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The notification details screen gathers everything known about the event in one place: what happened, the appointment fields, the status of the record or request, and the buttons that take you straight into the app. The notification is marked as read the moment you open it.

Step 1 — Open the notification

Tap the row in the notifications list or the notification in the bell callout. The screen is called "Notification", and the back button returns you exactly where you came from. If the notification is no longer in the app's list — you opened it from an old alert and the list has since reloaded without it — the screen shows only "This notification is no longer available.".

Step 2 — Read the header

At the top sits the event's title (a move, a deletion, a new request and so on), and right below it the "Received on" stamp with the date and time it arrived. When you were the one who performed the action, the stamp starts with "You".

Below that is the sentence describing the event, with the names in bold. The date is bolded only where it is the destination of the action — an appointment moved by a colleague, a booking request, a reschedule, an automatically accepted booking; for deletions, cancellations and edits it stays plain text. When the client started the event (a booking, a reschedule, a cancellation), the sentence doesn't repeat their name: it either says the generic "The client" or starts straight from the appointment — you'll find the name on the row below. If the appointment was taken over from another employee, the row "Taken from" with their name appears too.

Step 3 — The appointment fields

Below the sentence come the appointment's rows, filled in only where data exists. For notifications about an appointment (moved, edited or deleted by a colleague) the rows sit under the title "Appointment details"; for client requests the title is missing and the rows follow right after the sentence:

• Client: the name and, joined by a dash, the phone number
• Employee: the appointment's employee
• Service: one row for each service, with its price
• Value: the total value, if the server sent it
• Notes: the appointment's notes or the message written by the client

The time isn't repeated here: it's already in the sentence above. For reschedule requests you only see the client and the notes — the appointment itself you open with the button at the end of the card.

Step 4 — The record's status

When the notification isn't quite about the appointment — say, the deletion of a client who had a single appointment — the appointment gets a card of its own, and the card's title tells you what happened to it: "Moved", "Cancelled", "Deleted", "Deleted, then restored", "Client removed (appointment kept)" or, when nothing more can be said, "Record". This card also shows the Date: row with the appointment's time span, plus Total for the amount.

Canceling is not the same as deleting: a canceled appointment still exists and can be opened in the calendar.

Step 5 — A request's status

For client requests, the request's fate is written only once someone has decided it: "Accepted" or "Declined", followed by the date of the decision and "by" plus the name of whoever decided. When the account's rules approved the request on their own, it simply says "Accepted automatically", with no date — it's the same moment as the stamp at the top. You may also see "Withdrawn by the client" or "Already handled". The default status, "Waiting for an answer", is never written out — if you see no status row at all, the request is still waiting.

Step 6 — When there are many records

If the notification covers several appointments, the screen doesn't list them all out. You see a summary of the form "Deleted" with their count and the date range, and the "View appointments" button unfolds the full list in a scrollable area. The button becomes "Hide" while the list is open.

When records are missing, a note appears under the list: "Some records are not shown - they are not visible to you or are no longer stored." (they aren't visible to you or are no longer stored) or "Partial list - this notification covers more records than can be stored.".

Step 7 — The action buttons

At the tail of the card sit the buttons, the first one colored and the rest outlined. Only actions that lead somewhere real appear — if the appointment or the client is no longer in the app, their button is missing or replaced with one that actually opens something:

• appointment moved, edited, reminder, or automatically accepted booking:

"View appointment" (takes you into the calendar, on its day, with the row selected) and "See client's details". If the appointment is no longer in the app, "View that day" appears in place of the first button

• appointment deleted or canceled by the client: "View that day" and

"See client's details"

• new booking request: only "View requests"
• reschedule request waiting for your answer: "View requests",

"View cancelled appointment" and "See client's details"

• automatically accepted reschedule: there's nothing left to approve, so in place of the requests

you get "View appointment" for the new appointment, "View cancelled appointment" for the canceled one and "See client's details"

• birthdays: "View clients"
• monthly report: "View report"
• new version: "Update now"

Deleting a client, batch changes and general announcements have no button: there, the text and the list above are the whole answer.

Optional: the birthdays notification has a card of its own, "Birthdays today", with one row per client — the name and, when the server sent it, the date of birth. The "Send wishes" button appears only on rows with a phone number and only if you have SMS or WhatsApp enabled in settings; it opens the greeting message already filled in, ready to send. If the clients have since been deleted, the card says "The clients in this notification are no longer available.".

→ What you see when you open a notification

Booking requests coming from your web page are handled in the requests section: you can accept them (they become appointments) or decline them.

> Note: the "Web requests" section appears in the menu only if receiving online requests > is enabled on your account. For clients to be able to send requests, also turn on > "Allow appointment requests" in the options.

Step 1 — Open the requests

From the menu, tap "Web requests". The "History" button in the corner shows you previously processed requests.

Step 2 — Open a request

Tap a request in the list; the row expands and the action buttons appear.

Step 3 — Call the client (optional)

Tap "Call" if you want to confirm something before deciding.

Step 4 — Decline or accept

"Delete" refuses the request. "Accept" turns it into an appointment. (If there is a schedule conflict, "Accept" is disabled.)

Step 5 — Go through the confirmation steps

When accepting, depending on the case you choose: "Choose the client", "Choose a service", "Choose an employee" and "Choose the SMS alerts". Only the steps that need a clarification appear.

Step 6 — Save

Tap "Save". The request becomes an appointment and shows up in the calendar.

Optional: if you've enabled "Auto-accept appointments" in the options, requests become appointments automatically and no longer pass through here.

→ How to accept or decline a booking request

You can take card payments for online bookings through Stripe. Once connected, you can also ask clients for a down payment at booking time.

> Note: the setup is done by the account owner. Bank and card details are entered only on > Stripe's secure website, never in the app.

Step 1 — Open the options

In "Booking page", tap "Configure request options".

Step 2 — Start the setup

Tap "Enable card payments". The Stripe flow opens in your browser.

Step 3 — Fill in the details on Stripe

Follow Stripe's steps: company details, bank account and identity verification. These steps happen on Stripe's website, not in the app.

Step 4 — Come back to the app

Once your Stripe account is ready to take payments, the same option turns into "Down payment options".

Step 5 — Set the down payment

Tap "Down payment options" to ask clients to pay part of the cost at the moment they book.

Optional: if you interrupt the Stripe flow, you can pick it up again anytime — the option stays "Enable card payments" until the account is fully set up.

→ How to enable card payments

Photos and a presentation text make your booking page more attractive. You'll find both in "Booking page".

> Note: you need an internet connection — the description is edited directly in a web page.

Step 1 — Open the web page

From the menu, tap "Booking page".

Step 2 — Write the company description

Tap "Company description", write your company's presentation text and save right in the form.

Step 3 — Open the gallery

Tap "Gallery". If you don't have any photos yet, use the "Add images" button on the card.

Step 4 — Add images

Tap "Add" and pick a photo from the camera or from your device. Repeat for each image.

Step 5 — Reorder or delete

Drag photos to rearrange them. Tap a photo, then the delete button, to remove it from the gallery.

Step 6 — Save

Tap "Save". The description and photos appear on your public page.

Optional: the first photo in the gallery is the most visible one — put your best image up front.

→ How to add a gallery and description

Categories group your services in the list, so you can find them more easily. You can add one in a few steps.

Step 1 — Open the services screen

Go to Services and tap the + button in the top right.

Step 2 — Choose "add a category"

From the menu that appears, tap Add a category.

Step 3 — Type the category name

Fill in the Category name field. In this panel you only enter the name.

Step 4 — Save

Tap Save.

Optional: if the name already exists, the app shows Category already exists and the save button stays inactive until you change the name.

Permission: adding categories requires the right to edit services. If the option is missing, ask the account administrator to enable it for you.

→ How to add a service category

A class is an appointment that several clients attend in the same time slot — for example a yoga session, a course, or a group workout.

Step 1 — Open the add window

In the calendar, tap a free time slot, then choose "Add class".

Step 2 — Set up the class

Choose the service, the date and time, and the maximum number of spots. You can also make the class recurring (e.g. every Monday).

Step 3 — Add the participants

Add the clients who signed up. You can add them now or later, by opening the class from the calendar.

Tap "Save". The class appears in the calendar with its number of participants. ✅

Optional: from the class details you can check in participants, send a group message, or edit all future sessions at once.

→ How to add a class (group session)

You can attach a note to an appointment — a remark visible only to you and your colleagues (e.g. "client prefers the window seat" or "call before").

Step 1 — Open the appointment details

Tap the appointment in the calendar, then tap details to open the full screen.

Step 2 — Write the note

In the note section, type the text you want. It is saved with that appointment.

The note stays attached to the appointment and you see it every time you open it. ✅

→ How to add a note to an appointment

A break blocks a time slot in the calendar (lunch, a meeting, personal time) so no appointments can be made during that time. You add it just like an appointment, but without a client.

Step 1 — Choose the time slot

In the calendar, tap the free time slot in the column of the employee you want. A window with options opens: tap "Add break".

Step 2 — Set the duration

Choose the start time and the duration of the break. You can also add a short description (e.g. "Lunch break").

Step 3 — Save

Tap "Save". The time slot shows as blocked in the calendar and can no longer be booked for appointments. ✅

Optional: the break can also be recurring (e.g. every day, at the same time) — set the repetition before saving.

→ How to add a break to your schedule

You add an appointment straight from the calendar, in a few steps. You need the "Can add appointments" permission — if the buttons are missing, ask the administrator for this right.

Step 1 — Choose a free time slot

In the calendar, tap a free time slot in the column of the employee you want. A window opens with three options: "Add appointment", "Add class" (for a group session) and "Add break". Tap "Add appointment".

Step 2 — Choose the client

Type the client's name and phone number, or pick an existing client from the list.

Step 3 — Choose the services

Tick one or more services. For each one you see the price and the duration — the total duration determines how much space the appointment takes up in the calendar.

Step 4 — Choose the location

If you have set up multiple locations, choose the location where the appointment takes place. If you only have one location, this step is skipped automatically.

Step 5 — Check the details and save

Check the date and time. Optionally, you can set a repeat (recurring appointment) and an SMS reminder.

Finally, tap "Save". The appointment appears in the calendar. ✅

Optional: after saving you can open the appointment to add a note, change its status (confirmed, completed, canceled), or link a subscription.

→ How to add an appointment

A location has a name and, optionally, an address linked to Google Maps, so it shows up correctly on the map of your booking page. The locations screen opens from the booking page.

Step 1 — Open "Locations"

On the booking page, tap the "Locations" row.

