Help Articles - Zipper Help Center

How Email Subscribing and Unsubscribing Works

Zipper includes built-in email subscription management to help you stay compliant with email regulations and respect your customers' preferences. This article explains how subscribing and unsubscri...

How to Add a Startup Fee to a Subscription

Learn how to add a one-time startup fee to subscription products. Startup fees are charged once when customers first subscribe, in addition to the recurring subscription price.

How to Add CMS Content

Learn how to add content through CMS (Content Management System) to create services, staff profiles, success stories, and other structured content for your website.

How to Add Customers to Roster

Learn how to add customers to your roster so you can track their information, manage their bookings, and send them package invitations. Adding customers to your roster is the first step in managing...

How to Add Guests to a Family Account

Learn how to add guest accounts for family members, including children who may not have email addresses. Guest accounts allow you to create profiles for family members that can be managed by a pare...

How to Add More Time Slots to a Class

Learn how to add additional time slots to an existing class. This allows you to expand your class schedule by adding new meeting times without creating a new class.

How to Add Notes to Customers

Learn how to add notes to customer profiles to track important information, communication history, and team observations. Notes help you maintain context about customer interactions and preferences.

How to Add Staff Members

Learn how to add team members to your organization and assign roles and permissions. Staff management helps you control who can access which features and delegate responsibilities.

How to Add Stages to a Workflow

Learn how to add stages to existing workflows. Stages represent steps in your sales process and help you track lead progression.

How to Approve Content in Marketing Copilot

Learn how to review and approve content in Marketing Copilot's review queue. Approved content can be scheduled for publishing to your social media platforms.

How to Assign an Appointment Type to a Location

Learn how to assign appointment types to locations so customers know where appointments take place. Locations can be physical addresses, virtual meeting links, or hybrid options.

How to Assign Tags to Customers

Learn how to assign tags to customers to organize and segment your roster. Tags help you filter customers, create targeted campaigns, and manage customer groups efficiently.

How to Block Out Specific Dates or Times

Learn how to block out specific dates or times using date overrides. This is useful for holidays, vacations, special events, or temporary schedule changes without affecting your regular availabilit...

How to Book an Appointment for a Customer

Learn how to book appointments on behalf of customers. You can book appointments for existing customers or create new customer records while booking. This is useful when customers call to schedule ...

How to Cancel a Subscription

Learn how to cancel customer subscriptions. You can cancel subscriptions immediately or at the end of the billing period.

How to Cancel an Appointment

Learn how to cancel appointments and handle refunds. You can cancel appointments with or without refunds, and choose whether to notify customers. Cancellations free up time slots for other bookings.

How to Cancel an Event

Learn how to cancel events and handle refunds for registered customers. When you cancel an event, you can choose whether to refund registrations, and all registered customers will be notified.

How to Cancel Multiple Class Sessions

Learn how to cancel multiple class sessions at once. This is useful when you need to cancel all sessions from a certain date forward, handle holidays, or make bulk changes to your class schedule.

How to Configure Custom Field Visibility

Learn how to configure who can see and edit custom fields for customers. Visibility settings help you control access to sensitive information and customize field access for different users.

How to Configure Notification Settings

Learn how to configure notification preferences to control how and when you receive notifications. You can enable or disable email, push, SMS, and in-app notifications for different event types.

How to Configure Payment Options for Appointment Types

Learn how to configure payment options for appointment types so customers can pay using different methods when booking. You can enable free appointments, paid appointments, punch card credits, or s...

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.

How to Connect a Custom Domain

Learn how to connect your custom domain to your Zipper site so visitors can access your site using your own domain name instead of the default Zipper domain.

How to Connect Facebook Pages

Learn how to connect your Facebook Pages to Zipper so you can publish social media content directly to Facebook. Once connected, you can publish content library items and schedule posts.

How to Connect Google Business

Learn how to connect your Google Business listings to Zipper so you can import reviews and manage your Google Business presence. Once connected, you can import reviews and access Google Business data.

How to Connect Instagram

Learn how to connect your Instagram account to Zipper so you can publish social media content directly to Instagram. Once connected, you can publish content library items and schedule posts.

How to Connect LinkedIn

Learn how to connect your LinkedIn profile or page to Zipper so you can publish social media content directly to LinkedIn. Once connected, you can publish content library items and schedule posts.

How to Connect Stripe

Learn how to connect Stripe to your organization to enable payment processing for products, subscriptions, appointments, classes, and events. Stripe integration is required for paid products and en...

How to Connect Twilio for SMS Sending

Learn how to connect Twilio integration to enable SMS sending capabilities. Twilio integration is required to send SMS messages to your contact lists.

How to Control Product Visibility

Learn how to control where and how products appear to customers. You can control visibility in the customer app, public shop, and organize products into categories.

How to Control When Registration Opens and Closes

Learn how to set registration windows for classes and events to control exactly when customers can register. Registration windows help you manage booking timing and ensure registrations happen at t...

How to Create a Blog Post

Learn how to create blog posts with rich content for your website. Blog posts help you share updates, insights, and content with your audience.

