Setting up a new business on Zipper

Zipper uses Stripe Connect to process payments and route them to your bank account. Once you connect a Stripe account, you can take payments directly through Zipper.

1. Log in to your Zipper account from a desktop or laptop computer. Navigate to Settings > Integrations > Connect Stripe Account
2. Follow the prompts to create your Stripe Connect account. You’ll add your business details, bank account and identity verification. Stripe will walk you through all requirements and once complete you’ll be redirected back to your Zipper account and the integration will be live, allowing you to accept payments from customers through Zipper.

In Zipper, navigate to Settings > Integrations > Custom Sending Email and set which email address emails to your customers should come from. Check your inbox for a verification email sent from Amazon SES to verify your email.

In Zipper, navigate to Settings > Organization Settings and add company details, location and timezone, branding, social media links and more.

If you will be using a Zipper website (either Site Builder or Zipper Pro Site), please fill out this intake form so we can get a draft created for you.

1. Navigate to Staff > Staff Members to add each staff member individually and select their role in your business
2. You can ignore Pay Rate for now if you’d like (we’ll come back to that below)
3. Leave the “send invite email” toggle OFF for now if you’re not ready to invite your team into your Zipper account (you can invite them later)

Classes are recurring events on your schedule with fixed days and times.

1. Navigate to Schedule > Classes and select the + Create Class button to add your first class
2. We recommend creating your first class manually so you learn all options. You can use the “Create with AI” option for subsequent classes.
3. Add in your Class details on the first screen
4. Add each timeslot this class occurs on the second screen. You’ll set the instructor, location, capacity and days and times of the week here.
5. The 3rd step is where you’ll set who has access to book this class. You can add a drop-in rate for now if you’d like, but otherwise you can ignore this for now. We’ll come back to this once we have your pricing built.
6. The 4th step is where you’ll attach waivers and set any cancellation / no-show policies. You can ignore the waiver section for now (we’ll do that in a later step) but you’ll want to set your cancellation/no-show policies.
7. Select “Create Class” and repeat for additional class types

Appointments are not recurring events on your schedule, they are more flexible timeslots paired with staff availability that can be scheduled in open spaces by either the customer (if you choose) or internally.

1. Navigate to Schedule > Appointments and select the + Create Appointment Type button to add your first appointment
2. You’ll need to create an Availability Calendar to attach to the appointment type. These are the default hours of availability you want to allow customers to book this specific appointment type.
3. All other appointment settings are on this single screen. Once all fields are considered, select Save and repeat for all other appointment types.

1. Navigate to Products & Services > Manage Plans and select the + Create Product button to add your first pricing option
2. Step through the options for setting up your pricing option.
   1. Use manual sales tax if you know your sales tax rate or need to set it to 0%
   2. Booking Credits are if they get a limited number of class bookings (i.e. a 5-pack). (if all-access, we’ll configure that on the class itself)
   3. Cash Balance enables a wallet balance and member discount options

If you have staff, you can set up pay rates to help with your payroll reporting

1. Navigate to Staff > Pay Rates and select the + Add new pay rate button to add your first pay rate
2. Set which classes or appointment types this pay rate should apply for and choose the structure you want to use
3. Once you have your pay rates created, navigate to Staff > Staff Members and assign appropriate pay rates (you can assign multiple) to each staff member as applicable.

Forms are often used for waivers, membership terms + conditions, or general contact forms. Once created, forms can be attached to any product, class, appointment or event, or embedded on your website.

1. Navigate to Products & Services > Forms and select the + Create form button to add your first form.
2. Form Fields: add basic information and other fields that you’d like to appear on this form. You can select if each field is required or not
3. For waivers that require a signature, select the “Signature” field type
4. Once your forms are completed, you can bulk attach them to classes, appointments and events by selecting the “Edit Booking Waivers” button on the main Products & Services > Forms page.

1. Navigate to Contacts > Customers and select the + Create Customer button to create a test customer profile (use a different email from your staff account email for better testing)
2. Explore the customer profile to get familiar with all you can see and do

You can charge customers from multiple places in the platform. Watch the video below to learn more.