Step 2 — Add or pick a location

For a new location, tap the + button in the top right ("Add location"). To change an existing one, tap it in the list ("Edit location"). The first location is the default one — you can rename it simply by tapping it.

Step 3 — Fill in the name

Type the name into the "Location name (display name)" field — this is the name your clients see.

Step 4 — Add the address and search for it on the map

Fill in "The address of the location you are searching for" (e.g. Example: First Street, No. 28, New York), then tap "Search on Google Maps".

Step 5 — Pick the right result

Under "Search result:", tap the location that matches. This pins the address and the position on the map.

Step 6 — Save

Tap "Save". ✅

Optional: if you don't want an address on the map, you can save with just the name filled in.

→ How to add or edit a location

Assign a subscription to a client to keep track of their remaining sessions and validity.

Step 1 — Open the client

Tap the client in the list.

Step 2 — Check the phone number

The client needs a unique phone number to receive a subscription. If it's missing, add it first.

Step 3 — Tap the subscription button

In the subscriptions section, tap Add subscription.

Step 4 — Choose the subscription

From the list, tap the subscription template you want.

Step 5 — Review the purchase details

Confirm the start date, validity, price, and number of sessions.

Step 6 — Save

Tap Save to assign the subscription.

Optional: If you don't have any subscription set up yet, the app takes you to the screen for creating a new one.

→ How to add a subscription to a client

An employee gets their own column/calendar in the app. Optionally, you can also create a login user for them, so they can access their appointments from their own device. You need the right to add employees (Auth.opt_can_add_employee) — if the + button is missing from the "Staff" screen, ask the owner for this right.

Step 1 — Open the add screen

On the "Staff" screen, tap the + button in the top right. The "What type of staff member do you need?" question appears.

Step 2 — Choose the "employee" type

Tap "Employee". The "Add staff member" form opens.

Step 3 — Enter the name

Fill in the "Enter employee name" field.

Step 4 — (Optional) Create a login account for them

Also fill in the "E-mail address" field. This creates a user, and on save an invitation e-mail is sent for activation. If you leave the field empty, the employee is created without an account — you can add one later.

Step 5 — Save

Tap "Save". The employee appears in the list and in the calendar. ✅

Optional: reopen the employee to set their "Permissions", "Work days schedule" and "Available services". If the invitation hasn't been activated yet, tap "Resend invite" to send it again. If your subscription has no free employee seat left, the app asks you to upgrade before continuing.

→ How to add an employee

Add a new client straight from the client list by filling in the name and, optionally, the phone number.

Step 1 — Open the client list

From the main menu, go to the Clients section.

Step 2 — Tap the add button

In the top-right corner, tap the plus (+) button. You need the right to edit clients.

Step 3 — Type the name

In the window that opens, fill in the client's name. The name is required.

Step 4 — Add the phone number

Type the phone number (digits only). It's optional, but useful for reminders and subscriptions.

Step 5 — Save

Tap Save. The client then opens in their details screen, where you can fill in more information.

Optional: Tap the profile image to choose a photo. If the name already exists, the app automatically adds a number, so you can tell the clients apart (e.g. "Ion Popescu 2").

→ How to add a client

The reception / administration account can see the whole team's appointments, but has no calendar of its own — it's used only to manage the other employees' appointments. We offer it for free. You need the right to add members (Auth.opt_can_add_employee).

Step 1 — Open the add screen

On the "Staff" screen tap +, then at the "What type of staff member do you need?" question choose "Reception / administration account".

Step 2 — Enter the name

The "Add" form opens. Fill in the "Enter name" field.

Step 3 — Enter the e-mail address

Fill in "E-mail address". For a reception account the e-mail is required — it is the login account the person uses to access the app.

Step 4 — Save

Tap "Save". An invitation e-mail is sent to the address you entered. ✅

Optional: if the e-mail doesn't arrive or the invitation expires, reopen the account and tap "Resend invite". You can adjust the account's permissions from "Permissions".

→ How to add a reception account

Saved services show up automatically when you create an appointment, so you don't have to type them out every time. Here's how to add one.

Step 1 — Open the services screen

Go to Services and tap the + button in the top right corner, then choose Add service.

Step 2 — Pick a category (optional)

If you have more than one category, pick one from the Select a category list. If not, the service goes into the default category automatically.

Step 3 — Enter the name

Fill in the Service name field. The name has to be unique; if it's already used by another service, the app won't save it and will let you know.

Step 4 — Set the duration and price

Enter the Duration (min) (in minutes) and the Price. You can also add a short description in the Details area.

Step 5 — Choose a color

Tap the color picker and choose the shade you want the service to appear with in the calendar.

Step 6 — Save

Tap Save.

Optional: if you have down payment collection turned on, the Set down payment per service card also appears, where you can request a percentage (Down payment percentage) or a fixed amount (Fixed amount) per service.

Permission: you need the right to edit services. If the + button is missing or inactive, ask the account administrator to enable this right for you.

→ How to add a service

You can set exactly which services each employee performs. That way, when you make an appointment you only see the services that fit the person you picked.

Step 1 — Open the employee

On the "Staff" screen, tap the employee you want.

Step 2 — Go to the available services

Tap the "Available services" row (the number in brackets shows how many services they have right now). This opens "Select available services".

Step 3 — Tick the services

Tick the services the employee performs and untick the ones that don't apply to them.

Step 4 — Save

Tap "Save". ✅

Optional: if the employee's services are synced with the online booking page, the change shows up there automatically as well.

→ How to choose an employee's services

The app has six color themes and two display modes, light and dark. You choose once, and the colors apply everywhere: header, buttons, calendar. The two choices are independent — any theme works in both light and dark.

Step 1 — Open the themes screen

Go to Settings, tap Interface & Language Settings, then, under the Choose color scheme heading, tap the row showing two color pills and the name of the theme currently in use. This opens the themes screen, with the same title. (The language is changed from here too, in the section above — see the "How to change the language and theme" tutorial.)

Step 2 — Choose the display mode

At the top, under Display mode, tap Light or Dark. The colored pill slides to the tapped tab right away, but the app's colors don't change yet: your choice stays pending until you leave the screen.

Step 3 — Choose the color theme

Under Colour theme you'll find the six themes, two per row, in this order: Classic, Peony, Ocean, Forest, Lavender, Graphite. Each one is drawn as a miniature app — a header with the theme's name, a thin line in the secondary color underneath, and a button in the accent color — so you can see the colors in the exact roles they'll play. Tap the one you want and the colored frame moves to it immediately.

Step 4 — Leave the screen to apply

Tap the Back arrow in the top left corner. If you changed the theme or the mode, the app restarts briefly, showing the startup screen, and drops you into the calendar, on the main screen, with the new look — you don't go back to settings. If you didn't change anything, you return straight to Interface & Language Settings.

Optional: Graphite is the only theme with a dark header, even in Light mode — pick it if you want a sober look without switching the whole screen to dark.

→ How to choose the color theme and dark mode

You can add a link to the reminder message that lets the client confirm their appointment. It all starts from a single switch.

Step 1 — Open the settings

Open the menu and go to Settings.

Step 2 — Turn on confirmation

Turn on the Request appointment confirmation switch. When it's on, the reminder message includes a link the client can use to confirm the appointment.

Step 3 — Save

Tap the Back arrow in the header; the setting is saved automatically.

Optional: the text shown before the confirmation link can be edited in SMS Templates, a section available only to the administrator account.

→ How to request appointment confirmation

The app gathers everything that happened in your calendar into one place: new appointments, changes, requests, birthdays. There are two ways to reach them — the bell in the calendar header, which opens the list in a box over the calendar, and the menu row, which opens it full screen.

Step 1 — Open the bell in the header

The bell shows up in the calendar header only when you have unread notifications. Tap it and the list opens anchored to the bell, over the calendar — you don't leave the calendar. If, on narrow screens, the bell gives up its spot to the month arrows, the signal moves to a red pill with the unread count, on the corner of the menu button; from there you take the long way in.

Step 2 — Open the full screen from the menu

In the menu, the first row is "Notifications" and it opens the full screen. When you have unread items, the row carries the bell with the red pill too. Same rows, same content, and the same load-on-scroll as the list under the bell — the only difference is how much room they get on screen. This route stays open even after you've read everything, when the bell no longer shows in the header. The gear in the top right of the header takes you to "Notification settings".

Step 3 — Read the list

An unread row has an orange dot on the right; read ones move to a slightly darker background. The app's own announcements (new version, new feature) are the exception: they always sit on a pastel wash, with a colored stripe along the left edge, and don't turn gray after you read them. Under the text you'll see when it arrived: "Received on", followed by the date and time; if you performed the action yourself, the row starts with "You". Scroll to the bottom and older notifications load automatically.

Step 4 — Open a notification

Tap a row and the detail screen opens, showing the full text. Opening it marks it as read — that is the individual marking; there's no separate button on the row. At the bottom you'll also find buttons that take you further: to the appointment, to the client, to the booking requests, to the monthly report, or to the app update. When the appointment is no longer in the app, you get "View that day" instead — the calendar on the day it happened. Some notifications have no button at all (a client deletion, general announcements): there, the text is the whole answer. If you came in from the bell, the back button leaves you in the calendar; if you came in from the menu, it takes you back to the list.

Step 5 — Mark all as read

At the top right of the list you have "Mark read". The button only shows while you have something unread, and it exists in both places — in the list under the bell and on the full screen. When you tap it, you're asked "Mark all notifications as read?"; choose "Yes" to close them all or "No" to back out. The button disappears as soon as nothing is left unread.

Optional: if you have nothing, the list is replaced by "You have no notifications.". If the server can't deliver your notifications, the message is "Notifications are not available right now." — it's not a connection problem on your end, so there's no point checking your internet. While the list is still on its way from the server, you'll see "Loading data...". Some notifications stay pinned at the bottom, under the list, and don't move when you scroll; the ones pinned only until read leave their spot as soon as you've opened them.

→ How to read and manage notifications

The app lets you know when a client requests an appointment, when someone on your team moves something in the calendar, or when the monthly report is ready. In the settings screen you choose whether this device receives push notifications and which types should still notify you.

Step 1 — Open the settings

From the menu, go to Notifications, then tap the gear icon at the top right of the header. The Notification settings screen opens. The back button takes you back to the notification list.

Step 2 — Choose whether this device gets push

The first card is called On this device and has a single switch: "Allow push notifications". Below it, a line explains why it matters: "This is how we let you know when something important happens in the app. We recommend keeping it on."

The switch applies only to the device in your hand: it does not follow your account to another phone and it does not survive a reinstall. When you turn it off, the device unsubscribes from push right away, but notifications keep collecting in the list in Notifications.

