P P.
Better Options Out There - Poor Customer Service
For the most part the software is user friendly. However it is not always accurate and lacks some important functionality like being able to put family members into different programs. Plan on long wait times and getting hung up on when you need technical assistance. The staffers are very pleasant and helpful but it is fairly common to wait 30+ minutes on a call and then have the system say "sorry... please call back later". This was a constant frustration for my staff. When brought to the companies attention their gist of their answer was "we're surprised to hear that because we have world class customer service". When you get ready to change to a different platform expect high fees for exporting data and don't expect to go easily. I started the process in Feb and it took 3 months because their links didn't work they way they were supposed to and there were delays in resending the links, etc... When I asked them to credit the last $110 because of the difficulties involved (and I have the emails to prove it) they basically dismissed the request. Which is fine... it's only $110. But it was the straw that pushed me to write the review when I might otherwise have just walked away and not told anybody about the bad customer service.
Response from Zen PlannerApr 26, 2018
I’m sorry to hear that this was your experience with our Member Services Team. Our cancellation process is explained in the Zen Planner Terms of Use and explained during the cancellation process as well - feel free to contact our Member Services Team with any additional questions you may have. This is not the typical experience of a Zen Planner member, however we wish you the best moving forward.




