Stress-Free Software Migration

Switch to Zen Planner

Upgrade with Zen Planner—grow smarter from day one

Leave your outdated gym management software behind and embrace a smarter way to run your fitness business. Zen Planner simplifies your transition with a fully guided setup, seamless data migration, and expert coaching—so you can focus less on admin and more on growing your community from day one.

Stress-Free Software Migration

Switch to Zen Planner

Upgrade with Zen Planner—grow smarter from day one

Leave your outdated gym management software behind and embrace a smarter way to run your fitness business. Zen Planner simplifies your transition with a fully guided setup, seamless data migration, and expert coaching—so you can focus less on admin and more on growing your community from day one.

Stress-Free Software Migration

Switch to Zen Planner

Upgrade with Zen Planner—grow smarter from day one

Leave your outdated gym management software behind and embrace a smarter way to run your fitness business. Zen Planner simplifies your transition with a fully guided setup, seamless data migration, and expert coaching—so you can focus less on admin and more on growing your community from day one.

Award-winning software that makes switching worth it

Award-winning software that makes switching worth it

Award-winning software that makes switching worth it

Guided onboarding – we do the work for you

Switching to Zen Planner is designed to be stress-free. Our implementation team handles the heavy lifting, so you don’t have to.

We’ll set up your core operations, including:

  • Memberships and payment processing
  • Class schedules and bookings
  • Staff accounts and access roles
  • Reporting dashboards and key workflows

Once your system is ready, we’ll schedule your first one-on-one session with your Customer Success Coach within 1 week of go-live.

I couldn’t believe how easy it was to move my information over and get started. My onboarding coach was incredible. Even with the learning curve, I started saving time right away because all my tasks were so much easier.

Lester Hicks

Chosen Martial Arts Academy

Guided onboarding – we do the work for you

Switching to Zen Planner is designed to be stress-free. Our implementation team handles the heavy lifting, so you don’t have to.

We’ll set up your core operations, including:

  • Memberships and payment processing
  • Class schedules and bookings
  • Staff accounts and access roles
  • Reporting dashboards and key workflows

Once your system is ready, we’ll schedule your first one-on-one session with your Customer Success Coach within 1 week of go-live.

I couldn’t believe how easy it was to move my information over and get started. My onboarding coach was incredible. Even with the learning curve, I started saving time right away because all my tasks were so much easier.

Lester Hicks

Chosen Martial Arts Academy

Guided onboarding – we do the work for you

Switching to Zen Planner is designed to be stress-free. Our implementation team handles the heavy lifting, so you don’t have to.

We’ll set up your core operations, including:

  • Memberships and payment processing
  • Class schedules and bookings
  • Staff accounts and access roles
  • Reporting dashboards and key workflows

Once your system is ready, we’ll schedule your first one-on-one session with your Customer Success Coach within 1 week of go-live.

I couldn’t believe how easy it was to move my information over and get started. My onboarding coach was incredible. Even with the learning curve, I started saving time right away because all my tasks were so much easier.

Lester Hicks

Chosen Martial Arts Academy

Your data. Fully transferred. Nothing lost.

Member information, fully preserved

Student profiles, contact details, and member records move over without a hitch—so you don’t lose touch with a single member.

Progress & attendance history intact

We transfer current memberships and attendance history so your members’ progress remains complete and uninterrupted .

Expert-led setup, start to finish

Our team handles your migration from end to end—no manual re-entry, no lost data, no guesswork. Just a clean, complete transition.

Your data. Fully transferred. Nothing lost.

Member information, fully preserved

Student profiles, contact details, and member records move over without a hitch—so you don’t lose touch with a single member.

Progress & attendance history intact

We transfer current memberships and attendance history so your members’ progress remains complete and uninterrupted .

Expert-led setup, start to finish

Our team handles your migration from end to end—no manual re-entry, no lost data, no guesswork. Just a clean, complete transition.

No disruptions to your member payments

Seamless payment data transfer

We securely migrate your members’ payment information—including credit card and ACH details—so you don’t need to re-enter or revalidate data.

Security you can trust

Our implementation specialists follow industry-standard compliance and encryption to ensure your data stays safe and accurate.

