How to setup your Zavy 360 account
New to Zavy 360 and what to get the most of our system, this is a great place to start
By Gerald and 3 others4 authors28 articles
- Staff Roster / Working Hours / BreaksLooking for a way to customise the working hours for individual staff or create lunch breaks?
- Recommended Settings for Webscan Image capture in Zavy360.
- Automatically lock notesHow to lock notes automatically.
- How to setup Super Alerts?
- Zavy 360 Tyro IntegrationHow to setup TYRO EFTPOS and Healthpoint Integration on Zavy 360
- Modify or Remove a Service or ProductUpdate or hide your services and products
- Enable Badge Permission to Staff RoleHow to change permission levels for badges
- How to create or edit a FormThis is a guide on how to create or edit a form.
- Staff Roles and PermissionsDifferent user roles and access explained.
- Modify or Archive an Appointment ShortcutManage your appointment names in Zavy360.
- Add or Remove UsersIf you have User Management permission, you can create new users by invitation, customize user permissions, and remove users.
- How to Create and Manage Referrals
- Enabling email notification when forms are completedHow to enable and disable email notifications when forms are completed.
- Set up Cancellation ReasonsHelp track why patients cancel their appointments.
- How to share Zavy360 User Accounts on a single PC
- How to set Snippets to Public or Private
- Customising Staff PermissionsHow to customise access you would like to give to your staff
- How to set up Alerts?Share critical alerts or information with other users.
- Add a new Appointment ShortcutCreate an Appointment shortcut for booking appointments in the calendar or to be used in online bookings.
- Add a New Service or ProductCreate billing service or product item(s) to invoice and get paid.
- Creating Treatment Shortcuts / PresetsHow to create treatment shortcuts (procedures, templates, presets)
- How to change the business logo and cover photo
- Catalogue: Materials used in Dental Treatments
- Zavy Companion App - Trios Imaging Setup GuideHow to link Trios with Zavy
- Purchase SMS creditsThis article will help you check your SMS Credit
- Setting up two-factor authentication (2FA)Zavy Setup - How to set Two-Factor Authentication (2FA) for Account Security
- SMTP Gmail ConfigurationTo configure the SMTP mail settings in Zavy using Gmail, you will need to create an application specific password on your Gmail account.
- SMTP Outlook ConfigurationTo configure the SMTP mail settings in Zavy using Outlook, you will need to create an application-specific password on your Outlook account.