One of the main reasons to use Zen Planner is to help you organize the different kinds of people involved with your studio.
- Prospects - People who have not yet signed up for a membership or event, i.e. potential members.
- Members - People who have purchased a membership.
- Alumni - People who were active Members, but who no longer have a current membership.
- Staff - People who are work with you to offer services to your customers.
- Contacts - People who do not follow into any of the categories above, i.e. parents, friends, vendors.
- Adding Contacts, Prospects & New Members - Click here to learn how to add people to your database.
Adding Staff Members - Click here to learn how to add and configure privileges for staff members.