I'm New and Need Setup Help
Welcome to Zen Planner! If you're new, start here. We encourage you to setup your training sessions with one of our onboarding coaches. You should have received an email with directions on booking these sessions, however, if you need additional help please reach out to our help desk. In the meantime, this section will help you: Prepare for your onboarding sessions, import data, and setup your payment processing
Initial Back End Setup
- Zen Planner 'Go Live' Checklist
- Asking Your Members to Update Their Own Payment Account Info
- {VIDEO} Basic Database Setup
- {QUICK TIP} How to Schedule an OnBoarding Appointment
- Onboarding Session 1 - Back End Set Up
- Onboarding Session 2 - Front End Set Up
Setting up Payment Processing
- Setting Up Payment Processing for Existing Ezidebit Customers
- The Do's and Don'ts of Billing with Zen Planner
- Integrating Our Preferred Merchant Account Providers
- Test My Payment Gateway
- Set Up Your Paysimple Gateway
- Set Up Your Bluefin Gateway
Importing Existing Data
- How to Finalize Your Membership Import
- Export Attendances from Mindbody Online
- Export Birthdates from Mindbody Online
- Importing Your Own People
- Importing Your Own Skill Results
- Export your Member Data from Wodify
Setting up Programs & Classes
Setting Up Session Based Classes
Setting up Appointments
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
- Customize Your Drop In Registration Form
- What is a membership?
- Customize Your Member Registration Form
Setting Up Your Sales Process
Setting Up Zen Planner's Waivers/Contracts
Setting Up Staff Payroll
- Time Clock & Hourly Payroll Changes
- {VIDEO} Setting up Pay Rates
- Staff Pay Setup - Overview
- Step One: Set Up Pay Period
- Step Two: Set Up Pay Rates
- Set Up Hourly Pay Rates