Using Zensile

Sales & Billing

Setting up what you sell, ringing up sales at the register, and understanding memberships, coupons, and payouts.

Products

Open Products (under Sales) and click +to add anything you sell — merchandise, day passes, membership plans. A product starts bare (name + whether it's visible online); the actual price and what happens when someone buys it are configured separately as one or more Features on the product:

  • Pricing — sets the price, one-time or recurring (e.g. monthly membership dues).
  • Group — adds the buyer to a group on purchase.
  • Tag — applies a tag to the buyer on purchase.
  • Credits — grants the buyer a punch-pass credit (see Credits) — generic, or scoped to a specific class, service, or door.
  • Document — generates a waiver or agreement for the buyer to sign.

A single product can carry several features at once — e.g. a monthly membership priced as a recurring charge, that also adds the buyer to an "Active Members" group and grants unlimited class credits.

Packages

A Packagebundles several products, services, or class spots together at one combined price — useful for a "New Member Starter Pack" or a class-plus-gear bundle. Set the package's sale price, then add lines for each item it includes; Zensile shows the pre-discount value alongside the bundle price so the savings are visible to the buyer.

Point of Sale (checkout)

Point of Sale is your register. Start a checkout for a member (or ring up a walk-in sale), add products/services/class spots to the cart, then process payment:

  • Card — charges a saved or newly entered card via Stripe.
  • Cash — records the sale as paid without going through Stripe.
  • Account — bills the member's account balance directly.

If you have checkout permissions, you can also set a Paying Member before completing the sale — someone other than the customer who actually gets charged (e.g. a group leader or parent paying for another member). Leave it blank and the customer pays for themselves.

Note:Some card payments need an extra confirmation step (for cards requiring 3D Secure, for example) — if that happens you'll be prompted to complete it before the sale finalizes.
Waivers pause the sale for a signature:If anything in the cart requires a waiver or agreement (a product with a Document feature — see Productsabove), completing payment doesn't finish the sale right away. You'll instead be shown each document to sign, one at a time; only once every required signature is captured does the sale finalize.

Every checkout produces an invoice (the billing document) and, once charged, a paymentrecord. You can view a member's past checkouts, invoices, and payments from their profile, or browse all of them under Checkouts in the sidebar. Refunds are issued from a payment or invoice record.

Coupons

Coupons (under Sales) define a percentage discount — once, forever, or for a set number of months. A coupon on its own doesn't do anything until you either:

  • Generate a Promotional Code for it — a specific code (optionally locked to one member, with usage limits and an expiration) that can be redeemed at checkout.
  • Add a Modifier scoping the coupon to a specific product, service, class, or tag — this narrows which cart items a redeemed code discounts, it doesn't apply the coupon by itself. A coupon with no modifiers discounts every line; every coupon still requires a code to redeem, even a modifier-scoped one.

Subscriptions & memberships

A member's ongoing membership plan is a Subscription— created automatically when they buy a subscription-type product through checkout, not something staff create by hand. From a member's profile you can see their subscription status, cancel it (immediately or at the end of the current period), and see when it's next due to renew.

Group pricing

If a member belongs to a Groupwith discounted pricing set up on a class or service, checkout automatically applies that group's rate instead of the standard price — no coupon code needed.

Getting paid

Your gym's own payouts run through the Stripe account you connected during company setup, managed from Settings. From there you can also see and manage your gym's own Zensile subscription — pause, resume, change plan, or update the card Zensile bills — which is separate from any subscription product you sell to your members. See Staff & Payroll for company settings and integrations in more detail.

Reports

Reports (under Company) lets you build and save custom aggregation reports over checkouts, invoices, payments, account credit activity, and payroll — group and filter by whatever fields matter to you (e.g. monthly revenue by status), save the configuration, and re-run it any time from a fresh live query rather than a stale snapshot.