Getting Started and Navigation
Panel layout, the summary screen, profile and workspaces.
Setup wizard: get your account ready in 5 steps
Business details, services, team invitations, working hours and appointment settings. Opening a new branch? Copy the service and settings list from your existing business as-is.
Navigating the panel: menu, top bar and quick create
Get to know the structure of the left menu, the notification and approval icons in the top bar, and the Create menu that lets you open a record from anywhere.
The summary screen: today's work and what needs attention
Follow the day's appointments with the lists on the opening screen; catch expiring packages and packages running low on sessions early.
The profile menu: theme, language, performance and workspaces
Change the theme and the language, view your own performance, switch between businesses, manage invitations, and use an existing business as a template when you open a new branch.
Your Piyzi subscription, your limits and your payment history
Keep track of the plan you are on, the time you have left and your limits; change your plan and view your past payments.