49 docs tagged with "client"

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...

This guide covers two related but independent concepts:

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 ...

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...

Zooza offers an easy way to customize the widgets you have deployed on your website. You can customize each widget to suit your needs - you can filter the pr...

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...

Location is a required field on a class — you cannot leave it blank. You can only replace it with a different location.

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...

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:

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:

- Programme (Programme) — the top-level entity (e.g., "Beginners Swimming"). It holds pricing, settings, and automation rules. - Timetable (Class/Class) — a ...

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...