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New Features and Releases!

Can't find what you're looking for?  
Browse through our Help Document Library 
Contact us at (866) 541-3570 or help@zenplanner.com for help

Check out our Webinar Resource to find in-depth information about features and functionality.


Free Trial Widget

You can now embed a modern free trial widget onto your website to help collect prospects, take action and grow your business. 

Strengthen your offerings and make it easier for prospects to sign up for a free trial.

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With the Free Trial Widget you can:

  • Add a modern and branded widget to your marketing website.
  • Quickly capture prospects and get the lead details you need to follow up.
  • Prospects can view free trial classes and sign up for the offering that works for them.
  • Strengthen your website and class offerings.

To find out more about the Free Trial Widget, click here.


Staff App Reservations

Quickly add or remove members reservations from your Front Desk or Staff App.

Just another highly requested usability feature. We are working on some further enhancements to make this feature even better.

 


Staff App Tasks

Staff can now access tasks and work through their task list in Staff App from their own personal devices.

Promote staff to as hygiene ambassadors to use Staff App on their own personal devices for staying on top of their tasks as gyms re-open with more jobs to be done.

With Staff App Tasks you can:

  • View tasks assigned to you
  • Access task details and mark a task as complete
  • Filter task sections to fit your needs: Overdue, Due Today, Upcoming, Complete
  • Access members' profiles to take action on a task (For example: Call, text or email a person)

Member App Check In

No need to rely on Staff or a communal kiosk to track attendance, you can now check in for your reserved class in Member App on the day of the class!

Promote members as Hygiene Ambassadors to use their own personal devices for check-in as gyms re-open. 

With Member App Check In you can:

  • Promote hygienic practices by using personal, not shared check-in devices.
  • Provide an accountability tool for class attendance (including virtual classes!)

Virtual Offerings

Zen Planner classes, appointments and events can easily be linked to virtual meetings like Zoom. Members can access all virtual information from mobile or browser and jump right into a live-streaming session.

Maintain a connection with your members and students anywhere around the globe. 

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With Virtual Classes you can:

  • NEW! You can now include location, Zoom link and password info in attendance and event registration automations.
  • NEW! Within Staff App and Front Desk you can now access virtual information for classes, appointments and events.
  • Within Studio, you can select the location as 'Virtual' and add in a zoom link for this class.
  • With the Member App and Member Connect, your members will have the ability to see and filter by which offerings are virtual and access the Zoom Link.

To find out more about Virtual Classes, click here.


Kiosk Mode Quick Sign-Up

New and existing members can now quickly and simply sign up for memberships on the Staff App tablet.

Kiosk Mode on your Staff App tablet gives your members the ability to sign up for memberships, whether they currently have an account with you or not.

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As a staff member, you can customize:

  • Which memberships appear on Kiosk Mode
  • Whether members take a picture when signing up
  • Custom questions to ask during sign up

To find out more about Kiosk Mode quick sign up, click here.


Unique Membership Documents

Your membership documents can now apply to specific membership categories, ensuring your members only sign the documents they need to.

Create documents that apply only to the membership categories you need them to.

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This allows you to be more specific with your contract terms, and ensures your members only sign documents for their specific membership.


Curriculum in Member App

Members can now view skills videos in the Member App.

Add YouTube or Vimeo links to your rank skills and your members will be able to view them on the Member App.

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To find out more about adding videos to your skills, click here.


Attendance History - Member App

Members can now see their attendance history in the Member App.

We want your members to feel proud of their efforts. That's why we've released the ability to view attendance history in the Member App.

Attendance History on Phone

The Member App now:

  • Shows attendances for the week and month
  • Tracks attendances toward ranks for martial arts schools
  • Displays the specific classes they attended over the last 60 days

Learn more here.


Member Password Enhancements

Member App passwords are less restrictive.

Your members can now easily create passwords less often. Password creation is less restrictive and a strength indicator lets them know when their password is good enough, allowing for easy account creation.