How to Create a Campaign in Marketing Copilot

Learn how to create campaigns to organize your social media content. Campaigns help you group content by purpose, theme, or marketing initiative.

How to Create a Class

Learn how to create recurring class series that automatically generate individual sessions. Classes allow you to set up repeating schedules (like "Yoga every Monday at 9am") and manage them as a si...

How to Create a Contact List

Learn how to create contact lists for email and SMS marketing. Contact lists help you organize your audience and target specific groups for campaigns.

How to Create a Custom Workflow

Learn how to create custom sales workflows for lead management. Custom workflows help you organize leads by different sales processes or products.

How to Create a Form

Learn how to create custom forms and waivers that you can require during event registration, appointment booking, or product purchase. Forms help you collect information from customers, gather waiv...

How to Create a Lead

Learn how to create leads in your sales pipeline to track potential customers through your sales process. Leads help you manage prospects and convert them into customers.

How to Create a Location

Learn how to create physical, virtual, or hybrid locations for your business. Locations help you organize services by where they're offered and show customers where appointments, classes, and event...

How to Create a Pay Rate Template

Learn how to create pay rate templates that can be assigned to multiple staff members. Templates help you maintain consistent pay rates across your organization.

How to Create a Product

Learn how to create a new product or package that your customers can purchase. Products can be one-time purchases, recurring subscriptions, or custom amount payments. Creating products allows you t...

How to Create a Punch Card Product

Learn how to create punch card products that issue credits when purchased. Customers can then use those credits for classes, appointments, or events. Punch cards are great for multi-use passes and ...

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 ac...

How to Create a Virtual Class

Learn how to create virtual or online classes with meeting links. Virtual classes allow you to offer online instruction to customers who can't attend in person, or create hybrid experiences that co...

How to Create an Appointment Type

Learn how to create appointment types that define the services customers can book. Appointment types specify duration, pricing, forms, and availability schedules. Creating appointment types allows ...

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 reg...

How to Create an Email Campaign

Learn how to create and send email campaigns to your contact lists or individual customers. Email campaigns help you communicate with customers, promote events, share updates, and drive engagement....

How to Create an Event

Learn how to create single events or recurring events that customers can register for. Events can be free, paid, or accept multiple payment methods. Follow the 4-step wizard to create events with a...

How to Create an SMS Campaign

Learn how to create and send SMS campaigns to your contact lists or individual customers. SMS campaigns help you communicate directly with customers via text messages.

How to Delete a Contact List

Learn how to delete contact lists when they're no longer needed. Deleting a list removes contacts from the list but doesn't delete the contacts themselves.

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.

How to Duplicate a Contact List

Learn how to duplicate contact lists to create variations quickly. Duplicating lists helps you create new lists with all contacts from an existing list.

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.

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.

How to Generate Content with Marketing Copilot

Learn how to use Marketing Copilot's AI assistance to generate social media content quickly and efficiently. AI generation helps you create content for Facebook, Instagram, and LinkedIn.

How to Handle Instructor Substitutions

Learn how to assign substitute instructors for specific class sessions. Substitutions allow you to change instructors for individual sessions without affecting the entire class series or other sess...

How to Import Contacts from CSV to Contact List

Learn how to bulk import contacts from a CSV file into your contact lists. This saves time when adding many contacts at once and helps you build large lists efficiently.

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.

How to Import Reviews from Google

Learn how to import customer reviews from Google Business into your Zipper account. Imported reviews can be published on your website to showcase customer feedback and build trust.

How to Invite a Customer to Claim Their Account

Learn how to invite customers to claim their accounts so they can manage their own payments, subscriptions, and bookings. When customers claim their accounts, they can log in, update their profiles...

How to Limit Products to Single Purchase

Learn how to configure products so customers can only purchase them once. This is useful for introductory offers, one-time onboarding packages, or any product that shouldn't be repurchased.

How to Link a Lead to a Customer

Learn how to link leads to existing customer roster entries. Linking helps you connect leads to your customer database and track lead conversion.

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.

How to Manage Event Registrations

Learn how to view, manage, and handle event registrations. You can see who's registered, manage waitlists, cancel registrations, mark attendance, and issue refunds.

How to Manage Site Redirects

Learn how to create and manage URL redirects for your site. Redirects help maintain SEO when URLs change and ensure visitors find the right content.

How to Mark a Field as Required

Learn how to mark form fields as required so customers must fill them in before submitting forms. Required fields ensure you collect essential information.

How to Migrate Customers and Subscriptions

Learn how to migrate customers and subscriptions from competitor platforms like Stripe, MindBody, and Glofox into Zipper. This guide covers importing customers, transferring payment methods, settin...

How to Move a Lead to a Different Stage

Learn how to move leads between workflow stages to track their progress through your sales pipeline. Moving leads helps you manage the sales process and understand where each lead is in the funnel.

How to Process a Refund

Learn how to process refunds for customer transactions. Refunds help you handle returns, cancellations, and customer requests.

How to Process Payments with Point of Sale

Learn how to use the Point of Sale (POS) system to process in-person payments for products, custom amounts, and services. POS provides a streamlined interface for handling transactions at your phys...

