Redesigned Zen Planner: Quick Tips to Help You Transition Seamlessly

2018-11-13T20:30:20+00:00August 19th, 2014|Business, Software Features|6 Comments

Two weeks ago we unveiled our redesigned user interface, and today we activated it for all Zen Planner users. Starting today, when you log in you’ll see the new interface without having to take any additional action. We hope you enjoy the feature rich and easy to use interface designed with your feedback as our guide.

Although transitioning to the redesigned system will be easy, we put together this list of the most common questions we’ve gotten from our beta testers as a reference guide.

Q: How do I edit enrollments on my member’s membership?

To do this, go to your member’s profile > Membership > From here click on eligible programs.

membership-eligible-programs

Q: How do I turn on Automatic Payments?

Just go to your member’s profile > Membership > Under the billing section, click on Auto Payments OFF. Here you can either add a credit card, or turn on automatic payments with an account already on file.

membership-auto-payments

Q: How do I edit my member’s membership (I.e length/duration, etc)?

Go to your member’s profile > click on membership > From here click on the pencil next to billing at the top right of the membership screen. Here you will find the screen that you are used to. This is where you can edit billing summary, or edit membership info.

Q: How do I edit website access for my members?

To do this, you can go to your member’s profile > Hover over the gray family arrow > edit website access. You can also click on the lightening bolt at the top of their profile (see screenshot). This is where you can send password resets, or log in as your members.

past-due-payments

Q: How do I Drop/Hold a membership?

Go to Student’s Profile > Click into their current membership > click into the Status drop-down box next to the membership label > Here you can Renew, Upgrade, Hold, Drop and Delete this membership.

renew-membership

Q: How do I view other family members and move between family member profiles?

Go to a student’s profile > click on the gray Family bar > you will see each family member > hover over a student and you can select View to go to their profile.

family-membership

Q: How do I access Family information?

To view a family profile > access the student’s profile > select the gray Family bar on the bottom left-hand corner of the profile (not the arrow next to it).

family-info

As always, if you have a question that’s not on this list, don’t hesitate to call or email our team at 866-541-3570 or support@zenplanner.com. We are always here to help.


Check out our latest eBook, Fitness Business Management Time Traps to Avoid. This guide will help you identify which tasks are taking up too much of your time, how to avoid these traps in the future and, most importantly, how creating efficiencies can help you better build relationships with your members.

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6 Comments

  1. Mark lee August 19, 2014 at 6:59 pm - Reply

    I love the refresh and it’s great to know that your team tirelessly works to implement these upgrades. I have one small issue and that is when I view the site from an iPad mini, the tables seem to be overlapping. Can you point me in the right direction as to how I can fix this?

    Thank you!

    • Shilo Lucyk August 26, 2014 at 9:38 pm - Reply

      Hi Mark, thank you for your message. We appreciate you taking to time to comment on our blog. We’ll have a support team member contact you by email to help you with this. And again, we thank you!

  2. Heather August 28, 2014 at 9:14 pm - Reply

    I was told in an e-mail that the new interface is not scalable.

    • Shilo Lucyk September 5, 2014 at 11:53 pm - Reply

      Heather, we’re currently in the process of optimizing the web application to be “responsive,” meaning that pages that may not format nicely on a phone or tablet today will soon adjust to any device. We’ll continue to gather customer feedback as we update the new interface to make sure we get it right on every device!

      Thanks for your continued participation and feedback.

  3. cindy August 28, 2014 at 9:56 pm - Reply

    When we use to look at the calendar and change the view (to month/week) it would stay that way after we viewed a single class. Now it reverts back to the same week. Is this now permanent or is there a way to keep looking at the view we change to while working on that part. You have to continually adjust the view every time you leave the page.
    Thanks

    • Shilo Lucyk September 3, 2014 at 5:08 pm - Reply

      Cindy, I’ve forwarded this question on to our Advocate team. They will get right back to you to help.

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