Step 3 — Choose the types that notify you

Below that come cards with notification types, grouped by what they do: Requests waiting for an answer, Changes made by clients, Changes made by the team, Daily and reports and Other (new types land here until they get a group of their own).

Each row has its own switch: on means you get push for that type. The change saves itself instantly — there is no save button — and applies to your account, so also to the other devices you are signed in on.

The list is not fixed: it shows the types the server already has a saved preference for on your account, plus the ones that have reached your list at least once. A card left with no rows is not shown at all.

A few types have no switch, on purpose, and you won't find them in the list: our own announcements about the app — "New version" and "New feature" — which you cannot turn off, and "Appointment changed", turned off for everyone for now. Don't look for them here.

Step 4 — The summary row

In Changes made by the team you'll find the row "Group similar notifications", with the explanation: "E.g. "Maria deleted 5 appointments" - one summary, not 5 notifications." When the same colleague makes several changes at once, you get a single alert with the total, instead of a string of notifications.

Mind what the switch actually does, because its name promises more: the grouping happens anyway, no matter how you set it. The row only cuts the push for the resulting summary. If you turn it off, you don't get the changes one by one — those are never written.

Step 5 — The notes that appear above the cards

Sometimes, between the device card and the type cards — or on its own, when there is nothing to show — a note appears:

• "Settings have not been loaded from the server yet. The values below are the defaults." — the settings are still on their way from the server; wait

a few seconds and the switches settle on their real values.

• "Push is off for this account, so the settings below have no effect for now." — push is turned off at account level. The choices below

still save, but no push goes out while it stays that way, and it can't be turned back on from this screen.

• "There are no notification types to configure for this account yet." — a new account, with no notifications yet; the cards appear as the

first ones arrive. Only this one stands alone on the screen; the other two sit above the switches, which remain visible and tappable.

Optional: if you want quiet on this phone without missing anything, turn off the switch in On this device and leave the types on — the list in Notifications stays complete and you can read it when you have time.

→ How to configure which notifications you get

From the options you decide what clients see on the web page and how appointment requests behave. When you're done, tap "Save".

> Note: these settings live under "Booking page", available only with the > right to see the web page.

Step 1 — Open the options

In "Booking page", tap "Configure request options".

Step 2 — Visibility and requests

"Make your website public" makes the site public, and "Allow appointment requests" lets clients send appointment requests.

Step 3 — How requests arrive

"Auto-accept appointments" turns requests straight into appointments, with no manual confirmation. "The price of the services should be visible" and "The time of the services should be visible" show the client the price and duration of your services.

Step 4 — What the client can choose

Turn on "Allow customers to choose the service" and cap it with "Maximum number of selectable services". Use "Allow only requests that are linked to existing appointments" for requests attached to existing appointments, "Allow client to send a message" to offer a message field, and "Show an informational message to the client" for terms or conditions.

Step 5 — The booking window

Set "Maximum days in the future" and "Minimum days from now" — how many days in advance clients can request an appointment.

Step 6 — Cancellations and rescheduling

Turn on "Allows cancellations" and "Allows rescheduling" and choose how many days ahead clients are allowed to do them.

Step 7 — Selection order and saving

At "What should be selected first?", choose what appears first: "Employee" or "Service". Then tap "Save".

Optional: the employee always stays selectable by the client; you only control whether they can choose the service as well.

→ How to configure the booking options

The client's file lets you write down observations and attach photos — for example, the progress of a treatment.

Step 1 — Open the client

Tap the client in the list.

Step 2 — Enter the file

In the Client's chart section, tap View all.

Step 3 — Add an entry

In the top right corner, tap the plus (+) button. You need the right to edit clients.

Step 4 — Choose the type

Choose Text and images for a note with photos, or Templates if you use form templates.

Step 5 — Write the text

Fill in the text field with your observations.

Step 6 — Add images

Tap Gallery to pick from your gallery, or Camera to take a photo.

Step 7 — Save

Tap Save.

Optional: The first time you use the camera or the gallery, the app asks for permission to access them.

→ How to create a client's file

A subscription is a template you define once: which services it includes, how many uses, what it costs and how long it stays valid. Then you can sell it to clients.

Step 1 — Open the subscription list

In the Services screen, tap the Subscriptions card. The Available subscriptions list opens.

Step 2 — Start a new subscription

Tap the + button at the top right.

Step 3 — Title and color

Under Define the subscription, type a name in Subscription title and pick a color.

Step 4 — Price, duration and validity

Under Price, duration & expiration, pick the validity from Expire time:, then fill in Price, Duration (min) and Included uses (how many uses it includes).

Step 5 — The services included

Tap Services and tick the services that go into the subscription. At least one must be selected.

Step 6 — Visibility and online payment

Under Visibility & payment you can turn on Visible on the booking page and Allow online payment for the subscription. For card payments, connect Stripe from Enable card payments.

Step 7 — Save

Tap Save. If a required field is missing, the app shows In order to save, please fill in all the fields.

Optional: you can also fill in Subscription description, Subscription benefits and Terms and conditions, for clients who buy online.

→ How to create a subscription

A group brings several clients together under a single name, so you can book them together. Groups are available only if the feature is enabled on your account (Settings.accountGroups) — that's when "Groups" appears in the menu. Editing groups requires the right to edit appointments (Auth.opt_can_edit).

Step 1 — Open "Groups"

From the menu, open "Groups" and tap the + button at the top right. "Add group" opens.

Step 2 — Name the group

Fill in the "Enter a group name" field. The name must be unique.

Step 3 — Add members

In the "Group members" section, tap + and, in the "Add clients" window, pick the clients you want. A group needs at least 2 members.

Step 4 — Save

Tap "Save". The button stays inactive until the name is valid and the group has enough members (it tells you the reason right on the button). ✅

Optional: to remove a member, tap the icon next to them in the list and confirm.

→ How to create a group

SMS messages to clients are paid from credit. You buy credit by choosing a package.

Step 1 — Tap "Add credit"

On the "SMS message" screen (where you see "SMS plan" and "Credit left:") or in "Subscriptions and invoices", tap the "Add credit" button.

Step 2 — Choose a package

"SMS packages" opens with the question "How many SMS messages do you need?". Tap one of the packages in the grid.

Step 3 — Check the price

Below the packages you'll see the price per SMS (and, where applicable, the app store fee).

Step 4 — Complete the purchase

Once you pick a package, the "Choose package" button becomes active. Tap it and follow the payment steps.

Note: the remaining credit and the "~N messages" estimate turn red when your credit drops below the threshold — a sign it's time to top up.

Optional (outside Romania): on "SMS message" you also get the "Free messages used:" counter, showing the free messages available each month. Here you can also see the "Last 28 days" statistics (Sent / Failed).

→ How to buy SMS credit

Reports and Campaigns are web panels that open inside the app.

Step 1 — Open the menu

Open the app's main menu.

Step 2 — Open Reports

Tap "Reports". A web panel loads with your business statistics.

Step 3 — Open Campaigns

Go back to the menu and tap "Campaigns" for the campaigns panel (messages to your clients).

Step 4 — Return

Tap the back button to return to the app.

Note: both panels load from the internet. If they stay empty, check your connection and try again.

Optional: since they are web pages, their content can change without you having to update the app.

→ How to open Reports and Campaigns

Quick messages are ready-made texts you send to a client with a single tap, on WhatsApp or by SMS.

Step 1 — Open the settings

Open Settings from the menu, then tap "Edit Quick Messages". This opens "Quick messages settings".

Step 2 — Turn on the channels

Turn on "Use WhatsApp quick messages" and/or "Use SMS quick messages". The SMS option only appears on phones (with a SIM), not on desktop.

Step 3 — Add a WhatsApp message

In the WhatsApp section, tap the "+" button and write the text. You can have at most 3 messages.

Step 4 — Add an SMS message

Do the same in the SMS section — tap "+". The limit here is 3 messages as well.

Step 5 — Edit an existing message

Tap a message in the list to change its text.

Note: the "+" button is disabled once you reach 3 messages on a channel. Delete one so you can add another.

Optional: in the text you can use appointment details (the client's name, the services, the date, the time). The real values show up in the preview.

→ How to edit quick messages

The SMS templates are the messages sent to clients automatically: one for confirmation (when you create the appointment) and one as a reminder (a day before). You can edit them for the whole organization.

Step 1 — Open the template editor

Open Settings from the menu, then tap "Edit SMS template". The option is only visible to administrators.

Step 2 — See the organization's messages

At the top you'll see the "These messages will be used for the entire organization." note. Below it there are two cards — "Confirmation SMS" and "Reminder SMS" — each with a preview of the current text.

Step 3 — Edit the confirmation message

Tap the "Confirmation SMS" card. In the editor you change the text; the appointment date and time appear highlighted in the preview.

Step 4 — Edit the reminder message

Go back and tap the "Reminder SMS" card for the message sent a day before the appointment.

Step 5 — Save

Tap the back button — your changes are saved automatically.

Note (permissions): the edit buttons are only active if you have the edit right. Without it you can see the messages but not change them — ask your administrator for this right.

Optional — per employee: open an employee's file and tap "Edit SMS template", then turn on "Use custom SMS messages". While it's off, the employee uses the organization's messages.

Optional — confirmation link: if "Request appointment confirmation" is on, below the cards you can edit the text that comes before the confirmation link. The link is added automatically to the reminder message and increases its length.

→ How to edit the SMS templates

Open a client's file to change their details or to contact them quickly via WhatsApp, SMS or a call.

Step 1 — Open the client

In the client list, tap the client you want.

Step 2 — Edit the name and phone number

Tap the row with the name (it has a pencil icon), change the name or the number, then tap Save.

Step 3 — Add notes

Tap the Notes row and write your observations.

Step 4 — Fill in the email

Tap the E-mail row and enter the email address.

Step 5 — Set the birthday

Tap the Birthday row, pick the date and save.

Step 6 — Contact the client

Tap the Contact via ... button and choose WhatsApp, SMS or a call.

Optional: The contact button only appears if the client has a phone number saved.

→ How to edit and contact a client

A recurring appointment repeats automatically at an interval you choose (weekly, every 2 weeks, and so on) — ideal for loyal clients who come in regularly.

Step 1 — Start a new appointment

Add a normal appointment: choose the time slot, the client, and the services.

Step 2 — Turn on repetition

On the details step, open the Repeat section and choose the rhythm: every week, every 2 weeks, monthly, and so on. You also set until when it repeats.

