Quick Video Reference Guide
Zen Planner Database Setup
- Setup - Classes and Appointments
- Setup - Membership Options
- Setup - Setting Staff Availability for Appointments
- Setup - Membership Categories and Income Categories
- Setup - Family Membership Best Practices
- Setup - Lookup Codes
Admin and Day-to-Day Use
- Admin - Booking An Appointment for Yourself
- Admin - Booking an Appointment for Another Staff Member
- Admin - Changing An Individual Class Time (Studio)
- Admin - Changing An Individual Class Time (App)
- Admin - Member Profile Overview
- Admin - Member Check-in (Front Desk)
Reporting
Membership – General Updates and Changes
Membership Bills – Updates and Changes
- Membership Billing - Setting Up Memberships with Autopay
- Membership Billing - Autopay On/Off - Reports and Turning It Back On
- Membership Billing - Re-Allocating Payments
- Membership Billing - Changing ALL Future Bill Dates
- Membership Billing - Changing All Future Bill Amounts
- Membership Billing - Changing Individual Membership Bills