No member action required

Your members won’t need to re-enter their billing information or take any action—their payments will continue running smoothly behind the scenes.

No disruptions to your member payments

Seamless payment data transfer

We securely migrate your members’ payment information—including credit card and ACH details—so you don’t need to re-enter or revalidate data.

Security you can trust

Our implementation specialists follow industry-standard compliance and encryption to ensure your data stays safe and accurate.

No member action required

Your members won’t need to re-enter their billing information or take any action—their payments will continue running smoothly behind the scenes.

Your dedicated customer success coach – first 90 days

From your first day, your Customer Success Manager (CSM) becomes an extension of your team. They’re here to help you make the most of Zen Planner and scale your business with confidence.

First 30 days – Build your foundation

Launch with a clear, actionable plan tailored to your goals.

Day 60 – Optimize & automate

Your coach helps you streamline operations, automate admin, and deliver better experiences.

Day 90 – Scale with confidence

Work on growth strategies like member retention and service expansion.

Your dedicated customer success coach – first 90 days

From your first day, your Customer Success Manager (CSM) becomes an extension of your team. They’re here to help you make the most of Zen Planner and scale your business with confidence.

First 30 days – Build your foundation

Launch with a clear, actionable plan tailored to your goals.

Day 60 – Optimize & automate

Your coach helps you streamline operations, automate admin, and deliver better experiences.

Day 90 – Scale with confidence

Work on growth strategies like member retention and service expansion.

Ongoing success – beyond onboarding

We’re still here after your first 90 days to help you keep growing with confidence. From advanced feature support to long-term strategy, your success remains our priority.

Day 120: Check-in

Unlock powerful tools like advanced reporting, marketing automation, and financial insights.

6 Months: Strategy session

Plan long-term growth—multi-location scaling, retention campaigns, and new service offerings.

Ongoing

Our team is always here to offer expert support, fresh ideas, and proactive check-ins to keep your business moving forward.

Ongoing success – beyond onboarding

We’re still here after your first 90 days to help you keep growing with confidence. From advanced feature support to long-term strategy, your success remains our priority.

Day 120: Check-in

Unlock powerful tools like advanced reporting, marketing automation, and financial insights.

6 Months: Strategy session

Plan long-term growth—multi-location scaling, retention campaigns, and new service offerings.

Ongoing

Our team is always here to offer expert support, fresh ideas, and proactive check-ins to keep your business moving forward.

Your personalized onboarding timeline

Step 1

Pre-build setup

Before our first call, your Implementation Specialist builds your account using your business specifics: memberships, class types, appointments, and more.

Step 2

Data migration

We securely migrate your critical data—like client profiles, memberships, attendance records, and payment details—so billing continues smoothly. No interruptions, no lost payment info, and no action needed from your members. Just send us your data in CSV format and we handle the rest.

Step 3

Online experience setup

Once your system is set up, your Implementation Specialist will review your fully set-up database with you. Then, you’ll be trained on all the day-to-day operations & workflows:

  • Member management
  • Reservations and check-ins
  • Payment processing
  • Signing up new clients
  • Signing up new clients

Step 4

Online experience setup

We’ll help you integrate Zen Planner into your website so members can take action without friction. Our tools include:

  • Online class calendars and booking
  • Free trial registration forms
  • New member sign-up flows
  • Lead capture widgets

Plus, you and your team will get familiar with our mobile app experience for both members and staff—keeping your operations connected from anywhere.

Step 5

Ongoing business coaching & support

With your systems running smoothly and your team and members fully connected, your Customer Success Manager (CSM) becomes your strategic growth partner. Whether you’re looking to boost member retention, launch new services, or scale to additional locations, your CSM is here to guide you. You’ll receive:

  • Expert coaching on fitness business best practices
  • Tailored strategies to support your unique goals
  • A trusted resource for ongoing questions and software support

From quick questions to long-term growth plans, your CSM ensures you’re never navigating alone—and always moving forward.

Your data. Fully transferred. Nothing lost.

Member information, fully preserved

Student profiles, contact details, and member records move over without a hitch—so you don’t lose touch with a single member.

