32 docs tagged with "import"

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...

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.

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...

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

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 must have the correct region filled in for each location in order for the app to automatically pull in vacations correctly.

After the import, you can assign existing Direct Debit mandates to the imported bookings.

In Zooza, you can change an instructor either at the class level or directly on sessions, depending on what you need.

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

<!-- Synonyms: import payments, CSV import, bank statement import, bulk payment import, upload bank transactions, importovať platby, import platieb, bankový ...

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...

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.

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

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

Zooza offers a professional, self-service reporting solution using PowerBI that lets you generate and customize your own reports, giving you the flexibility ...

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

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

Within the application, you can determine the rates for work and then calculate the monthly remuneration for individual instructors. You set the rate for the...

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

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...

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