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
More workshops are coming soon - watch this space!
Past Workshops - Watch Replays
Live Workshop and Q&A | Share and Receive Client Files Securely on the Client Portal
Stop emailing documents back and forth or chasing clients for paperwork one file at a time.
Learn how to share files securely through the Client Portal and let clients upload documents directly to their client record in Zanda. In this step-by-step workshop, we’ll show you how to turn on file sharing on the Client Portal, choose what files clients can access, share your first file, and find documents clients send.
We’ll walk you through:
- Enabling file sharing on the Client Portal
- Choosing which files clients can access
- How clients upload files through the Client Portal or an online form
- Your questions in a live Q&A
Live Workshop and Q&A | Build Scored Forms & Track Client Progress Automatically
Turn an online form into a trackable outcome measure and watch the client progress plot itself.
Stop manually tallying assessment scores or building spreadsheets to track client outcomes. Join a step-by-step workshop to build a scored custom form and track client progress reports with expert support.
We’ll walk you through:
- Building custom scored forms with interpretations bands
- Managing clients access to assessments results
- Reading progress reports
- Plus, your questions answered in the live Q&A session
Live Workshop and Q&A | Zanda Automations: Keep Your Clients Engaged and Coming Back
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 walk you through:
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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
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 walk you through:
- 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:
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Adding clients to your waitlist correctly (both manually and via the client portal)
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Enabling self-service waitlist requests for clients
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A simple process for using automatic waitlist suggestions in your calendar
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Filters and communication workflow setup, so you can respond quickly to cancellations
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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:
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Setting up the new client portal styling options to reflect your brand
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Access settings that control exactly what clients can see and manage
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Online booking optimized through the portal
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Notifications setup for both your team and your clients
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Plus, your questions answered in the live Q&A session