57 docs tagged with "client"

Do you have 2 instructors in one class, or a main instructor and his assistant?

You can expand the booking form not only with extra fields but also with the possibility to add another person. Thanks to this button, your client can quickl...

Auto-enrollment is used for efficient programme enrollment for existing clients with a pre-filled booking form. This allows the client to receive priority en...

Automated client communications include automatic payment reminders that are sent to outstanding bookings and can help you improve your clients’ payment disc...

As of June 2025, all billing and payment management for Zooza services is handled exclusively through the Zooza platform, in cooperation with our partner Buy...

Blocks let you divide the sessions within a class into smaller logical units. Common use cases:

The blocks feature allows you to divide the terms within a class into smaller logical units - subgroups that you can use for different purposes depending on ...

If your clients are not individuals, but companies, you can also allow them to create company bookings. But this option needs to be enabled first.

When you are a new client, or if you need to move existing clients from one Zooza account to another, the Client Import feature can save you time.

Due to the pandemic situation, we have developed the ability to collect reasons for opting out of classes from clients. Why they are checking out of individu...

Use this when the client won’t start or it’s a duplicate. Steps: Bookings → Detail → Change status to Deleted. (You will still have a data in CRM under filst...

Admins and staff can create a booking for a client at any time — for a new client or one already in the system. A booking ties a client to a class and sets u...

<!-- Synonyms: widget fonts, form fonts, change font on booking form, customize form appearance, CSS widget, widget styling, form design, widget colors, font...

There are two ways to change the details of a client or booking.

Integration into your website is simple. As soon as a new account is created in Zooza, there is nothing to prevent the individual forms from being deployed t...

A discount code is one of the types of client discounts you will find within the app. Typical use is within campaigns or collaborations, where you generate a...

Within the app, you have the option to work with different types of discounts:

Zooza offers the ability to insert and manage different types of documents. This functionality allows users to upload documents in formats such as PDF and Wo...

You can correct, edit or move each payment. Adjustments can be made individually at the level of bookings, in which case it is a change to the outstanding am...

From First Login to Everyday Use

In Zooza, selling a physical product during the booking (booking) flow is a two-step setup:

Programme - individual, which will only be available for 1 session.

If, as a language school or a project offering individual sessions, you are first collecting interest and then creating dates and schedules, it is ideal to u...

Programmes - individual sessions for one client, in which it is possible to sign up for the 1st session for free and then continue with the whole programme.

This guide explains a practical workflow for individual (1:1) sessions in Zooza:

Instructors go to your Zooza app URL (e.g., asia.zooza.app), enter their email address, and receive a secure login link by email. There is no password — they...

Instructor substitution is a functionality in which an unavailable instructor is replaced by another one. This feature is available as a setting that, when a...

If you are an organisation that offers a wider range of programmes for children and are used to having siblings enrolled, or your clients are enthusiasts and...

<!-- Synonyms: remove location from course, remove location from class, remove location from group, change location on class, unset location, no location, lo...

When a child misses a session and the absence is properly recorded, the system generates a make-up credit on the booking. The parent can then use this credit...

Programme - for a period with two classes, where several people can sign up on one form

The Network Application is a centralized reporting and management platform designed to help franchisors monitor and oversee their entire franchise network. I...

When you finish old programmes/classes, you have many clients who want to continue with you. That’s why you start thinking about how to create new programmes...

The Notification Center is used to notify you as an administrator or your colleagues.

There are three ways to bring clients into Zooza. The right one depends on your situation:

To control how the programme is displayed on your website and how communication with clients is managed, use this setting. It includes three parts:

When each booking is created, the amount owed will be created at the same time. This amount is used to track whether the booking is paid or not.

The most common and worst option is to pay in cash. Why the worst? You have to work with banknotes and everything has to be done manually. When a client hand...

Every booking in Zooza automatically creates an expected amount to pay based on your programme or class settings. Payments can then be paired with that booki...

<!-- REVIEW: add all types of prepaid payment frequencies --> # Payment templates creation

You can correct or modify each payment. Modifications can be made to bookings separately. In this case, you are adjusting the amount owed. What is the amount...

Personas is a feature that distinguishes between attendees and clients, giving each their own dedicated profile. Instead of treating a child (or other attend...

At the moment Zooza provides all kinds of static data about programmes, bookings or instructors containing the entire company history. You can explore the fo...

After creating your programme, Zooza will automatically take you to the Programme Overview page. Here, you can add classes, adjust settings, and review your ...

Programme settings are pre-filled when you create the programme, but you can adjust them at any time. The settings are organised into several sections:

In real life, your clients sign up for a programme and then, when it starts, attend the programme within the agreed schedule. The moment you have more client...

<!-- Synonyms: delete course, delete programme, remove course, archive course, create session every week, schedule sessions automatically, recurring sessions...

Many times clients complain that they do not receive notification emails from the system. These emails can end up in spam or advertising. But this dropping o...

Billing periods are used for better orientation and overview in which period the programmes were held and therefore invoiced to the client. From an accountin...

If you are creating an offer for summer camps for week-long camps, you will create the offer as follows:

If you already have set up billable sessions, the application will start calculating the progression of the class differently: You can switch between the typ...

Trial sessions are a great way to show what your programmes have to offer. You will allow clients to get a better understanding of the content and teaching s...

If the class has not yet started, each booking will proceed in standard mode. Thus, after booking, the client’s payment is expected and the client is automat...

For adding additional Zooza users, you have a choice of different roles that are set according to how much data about your clients they can see and edit.

For clients who are VAT payers and need to indicate the amount of tax on invoices, Zooza offers the possibility to set it directly within the invoice data. T...

A simple guide to get you started

If you don’t have your own website and would like to make it as easy as possible to implement your programmes that you manage in Zooza, we offer you Zooza Si...