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

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Setting up Payment Processing

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Importing Existing Data

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Setting up Programs & Classes

Setting Up Session Based Classes

Setting up Appointments

Setting Up Memberships

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Setting Up Your Sales Process

Setting Up Zen Planner's Waivers/Contracts

Setting Up Staff Payroll

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Setting Up Discounts, Custom Fields & Lookup Codes

Setting Up Database Tools

Setting Up Communication Templates & Automations

Support for Multiple Locations