Join Our Live Workshops With Q&A
Set up Zanda features with step-by-step walkthroughs and expert assistance
Learn about and register for our upcoming Live Workshop sessions. Each Live Workshop is designed to be practical, easy to follow, and includes time for your questions.
Inside this article, you’ll find:
- A short description of each workshop topic
- What we’ll set up during the session
- Direct registration links
You’ll build and configure features inside your own Zanda account while we walk through the setup together.
Seats are limited to keep sessions interactive, so we recommend registering early to secure your spot.
Upcoming Live Workshops
Automate follow-ups and recall messages that keep clients engaged, returning, and connected to your practice—without manual chasing
Join this practical step-by-step workshop to learn how to set up post-appointment and recall automations in Zanda, with live guidance and expert support along the way.
We’ll cover:
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Automatically check in with clients after appointments
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Send personalised follow-up messages and satisfaction surveys
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Create recall automations that encourage clients to rebook
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Use smart condition logic to target the right clients at the right time
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Plus, your questions answered in the live Q&A session
Seats are limited to keep the session interactive—secure your spot now!
| Date: July 7, 2026 - two sessions available! | Register here |
Past Workshops - Watch Replays
Live Workshop and Q&A | Zanda Automations: Never Chase an Invoice Again
Spend less time chasing unpaid invoices and more time on your practice.
A step-by-step workshop to set up your invoicing automations with expert support.
We'll cover:
- Setting up automated reminders for unpaid invoices
- Setting up instant receipts when a payment lands
- Adding a pay link so clients can pay directly from the message
- Targeting the right clients with smart condition logic
- Plus, your questions answered in the live Q&A session
Live Workshop and Q&A | Master Your Practice Waitlist and Fill Cancellations Faster
Turn cancellations into filled appointments and keep your calendar working for you.
A step-by-step workshop to set up your waitlist workflow with expert support.
We walk you through:
- Adding clients to your waitlist correctly (both manually and via the client portal)
- Enabling self-service waitlist requests for clients
- A simple process for using automatic waitlist suggestions in your calendar
- Filters and communication workflow setup, so you can respond quickly to cancellations
- Plus, your questions answered in the live Q&A session
Live Workshop and Q&A | Zanda Online Forms: Automate Client Intake & Eliminate First-Appointment Admin
Stop chasing forms and start every appointment fully prepared.
A step-by-step workshop to set up your intake automation with expert support.
We're covering:
- Creating a reusable intake form template
- Setting up an automated pre-appointment form sending workflow
- Tracking forms submissions and completion
- Plus, your questions answered in the live Q&A session
👉 Download the presentation here.
Live Workshop and Q&A | Zanda Automations: Build Smarter Appointment Reminders
Move beyond one-template limitations and reduce no-shows with smarter reminders.
A step-by-step workshop to set up your reminder automations with expert support.
We're covering:
- Setting up a flexible reminder template structure
- Conditional pre-appointment automations set up
- Creating different reminders that based on appointment type or client criteria
- A clear workflow for managing high-risk or repeat no-show clients
- Plus, your questions answered in the live Q&A session
👉 Download the presentation here.
Live Workshop and Q&A | Build Your Client Portal Step-by-Step: Styling, Access & Bookings
Give clients more independence while staying in control.
A step-by-step workshop to configure your client portal with expert support.
We’ll walk you through:
- Setting up the new client portal styling options to reflect your brand
- Access settings that control exactly what clients can see and manage
- Online booking optimized through the portal
- Notifications setup for both your team and your clients
- Plus, your questions answered in the live Q&A session
