assistantgasil.blogg.se - Change color zen planer front desk

CHANGE COLOR ZEN PLANER FRONT DESK HOW TO
CHANGE COLOR ZEN PLANER FRONT DESK FULL
CHANGE COLOR ZEN PLANER FRONT DESK SOFTWARE

It’s like picking your favorite Ninja Turtle there’s one that really stands out. There are a lot of really great resources in the Saved Reports section of your Dashboard. What are some your favorite reports Zen Planner? Columns: What information is included in your grid-formatted reports.Sort By: Edit the order in which the data is displayed in your report (you can also do so by clicking on column titles once you’re in a report).Group By: Gather data sets by a particular category.Format: Change the way in which the data is displayed.Once you’ve clicked, “Edit Report Settings” you’ll see a number of ways that you can edit the report. If you’re in a Saved Report, you may need to click on the “Edit Report” button first to unlock the criteria in the report.Īt that point you’ll unlock the criteria for that report as well as the “Edit Report Settings” button. It’s in each of these Saved Report-categories that you’ll find your old reports.Īt the top right hand side of most reports in Zen Planner you’ll see an option to “Edit Report Settings”. You’ll notice that the categories correspond to the different label options in the Secondary Navigation Bar of the Dashboard. Once you click, “Save Report” you’ll see the options to name the report, categorize it and add a description. How do I save reports and then access them in the future?Īt the top right hand side of your report you’ll see an option in green for “Save Report” next to the “Edit Report Settings” button. Your Saved Reports house an encyclopedia of information about your business, as every tiny piece of data is saved here. Running a business is no different you’re going to be more successful if you consistently keep track of how the business is doing. You know your members are most successful when they track their workouts and eating habits. Are you running the right reports for your business? You can set those values to reflect the numbers in your own gym, of course.

For example, if you have fewer than 20 students, the report on your Dashboard will have a little red square in front of it, however, if you have more than 30, it’ll show as green, and anything in-between will be yellow. They look like a stop light if the report is green, you’re doing well, and if it’s red, that metric needs a little extra love.

We created these useful color-coded divisions for each of these metrics so you know right off the bat how your business is doing.

Under the Financial tab: Failed Payments (which is not the same as past due bills), Past Due Total, Payments (Last 30 Days), Amount Due (Next 30 Days)Īnother great thing about these at-a-glance reports is that they empower you to establish goals or health levels for your business.

Under the Memberships tab: New Students (Last 30 Days), Memberships with Autopay Off (which means you’re going to bill them manually), Membership Net Change, and Expired Memberships (Last 30 Days).

There are a few reports and key performance indicators we recommend including on your Dashboard: You can also include usual visuals under the Charts tab that give you key insight into areas such as attendance and prospect conversion rates. If you want to see past-due bills, but don’t care about attendance, you can edit those selections and only show what you want to see on the fly. You can customize your Dashboard to reflect the data you want to see regularly. The information most pertinent to your day-to-day business operations is displayed on the My Statistics page, which is essentially a snapshot of your business.

CHANGE COLOR ZEN PLANER FRONT DESK HOW TO

How to customize your dashboardĮvery piece of data for your fitness business can be found in different reports within your Zen Planner database. In today’s post, we’ll dive deep into our rich reporting features, and we’ll share some of our favorite reports that you can start utilizing today.

CHANGE COLOR ZEN PLANER FRONT DESK FULL

Our goal on the Customer Advocate team is to ensure our customers are using Zen Planner to its full potential.

CHANGE COLOR ZEN PLANER FRONT DESK SOFTWARE

Put simply, our membership management software does a lot to help fitness business owners manage and grow their gym, school, studio or box.