:15)

                                Member Website


                                Setting Staff Prices (10:09)

                                Building Schedules (10:23)

                                View the Appointments on Member Website (11:00)

                Membership Options (12:15)

                                Billing Details (13:05)

                                Program & Classes (13:17)

                                Show Membership Online (13:40)

                                Triggers (14:45)

                                Adding a Limited Membership (15:31)

                                Adding an Unlimited Membership (16:20)

                                Adding an Annual Unlimited Membership (16:50)

                                Add-On (17:35)

                                Appointment Package Memberships (18:05)

                Staff Members (19:32)

                                Staff Roles (19:56)

                                Setup Roles (20:13)

                                Photo and Bios (20:25)

                Financial (20:40)

                                Discounts and Surcharges

                                Tax Rates (21:00)

                                Building out Tax Rates

                How to Add a Person (21:46)

                                Personal Info (22:20)

                                Contact Info (22:35)

                                Adding Family Members (22:58)

                                Adding Prospect Info (23:23)

                                Adding a Membership to a Person (23:46)

                                Review Applied Membership (24:29)


**** Typical Homework for a First Session ****

                Building out Programs

                Building out Classes

                Building out Membership Options

                Building out Appointments

                Setting up Staff Members

                Building out Discounts

                Building out Tax Rates


Thank you for watching our yoga setup video, we hope you found it helpful! Please navigate to our Help Documents Page HERE if you would like more information on any of these topics. You can also use the search icon in the top right corner to search for any topic you want to know more about.


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