Step 3 — Save

Tap "Save". The whole series of appointments is created at once. ✅

Note: when you delete or move an appointment from the series, you'll be asked whether to change just that appointment or the whole series.

→ How to make a recurring appointment

On your phone, you can fill in a new client straight from your contacts, without typing the name and number by hand.

Step 1 — Start a new client

In the client list, tap the plus (+) button in the top right corner.

Step 2 — Tap the import button

Below the name and phone fields, tap Import from agenda. You'll need access to your phone's contacts.

Step 3 — Choose the contact

From your phone's address book, tap the person you want to add.

Step 4 — Pick the right number

If that contact has several numbers, choose the one you need.

Step 5 — Check the details

The name, number, and photo are filled in automatically. Correct anything if needed, then tap Save.

Optional: This feature is only available on the phone.

→ How to import contacts from your phone

Your subscription sets how many calendars (employees) you can use. You choose or change it in a few steps.

Step 1 — Open subscriptions

From the menu, tap "Subscriptions" (the option appears for the account owner). This opens "Subscriptions and invoices", where you see "Your subscription:" and its status (trial days left or the number of active calendars).

Step 2 — Go to plan selection

Tap "Choose subscription" (or "Change subscription" if you already have a subscription).

Step 3 — Choose the number of calendars

Under "What you will pay", use the selector: "Just me", 2, 3, … up to 7+. The monthly price updates with every choice.

Step 4 — Confirm

Tap "Choose subscription" and follow the payment steps. Your current plan is marked "Current subscription" and can't be selected again.

Step 5 — Add members

When you have free seats, tap "Add staff member" to add an employee.

Note (downgrading your plan): you can't go below the number of employees in use. Tap "Modify Team Size", delete employees, then come back and pick the smaller plan.

Optional: you can "Cancel subscription" or, if you've changed phones, "Restore purchase". On desktop, purchases are made by contacting the team (email or WhatsApp).

→ How to choose or change your subscription

You create your account in a few steps: choose how many of you there are and your field of work, validate your phone number by SMS, and set an email and password.

Step 1 — Open account creation

On the sign-in screen, tap Create account.

Step 2 — Choose the account type

Choose how many of you will use the app: Just me for an individual account, or a number (2–7+) for a team. You can change this anytime later.

Step 3 — Choose your field of work

Under What is your area of work, tap the field that fits you.

Step 4 — Fill in your personal details

Enter Your name, Your signature (your business name, shown in SMS messages) and Your phone number, then tap Validate your phone number.

Step 5 — Validate your number by SMS

You'll receive an SMS with a 4-digit code. Enter it in the field and tap Validate code. If the code doesn't arrive, tap Resend once the countdown runs out.

Step 6 — Set your email and password

At Final step!, enter Email address (twice) and Password (twice, at least 7 characters), then tap Create account.

Optional: if you'll be using the app in a different country than the one detected automatically, choose the country from the selector that appears at the last step.

→ How to create your account

The booking page is your public website (of the form name.zenagenda.com) where clients request appointments online. You set it up once, starting from your company profile.

> Note: the "Booking page" menu appears only if you have the right to see the > web page. If you can't find it in the menu, ask your administrator for this permission.

Step 1 — Open the web page

From the menu, tap "Booking page".

Step 2 — Start your profile

Tap the "Create your profile" button. If you've already started, the button is called "Complete your profile" and picks up where you left off.

Step 3 — Fill in your company details

Write "Name of your website" — it becomes the address name.zenagenda.com (at least 4 characters, letters and digits only; the app automatically checks whether the address is available). Then fill in "Company name" and "Phone numbers", and upload a logo.

Step 4 — Continue the wizard

After saving, the wizard takes you automatically to the description and the photo gallery (see the dedicated article). You can fill them in now or come back later.

Step 5 — Make the page public

When your profile is complete, the main button becomes "Make public". Tap it to make your site visible to the public.

Step 6 — View your page

The button now becomes "View webpage" and opens your site in the browser, exactly as your clients see it.

Optional: tap "Edit" next to the button anytime to change your company name, phone number, or logo.

→ How to create your booking page

If you've forgotten your password, you can recover it by email right from the sign-in screen.

Step 1 — Open password recovery

On the sign-in screen, tap Forgot password?.

Step 2 — Enter your email address

Type the E-mail address you registered with.

Step 3 — Send the request

Tap Recover password. When the Data sent! message appears, your request is on its way.

Step 4 — Check your email

Please check your email and follow the link you receive to set a new password. Check your spam folder too if you don't see the message.

Optional: tap Back to return to the sign-in screen without sending the request.

→ How to reset your password

You can choose the rule the app uses to consider a day "full", so you can see at a glance where you still have room for appointments.

Step 1 — Open the time settings

Go to Settings, tap Interface & Language Settings, then Time and schedule settings.

Step 2 — Find the full-day rule

Scroll down to the Based on what should we mark the day as full? section.

Step 3 — Choose the rule

Select one of the options:

• Don't show this info — don't mark full days at all.
• Shortest time of your services — the day is full when even the shortest service no longer fits.
• Longest time of your services — the day is full when the longest service no longer fits.
• A specific number of minutes — you set the threshold, in minutes.

Step 4 — Set the number of minutes (if needed)

If you chose A specific number of minutes, use the field to the right of the option to set how many free minutes still mark the day as full.

Step 5 — Save

Tap Save.

Optional: the minutes value adjusts in steps of 5.

→ How to mark a day as full

There are two ways to reschedule: dragging directly in the calendar, or the "Reschedule" button.

Option 1 — Drag the appointment

Press and hold the appointment and drag it onto the new slot. When you drop it, you choose to:

• Move the appointment to the new time, or
• Make a copy in the new slot (keeping the old one too).

Option 2 — The Reschedule button

Tap the appointment, then "Reschedule", and pick the new date and time. If you work with multiple locations, you can also choose a different location.

Note: if you have SMS reminders turned on, the client can be notified automatically about the new time.

→ How to move or reschedule an appointment

You can sort services automatically, alphabetically, or arrange them by hand in any order you like. Here's how.

Step 1 — Open the options

On the Services screen, tap the options button (the three dots) in the top right.

Step 2 — Automatic sorting

For alphabetical order, choose Sort A-Z or Sort Z-A. The order applies immediately.

Step 3 — Manual arranging

Choose Sort the services manually, then drag each service into the position you want.

Step 4 — Rearrange the categories (optional)

If you have several categories, the same menu shows Sort the categories manually, so you can move them the same way, by dragging.

Step 5 — Exit arrange mode

When you're done, tap the back button (top left). The new order stays saved.

Permission: reordering requires the right to edit services. Without it, the options button doesn't appear.

→ How to reorder services

From a single screen you can change the app language, the theme color, the background intensity and how the calendar looks.

Step 1 — Open the appearance settings

Open the menu and go to Settings, then tap Interface & Language Settings.

Step 2 — Choose the language

Under Choose language, tap the language you want: Română, English, Magyar or Español.

Step 3 — Choose the color theme

Under Choose color scheme, tap the color you want as the app's accent.

Step 4 — Adjust the background intensity

Drag the No schedule background intensity slider to make the hatched background of the hours outside the work schedule more intense or more subtle. The square on the right shows you the result instantly.

Step 5 — Choose the days of the week

Under Week view days you set how many days appear in the week view: Mon - Sun, Mon - Sat or Mon - Fri.

Step 6 — Save

Tap the Back arrow in the top-left corner. The settings are saved automatically. If you changed the language or the color, the app reloads for a moment to apply the new look.

Optional: on tablets and wide screens you'll also see the Max number of visible days section, where you choose how many days to show side by side. On regular phones this option doesn't appear.

→ How to change the language and theme

You choose which employees appear on the web page and what services each of them offers there. An employee shows up online only if they have a work schedule, are checked and have at least one service selected.

> Note: the screen lives under "Booking page" and is only available > with the right to view the web page.

Step 1 — Open the list

In "Booking page", tap "Visible employees and services".

Step 2 — Check the employees

Tick the box next to each employee you want visible on the web page.

Step 3 — Employees without a schedule

Those without a work schedule are listed under "Employees without schedule" and can't be checked. Tap one to add a schedule, then come back and check them.

Step 4 — Choose their services

Tap "Services" next to an employee to open their list of services.

Step 5 — Sync or manual selection

"Use the same services on the web page as in the application" shows on the web exactly the services from the app. Turn it off to manually check only the services you want public; you can edit the in-app list with "Edit the employee's services".

Step 6 — Save

Tap "Save" to confirm your changes.

Optional: if an employee is checked but has no service selected, the text turns red — it means they still won't be visible on the page.

→ How to set which employees and services are visible online

You can limit the hours shown in the calendar, choose the hour an empty day opens at, and hide employees without a schedule.

Step 1 — Open the time settings

Go to Settings, tap Interface & Language Settings, then Time and schedule settings.

Step 2 — Show only employees with a schedule

Check Show only employees with a schedule if you want the calendar to show only the employees who have a schedule defined.

Step 3 — Set the displayed interval

Under Hours shown in the agenda, tap the from hour (the start of the day) and the to hour (the end of the day). Hours outside this interval no longer appear in the calendar.

Step 4 — Choose the start hour

Under Start time: you choose the hour the calendar positions itself at when you open an empty day.

Step 5 — Save

Tap Save. The button becomes active only after you change something.

Optional: if the end hour lands before the start hour, saving is blocked until you fix the interval.

→ How to set the calendar hours

Permissions control what each user can do in the app. A switch appears only if you (the owner) have that right yourself — you can't grant something you don't have. Permissions can only be set for employees who have a login account.

Step 1 — Open the employee

On the "Staff" screen, tap the employee you want.

Step 2 — Open "Permissions"

Tap the "Permissions" row.

Step 3 — Turn the switches on or off

Enable only the rights they need. The available ones can be:

• "Can view all employees" — when it's off, "List of visibile employees" appears, where you pick exactly which employees they can see.
• "Can edit other employees"
• "Can add appointments"
• "Can edit appointments" — unlocks "Can edit appointments in the past" and "Can edit and add services".
• "Can view client's phone numbers"
• "Can view invoices", "Can view reports", "Edit booking page settings"

Step 4 — Save

The save bar appears only after you've changed something. Tap "Save". ✅

Optional: if the employee you're editing already has more rights than you, some options won't show up for you — only someone with those rights can change them.

→ How to set an employee's permissions

The schedule sets the days and hours when the employee can be booked. Outside these intervals, the calendar doesn't allow appointments for them.

Step 1 — Open the employee's schedule

On the "Staff" screen, tap the employee, then "Work days schedule". This opens "Schedule for [name]".

