Nowhere else will you find a complete solution for managing your member communications and marketing to prospective students. Zen Planner's built-in report builder, document manager and automation manager are all included with your monthly subscription.
Instead of exporting your data to another program, send automated emails from the same place where you store all your memberships, billing and attendance info about your students. Your emails are sent based on real-time data, and you'll save time updating two databases.
Zen Planner takes it to the next level by automating running your mail merges and sending emails to your contacts based on triggers you set. Think of it as your personal office assistant that runs reports, mail merges your documents and emails,and sends your email automatically. It also actively monitors your data 24 hours, 7 days a week.
Custom Report BuilderModify one of our existing reports or make one of your own reports from scratch using our built-in Report Builder. Eliminates the need for exporting your data to another program to analyze your data. |
Multiple Report TypesChoose from over 20 different tables to build your reports. Create a report about people, memberships, billing, enrollments and more. Select multiple criteria for the report to narrow down your results to a specific set of data. |
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Flexible Report DisplayEasily edit the display of your report. Choose the fields you want to display, sort by a field, filter by a specific value or group by a specific field. You can also choose to display your report data as a table, a pie chart, a bar chart, a list of totals, or a line graph across a period of time. |
Shareable Report LibrarySave your report online and share it with your staff. Helps you and your staff keep track of your school and stay informed about how well your school is growing. |
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Custom Document TemplatesModify one of our existing document templates or make your own email and document templates from scratch using our built-in Document Manager. Use it to create mailing lists, student ID cards, certificates, membership agreements and more. |
Built-in Mail MergeInsert fields from your saved report into your document template. Use your custom attendance report to send emails to students who have been absent for more than 1 week from class. Or use a people report to email a welcome letter to your new students. |
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Simple Template EditorFormat your template using our simple template editor. If you know how to use Microsoft Word, you can use our editor to change fonts, insert images and table and format your text. |
Shareable Template LibrarySave your templates online and share it with your staff. You can even lock a template so staff members can't make changes to any of the text before sending the email or generating the printed documents. |
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Automate Emails and TasksSend emails using your saved document templates automatically based on your own business rules and triggers. You can also create and assign tasks automatically to staff members based on these triggers. |
Automate Your Retention ProgramSend emails to students one month before the next promotional test and tell them how many attendances they need to be eligible for the text. Encourage students to step up their commitment to becoming a black belt. |
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Improve Your Bill CollectionsSend parents reminders to pay their bill fivee days before the bill due date. Or send a payment receipt and thank you note after a payment has been received. Or ask a member to stop by your office to update a credit card that is about to expire. |
Enhance Your Membership RenewalsCreate a task for your studio director when a membership is scheduled to expire within the next 30 days. Or welcome new members to your school and invite them to review your student handbook on your member website. |
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Build Your Email Marketing CampaignSet up a prospect email campaign that touches your prospects at least five times after they initially contact you school. Send reminders to prospects before a scheduled appointment. Invite prospects to a free trial lesson. |
Monitor Your Revenue and Projected GrowthUse the Dashboard to actively monitor your school statistics. Set up the minimum and maximum numbers that you need to hit to meet your financial goals. View your current status at a glance and receive an email notification when your numbers are not within your thresholds. |
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