Zen Front Desk
Advisor Suite
Every call answered. Every lead qualified. Every day, Zen.
Email
Password
Sign in
Forgot Password?
Forgot Password
Advisor Suite
Enter your email and we'll send you a password reset link.
Email Address
Send Reset Link
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Two-Factor Auth
Advisor Suite
Enter the 6-digit code sent to your email.
Verification Code
Verify & Sign In
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Reset Password
Advisor Suite
Create a new secure password for your account.
New Password
Confirm Password
Update Password
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Zen Front Desk
Advisor Suite
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⚙️ Settings
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Client CRM
Budget Worksheets
Call Transcripts
Bookings & Appointments
Appointment Types
Seminars
Tutorial & Training
Select a client to view their profile
Create Appointment Type
Name
Slug
Duration (minutes)
15 Minutes
30 Minutes
45 Minutes
1 Hour (60 mins)
1.5 Hours (90 mins)
2 Hours (120 mins)
Location Type
Phone Call (Agent calls client)
Zoom / Video Meeting
In-Office / In Person
Office Address
Description
Cancel
Save Type
Create Seminar
Title
Topic
Date & Time
Duration (minutes)
Capacity (seats)
Location / Venue
Max Guests per Registration
Description
Dining Options / Menu details
Cancel
Save Seminar
Advisor Profile Settings
Advisor Name:
Email Address:
Firm Name:
Subdomain Slug:
Enable Two-Factor Authentication (2FA)
Require a 6-digit email OTP verification code upon login.
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Add CRM Contact
Name *
Email
Phone
Source
Has given consent to be contacted (TCPA/Compliance)
Cancel
Save Contact
Import Contacts from CSV
Upload a
.csv
file. We support headers like
name
(required),
email
,
phone
,
source
, and
consent_given
. Any duplicates will be merged by matching email or phone.
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Start Import