Step 2 — Choose the repeat interval

From "Schedule", choose how often the schedule repeats: "Every week", "Every 2 weeks", "Every 3 weeks" or "Every 4 weeks". For a cycle of several weeks, tabs "Week 1", "Week 2" and so on appear.

Step 3 — (Only with multiple locations) Choose the location

If you've set up more than one "Location", pick the one you're setting the hours for. With a single location, this step is skipped automatically.

Step 4 — Check the days and set the hours

For each working day, tick the box next to the day and choose the start time and end time (07:00–17:00 by default). Tap + to add a second interval on the same day — a break appears automatically between them; use – to remove an interval.

Step 5 — Save

Tap "Save". The schedule applies to the calendar right away. ✅

Optional: further down you can also set a special schedule for specific days (e.g. a day with different hours), without changing the regular schedule.

→ How to set an employee's work schedule

When you delete a client or an employee, their appointments are permanently deleted too, including the ones in the history. There is no trash bin, and the operation can't be undone once it has run. That's why, when there are appointments to lose, the app doesn't settle for a button pressed on reflex: it asks you to type a confirmation word.

Step 1 — Open the profile and tap the trash icon

Open the client's or employee's profile and tap the delete icon in the top-right corner of the header. The icon only appears on an existing profile, not while you're adding someone new. For employees, the button is only visible if you have the right to delete employees (or if you're the account owner).

Step 2 — For employees: the block on upcoming appointments

If the employee has upcoming appointments, the app stops the deletion right away and shows you the message Unable to delete employee due to future appointments that he has. Please reschedule first.. There's nothing to confirm: first reschedule or cancel those appointments, then try the deletion again. The check runs once more at the moment you confirm, so an appointment that arrived in the meantime from another device can't slip through.

Step 3 — Read the title of the confirmation window

If there are appointments that would be lost, the type-to-confirm window opens. The title tells you exactly what disappears: Delete the client and :appointments for a client, Delete the employee and :appointments for an employee, with the real number of appointments in place of the text. Below the title it says All their appointments will be permanently deleted, including past ones., followed by the instruction in the next step.

For a client, the number in the title only counts the appointments that are actually deleted. Group appointments the client merely leaves keep running for the other participants, so they aren't counted.

Step 4 — Type the confirmation word

The instruction in the window is Type ":word" below to confirm., and the word to type is Delete itself, in the language you use the app in. Write it in the field below the text. The red button stays disabled until the word is typed correctly. Capitalization and diacritics don't matter — lowercase or unaccented spellings count just the same.

Step 5 — Confirm or back out

You have two buttons: Cancel closes the window without touching anything, while Delete runs the deletion. The window closes first, then the deletion starts and you're taken back to the screen you came from.

For a client, the deletion happens on the server before anything else: if it fails, you stay on the profile, you get the message We were unable to delete, and the client isn't lost. For an employee there is no such message — the employee disappears from the calendar immediately, and the rest syncs in the background.

Step 6 — When there are no appointments

If the person has no appointments to lose, you're not asked to type anything. You only get the confirmation question — Are you sure you want to delete the client and all the information associated with him (appointments, client history, client charts, reports? for a client, Are you sure you want to delete? for an employee — under the title How do you want to proceed?, with the options Delete and Cancel.

Optional: for clients there is no deactivation — a client either stays in the list or is deleted for good. For employees there is something close, but different: if the employee has a login account that's already activated and you have edit rights on them, their profile shows the User is enabled switch, which you can turn off. Confirm with Deactivate and the account is signed out on every device — If you deactivate the user, it will be logged out of all devices.. The employee loses access to the app but stays in the calendar together with all their appointments. If all you want is to stop someone from signing in, this is the option with nothing to lose.

If the invitation hasn't been accepted yet, the switch doesn't appear: in its place you see User is not activated and the Resend invite button.

→ How to delete a client or an employee, safely

You can delete an appointment straight from the calendar. You need the permission to edit appointments.

Step 1 — Open the appointment

Tap the appointment in the calendar. The quick-actions bar appears.

Step 2 — Delete

Tap "Delete" and confirm.

If the appointment is part of a recurring series, you'll be asked whether you want to delete just this appointment or all of them in the series.

Note: if you want to keep the appointment but mark that it didn't happen, it's better to use the "Canceled" or "No show" status instead of deleting it — that way it stays in the history.

→ How to delete an appointment

See how many sessions (called Uses in the app) are left on a subscription, and link an appointment to it to deduct one usage.

Step 1 — Open the subscription

Open the client's profile and tap the subscription in their list.

Step 2 — See how many are left

Under Remaining usages you can see how many usages are still available out of the total included.

Step 3 — Open the list of usages

Tap Edit, next to Remaining usages, to see the appointments already linked to the subscription.

Step 4 — Add an appointment

Tap Add appointment to subscription and choose the appointment you want to deduct from the subscription.

Step 5 — Save

Tap Save.

Optional: you can't go past the number of included usages — over the limit, the app stops adding. If the subscription hasn't been used yet, you'll see the message The subscription has not been used for any appointment.

→ How to track the sessions of a subscription

See all of a client's appointments, together with their count and the total amount collected.

Step 1 — Open the client

Tap the client in the client list.

Step 2 — Find the history section

Scroll down to Appointment history. Here you can see the number of appointments and the total amount.

Step 3 — Open the full history

Tap View all.

Step 4 — View an appointment

Tap any appointment in the list to see its details.

Optional: The history section only appears if the client has at least one appointment.

→ How to see a client's history

The calendar has several view modes, and you can switch between them at any time.

Day view / week view

Tap the view button (the three dots in the corner) and choose "Week view" or "Day view". The week shows you all the working days at once.

Viewing several employees

Tap the employee button in the header and select several employees. The calendar automatically switches to a grid with one column per employee — handy when you want to see the whole salon at a glance.

Missed and canceled appointments

From the same view menu you can show or hide missed and canceled appointments.

Note: you can adjust how many days appear in the week view from Settings → Interface and language.

→ How to see the schedule by week or for several employees

You can see your invoices and pay them online, straight from the app.

Step 1 — Open the invoices

From the menu, tap "Invoices". The list loads ("Loading data..."). If you have no invoices, "No invoices found." appears.

Step 2 — Open the invoice as a PDF

On an invoice row, tap the "PDF" button. The invoice opens in your browser, where you can save or print it.

Step 3 — Pay the invoice

Tap "Pay Now". The payment page opens in your browser; follow the steps to pay online.

Step 4 — Check the status

A paid invoice is marked with the green "Paid" button. If an invoice has no online payment, the pay button is missing.

Step 5 — Refresh the list

The reload button in the top-right corner fetches the latest invoices.

Note (permissions): "Invoices" appears in the menu only if you have the right to see invoices. Without it, ask the administrator for this right.

Optional: the payment opens a secure page in your browser — don't enter your card details anywhere else.

→ How to view and pay your invoices

The agenda can show a single day or the whole week, and the list can hold either the active appointments or the no-show and canceled ones. All these switches live in the same menu in the top bar, together with opening the calendar and jumping to the current day.

Step 1 — Open the menu in the top bar

In the agenda's top bar, tap the three dots at the right end. They always stay there, at any screen width: when the bar gets narrow, the calendar icon and the bell retreat first — the dots never do. A small panel opens, with two sections of options and two action rows. The panel always shows the current state: the active option is already marked when you open it.

Step 2 — Choose day or week

Under View you have two options: Day and Week. Tap the one you want — the agenda switches immediately and the panel closes. The choice is remembered: on the next start, the agenda opens on the view you left it on.

Week works with a single employee. If several were selected, the selection narrows down to the first of them when you switch to week.

Step 3 — Choose what to show

Under Show you choose between Active and Missed & canceled. The two don't add up — they swap: on the first one you see the valid appointments, and on the second one only those where the client didn't show up or that were canceled stay visible — active appointments hide while the filter is on. Just like the view, the agenda refreshes immediately and the panel closes. The filter is not remembered between starts: the next time you open the app you're back on Active.

Step 4 — Open or close the calendar

Below the options you have the Open calendar row, which opens the monthly calendar. When the calendar is already open, the same row reads Close calendar and closes it again. The same command is also on the calendar icon in the top bar, whenever the screen is wide enough for it to fit.

Step 5 — Jump to the current day

The Go to today row takes you back to today. When you're already there, the row is gray and can't be tapped. When you've moved away from the current day, a calendar button with today's date written in it also appears in the top bar — it does the same thing in a single tap.

Optional: if you're on Week and select several employees, the agenda asks how you want to continue: "Week view works with a single employee. If you select more, the agenda switches to day view." Tap "Continue" to keep the chosen employees and switch to the multi-employee view, or "Cancel" to stay on week with a single employee.

→ How to switch between day and week and what to show in the calendar

You sell a subscription straight from the client's file, then you can send the payment link by SMS or show a QR code. The client needs a unique phone number.

Step 1 — Start from the client's file

Open the client's file and tap Add subscription. If they have no phone number, the app asks you to add it first.

Step 2 — Choose the subscription

From the list that appears, choose the subscription template you want to sell.

Step 3 — Set the period

In Configure subscription, choose Start date. The end date (End date) is calculated automatically, based on the validity.

Step 4 — Create the subscription

Tap Add subscription. The The subscription has been created, you can now edit the details. confirmation appears and the subscription switches to edit mode.

Step 5 — Send the payment link

Under Payment details, choose how you collect the payment: Send SMS with payment link sends the link by SMS, Show QR for payment shows the QR code, and Copy payment link copies the link so you can send it yourself.

Step 6 — Mark the payment (when needed)

If you collected the money directly (cash or card on site), tap Mark as fully paid so the subscription is marked as paid.

Optional: if you don't have online payments enabled, the payment options are replaced by the Enable card payments link, which connects Stripe.

Note: you confirm sending the SMS yourself, in the messaging app that opens.

→ How to sell a subscription to a client

You can create an account in just a few seconds by accessing this link and following the steps. The free trial period is without obligations; you do not need to enter a VAT number, bank details, or sign a contract. Enjoy these 14 free days.

→ How do I create my account?

You can start using Zen Agenda for 14 days, with no commitment, just download the app.

Download on mobile devices:

• App Store

• Google Play

• AppGallery

Download on desktop:

• Mac OS

• Windows

It's very easy and quick!

→ How do I start using Zen Agenda?

Zen Agenda offers a wide range of benefits, including:

Automatic appointment reminders to avoid cancellations or rescheduling. Time savings in managing appointments and client information. Quick and easy access to your clients' information from anywhere or any device. Increased customer satisfaction due to better attention and organization.