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Appointment-Based Pay Rates

Create pay rates as unique as your business.

Whether you pay your instructors per session or for a percentage of an appointment-based membership, you can now add those types of pay rates to your pay roll.

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Find out more about these pay rates here.


Hide Inactive Memberships

Organize your membership options even better.

Getting rid of membership options that are no longer available for signup has never been easier. Now you can hide options from years past and pull them up from a drop down menu when necessary.

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Membership options will be hidden:

  • On the Membership Options page
  • When you're signing up a new member

Manage Daily Tasks Efficiently with Zen Planner's Front Desk

Staff Members can do it all from one screen.
Without getting logged out.

Manage check-ins, retail, add people and memberships from one easy-to-use screen. And never get logged out. Introducing Front Desk.

 

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We are streamlining our staff-facing interfaces for ease of use and easy functionality. Using Zen Planner's Front Desk do it all from one screen. 

Introducing Gift Cards

No more workarounds or moving money. Gift Cards are here.

Build the settings for your gift card in your retail store in studio and begin selling them today. Read how here or watch the video below. 


 


Send Automations Based on Hour Criteria

Send the message you'd like to send when you want to - down to the hour.

Do prospects or members consistently forget their appointments? Would you like to send them a reminder one hour before their class begins? Or two?

Now you can.

  • Adjust existing attendance automations to send out down to the hour of when you'd like a text or email sent.
  • Create new automations and set when they should be sent out.

If you have questions on setting this up, please reach out to us!


Buy and Sell Memberships from your Phone

Membership sign-up just got easier.

We have increased the functionality on both the Zen Planner Staff App and the Member App to include membership sales. Now, staff members and gym members can add memberships to their profile and pay for them on their mobile device (Staff App and Member App) and a tablet (Staff App).

 

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From a mobile device, both Staff and Members can:

  • Manage easy and fast enrollment
  • Immediately run membership payments (auto-pay available on Staff App!)
  • Sign member contracts immediately after membership purchase in App

New Lead Capture Widget

Gather, track and manage new leads your way

Introducing our first Widget: our New Lead Capture Widget. Customize this new lead form and simply embed it into your website (by copying the provided code and pasting it into your website). 

Use this form to attract new leads and track them into your database. Using the New Prospect Funnel, transform those prospects into members.

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Benefits:

  • Simple to set up
  • Beautiful!
  • Customizable to match your website and brand
  • Embeddable on any website or Facebook page

Learn more here


Customize Payroll Report Dates

Edit your Bi-Monthly Pay Periods to Your Preferred Dates

Now, you can edit your Zen Planner payroll to match the pay periods that make most sense with your business.  

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Find this feature in Setup > Staff > Payroll Reports.

Add an Account Balance

Introducing positive balance in Studio and Staff App

A member gives you $20 for a $4 water bottle. Instead of dealing with change, easily add the extra payment to their account for them to spend on future bills.

Adding an Account Balance can be done in three platforms:

  • Studio on the "Financial" screen of a person's profile
  • Studio in Retail
  • Staff App for Offline Payments

Check out these resources for more info:
How to Add an Account Balance
How to Account for Account Balances in Financial Reporting
How to Use an Account Balance

Stay tuned here and look for the orange banner in studio to see some exciting news about account balances.


New Prospect Funnel

Generate more leads and managae their status easily using our new Prospect Funnel.

This funnel has helped several gyms and schools increase membership sales by 200%. We can't guarantee the 200% to everyone, but the prospect funnel will work to generate more, and better quality prospects. 

Here is what you need to know:

If you're a new customer as of 2/8/17, these tools have have been customized for you in your Zen Planner Database. Call us to make sure everything is synced for you!

If you signed up with Zen Planner before 2/8/17, you have the tools available, you will just need to sync them together with your custom fields.

Here's a video guiding Prospect Funnel Setup.

Below are help documents to guide you. 


Log Scores in the Member App

Download the Member App on your 

Android or iOS phone. 

For more information on the Member App, click here.