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Getting Started with Zennor

Welcome to Zennor! Work through this checklist in order to get your clinic configured and ready for patients. Most clinics finish it in a day.

Looking for advice on pricing treatments or designing a membership? See the Growth Playbooks.

Where things live in the Admin Panel

The left sidebar holds your day-to-day areas: Overview, Client Profiles, Broadcasts, Support inbox, Sales & Orders, Team & Incentives, App Builder and Subscription. Clinic-wide Settings open from your profile menu (top right) under Account Settings. Each person sees only the areas their role allows; see Team & Roles.

The 10-step setup checklist​

1. Sign in to the Admin Panel​

  • Action: Go to www.zennor.app/login and sign in with the email and password from your invitation. Verify your email if you're asked to.

2. Connect payments​

  • Choose Platform Route or Clinic Direct. Saving credentials alone doesn't select a mode or turn on checkout.
  • Action: Open Settings > Payments, choose your mode, complete its checklist and wait until Zennor shows Ready.
  • Read more: Payments & Billing

3. Build your treatment menu​

  • Add the services patients can browse and buy.
  • Action: Open App Builder > Products. Add treatments with clear names, prices and good photos, and organise them into shop categories.
  • Read more: Managing Treatments

4. Configure loyalty and rewards​

  • Decide how patients earn points and what they can redeem them for.
  • Action: Open App Builder > Loyalty & Rewards. Set your earning rules (Sign-up Bonus, Spend & Earn for points per ₹100 spent, Referral Bonus and Visit Check-in) and create a few rewards.
  • Read more: Points & Rewards

5. Design your memberships​

  • Create the membership plans patients can buy.
  • Action: Open App Builder > Membership to publish plans. Use App Builder > Custom Plans for plans made for one patient.
  • Need strategy help? Read the Membership Design Playbook

6. Turn on referrals​

  • Reward patients who bring friends to your clinic.
  • Action: In App Builder > Loyalty & Rewards, switch on the Referral Bonus rule and set its points. Referrals are a Growth plan feature.
  • Read more: Referrals

7. Brand your patient app​

  • Make the app look and feel like your clinic.
  • Action: Open App Builder > App Setup. Set your clinic display name, logo, brand colour and font pairing, then add images under Home screen heroes.
  • Read more: The Patient App

8. Invite your team​

  • Give your front desk and practitioners their own logins.
  • Action: Open Settings > Invite users. Invite each team member by email and choose their role: Trusted partner, Staff, Doctor or Therapist. For Staff, Doctor and Therapist, tick the work areas they need, such as Patient check-in and Redeem treatment sessions for the front desk. Invitations are valid for 7 days.
  • Read more: Team & Roles

9. Help patients find your clinic​

  • Patients download the Zennor app, sign in with their phone number and choose your clinic by name.
  • Action: Tell patients to search for your clinic's name when they first open the app. At the front desk, staff use Scan QR in the Admin Panel's top bar to scan the patient's Clinic pass (to check them in and award visit points) or a treatment-session QR from their app (to use a paid session).
  • Read more: Front Desk & Check-ins

10. Run a test purchase​

  • Check everything works before a real patient arrives.
  • Action: Sign in to the app as a test patient, then buy a low-value treatment with your card or UPI. Refund it from the order in Sales & Orders (only owners and partners can issue refunds).
  • Read more: Sales & Orders

You're live! What's next?​

With setup complete, train your team and launch to your patients.

  • Switch on automations: on the Growth plan, open Broadcasts and turn on the reminders you want, such as abandoned-cart and reward-expiry nudges. They're all off until you switch them on. See The Patient App.
  • Check your plan: see what's included and how billing works in Your Zennor Plan.

Ready to launch your membership? Read → 14-Day Membership Launch Playbook Read → Membership Sales Scripts