How to Send Emails in Zen Planner

There are a bunch of ways to send emails in Zen Planner, and in this article, I'll be quickly covering how to:

1. Send email through Zen Planner automatically
2. Send email from your Document Templates
3. Send email from a Contact's Profile
4. Send email to the contacts in a specific report

How to Remind Your Staff to Follow Up - Automatically!

In this video, I walk you through how I send automatic emails to my staff regarding students within Zen Planner.  You can use this same technique to remind staff members or yourself about so many things including:
 - Members who are passed due
 - Members who are injured and need to be checked up on
 - Members who need a congratulations for something
 - Members who have birthdays (Have staff make a phone call rather than an auto-birthday email!)
 - and so much more!

Make sure you also check out my 5 Tips on Making Automations in Zen Planner article as well!

5 Tips for Creating Automatic Emails in Zen Planner

Zen Planner has a powerful auto-emailer, and although it's not perfect - it is THE BEST one native to a fitness or martial arts crm app that I've found.   Below are the tips that I train my staff to follow when creating automatic emails in Zen Planner.