→ What benefits does Zen Agenda offer?

Zen Agenda is a client scheduling management app that helps you organize your business more efficiently. Just a click away.

→ What is Zen Agenda?

You can collaborate with your colleagues without any issues. In fact, it will always be more cost-effective to purchase Zen Agenda services as a team.

The larger the organization, the less you pay for each team member.

→ Can I add more members to my Zen Agenda account?

You can have a free reception account so that the receptionist can easily add appointments for all staff and sync in real-time with all devices you have access to in the organization. Contact us via WhatsApp +40725425083 and we will set up this account quickly.

→ Can I have a reception account?

If you are in the trial period and do not wish to continue, the application will close automatically at the end of the 14 days.

If you want to close it sooner, contact us, and we will close it for you immediately.

If you have a subscription to our service, Zen Agenda can be canceled at any time with 30 days' notice. Contact us for assistance.

→ How do I delete my account?

At Zen Agenda, we keep your data safe and ensure you have complete control over it. All information is encrypted and stored in the cloud, guaranteeing secure access at any time. You have absolute control – your data, your rules.

→ How safe is it to work with Zen Agenda?

Zen Agenda is designed to be a secure scheduling management platform. It uses encryption to protect data, strong authentication for secure access, and complies with privacy regulations such as GDPR in the European Union.

To maintain user data security, the application benefits from regular updates and has backup and recovery procedures in place.

→ Is Zen Agenda secure?

If you don't remember or want to reset the password you use to log in to the app, the app will ask you “Forgot your password?”.

If you click on that message, a password recovery menu will open. You just need to enter your email address, and you will receive a message at your email address with the password reset link.

→ What happens if I forget my password?

The data you enter in Zen Agenda is saved both locally on your device (phone, tablet, or computer) and on our secure cloud servers.

All information is encrypted to ensure the highest level of security and confidentiality, guaranteeing you safe and quick access to your data, no matter where you are.

→ Where are my and my clients' data saved?

Of course! You can do this in two ways:

1. In the last step of a new appointment, in the "Appointment Notes" section.

2. Directly in the existing appointment:

• select the desired appointment ➣ click on the "✎" icon in the bottom right corner ➣ Appointment Notes.

The notes are automatically saved when you edit them.

Here are examples of the most commonly used notes:

"Second meeting in February"

"Punctual client"

"Paid in advance"

"New client"

→ Can I add notes to each appointment?

With the Groups option, you can schedule up to 15 clients at the same time.

First, you need to define them as clients in the app, then name a group and add the group members.

When you make an appointment for that group, you select the Group name, and all members will receive the same message.

Contact us via WhatsApp +40725425083 to register a request to activate this “Groups” feature.

→ Can I schedule an appointment for a group of clients?

By default, only one client can book each time slot, to avoid overlaps.

If you want several students or participants to book the SAME time slot (for example a class or a course), use the Classes/Courses feature — you set it up yourself, right in the app, no need to contact the team. In short: on the slot you want, tap “Add”, choose “Add class”, set the service, the maximum number of participants and the time slot, then save. You can mark the class as “open” so it shows on your web booking page and clients can sign up themselves. Detailed steps here: /en/faq/how-to-create-classes-courses

To book two clients at the same time but with DIFFERENT services, you need an extra (separate) column. The number of columns depends on the number of employees in your subscription: from the main Menu “☰” ‣ Subscriptions you can add one more employee.

→ Can I schedule multiple people at the same time?

Of course, you can schedule all appointments of a subscription in a single action, without needing to create each appointment separately. This way, the entire set of appointments will be automatically added to the calendar.

• Choose the desired date and time.
• Select the client ➣ Select the subscription ➣ You will see the option "Do you want to repeat the appointment?".

→ Can I schedule all appointments of a subscription at once?

Tap the appointment you want, then "Reschedule", and drag it onto the new slot in the calendar. When you drop it, you can choose to move the appointment or make a copy in the new slot.

To cancel an appointment, open it and tap "Delete".

→ How do I reschedule an appointment?

With Zen Agenda, you can benefit from a customized web page, provided for free.

This web page allows clients to make online appointments, having complete information about the services offered, contact details, address, location on Google Maps, representative photos, the logo, and a presentation of the salon or clinic.

Appointment requests can be accepted either automatically or only moderated by you.

→ How can clients be scheduled: automatically or only with my approval?

• Select the appointment you want to reschedule.
• Click the green button that says “Reschedule“.
• Choose the date and time you want to reschedule to. (You need to click)
• The “Reschedule” button will be activated. Click on it!

On the next screen, choose what type of appointment you want to make: “A new one” or “Just move“.

→ How do I reschedule?

It's very simple! If you want to have a free moment in your day, the easiest way is to add an appointment in the time slot you want to occupy.

Add an appointment with “Add Break”:

• Select the field with the desired date and time

• Choose the “Add Break” option

If you want to modify the duration of the break:

• Click on the created break

• Click the “Reschedule” button

• Adjust the interval by dragging the edges of the break (up/down) until it occupies the desired period.

→ How can I add a break to my schedule?

• Select the appointment you want to modify

• Click on the “✎” icon in the bottom right corner

• In the "Services" section, click on the “✎“ icon

• Choose the desired service or services

• Click on “Save".

Then you need to decide if you want to modify the duration of the appointment:

a. Modify: You will change the appointment time to be longer or shorter.

b. Keep: You will maintain the already set time of the appointment.

→ How can I add a service to an existing appointment?

• To mark an appointment as "Missed", select the desired appointment, then click on the “✎” icon in the bottom right corner.

• Go to the “Appointment Status” section and select the “Missed” option.

Note:

After marking it as missed, the appointment will not be deleted from the app. It will be moved to the “Missed and Canceled” category, and the time slot will become available for adding a new appointment.

• To view all appointments marked as missed, click on the three dots in the top right corner of the screen and select “Missed and Canceled”.

• To return to the regular list of appointments, follow the same steps and select “Active Appointments”.

→ How can I mark an appointment as missed?

• Select the desired appointment ➣ click on the “✎” icon in the bottom right corner
• In the Subscriptions section, click the "–" button until the number of uses reaches 0.
• A notification will appear informing you that if the number of uses is set to 0, the subscription will no longer be associated with the appointment and no uses will be consumed from it.

→ How do I remove a subscription from an appointment?

1. First, make sure you have set your work schedule.

Main menu “☰” ➣ Employees ➣ Select employee ➣ Working days schedule

2. Main menu “☰” ➣ Settings ➣ Appearance and language settings ➣ Background intensity without schedule. Drag the slider all the way to the right.

3. Return to the menu where you make appointments. The time period without a schedule will appear shaded, dark gray.

The app allows you to make appointments outside of the schedule – in the shaded area – but you will be notified this way.

→ How can I see when I don't have a work schedule?

• Add an appointment for the desired date and time.
• Choose the client   ➣   Service   ➣   SMS Alerts
• You will see the option "Do you want to repeat the appointment?".
• Click on the “✎” icon on the right.
• On the next screen, you can configure the following features:

a. Daily, weekly, monthly, or yearly. When should the appointment repeat?

b. How often should it repeat?

c. How many times should it repeat?

d. On which days should it repeat?

After you have configured, press “Save“.

→ How can I set a recurring appointment?

To access the details of an appointment, select the desired appointment, then click on the “✎” icon in the bottom right corner.

In this section, you can:

1. Manage the appointment status

• Change the appointment status: Confirmed or Unconfirmed.
• Change the attendance status: Scheduled or No-show.
• Confirmed appointments are marked with a green check.

To see the list of No-shows and Canceled appointments:

• Click on the three dots in the top right corner of the screen.
• Select “No-shows and Canceled”.

To return to the normal view, select “Active Appointments”.

2. In the "Payment Status" section, you can:

• Send an SMS with a payment link.
• Show the QR code for payment.
• Copy the payment link.
• Mark the appointment as fully paid, regardless of the payment method used.

3. Add notes

• You can add or modify notes associated with the appointment. Changes are saved automatically.

4. Associate a subscription

• If the client has an active subscription, you can select it for the appointment. In this case, the app will automatically deduct one session from the subscription.

5. Add additional services

• If you need to add extra services to the appointment, click on the pencil icon and select the desired services. These will be associated with the respective appointment.

6. In the "SMS Alerts" section, you can check the status of messages sent to the client:

• Sent – the message has been dispatched.
• Delivered – the message has reached the recipient.
• Failed – the message could not be delivered.
• Unused – the SMS alert has not been activated for that appointment.

→ How can I view the details of an appointment?

The steps are quite intuitive:

1. Choose the desired service or services from the list.

2. Select the professional you wish to book with.

3. Choose the desired available time slot.

4. Enter your name and phone number for verification.

5. Receive an automatic SMS confirmation of your request.

→ What steps should clients follow to make an online appointment?

Yes. You can modify the message templates to match your business style.

For automated SMS messages, it's important to keep the variables used by the application, such as the date and time of the appointment.

Please always check:

• the business name;
• the contact phone number;
• the date and time of the appointment;
• the message length;
• the absence of diacritics in the case of automated SMS.

→ Can I change the message texts?

Yes, Zen Agenda allows you to send marketing campaigns to your clients via SMS and/or email.

• SMS campaigns are sent from a dedicated short number.

• Email campaigns can be sent to clients whose email addresses you have saved in the app.

To create a campaign, go to Main Menu “☰” ➣ Campaign.

If you want to send messages via SMS and do not have enough credit available, you can purchase credit directly from the app.

When creating the campaign, you can manually select recipients or use advanced filters to quickly identify the desired group of clients.

Click on Select Clients > Filters, where you can filter clients based on:

• inactive clients for at least a certain number of days;
• active clients;
• the number of appointments (visits) made;
• the number of no-shows;
• clients registered in the last few days.

For each criterion, you can select a predefined value or enter the desired number, ensuring the message reaches the right audience.

→ Can I send a marketing message to my client list?

With the due date reminder service, you notify your client/patient that a service/warranty is expiring on a certain date or that they need to reschedule for a new service.

You can access it from Main Menu > Clients > Select Client > Due Date Reminder.

You can select how long before the service expiration you want them to be notified so they can reschedule with you.

Note!

There is a preset text that you can edit. Don't forget to include the name of the service you are referring to and the reception phone number.

→ Can I send an automatic reminder message over a longer interval?

We love this question! If you want full automated control, you can do this from an Android device. Please contact us via WhatsApp +40725425083 to receive setup instructions. We will do our best to help you achieve the desired results as quickly as possible!

→ Can I send reminder messages from my own number?

