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
- {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
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
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
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
- What is a membership?
- Customize Your Member Registration Form
- Setting Up Memberships
Setting Up Your Sales Process
Setting Up 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