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Day-to-day ops after launch

Owner & Managers

Daily operations: payments and refunds, memberships and holds, products and pricing, scheduling, reports, and staff management.

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Module 1

Curriculum

Daily operations: payments and refunds, memberships and holds, products and pricing, scheduling, reports, and staff management.

  1. Lesson 1 How to Configure Late Cancel and No-Show Settings Late cancel and no-show settings are configured per class and per appointment type. There are no org-wide defaults.
  2. Lesson 2 How to Enable Waitlists Learn how to enable waitlists for events and classes. When events/classes are full, customers can join the waitlist, and you can promote them to active registration when spots become available.
  3. Lesson 3 How to Set Up Taxes in Zipper Zipper uses Stripe Tax to automatically calculate and collect sales tax at checkout. Setup has two parts: activating Stripe Tax in your Stripe account, then assigning a tax code to each product in Zipper.
  4. Lesson 4 How to Create a Subscription Product Learn how to create subscription products that automatically bill customers on a recurring schedule (weekly, monthly, or yearly). Subscriptions provide predictable revenue and allow customers to access services automatically.
  5. Lesson 5 How to Configure Variable Pricing Learn how to set up variable pricing for products so customers can pay any amount within a specified range. Variable pricing is useful for donations, tips, or flexible payment options.
  6. Lesson 6 How to Update Product Prices Learn how to update product prices. When you change a product's price, new customers will see the new price, but existing subscribers keep their current price unless you update it separately.
  7. Lesson 7 How to Create a Discount Code There are two types of discounts in Zipper: an inline Point-of-Sale discount (admin-applied at checkout, no code) and a Stripe promo code (a code customers enter themselves). Here's how each works.
  8. Lesson 8 How to Import Customers from CSV Learn how to bulk import customers from a CSV file. This saves time when adding many customers at once and helps you migrate customer data from other systems.
  9. Lesson 9 How to Set Up Family Accounts Learn how to set up family accounts that allow parents or guardians to manage children's accounts, purchases, and subscriptions. Family accounts simplify account management for families with multiple members.
  10. Lesson 10 How to Manage Customer Credit Balance Learn how to add, view, and use customer credit balance. Credit balance allows customers to have store credit on their account that can be used for purchases at Point-of-Sale and drop-in payments.
  11. Lesson 11 How to Cancel a Subscription Learn how to cancel customer subscriptions. You can cancel subscriptions immediately or at the end of the billing period.
  12. Lesson 12 How to Place a Hold on a Membership Pausing a membership temporarily stops billing, freezes the member's credits, and prevents new bookings for the duration of the hold.
  13. Lesson 13 How Gift Cards Work in Zipper Gift cards let customers buy store credit to give as a gift. The recipient gets an email with a code they redeem at checkout — adding credit to their Zipper account. Here's how to enable them and what to expect.
  14. Lesson 14 How Failed Payment and Expired Card Notifications Work When a member's payment fails, Zipper automatically notifies both the member and your staff. Here's what happens and where to see failed payments.
  15. Lesson 15 How to Issue a Partial Refund If you need to refund only part of a customer's payment (rather than the full amount), you'll need to process this directly through Stripe. This article explains how to issue partial refunds.
  16. Lesson 16 How to Issue a Full Refund Learn how to process full refunds for customer transactions. Refunds help you handle returns, cancellations, and customer requests.
  17. Lesson 17 How to Set Up Pay Rates Learn how to set pay rates for staff members. Pay rates can be used for payroll workflows and tracking staff compensation.
  18. Lesson 18 How to Generate a Report Learn how to generate reports to analyze your business performance. Reports provide detailed insights into payments, events, classes, scheduling, CRM, marketing, and SEO.
  19. Lesson 19 How to View Revenue by Class Type See which classes and appointment types are generating the most revenue.
  20. Lesson 20 Where to Find Leads and How to Manage Them Learn where leads go in Zipper and how to manage them through the Lead Board.
  21. Lesson 21 How to Create an Automation Learn how to create automated workflows that trigger actions based on events. Automations help you send emails, SMS messages, assign tags, and perform other actions automatically when customers register for events, submit forms, purchase products, or perform other actions.
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