Automated SMS messages are sent directly by the system, from the label ZEN AGENDA.

They can be used for:

• confirming an appointment;
• reminding about an appointment;
• automated notifications related to client appointments.

The main advantage is that you don't have to send the messages manually. Once the alerts are activated, Zen Agenda takes care of sending them at the right time.

The cost is 0.035 euros / SMS, for a message of up to 160 characters, without diacritics.

→ How do automated SMS messages work?

Semi-automated SMS messages are sent from your own phone number, using message templates prepared in the app.

This option is useful if you want the messages to come from a number that the client already recognizes.

The cost of these messages depends on your own mobile phone plan. Zen Agenda does not charge for each SMS sent this way, but your phone operator may apply their own charges based on your plan.

→ How do semi-automated SMS messages work from your own number?

SMS alerts are a great way to ensure your clients don’t forget their appointments and that you don’t waste time.

You can set them up to be sent as a confirmation when you make a new appointment, as well as to remind clients one day and two hours before the appointment. This helps clients remember and arrive on time.

It's definitely worth setting up the three SMS alerts for your appointments!

→ How do SMS alerts work?

• Add an appointment for the desired date and time.
• Select the client ➣ Service
• In the last step, you will see “SMS Alerts for Client“
• Here you can enable and disable notifications.
• Save.

Attention!

Once you modify the SMS alert sending template, it will be retained for future appointments you create.

To revert to the original template, schedule an appointment at least 24 hours later, ensuring that you check all 3 SMS alerts in the last step.

→ How do I add or remove SMS alerts to a new appointment?

• Main menu “☰” ➣ Employees ➣ Select the employee's name ➣ Edit SMS template
• Check the first line at the top – “Use personalized SMS“

Edit the message with the following precautions:

• Do not delete #D, #H, the date and time placeholders automatically set by the application when you add the appointment.
• Make sure to provide the correct contact information, your name or your business name, and the contact phone number.
• Please do not use diacritics or emojis. Also, do not use the specific accents of German and Hungarian.
• Please stay within the 160-character limit imposed by mobile operators (you have a character counter).
• Please do not use the words “today”, “tomorrow”, “the day after tomorrow”, etc. Because the reminder message is common for the alert one day before and the one two hours before.

→ How do I change the automatic message sent to clients?

To customize semi-automated messages:

1. Go to Main Menu → Settings → Edit Quick Messages.

2. For each displayed message, you can set different content for WhatsApp and SMS, depending on how you want to communicate with your clients.

Saved changes will be automatically used when you send the corresponding quick messages.

→ How can I customize semi-automated messages?

Automated confirmation and reminder messages can be customized in two ways:

1. At the organization level:

• Go to Main Menu → Settings → Edit SMS Template.
• Here you can modify the confirmation and reminder messages that will be sent to all clients of the organization.

2. At the individual employee level:

• Go to Main Menu → Employees.
• Select the desired employee.
• Enter “Edit SMS Template”.
• Check the option “Use Custom SMS”.
• Customize the confirmation and reminder messages for that employee.

Important: If there is both a custom SMS template for the organization and a custom template for a specific employee, and the “Use Custom SMS” option is checked for that employee, the client will receive the employee's customized message, not the organization's general one.

→ How can I customize SMS automated messages?

• Select the appointment you want to edit
• Click the “✎” icon in the bottom right corner
• Under "SMS Alerts", click the “✎” icon
• Here you can enable or disable notifications
• Save.

→ How do I remove or add SMS alerts to an existing appointment?

Semi-automated WhatsApp messages are sent from your own phone number using message templates.

This option is suitable for clients who prefer communication via WhatsApp.

You can use WhatsApp messages for:

• confirmations;
• reminders;
• additional information about appointments;
• instructions before appointments;
• personalized messages.

The cost depends on your own phone plan and the internet connection used.

→ How do semi-automated WhatsApp messages work?

Automatic SMS is sent directly by Zen Agenda, from the label ZEN AGENDA, without the need for manual intervention.

Semi-automatic SMS is prepared using a template, but is sent from your own phone number.

In short:

• Automatic SMS = sent by the system, from ZEN AGENDA, cost 0.035 euros / SMS.
• Semi-automatic SMS = sent from your number, cost depends on your phone plan.
• Semi-automatic WhatsApp = sent from your number, using WhatsApp templates.

→ What is the difference between automatic SMS and semi-automatic SMS?

With Zen Agenda, you can send your clients informational and reminder messages in several ways:

1. Automated SMS messages, sent from the ZEN AGENDA label.

2. Semi-automated SMS messages, sent from your own phone number, using message templates.

3. Semi-automated WhatsApp messages, sent from your own phone number, using message templates.

This way, you can choose the option that best fits how you prefer to communicate with your clients.

→ What types of messages can I send via Zen Agenda?

Automated SMS are recommended when you want the system to send important notifications on its own, without relying on your phone.

They are suitable for:

• automatic confirmations;
• reminders before appointments;
• appointments where it is important for the message to be sent on time;
• teams with multiple employees;
• clinics, offices, or salons with many daily appointments.

→ When is it recommended to use automated SMS?

Semi-automated messages are recommended when you want a more personal communication, from your own phone number.

They are suitable for:

• personalized messages;
• direct communication with the client;
• situations where you want the message to appear as sent by you;
• confirmations or reminders sent manually, but faster, using templates.

→ When is it recommended to use semi-automated messages?

If you want messages to be sent automatically, without any manual effort, we recommend automated SMS from Zen Agenda.

If you prefer messages to be sent from your own number, we suggest semi-automated SMS or semi-automated WhatsApp messages.

If you're unsure which option is right for your account, contact us and we'll help you choose the best option.

→ Which message option is best for me?

A standard SMS has a limit of about 160 characters when written without diacritics.

If you use diacritics, emojis, or special characters, the message may be split into multiple SMS, which can increase the sending cost.

Recommendation:

Write messages short, clear, and without diacritics.

Example:

"Hello! You have an appointment at ABC Clinic on #D, at #H. For changes: 07xx xxx xxx."

→ Why should I write automated SMS without diacritics?

Yes, it is possible. If an employee is no longer part of the team, their profile can be updated and assigned to a new employee.

Main menu “☰” ➣ Employees ➣ select the desired employee and change the name as well as the email address associated with the account.

After saving the new email address, the new user will receive an email with a link to set or reset their password, allowing them to log in to the application with their own credentials.

The scheduling history, work schedule, and services associated with the profile are retained. If necessary, the schedule and services can be modified later based on new requirements.

→ Can employees be renamed?

Yes, in Zen Agenda you can create a profile for each client. This is one of the essential features of Zen Agenda and allows you to track and store detailed information about each client.

• Main menu “☰” ➣ Clients ➣ Select client ➣ Client profile
• Click on "See all" > then on “✚” in the top right corner

1. In the "Text and images" section, you can write notes related to the client or the recipe you used for that “work” and you can take photos directly or choose from the gallery.

2. Additionally, you can add complex profiles for the client. The option to sign a GDPR Agreement document, Consent, etc.

• You can create predefined file templates that can be used later for completion and standardization.

This way, you will have a history of each client with the services provided and the time when you did them.

When creating a profile for a client, you can add:

• Basic information such as: name, phone number, email address, date of birth, etc.

• Notes and observations: You can note the client's preferences, allergies, or any other relevant details for the services you provide.

• Images: A “before and after,” or any other relevant image, these can be added directly to the client profile.

→ Can I create a profile for each client?

Your online booking page can be integrated both on social media and on your own website using the provided booking link.

1. Facebook

• Make sure you are using a Facebook Business page, not a personal profile.
• Go to your page and add or edit the action button (Call Us, Contact Us, Book Now, etc.).
• Enter the link to your online booking page in the button field.
• Save the changes.

2. Instagram

• Go to your Instagram profile.
• Tap on "Edit Profile."
• In the "Website" or "Links" section, add the link to your online booking page.
• Save the changes.

3. Your own website:

• Add a button on your site that says "Schedule Now," "Book Now," or similar text.
• Link the button to the provided booking page link.
• Publish the changes on your site.

→ Can I integrate online booking into social media or my website?

Main menu “☰” ➣ Employees ➣ Select employee ➣ Scheduling history

Here you can see all the appointments that this employee has had.

You will have details about:

• Date
• Client name
• Time
• Service name

Appointment status:

• scheduled
• completed
• missed

→ Can I see an employee's scheduling history?

Main menu “☰” ➣ Clients ➣ Select client

Here you can see all the appointments you’ve had with this client.

You will have details about:

• Date
• Employee name
• Time
• Service name

Appointment status:

• scheduled
• completed
• missed

→ Can I see my clients' appointment history?

Of course! The calendar is set up for a daily view, but you can configure your calendar to see the entire week and easily navigate through it with an overview.

To get a weekly view, follow these steps:

• Click on the 3 dots in the top right corner of the screen.
• Select the “Weekly” option.

To view and navigate the calendar with an overview, follow these steps:

• Click on the calendar icon “📆” in the top right corner of the screen.
• You can navigate left or right.
• Select the day or week you want to view.

→ Can I see my schedule for a whole month?

Your schedule, your rules! Add breaks, extra days or hours, and you can even add vacation days.

Zen Agenda allows you to set cyclical schedules. If you schedule one week, that schedule will repeat weekly.

If you schedule two weeks, the first week will have a specific schedule (for example, you work this week), while the second week will have a different schedule (for example, you don't work this week), after which the cycle starts again.

You can do this for up to 4 consecutive weeks. Once the cycle you set ends, the agenda automatically starts over.

See the steps here.

→ Can I set different work schedules for each day of the week?

Absolutely! To sync with Google Calendar, contact us via call or WhatsApp +40725425083. We will provide you with a unique link to complete the synchronization.

The sync works one way, from Zen Agenda to Google Calendar. This means that everything you add in Zen Agenda will appear in Google Calendar, but anything you add directly in Google Calendar will not be visible in Zen Agenda.

→ Can I sync Zen Agenda calendar with Google Calendar?

• Main menu “☰” ➣ Reports

In this section, you can check how much time each employee of the organization has worked and how much money they have generated during the selected time period.

Additionally, in the Schedule section, you can view or print appointments for a specific day or for a chosen time range.

→ Can I view reports and statistics about my business?

Yes, strengthen your team's synergy by configuring Zen Agenda. If you need help, write to us via WhatsApp +40725425083 and we will help you set up everything you need to empower your team to stay synchronized and ready for success!

→ Can we see each other's appointments?

Yes, Zen Agenda provides detailed reports on your business activities, allowing you to monitor performance and make data-driven decisions.

