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How to Manually Add Current Members to Your New Database

If you have decided to not do an import of member data, follow these instructions to manually add your current members to your new Zen Planner database.

 

Please Note: if you are adding members manually, you should also begin adding in brand new signups to Zen Planner at the same time as you are doing step #2 of this process

 

1. Complete your back end setup: programs, classes, appointment types, membership options (this content is covered on the first onboarding call).

 

2. Begin adding your current members.

 

3. Once you have added in your current members, use this checklist to finalize the data before going live (this includes deleting old bills, how to re-collect payment account data, and sending out passwords):

 

 

If you have questions or need help with this process, please reach out to your onboarding coach at onboarding@zenplanner.com

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