Getting Started for Admins

Learn everything you need to know about getting setup with Zestful!

10 articles in this collection
Written by Ashlee Cloud and Nate Vogels

Video: Getting Started with Zestful for Admins!

Step by step video helping you set up your Zestful Account!

Written by Ashlee Cloud
Updated over a week ago

Step by Step Guide - Setting up & managing your Zestful account!

Inviting your team to Zestful!

Single invites or mass upload via CSV!

Written by Ashlee Cloud
Updated over a week ago

Creating Programs in Zestful!

Creating new programs for your team!

Written by Ashlee Cloud
Updated over a week ago

Adding a funding source to Zestful

Here's how you can fund your employee perks in Zestful

Written by Nate Vogels
Updated over a week ago

Verifying your company information

Here's what we will need from you when creating a Zestful account for your company

Written by Nate Vogels
Updated over a week ago

Best practices and resources for rolling out Zestful to your company!

Rolling out Zestful to your employees!

Resources to send to your employees.

Written by Ashlee Cloud
Updated over a week ago

All things finance - billing, invoicing and funding Zestful!

Company balance overview

Here's how we track your company balance in Zestful

Written by Nate Vogels
Updated over a week ago

Billing History and Invoices

Keep track of when Zestful billed your funding source or download monthly invoices

Written by Nate Vogels
Updated over a week ago

Verifying a manual ACH funding source (micro-deposits)

If you are manually adding an ACH funding source, be sure to verify the two micro-deposits.

Written by Nate Vogels
Updated over a week ago

Integrations

Zestful integration guides!

We hear you and we have integrations and more to come!

Written by Ashlee Cloud
Updated over a week ago