Progress & attendance history intact

We transfer current memberships and attendance history so your members’ progress remains complete and uninterrupted .

Expert-led setup, start to finish

Our team handles your migration from end to end—no manual re-entry, no lost data, no guesswork. Just a clean, complete transition.

No disruptions to your member payments

Seamless payment data transfer

We securely migrate your members’ payment information—including credit card and ACH details—so you don’t need to re-enter or revalidate data.

Security you can trust

Our implementation specialists follow industry-standard compliance and encryption to ensure your data stays safe and accurate.

No member action required

Your members won’t need to re-enter their billing information or take any action—their payments will continue running smoothly behind the scenes.

Your dedicated customer success coach – first 90 days

From your first day, your Customer Success Manager (CSM) becomes an extension of your team. They’re here to help you make the most of Zen Planner and scale your business with confidence.

First 30 days – Build your foundation

Launch with a clear, actionable plan tailored to your goals.

Day 60 – Optimize & automate

Your coach helps you streamline operations, automate admin, and deliver better experiences.

Day 90 – Scale with confidence

Work on growth strategies like member retention and service expansion.

Ongoing success – beyond onboarding

We’re still here after your first 90 days to help you keep growing with confidence. From advanced feature support to long-term strategy, your success remains our priority.

Day 120: Check-in

Unlock powerful tools like advanced reporting, marketing automation, and financial insights.

6 Months: Strategy session

Plan long-term growth—multi-location scaling, retention campaigns, and new service offerings.

Ongoing

Our team is always here to offer expert support, fresh ideas, and proactive check-ins to keep your business moving forward.

Your personalized onboarding timeline

Step 1

Pre-build setup

Step 2

Data migration

Step 3

2-hour live walkthrough

Step 4

Online experience setup

Step 5

Ongoing business coaching & support

Before our first call, your Implementation Specialist builds your account using your business specifics: memberships, class types, appointments, and more.

We securely migrate your critical data—like client profiles, memberships, attendance records, and payment details—so billing continues smoothly. No interruptions, no lost payment info, and no action needed from your members. Just send us your data in CSV format and we handle the rest.

Once your system is set up, your Implementation Specialist will review your fully set-up database with you. Then, you’ll be trained on all the day-to-day operations & workflows:

  • Member management
  • Signing up new clients
  • Reservations and check-ins
  • Signing up new clients
  • Payment processing

We’ll help you integrate Zen Planner into your website so members can take action without friction. Our tools include:

  • Online class calendars and booking
  • Free trial registration forms
  • New member sign-up flows
  • Lead capture widgets

Plus, you and your team will get familiar with our mobile app experience for both members and staff—keeping your operations connected from anywhere.

With your systems running smoothly and your team and members fully connected, your Customer Success Manager (CSM) becomes your strategic growth partner. Whether you’re looking to boost member retention, launch new services, or scale to additional locations, your CSM is here to guide you. You’ll receive:

  • Expert coaching on fitness business best practices
  • Tailored strategies to support your unique goals
  • A trusted resource for ongoing questions and software support

From quick questions to long-term growth plans, your CSM ensures you’re never navigating alone—and always moving forward.

Zen Academy – Training for long-term success

Your Zen Planner journey doesn’t stop after setup. With Zen Academy, you and your staff get unlimited access to on-demand courses on:

  • Member engagement
  • Marketing strategy
  • Operational excellence

Learn at your own pace and continue growing—every step of the way.

Zen Academy – Training for long-term success

Your Zen Planner journey doesn’t stop after setup. With Zen Academy, you and your staff get unlimited access to on-demand courses on:

  • Member engagement
  • Marketing strategy
  • Operational excellence

Learn at your own pace and continue growing—every step of the way.

Zen Academy – Training for long-term success

Your Zen Planner journey doesn’t stop after setup. With Zen Academy, you and your staff get unlimited access to on-demand courses on:

  • Member engagement
  • Marketing strategy
  • Operational excellence

Learn at your own pace and continue growing—every step of the way.

Communicating the switch to your clients and staff

Switching systems is a big step—but communicating the change clearly can make all the difference. We’ll help you get your team and members excited, not anxious.

Communicating with staff

Involve them early

Let them know why the switch is happening and how it helps them.

