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
- Filter your Mailing List to under 2,000 clients in MBO using Tags
- Export your client data from PerfectMind
- How to Manually Add Current Members to Your New Database
- Sending Zen Planner your Payment Account Information
- RISK - Having More Than 2000 Records In Your Zen Planner Account
- Membership Import Template - Explained
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
- Updating the Status of a Pay Rate (ACTIVE vs INACTIVE)
- How to Customize Twice Per Month Pay Periods
- Time Clock & Hourly Payroll Changes
- {VIDEO} Setting up Pay Rates
- Staff Pay Setup - Overview
- Step One: Set Up Pay Period