How to Promote Customers from Waitlist

Learn how to promote customers from event waitlists to active registration when spots become available. This helps you fill spots efficiently and notify customers when they can attend.

How to Publish a Review

Learn how to publish customer reviews to make them visible on your website. Publishing reviews helps showcase customer feedback and build trust with potential customers.

How to Publish a Site

Learn how to publish your website to make changes live. Sites have draft and published versions, allowing you to work on changes safely before making them visible to visitors.

How to Rename a Contact List

Learn how to rename contact lists to keep them organized and easily identifiable. Renaming helps you maintain clear list names as your needs change.

How to Reorder Questions in a Form

Learn how to reorder form questions to control the order in which they appear to customers. Question order affects the form flow and user experience.

How to Reply to a Review

Learn how to reply to customer reviews to engage with feedback and show that you value customer input. Replying to reviews helps build relationships and demonstrates responsiveness.

How to Require a Form During Booking

Learn how to require customers to complete forms when booking appointments. Forms help you collect information, gather waivers, and capture important details before appointments.

How to Require a Form During Event Registration

Learn how to require customers to complete forms when registering for events. Forms help you collect information, gather waivers, and capture important details before events.

How to Require a Form During Product Purchase

Learn how to require customers to complete forms when purchasing products. Forms help you collect information, gather waivers, and capture important details before product purchase.

How to Require Multiple Forms for Registration

Learn how to set up multiple forms for event and class registration. You can now require customers to complete a waiver form, cancellation agreement, and additional forms all in one registration flow.

How to Schedule Content in Marketing Copilot

Learn how to schedule approved content for future publishing to your social media platforms. Scheduling helps you plan social media content in advance and publish at optimal times.

How to Send a Package Invite to a Customer

Learn how to invite specific customers to purchase packages or products. Package invites allow you to target specific customers with personalized offers, track invite acceptance, and send reminders...

How to Send Form Requests to Customers

Learn how to send form requests to customers so they can complete forms remotely. This is useful for collecting waivers, intake information, or other required forms without customers being present.

How to Set an Automation to Run Only Once Per Customer

Learn how to configure automations to run only once per customer, preventing duplicate communications and ensuring each customer receives automation actions only once.

How to Set Capacity Limits

Learn how to set maximum capacity limits for events and classes. Capacity limits prevent overbooking and help you manage event size. When capacity is reached, new registrations are blocked or moved...

How to Set Different Prices for Different Customer Groups

Learn how to create multiple pricing tiers for classes and events so different customer groups see different prices. This allows you to offer member discounts, early bird pricing, and other pricing...

How to Set Pay Rates for Staff

Learn how to set pay rates for staff members. Pay rates can be used for payroll workflows and tracking staff compensation.

How to Set Up Automatic Refunds

Learn how to configure automatic refund policies for classes and events. When customers cancel within your refund window, they'll be automatically refunded without manual intervention.

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 multip...

How to Set Up Payment Options for Events

Learn how to configure payment options for events so customers can pay using different methods when registering. You can enable free events, paid events, punch card credits, or subscription access.

How to Set Up a Provider's Availability Schedule

Learn how to create availability schedules for providers so customers can book appointments during available times. Availability schedules define when each provider is available for appointments, a...

How to Set Up Verified Sender Emails

Learn how to set up verified sender email addresses to ensure reliable email delivery. Verified senders help maintain sender reputation and improve email deliverability.

How to Switch a User to Kiosk Mode

Learn how to enable kiosk mode for staff members. Kiosk mode provides limited-scope access for in-person operations, perfect for front desk or point-of-sale scenarios.

How to Test an Email Before Sending

Learn how to send test emails to verify how your email campaigns look before sending to your full contact list. Testing helps ensure emails display correctly and look professional.

How to Test an SMS Message Before Sending

Learn how to send test SMS messages to verify how your SMS campaigns look before sending to your full contact list. Testing helps ensure messages are formatted correctly and within character limits.

How to Track Automation Executions

Learn how to view automation execution history to understand when automations ran, which customers received actions, and how automations are performing.

How to Track SEO Keywords

Learn how to track SEO keywords to monitor your search visibility and get AI-powered keyword recommendations. Keyword tracking helps you understand how your site ranks in search results.

How to Trigger Automations on Form Submissions

Learn how to configure automations to trigger when forms are submitted. This helps you automate follow-up communications and workflows based on form submissions.

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.

How to Upload Media to Media Library

Learn how to upload images, videos, and other media files to your media library. Media can be reused across your sites, blog posts, CMS content, and pages.

How to Use Parent Payment Methods for Children

Learn how to set up and use parent/guardian payment methods for children's purchases. This feature allows parents to pay for their children's class registrations, event registrations, appointments,...

How to Use Scheduled Changes for Classes

Learn how to use scheduled changes to temporarily modify class time slots for specific date ranges. Scheduled changes let you handle instructor vacations, location changes, or special events withou...

Why Won't My Published Site Show Updates?

If you've published changes to your website but aren't seeing them appear, the most common cause is caching. This article explains why this happens and how to see your latest changes.