The profile menu: theme, language, performance and workspaces

Clicking your avatar at the top right opens a menu that shows your photo or initials, your name, a plan badge and your e-mail address at the top. The menu holds these options:

• My Account: opens your account page; clicking the card at the very top of the left menu opens the same page.

• My Performance: opens the window that shows your own appointment and sales results (details in the "My Performance" article).

• Subscription Management: opens My Account → Subscription, where the subscription you pay Piyzi for lives.

• Theme and Language: see below.

• Sign Out: signs you out in this browser.

Theme and language

• Theme: Dark, light (labelled Open in the English menu) or System (follows your device setting).

• Language: Turkish, English or Azərbaycan dili. The page reloads when you change the language.

The My Account page

Your account page has five tabs:

• My Account: your profile details, the account summary, your workspaces and the invitations sent to you.

• Security: changing your password and two-factor authentication.

• Subscription: your Piyzi plan, your usage limits and your payment history; the business owner manages the subscription.

• Notifications: Do Not Disturb and your online booking and automation notification preferences.

• Sessions: the devices signed in to your account; you can end the session on a device from here.

Your profile details

1. 1

   Profile photo

   Click the photo area on the My Account tab and choose a picture. In the Crop Image window that opens, adjust the square area and press Crop and Save; the photo is saved straight away and shows up in the menus.

2. 2

   First name, last name and bio

   Click the pencil next to your name (or the "Add a bio..." text). In the Edit Profile Details window, First Name and Last Name are required and must be at least 2 characters; the Bio is optional and can be at most 200 characters. Press Save.

3. 3

   Phone number

   Click the pencil on the phone row; enter your new number and your current password, then verify with the 6-digit code sent to the new number. From then on you sign in with the new number (details in the account security article).

Your e-mail address is only displayed on My Account. To change it, open Profile Settings from the three-dot menu on your own row under My Business → Staff; this needs the permission to update staff details (details in the "How do I change my email address?" article). The two badges under your name show whether your e-mail and your phone are verified.

The Profile Completion bar grows by 20% for each of five criteria: first and last name, a verified e-mail, a verified phone, a profile photo and at least one workspace. Because the e-mail is not verified from the panel, an account you registered yourself stays at 80%; for accounts created through a team invitation the e-mail counts as verified. After you upload a photo, the rate updates when you reload the page.

The Account Summary box shows the number of your active workspaces, your pending invitations and the date of your last sign-in.

Workspaces (businesses)

The businesses you work in are listed as cards in the My Workspaces section on the My Account tab. A card shows the business name, your role, the date you joined and its status (Active or Suspended); businesses you own carry a crown icon. The card of the business you are working in now has an Active badge and the others have a Switch button; after switching, the page reloads and the Overview opens. You cannot switch to a suspended business. You can also switch quickly with the switch icon on the card at the top of the left menu.

Invitations sent to you appear in the Pending Invitations section. Accept adds the business to your workspaces; to reject an invitation, press the cross button and confirm with Yes, Reject.

The Create New button starts the setup wizard so that you can open a new business (branch). If your plan's workspace limit is full, a new business cannot be opened; you can see your limit under Usage Limits on the Subscription tab.

Using an existing business as a template when you open a new branch

If you are opening a new branch, you do not have to enter your service and product lists from scratch. The Use as template button on the card of a business you own takes you to the new business setup screen with that business already selected as the source. You can also turn on the Start from one of my existing businesses switch on the setup screen and pick the source yourself.

You can tick the sections to be copied one by one:

• Services: the service list, its categories and the price/duration rows per target audience.

• Products: the product list, its categories and the sale prices.

• Suppliers, VAT rates, Payment methods and Resources (rooms, equipment and so on).

You can choose whether the prices come over unchanged or are reset — if your prices differ from branch to branch, resetting them and entering them later is more practical. If the new business ends up with no VAT rates (because you did not copy them or the source has none), the 20% (default), 10%, 1% and 0% rates are added for you.

While copying is on, you are not asked for the target audience: the source business's target audiences (Women, Men, Children and so on) are carried over as they are and listed read-only on the screen. The reason is that service prices are defined per target audience — "Haircut [Women]" and "Haircut [Men]" are separate price rows. Changing the list during setup would mean price rows left without a match would not be copied. Once setup is finished you can edit the target audiences from the My Business settings.

Notification preferences

On the My Account → Notifications tab you manage Do Not Disturb and two rows of preferences: When a New Appointment Is Created (SMS and Push columns; notifications for online bookings and online facility rentals) and Automation notifications (Push only). Do Not Disturb stops the app notifications on your phone and the online booking SMS messages sent to you; the Notifications list under the bell and the messages sent to your customers are not affected. The switches are saved the moment you change them. What each switch stops is explained in detail in the "Notification preferences" article.