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
- Virtual Classes in Zen Planner
- {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
Setting Up Session Based Classes
Setting up Appointments
Setting Up Memberships
- Trial 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 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
Setting Up Discounts, Custom Fields & Lookup Codes
Setting Up Database Tools
Setting Up Communication Templates & Automations
- Recommended Automations
- Setting up Custom Automations
- Setting up Preset Automations
- {VIDEO} Communication in Zen Planner: Automations, Emails, and Text Messaging
- Creating your Own Document Templates
- Marketing Automations - Customize your Facebook, Instagram, Google, Yelp and Refer a Friend Templates