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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
Recommended Settings for Webscan Image capture in Zavy360.
Automatically lock notesHow to lock notes automatically.
How to setup Super Alerts?
Getting Started Checklist
Zavy 360 Tyro IntegrationHow to setup TYRO EFTPOS and Healthpoint Integration on Zavy 360
Staff Roster / Working Hours / BreaksLooking for a way to customise the working hours for individual staff or create lunch breaks?
Enable Badge Permission to Staff RoleHow to change permission levels for badges
Modify or Remove a Service or ProductUpdate or hide your services and products
How to create a new Form
User Roles and PermissionsDifferent user roles and access explained.
Modify or Remove 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.
Set up your Zavy360 accountHow to create a new account with Zavy360.
How to Create and Manage Referrals
Enabling email notification when forms are completedHow to enable and disable email notifications when forms are completed.
How to share Zavy360 User Accounts on a single PC
Set up Cancellation ReasonsHelp track why people cancel.
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 alert or information with other users.
Add a new Appointment NameCreate an Appointment name for scheduling in the calendar or online.
Creating Treatment Shortcuts / PresetsHow to create treatment shortcuts (procedures, templates, presets)
Add a New Service or ProductCreate billing service or product item(s) to invoice and get paid.
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.