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Zen Front Desk
Advisor Suite
Every call answered. Every lead qualified. Every day, Zen.
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Password
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Forgot Password
Advisor Suite
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Email Address
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Two-Factor Auth
Advisor Suite
Enter the 6-digit code sent to your email.
Verification Code
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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)
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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