24 docs tagged with "transfer"

Bulk Network Transfer lets you move multiple client registrations from your company to another company in the same Zooza network — in a single action. It is ...

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...

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

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

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...

> Trials are client-initiated. Clients book their own trial via the website booking form. You cannot create a trial booking manually on behalf of a client — ...

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

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:

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...

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 ...

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

At the end of each term, you need to set up new classes and give existing clients the chance to re-enrol. This guide covers the full process from start to fi...

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:

Zooza lets you transfer or copy a booking from one class to another. Both actions use the same wizard — the only difference is what happens to the original b...

For a step-by-step walkthrough with screenshots, see Transfer and copy bookings.

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.