Zen Planner automation at a glance
| Does Zen Planner have an API? | Zen Planner's API is available through its parent company Daxko's partner program, not self-serve. We check what your account can use and fall back to exports. |
|---|---|
| Connects with | Meta Ads, Google Sheets, Gmail, Mailchimp, QuickBooks, Slack |
| Used by | Fitness, Martial arts, Yoga studios |
| What we build | Membership view; Attendance alert; Lead handoff; Retention sheet |
Sound familiar?
What gyms and studios on Zen Planner tell us before a project starts.

- Membership and retention numbers are rebuilt monthly.
- Members who stop coming are noticed too late.
- Leads from ads are typed in by hand.
- Trial members get no follow-up.
- Reports from several screens are combined by hand.
What we build
Each one is a working piece you can open and check when it's done.
Attendance alert
Members flagged after a set number of days without a visit.
n8n, Make and Zapier automationRetention sheet
Monthly retention by membership type in one sheet.
Google Sheets and Apps Script automationWhat we connect it to: Meta Ads, Google Sheets, Gmail, Mailchimp, QuickBooks, Slack.
Industries that use it: Fitness, Martial arts, Yoga studios.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Monthly members
Example: a martial arts school sees new and cancelled students each month.
Zen Planner export, Google SheetsExample project
Missing member list
Example: coaches get a list of members not seen in two weeks.
Zen Planner, GmailExample project
Trial follow-up
Example: trial students get a message the day after their first class.
Zen Planner, MailchimpNot sure where to start? Start with an Automation Audit.
Questions people ask first
Does Zen Planner have an API?
Zen Planner's API is available through its parent company Daxko's partner program, not self-serve. We check what your account can use and fall back to exports.
Will this replace Zen Planner?
No. Memberships and billing stay there. We build the reports and follow-ups around it.
Is our data safe?
Yes. We use only the access your account grants and keep credentials out of code.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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