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
Description
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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