Within 7 days of implementing this training with a brand new staff member, we were able to fully trust her with handling all basic Zen Planner jobs on her own.
I've divided the training into 3 Levels since not everyone needs to know how to do everything, all at once. Since they are in Google Docs, I can easily share them and update them with my staff at any time.
If you're interested, I can share these templates with you, and you can add your own graphics and make these documents your own. They will become an asset to your business on an operational level. Just let me know how I can help!
Zen Planner Level 1 Training
The Level 1 Training is all about answering basic questions and performing basic tasks that every front desk person needs to know at your place of business within Zen Planner.
| How to Navigate Profile |  |
| How to Update Contact info | |
| How to Email / SMS a Contact | |
| How to Update Payment Method | |
| How to Add Payment Method | |
| How to Add a Digital Waiver | |
| How to Manage Family Members | |
| How to Manage Student Portal access | |
| How to Sign a Waiver or Agreement | |
| How to Add/Take a Photo | |
| How to Log in | |
| How to Make a Manual Membership Payment | |
| How to Navigate Billing | |
| How to Upgrade a Membership | |
| How to Add a Trial Membership | |
| How Clean up the Database | |
| How to Handle Sick, Injured, or Vacation |
Zen Planner Level 2 Training
The Level 2 Training is all about making changes to memberships in Zen Planner. This is perfect for managers and more experienced staff members.
| How to Add a Membership |  |
| How to Modify a Membership Agreement | |
| How to Modify a Membership's Program / Class | |
| How to Modify a Membership's Cost | |
| How to Modify a Membership Name | |
| How to Discount a Membership or Payment | |
| How to Put Membership Payments on Hold | |
| How to Credit time to a Membership | |
| How to Transfer a Membership to a Different Person | |
| How to Audit a Membership | |
| How to Refund a Payment | |
| How to Manage Retail Items | |
| How Change a Membership (Higher) | |
| How to Change a Membership (Lower) | |
| How to Set up a Custom Auto-Renewal | |
| How to Get Help with Zen Planner | |
| How to Update Member Stats |
Zen Planner Level 3 Training
The Level 3 Training the most advanced power users covering how to really use the power of Zen Planner reports, groups, and automations.
Hey Austin! I recently signed up for Zen Planner with you as a referral - thanks for all the great info - I would love to have these google docs to help my team get ramped up! Let me know the best way to reach you!
ReplyDeleteRAD! Send me your google address so that I can share them with you!
ReplyDeleteemail me: austin at kickboxers.com
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