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, business hours and appointment settings. Opening a new branch? Start by copying the service, product and settings lists of a business you already own.
Navigating the panel: menu, top bar and quick create
Get to know the structure of the left menu and the menu search, the notification, support, approval and price list icons in the top bar, and the Create menu that lets you open a record from anywhere.
The Overview screen: today's work and what needs attention
Follow upcoming appointments with the lists on the Overview screen; catch expiring packages, packages running low on sessions and customers who are off their visit rhythm early.
The profile menu: theme, language, performance and workspaces
Edit your profile photo and details, change the theme and the language, switch between businesses, manage invitations, and use an existing business as a template when you open a new branch.
Notification preferences: what turns off where?
Learn what Do Not Disturb and the online booking and automation notification switches stop, and where to manage the panel sound, messaging notifications and phone notifications.
My Performance: follow your own results
With My Performance in the account menu, see the appointments you completed, your revenue and your package and product sales for the period you pick, and learn how the figures are calculated.
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; manage the trial, automatic renewal and cancellation, and view your past payments.
Buying a Piyzi plan: paying by card or bank transfer
After the trial, when changing plans or once your time has run out, choose your plan on the plan page; pay by card or bank transfer/EFT, use a coupon and learn the rules for upgrading and downgrading.