After completing the onboarding wizard, you can jump straight into using the system but if you would like to get the most of out Zavy we recommend completing the following optional steps.
Business Setup
Enter information about your business, go to Settings>Bussiness>Edit and complete as many fields are required. The business logo and cover photo appear in invoices and online bookings.
Invite Staff to your practice, simply go to Settings>Business>Staff and click new. Please enter a valid email address, new users need to accept an invite and create a password before they can use Zavy. Please make sure you have sufficient licences available to complete this task
Enable Calendar for individual staff, once a staff member has accepted the invite you can enable the Calendar for them, get to Settings>Business>Staff>Edit, then click Enable in Calendar and Save the changes.
Update working hours - to change the staff roster, go to Settings>Business>Roster click on an existing time or an empty slot to change the roster
Financial Setup
Payment Methods - you can record custom payments types or link with one of our 3rd party integrations. To add payment methods to go Settings>Financial>Payments
Invoices - to change how invoices are displayed and generated, go to Settings>Payments>Invoices. You can update things such as the Business Name, include your ABN and other information which will be displayed when emailing or printing an invoice
Manage Pricing - for a quick way to update bulk pricing you can browse to Settings>Financial>Manage Pricing, in this view all of your services and products are displayed in list format so it's much faster to update pricing, this presumes you have already added your products and services into the system
By configuring these settings before you start using Zavy in your business, you will have a smooth and efficient experience.