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Customer Relationship Management

Integrated Personal Profile

Zen Planner’s personal profile page gives you a bird’s eye view into every interaction between you and your member.  Keep track of basic contact information, goals, memberships, workout information, and photos for every person in one central location. Enable the member website to allow members to securely update their own information.

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Membership Management

Zen Planner's member management tools are designed to help you find the ideal balance between serving your members and building systematic ways for you to manage your memberships, collect payments, and track your members effectively. Our features support a wide variety of membership options, including monthly agreements, short-term agreements, and class card memberships.

Email Marketing

Set up automatic emails and text messages to confirm reservations, purchases, updates, and more from Zen Planner. Segment people into groups in Zen Planner, then sync them automatically with your MailChimp mailing lists. Use MailChimp to create and send sophisticated email marketing campaigns with detailed reporting.

Staff Management

Manage staff access to your customer database and your Zen Planner account with staff logins and privileges. Assign tasks, follow-ups, and alerts automatically using our automation manager. Allow staff to change their own availability for appointments and view their appointment schedules from their mobile phone. Unlimited staff accounts are included with Zen Planner.

  • Automated Billing

  • Customer Management

  • Website

  • Member Check-In

  • Dashboard


Too Good To Be True?

Seeing is believing. Sign up for a free, 15-day free trial account and judge for yourself. Your trial account includes all the same features as a regular account as well as our online help website and documentation. There is no risk to you and no credit card is required. Sign up for a free trial today!

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