1. Navigate to your test customer account and select the Charge button to see how to charge a specific customer
2. Navigate to Payment > Point of Sale to charge walk-in (i.e. guest purchases) or at the front desk
3. Navigate to Payments > Payment Collector to see a list of customers who have not been charged
4. Navigate to Schedule > Calendar to charge customers for a specific class, appointment or event

Terminology note: in Zipper, Classes and Events are both referred to as Events on the calendar. Appointments are separate and can be toggled on and off independently in the filters.

1. Navigate to Schedule > Calendar and find the view you prefer (defaults to Week(grid))
2. To cancel or otherwise edit the event or appointment, click the 3 dots.
3. To add a new class, event or appointment, or to block time on a staff member’s availability, click on the day/time spot on the calendar.
4. To sign a customer up for a class: click add registration, search for the customer and choose how they should pay for that class. May also choose to book them into the recurring timeslot.
5. You may drag and drop appointments on the calendar to reschedule

1. To invite a staff member into Zipper, navigate to Staff > Staff Member and select the Actions button on the staff member. If they have not yet accepted their invite you will see a “Resend Invite” option. If you have not sent them an invite yet, you will see a “Send Invite” option.
2. Once they accept the invite, they will be able to log in at https://app.joinzipper.com/auth/login to access your studio as a staff member. Instruct them to open that link on their phone and save it to their home screen for easy access.
3. Staff members can switch between the admin app and the customer app via the menu in the top left corner of their app.

1. Navigate to Settings > Organization Settings > Dashboard Layout to customize what your staff can see on their app dashboard
2. Share the video below to introduce your staff to the app and how they can use it. You can share this direct link to that video: https://www.loom.com/share/84e3f1e9521b490d9b88b74c66951b68

If using an external website:

1. Navigate to Website + App > Direct Links + Embedding
2. Select “New Scheduling Link / Embed”
3. Select what you’d like on this embed, then Create Link
4. Select “copy embed” to get the code you can embed in your website platform

If using the Zipper Site Builder:

1. Navigate to Website + App > Site Editor, select your schedule page
2. Select Add Block > Events > Class Schedule

If using a Zipper Pro Site:

Your onboarding specialist will ensure your booking widget is embedded on your new site.

If using an external website:

1. Navigate to Products & Services > Manage Plans
2. Select the 3 dots under Actions on the product you’d like to link to
3. Click Purchase Links
4. Copy that purchase link to use on your website
5. Repeat for any other products you’d like to link to

If using the Zipper Site Builder:

1. Navigate to Website + App > Site Editor, select your pricing page
2. Select Add Block > Products - Multiple
3. Select the card layout you like
4. Toggle on “Use Zipper Products” to automatically pull in links from your products page

If using a Zipper Pro Site:

Your onboarding specialist will ensure your pricing is embedded on your new site.

If you have an existing contact list that you’d like available to send marketing emails to (i.e. pre-opening interest or lapsed client list), you can upload that into your Zipper account.

1. Navigate to Marketing > Email > Contact Lists
2. Select: Create contact list
3. Name your list and upload per the formatting instructions given

1. Find your unique customer app link in your Zipper account by navigating to Website + App > Customer App > Share
2. We recommend adding this link to your website navigation and including it in emails.

1. Control which notifications and how notifications are delivered for your business under Settings > Organization Notifications
2. Set calendar specific notifications under Schedule > Calendar Settings
3. Control your own personal notifications (Staff and customers alike) under Settings / My Notifications

Under Reporting in your Zipper dashboard, you’ll see 2 options:

1. Reports - these are classic, spreadsheet enabled, downloadable reports for revenue, payroll and event performance data.
2. Business Intelligence - this is a new reporting dashboard where you can find insights on your data

Zipper’s marketing automation tool is a flexible way to make things happen automatically in your business. Use our pre-built templates or explore the different trigger and action options to create your own workflows. Watch the video below to get started.

You can order a Stripe reader from https://stripe.com/terminal/devices

Anything except the M2 is compatible. We recommend the S710 or the S700

Zipper’s Unified Inbox can bring your email, SMS, Instagram and Facebook messages into one inbox. To get started:

1. Navigate to Settings > Integrations and connect your Instagram, Facebook and email accounts
2. If you’d like to set up 2-way texting with our SMS partner, Quo, please follow these instructions to set that up. (additional rates apply for the 2-way texting functionality)