I'm New and Need Setup Help

Initial Back End Setup

• {VIDEO} Basic Build Out Instructions for New Database Owners
• {VIDEO} Basic Setup Instructions for a MA Studio
• {VIDEO} Basic Setup Instructions for a CrossFit Box
• {VIDEO} Basic Setup Instructions for a Yoga Studio
• {VIDEO} 2/2 Basic Setup Instructions for Boutique Fitness Studios and General Gyms
• {VIDEO} 1/2 Basic Setup Instructions for Boutique Fitness Studios and General Gyms

See all 12 articles

Setting up Payment Processing

• Integrating Our Preferred Merchant Account Providers
• Test My Payment Gateway
• Setting Up Payment Processing for Existing Ezidebit Customers
• The Do's and Don'ts of Billing with Zen Planner
• Set Up Your Paysimple Gateway
• Set Up Your Bluefin Gateway

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Importing Existing Data

• How to Import Member Data into Zen Planner
• How to Manually Add Current Members to Your New Database
• RISK - Having More Than 2000 Records In Your Zen Planner Account
• Sending Zen Planner your Payment Account Information
• Export People from Mindbody Online
• Filter your Mailing List to under 2,000 clients in MBO using Tags

See all 14 articles

Setting up Programs & Classes

• {QUICK TIP} Creating Classes with Intermittent Schedules
• Setting Up Programs
• Setting up Classes: Overview & Scheduling
• Setting up Classes: Memberships Tab
• Setting up Classes: Online Tab
• How to Limit Student Access to Classes and Manage Enrollments

Setting Up Session Based Classes

• Overview: Session Based Classes
• Setting up Session Based Classes
• Setting up Memberships for Session Based Classes
• Maintaining Your Session Based Class Schedule
• Adding Camps into Zen Planner

Setting up Appointments

• Setting Up Appointment Types
• Enter Staff Appointment Availability
• Create an Appointment Package
• Activate Your Appointment Request Staff Alerts
• Activate Your Appointment Reminder Email
• Activate Your Appointment Confirmation Email

Setting Up Memberships

• {QUICK TIP} Renew COMPLETED Memberships in a Batch
• How to Create a Promotional Membership in Zen Planner
• How Create a Custom Membership
• What is a membership?
• Customize Your Member Registration Form
• Setting Up Memberships

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Setting Up Your Sales Process

• Facebook Pixel & Zen Planner
• Setting Up Goal Tracking in Google Analytics
• Using the "Review Request - Yelp & Google" Document Template
• How to Customize Prospect Statuses
• Generating Leads
• Setting Up Google Analytics & AdWords

Setting Up Zen Planner's Waivers/Contracts

• Unique Signature Documents for Membership Categories
• Using Zen Planner's Waivers/Contracts

Setting Up Staff Payroll

• Creating Percentage-Based Appointment Pay Rates
• Step One: Set Up Pay Period
• Step Two: Set Up Pay Rates
• Step Three: Review and Close Pay Period
• Set Up Hourly Pay Rates
• Set Up Billing or Commission Based Pay Rates

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Setting Up Discounts, Custom Fields & Lookup Codes

• Changing a Discount or Surcharge from ACTIVE TO INACTIVE
• {QUICK TIP} Creating & Managing Lookup Codes
• Create & Add a Custom Field
• Managing Custom Fields
• Setting up Discounts & Surcharges

Setting Up Database Tools

• Chargebacks: What are they and how to address them
• When to refund a payment vs. when to void a payment
• When to Refund in Zen Planner vs. the Payment Processor
• Creating & Using Custom Fields
• Setting up Discounts & Surcharges

Setting Up Communication Templates & Automations

• {VIDEO} Communication in Zen Planner: Automations, Emails, and Text Messaging
• Creating your Own Document Templates
• Marketing Automations-Customize your Facebook, Google, Yelp and Refer a friend template
• Setting up Automations
• Customize a Premade Email Template
• Template Tags (by Report Type)

Setting Up Martial Arts Functions

• Step 1 (Option A) Set up Your Belt Test Requirements Based on Skills
• Step 1 (Option B) Set up Your Test Requirements Based on Attendance
• Step 2: Assign Ranks To Students
• Step 3: Enter Belt and Uniform Sizes

Support for Multiple Locations

• Migrating Data from an Existing ZP Database to a New ZP Database
• A Guide to Setting Up Multiple Locations
• Group Management Console
• Logging Into the Group Admin Tool