New Feature: Add Appointments through the Zen Planner Staff App

2018-11-14T17:44:00+00:00July 18th, 2018|Software Features|0 Comments

Appointment Setting in Zen Planner

As a fitness entrepreneur, you’re constantly on the go and always seeking ways to improve your business. Every interaction can be an opportunity.

For instance, maybe you find yourself at the grocery store, hunting for the ever-elusive ripe avocado when someone compliments your newest gym swag. Seizing the opportunity, you start chatting about your business and what you do for your clients. Next thing you know, you’ve got an excited new prospect that wants to schedule an orientation next Tuesday.

Score!

You add their contact info into your Staff App (Yay!) and set a reminder to book them for their appointment when you get back to your laptop.

Wait. A reminder to book them when you get back to your laptop? Bleh. That’s so 2017.

This is 2018. And in 2018, you can book that appointment right where you stand from your phone.

You read that right, you can now book appointments directly in the Staff App mobile! Anywhere. Anytime.

Celebration Gif

Here’s how it works:

Step 1: Log into the Staff App (mobile)

Step 2: Click on the “+” icon and select “Add Appointment”

Add appointments in Zen Planner's App.

Step 3: Select the appointment details and the person attending the appointment.

Add appointments in Zen Planner's App

Step 4: Save

Now you’re set to return to your (inevitably futile) avocado hunt! Free yourself from your desktop and empower your staff members to manage their own schedules from their phone.

For detailed instructions on booking an appointment in Staff App mobile, please check out our help documentation.


Researching member management software providers? Make sure you’re asking the right questions. Get your copy of our checklist, 9 Things Your Member Management Software Must Have.

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