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Your setup checklist

3 min read·Updated July 2026

Setup gave you a working org. This is the short list that turns it into your business, roughly an afternoon, in the order that avoids rework.

Get the foundations right

1
Check your location. Above all its timezone, because every class time is read on the branch’s own clock. Fixing it later re-anchors your whole timetable.
2
Tidy your services and plans. Rename or delete whatever the template seeded until the list is genuinely what you sell; see Choosing your services and plans.
3
Set your policies. Two settings decide most of your daily friction: how close to a class a member may still cancel for free, and whether you track attendance at the door or assume it; see Attendance and check-in.

Put your week on the calendar

Add a recurring schedule for each regular class and let Zenly fill every future week, and publish your bookable hours for anything 1:1. The two guides are Create a recurring class and Offer appointment time slots.

Bring in your people

Add your staff with the role each one needs, then add your existing clients and sell them the plan they are already on. Members claim their own portal login whenever they are ready, so there is nothing to send; see How clients get their login.

Before you open the doors
CHECKLIST
Location and timezone
Services, plans and policies
This week’s schedule
Staff and clients
One booking, end to end

Take one booking end to end

The last step is the one people skip. Sell yourself a plan, book a seat, check in, then open your reports and watch the numbers move. Ten minutes here catches the wrong timezone, the plan that covers nothing and the class nobody can book, while it is still only you looking.

Good to know
Everything on this list is reversible. Archive the test client, cancel the test contract, and the history stays tidy.
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Understanding classes and scheduling
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OverviewGet the foundations rightPut your week on the calendarBring in your peopleTake one booking end to end