Upcoming Staff App Enhancements

2018-11-13T16:47:36+00:00July 20th, 2016|Software Features|14 Comments

Enhancements to the Zen Planner Staff App

Staff App Public Beta has been available to our customers for a little over a week, and the outpouring feedback we’ve received has been amazing! We are so happy to hear about the benefits it is providing to your businesses, and we appreciate the guidance you’ve given for how we can continue to improve as we move forward. We couldn’t have made this without your help, and we hope you will continue to engage with us as we work to build products that you truly love.

Now that you’ve have had the opportunity to get hands-on with the App, we wanted to provide a preview of some of the things you can expect to see next. We’ve been working on these since before the Public Beta began, and we think you’ll appreciate how they add to the check-in functionality that’s already provided.

Sign Documents and Pay Unpaid Bills

In our Public Beta, we showed you the alerts that would normally block someone from checking in and allowed you to override them. Now, we want to help you resolve them! That is why we enhanced the alerts that are displayed during check-in to include new workflows.

Staff App Alerts

By clicking on an unsigned document alert, you will be given the ability to have customers sign any documents they might have missed during registration. This means your business is better protected and able to check clients in faster, allowing you to spend more time doing what you love.

Staff App Alert ResolutionIf you select an unpaid bill alert, you’ll be able to use an existing account on file or accept an offline payment type to pay the full balance right then and there. You’ll also be able to see a breakdown of the unpaid bills that make up that balance, in case your customers have questions about the charges. Oh and don’t worry, all existing staff privilege requirements needed to process payments are still in effect!

Staff App Offline PaymentsCheck-In for Events

Checking in customers for events now behaves just like classes and appointments do. Select an event from your calendar and you’ll see a familiar view that makes event check-in a breeze.

Adding Customer Photos and Basic Profile Editing

The Staff App uses customer photos to help you build relationships during the check-in process. You asked for a way to quickly capture new pictures of your customers in order to make this even easier, and we heard you. The profile page for each customer will allow you to snap a picture (or upload one you might already have), and quickly modify it before applying it to his or her profile. You can also expect to see this functionality added into the Member App in the near future.

Add and edit photos with Staff AppIn addition, we added the ability to modify some of your customers’ basic contact info. If a phone number or email is already present, you’ll be able to use your favorite apps to reach out!

Update profiles in the Staff AppUp Next…

There’s plenty more in store for both our Staff and Member Apps in 2016! We have a few things planned, but we always rely on your feedback to help guide product enhancements – so reach out to us at help@zenplanner.com and let us know what you’d like to see!

Just like the Member App, the Staff App is included in Zen Planner’s monthly subscription and is free to download. Staff members will be able to download the App in the App Store and Google Play.

Stay tuned to our blog, as well as our Facebook and Twitter pages, for the latest news on upcoming improvements to the Staff App!

If you’re interested in learning more about Zen Planner’s new Staff App, and it’s full, comprehensive member management solution, schedule a live demo today!

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  1. Alan July 21, 2016 at 9:19 am - Reply

    Eric, thanks to you and the team for all that you do. We understand there’s a great deal of work that you’ve put into streamlining Zenplanner. Our team really appreciates the flexibility and growth that’s come.

    • Tiffany Houkom July 26, 2016 at 12:02 pm - Reply

      Thank you for the kind words, Alan! We’re happy to hear your team is excited about the future enhancements!

  2. Lisa Addario July 29, 2016 at 4:04 pm - Reply

    Yay! You guys really listen to feature requests.
    The photo functionality will much appreciated. Thank you, thank you, thank you!

    • Tiffany Houkom August 1, 2016 at 12:04 pm - Reply

      Thank you for the kind words, Lisa! We’re so happy to hear you’re excited about the new features!

  3. Rachel July 31, 2016 at 7:31 pm - Reply

    Really loving the new staff app. Well done team, looking forward to the improvements.

    • Tiffany Houkom August 1, 2016 at 12:04 pm - Reply

      Thanks for the feedback, Rachel! We are so happy you’re loving the new App!

  4. Michael August 1, 2016 at 3:09 pm - Reply

    I would love the workouts to be displayed in the app as well so I can be in one app while writing the workout of the day on our whiteboard. Great app so far and I have used it everyday to do role call now. Keep up the great work.

    • Tiffany Houkom August 1, 2016 at 5:39 pm - Reply

      Thanks for the feedback, Michael! We’re glad you’re using the App and liking it so far. We’ve received a lot of feedback around incorporating Workout Tracking into the App, and are looking into the possibility of adding it in a future release. Please stay tuned to our blog to stay on top of future Staff App enhancements.

  5. Lorenzo Hernandez August 1, 2016 at 3:19 pm - Reply

    We are enjoying the app here in Santa Fe, NM. But one question. When can we put in our results for our workout of the day?

    • Tiffany Houkom August 1, 2016 at 4:25 pm - Reply

      We’re so happy to hear you’re enjoying the new App, Lorenzo! We’ve received several requests around adding Workout Tracking capabilities to the App, and are looking into adding this to our product roadmap. Please stay tuned to our blog for future feature enhancements!

  6. nicole September 19, 2016 at 11:49 am - Reply

    Is it possible to be able to remove a member from a class in the Staff App? Our coaches have not been able to do this thus far. i.e. if a member cancels last minute or no shows, the coach needs ability in the app to remove the member from class.

    • Tiffany Houkom September 20, 2016 at 10:52 am - Reply

      Hi Nicole,

      If a customer does not have a reservation, then clicking on their picture after they’ve already been checked in will remove them from that class. However, the Staff App does not yet have the ability to remove the reservation for a customer – though you are able to exceed the class attendance limit in order to admit more customers. Secondary actions (like making or removing a reservation, managing waitlist spots and checking in with drop-ins or free trials) are something we plan to address in the future based on customer demand. Please let us know if there is anything else you’d like us to add!

  7. Stephani Satterfield October 30, 2016 at 3:55 pm - Reply

    Our studio is in the process of getting started with ZenPlanner. I’ve looked over the Staff App, and I’m wondering when or if staff tasks will be available through the app.
    Thanks –

    • Tiffany Houkom October 31, 2016 at 11:28 am - Reply

      Hi Stephani – This is something that our Product team has looked at adding to the App. It’s not currently in our roadmap, but we may end up adding this feature in the future. I’ve passed your recommendation along to them. If you have any other recommendations on how we can enhance our Apps, please send them to product@zenplanner.com. Thanks!

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