Onboarding FAQ

Common questions about getting started with Zipper and the onboarding process.

Getting Started

Q: Wondering when my dashboard will get made and clients will get uploaded?

A: This depends on your onboarding path:

If you signed up for a demo or onboarding call:

• Your onboarding specialist will guide you through the setup
• Dashboard configuration happens during your scheduled call
• Client uploads typically occur on the call or shortly after
• Timeline: Usually completed within your first 1-2 onboarding sessions

If you're self-onboarding:

• Your dashboard is available immediately after signup
• You can import clients yourself at any time
• No waiting required - you have full access to all features

To import clients yourself:

1. Go to Dashboard > CRM > Import Customers
2. Download the CSV template
3. Fill in your customer data
4. Upload the CSV file
5. Review and confirm the import

For detailed instructions, see: How to Add Customers to Roster

If you're migrating from another platform:

• Contact your onboarding specialist about migration assistance
• Zipper offers free data migration from Mindbody and other platforms
• Migration includes: customer data, payment methods, subscriptions, and family relationships
• Timeline: Usually 3-5 business days for full migration

Need help faster?

• Email support@joinzipper.com
• Reference your account email and organization name
• Mention if you're waiting on a scheduled onboarding call

Q: What should I do first after signing up?

A: Follow this checklist to get started:

Week 1: Foundation

1. Complete your organization profile
2. Connect Stripe for payments
3. Add staff/instructor accounts
4. Create your first class or appointment type
5. Set up basic notification preferences

Week 2: Content 6. Build your website (or connect existing domain) 7. Create packages and pricing 8. Import customer data 9. Set up email templates 10. Test the booking flow

Week 3: Launch 11. Send welcome emails to existing customers 12. Publish your website 13. Enable online booking 14. Monitor first bookings and payments

Need guided help?

• Book a demo: https://joinzipper.com/demo
• Email support: support@joinzipper.com
• Check help docs: https://help.joinzipper.com

Q: Do I need to set up everything before customers can book?

A: No, you only need these essentials for customers to start booking:

Minimum requirements:

1. At least one class/appointment type created
2. Stripe connected (for paid bookings)
3. Available time slots on calendar

Recommended before launch:

• Customer notification emails reviewed
• Cancellation policies configured
• Staff profiles completed
• Basic website or booking widget published

You can refine everything else after launching.