This is a video reference of all of our commonly ask questions. Please click on any of the the links below to get started!
Zen Planner Database Setup
Setup - Classes and Appointments
Setup - Setting Staff Availability for Appointments
Setup - Membership Categories and Income Categories
Setup - Family Membership Best Practices
Setup - Custom Fields for Profile Details/Reporting/Automations
Setup - Digital Waiver/Contract Setup
Admin and Day-to-Day Use
Admin - Booking An Appointment for Yourself
Admin - Booking an Appointment for Another Staff Member
Admin - Changing An Individual Class Time (Studio)
Admin - Changing An Individual Class Time (App)
Admin - Member Profile Overview
Admin - Member Check-in (Front Desk)
Admin - Refunds in ZP vs Processors
Membership Bills – Updates and Changes
Membership Billing - Setting Up Memberships with Autopay
Membership Billing - Autopay On/Off - Reports and Turning It Back On
Membership Billing - Re-Allocating Payments
Membership Billing - Changing ALL Future Bill Dates
Membership Billing - Changing All Future Bill Amounts
Membership Billing - Changing Individual Membership Bills
Membership – General Updates and Changes
Memberships - Adding Classes/Programs to Individuals
Memberships - Adding Classes/Programs to All Members
Prospect Funnel
Prospect Funnel - Introduction and Explanation
Prospect Funnel - Setting Up Look Up Codes
Prospect Funnel - Building the Automations
Prospect Funnel - Daily Use and Updates
Reporting
Reporting - Custom Report Overview
Reporting - Dashboard Report Overview
Reporting - Auditing Bills and Payments
Automations
Automations - Email, Alert, Staff Task and Text
Embedding
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