Monday, November 7, 2016

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!

Thursday, November 3, 2016

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.

Saturday, October 29, 2016

Comparing Martial Art CRMs



This Blog is Launched!

Hey Zen Planner Users!

My name is Austin - What's up!  I use Zen Planner every day in my business where my family and I teach Martial Arts and Fitness classes in Santa Barbara.  I've created a TON of training videos and documents for our staff because with 16 staff members and 450 students, it's super important that we keep everything systemized.

After a solid year of doing all of this work, I thought - "Hey, why don't I share this with the world?"  Thus, this blog was born.

Zen Planner has made things so much easier for me at my business, that I now have time to do fun things like start a blog for fun!  I hope it can do the same for you.

Lastly, just to be super transparent, I am planning on offering some paid-for services in the future to help other schools set things up as I have.  This may include pre-made templates and white labeled training documents for you to use in your business.  Also, after bugging Zen Planner forever to create an actual referral program, they have!  So, if you sign up for Zen Planner using my link, I'll get a finder's fee.  You'll also get $100 off your Zen Planner membership, so it's a win-win.

Thanks for stopping by, and seriously - ASK ME ANYTHING!  I'd love to help.

- Austin