Highlight benefits

Less manual work, faster check-ins, better visibility into member activity.

Use Zen Academy

Give them access to training videos and walkthroughs to build confidence fast.

Communicating the switch to your clients and staff

Switching systems is a big step—but communicating the change clearly can make all the difference. We’ll help you get your team and members excited, not anxious.

Communicating with staff

Involve them early

Let them know why the switch is happening and how it helps them.

Highlight benefits

Less manual work, faster check-ins, better visibility into member activity.

Use Zen Academy

Give them access to training videos and walkthroughs to build confidence fast.

Communicating the switch to your clients and staff

Switching systems is a big step—but communicating the change clearly can make all the difference. We’ll help you get your team and members excited, not anxious.

Communicating with staff

Involve them early

Let them know why the switch is happening and how it helps them.

Highlight benefits

Less manual work, faster check-ins, better visibility into member activity.

Use Zen Academy

Give them access to training videos and walkthroughs to build confidence fast.

Communicating with members

Share the why

Send a simple “What’s New” email outlining what’s changing (and why it’s better).

Reassure them

Their payment info stays the same and their experience is only getting easier.

Use the member app

Link to the Zen Planner member app and explain the benefits—like booking classes in a few taps.

Communicating with members

Share the why

Send a simple “What’s New” email outlining what’s changing (and why it’s better).

Reassure them

Their payment info stays the same and their experience is only getting easier.

Use the member app

Link to the Zen Planner member app and explain the benefits—like booking classes in a few taps.

Communicating with members

Share the why

Send a simple “What’s New” email outlining what’s changing (and why it’s better).

Reassure them

Their payment info stays the same and their experience is only getting easier.

Use the member app

Link to the Zen Planner member app and explain the benefits—like booking classes in a few taps.

Integrate with the tools you already love

Zen Planner works seamlessly with the platforms you already rely on to run and grow your business.

Integrate with the tools you already love

Zen Planner works seamlessly with the platforms you already rely on to run and grow your business.

Integrate with the tools you already love

Zen Planner works seamlessly with the platforms you already rely on to run and grow your business.

You deserve a partner, not just a platform

Your members are the heart of your business. Zen Planner helps you serve them better with software that works for you—not against you. And with our team by your side, you’ll feel confident every step of the way.

Ready to switch gym management software with ease? Let’s grow your business together—from day one.

Frequently Asked Questions

Not at all. We ensure zero disruption to your revenue. Your payment data—including saved cards and ACH details—is migrated securely and accurately. Members won’t have to re-enter their payment info, and recurring billing continues without a hitch. 

Yes. Zen Planner follows PCI-compliant standards and industry-leading encryption protocols. We treat your data like it’s our own, ensuring secure, private, and accurate migration of client records, payment details, attendance history, and more. 

Nope. We do the work for you. Our Implementation Specialists handle the entire data migration process—so you don’t have to spend hours uploading or formatting. Just send us your CSV files, and we’ll take care of the rest. 

We typically complete data migration and core setup in about one week. After that, you’ll have a single 2-hour training session to get your team up to speed, followed by access to ongoing coaching and support. 

We get it—change can be tough. But Zen Planner makes it easy. We provide intuitive tools, 1:1 onboarding, and unlimited training through Zen Academyto help your team feel confident and supported every step of the way. 

No action is required from your members to maintain billing or bookings. We’ll help you communicate the switch clearly and professionally, so they know what’s changing and why it’s a better experience for them. 

We provide templates and communication tips for announcing the change via email, social media, or in person. The message is simple: faster check-ins, easier booking, and a modern member app experience. 

Absolutely. Zen Planner integrates with many of the tools you already use—like ClassPass, SugarWOD, Mailchimp, Google Calendar, Facebook, and more. We make sure everything works together smoothly. 

You’ll have a dedicated Customer Success Manager for your first 90 days, plus a live 2-hour workflow training session. You and your team will also get access to Zen Academy, our library of on-demand training courses. 

Your success doesn’t stop at onboarding. We provide ongoing success check-ins, 1:1 coaching, and advanced strategy sessions at 120 days and 6 months to help you keep growing.