To access the reports, go to Main Menu “☰” ➣ Reports.

In this section, you can:

• Select a specific location or view data for all locations (if you manage multiple sites).
• See the number of new and returning clients for the selected month.
• Analyze activity by day, week, month, year, or custom range, including:

a. number of appointments

b. hours worked

c. total revenue

d. revenue generated online (through the website)

e. monthly average

• Check the number of appointments made online and identify the clients who made these appointments.
• View active subscriptions and subscriptions that will expire in the next 15 days.
• Find out which service is the best seller and which is the most profitable. By selecting the service, you can see the list of clients who benefited from it.
• Consult the list of clients with no-shows. When accessing a client, you can see the complete history of appointments for the selected period.
• Analyze the performance of each employee: hours worked, revenue generated, and number of appointments. You can also view the appointment history for each client associated with that employee.

In the Schedule section, you can view or print appointments for a specific day or for a chosen time frame.

→ Do I have reports on activities registered in the app?

• To leave a review, the client must log in to the website using their Google or Facebook account.
• After logging in, they need to click on the arrow next to their profile picture in the top right corner and access the “My Account” section.
• There, they will find the list of appointments made. For the desired appointment, they can give up to 5 stars and add a comment.
• After completing this, they just need to click the “Submit” button to publish the review.

If a review was mistakenly submitted with an incorrect number of stars (for example, one star), it can be modified. The client needs to go back to the respective appointment, select the correct number of stars, and click “Submit” again to update the review.

→ How can clients leave a review after an appointment?

Multi-user Access: Make sure all your colleagues have accounts and appropriate access rights in Zen Agenda.

This will allow them to view and modify schedules, add notes, or communicate with clients. You decide what rights each user will have; for example, you can hide clients' phone numbers.

Calendar Management: Each employee can have their own calendar in Zen Agenda. This way, you can see your colleagues' availability and plan or reschedule meetings accordingly, thanks to the latest technology for device synchronization.

Internal Communication: Although Zen Agenda focuses on managing schedules and client relationships, you can use notes and client history to communicate important information to your colleagues.

For example, if a client has a special request or an allergy, this can be noted so that the entire team is informed.

→ How can I work collaboratively with my colleagues?

Once the services are set up, it will be much easier to add an appointment. Additionally, you will know exactly what the next client/patient is scheduled for, allowing you to prepare accordingly.

If you correctly set the average working time, the app will know how to allocate exactly the time dedicated to the service. This way, subsequent appointments will be added correctly.

If you also set the cost of the service, you will be able to generate accurate reports with the time and earnings in:

• The main menu “☰” ➣ section "Reports".

If everything is set up correctly, you will be able to fully benefit from the dedicated client scheduling webpage, allowing them to choose services and select an available time slot from your schedule.

→ How does setting up services help me?

1. Go to the “☰” Menu ➣ Services and Subscriptions

2. Tap “✚” in the top right corner

3. Select “Add Service”

4. Enter the name, average duration (in minutes), cost (optional), color (optional), and a description (optional).

If you fill in the service description, it will be displayed on your business's website if it is active and configured.

5. Save.

→ How do I add a service in the app?

You can do this in 3 ways:

1. To add multiple services to a category, you need to:

• Access the main menu “☰”    ➣    Services and Subscriptions
• Click “⋮” in the top right corner
• Select “Sort services manually”
• Choose the service you want to move
• Move it up and down using the icon on the right “☰“
• You must place the service under the desired category.

2. To move a single service:

• Access the main menu “☰”    ➣    Services and Subscriptions
• Select the service and click on it
• Click under “Select a category” on the icon “﹀“
• Choose the appropriate category for the service
• Save.

3. When creating new services, you can also add them to an existing category:

• Access the main menu “☰”    ➣    Services and Subscriptions
• Add the desired service by clicking the “✚” button in the top right corner
• Choose “Add service”
• Click under “Select a category” on the icon “﹀“
• Choose the appropriate category for the service
• Add name, average duration, cost (optional), and color (optional)
• Save.

→ How can I add a service to an existing category?

1. Go to the “☰” Menu ➣ Services and Subscriptions

2. Click “✚” in the top right corner

3. Select “Add Subscription”

4. Enter the required details:

• subscription title
• description
• benefits
• subscription price
• duration (in minutes)
• number of included uses
• whether there is an expiration term for the subscription or not
• allow online payment (you need to create a Stripe account from the app)
• terms and conditions

→ How can I add a subscription?

1. Go to the “☰” Menu ➣ Clients

2. You can search for them in the top bar by name or phone number > Select the client

3. At the very bottom in the "Subscriptions" section - click on "View all" (on the right)

4. Click on the "+" in the top right corner

5. Select the desired subscription > Add subscription.

→ How can I allocate a subscription to an existing client?

1. Main menu “☰” ➣ Employees

2. Select your name or the name of the employee for whom you want to configure the services.

3. In the Available Services section, check the services that can be performed by that person.

4. Click Save to confirm the changes.

From now on, the selected services will be associated with the employee and can be used for appointments.

→ How can I assign added services to an employee?

To modify the display interval of appointments in the calendar:

• Click on any hour displayed on the left side of the screen.
• A window will open with the available options for the display interval.
• Select the desired interval: 5 minutes, 10 minutes, 15 minutes, 20 minutes, 30 minutes, or 1 hour.
• Save.

→ How do I change the time interval displayed in the calendar?

Configuring the schedule display is specific to each device.

• Main menu “☰” ➣ Settings ➣ Appearance and Language Settings ➣ Time and Schedule Settings
• Select “Start Time” (This will be the time you always see on the screen as you navigate the app)
• Select “Limit Day From” and “Limit Day To” (Set the start and end times you want to see in the app)
• Save.

→ How do I configure the schedule display in the app?

1. Select the desired date and time, click on "Add", then choose the option "Add class".

2. Choose the desired service.

3. Set:

• the maximum number of participants
• the time slot
• whether you want to notify them or not
• whether you want to repeat the class
• Save.

4. You have added a class. Congratulations! :)

5. Click on the added class > then on the "Details" button and determine if it is:

• open - meaning visible on your website
• private - meaning only you can add participants
• fully booked - you decide when to "close" the class.

6. Add participants to the class/course by clicking on the “+” next to the “Participants” section.

7. For "number of uses" - use this option if the participant wants to bring a guest.

8. After adding participants, you can choose how they will be notified: via SMS and/or Email. Notification options are also available from the menu accessed via the "+" button next to the "Participants" ➣ Group message section.

Email notification is only available for clients who have an email address saved in the app. To add or check a client's email address, go to: Main menu “☰” ➣ Clients → select the client → Email address.

9. When participants arrive at the class, you can check-in each one individually or check in all from the menu accessed via the "+" button next to the "Participants" section, then uncheck those who did not arrive.

10. To delete a participant > click on the 3 dots next to the client > Delete from class.

→ How can I create classes/courses?

You can request advance payment for services by creating a Stripe account within the app.

1. Go to Main Menu “☰” ➣ Settings ➣ Enable card payments

2. You will need your company details, shareholder structure, ID, etc. It’s an international payment processor. Think of it as having an online session with a bank.

3. After you finish the setup, it may take 1-7 days for Stripe to complete their checks and activate your account.

Then, you can go back into the app following the same steps:

• Main Menu > Settings > Advance Payment and you can choose the advance you want to request - globally for all services or differently for each individual service.

4. The most important thing, however, is that you can use this account independently of the website synced with the app.

You will be able to generate payment links that you can send via SMS/WhatsApp or generate QR codes to send or present to clients when they arrive at the salon - card payment.

→ How can I enable advance payment for services?

To have a dedicated page for online appointments, sign up on our website and follow the instructions to create a profile. You have a 14-day free trial with no obligations!

Once registered in the mobile app, follow these 7 steps:

Main menu “☰” ➣ Web Page

1. Create your profile

– Tap the circle and add a photo.

– Enter your website name.

– Check if the company name is correct.

– Add your phone number.

- Tap “Save”.

2. Add a description for your company or business

- Introduce your activity by adding a short description.

- Tap “Continue”.

3. Upload photos of the services offered

– Tap “Save”.

4. Set the desired options for your website

– (here you can see details about each feature)

– Tap “Save”.

5. Locations ➣ tap on “Default Location”

– Enter the name of the place.

– Complete the desired address: City, street, number.

– (As if you were searching on Google Maps)

– Tap “Save”.

6. Set the employees' schedule

– Choose an employee ➣ set the schedule.

– Tap “Save”.

7. Set the services for the employees

– Choose an employee ➣ services ➣ select the services.

– Tap “Save”.

Done! Now you can view your new site.

→ How can I have a dedicated page for online appointments?

• Main menu “☰” ➣ Employees
• Select the employee
• Working days schedule

a. Additional Days: If you want to add extra hours ➣ Add

b. Leave Days: If you want to add time off hours ➣ Add

• Choose “All day” or set the start and end time.
• Select the days you want to add this special schedule to.
• Save.

→ How do I set a special schedule or non-working days?

• Main menu “☰” ➣ Employees
• Select the employee
• Working days schedule
• If you have multiple locations, choose where you want to allocate the schedule
• Choose whether you want a weekly schedule or a multi-week schedule
• Set the schedule and save.

→ How do I set the employee schedule?

You can add information such as:

• a photo of the client
• notes
• email address
• date of birth
• address

If you need additional information specific to your field, let us know and we can set up other custom fields tailored to your business needs.

→ What details can I save for each client?

After the 14-day trial period, if you are satisfied with the app, you can purchase the appropriate subscription directly within the app, depending on the number of employees who will use it. By “employees” we mean the number of calendars/columns used.

The entire process is completed directly in the app, from the Main Menu “☰” ➣ "Subscriptions" section.

→ How do I pay for the app?

On the main page, you will see the current subscription costs. Click here to view pricing

→ How much does the app cost?

If you have a subscription to Zen Agenda, it can be canceled at any time with a simple 30-day notice. Please contact us for this.

If you are in the trial period and do not wish to continue, the application will automatically close at the end of the 14 days.

If you want to close it sooner, contact us and we will close it immediately.

→ How can I cancel my Zen Agenda subscription?

Zen Agenda can be paid online using a debit or credit card.

→ What payment methods do you accept for the Zen Agenda subscription?

It seems our app has decided to take an unannounced break. Don't worry, we can get it back to work with these simple steps: – Delete the app (to ensure no data is left in it)

– Reinstall the app

– Enter your login details

– Press login and, VERY IMPORTANT:

-> Make sure you have a good internet connection.

-> Do not switch to another app until the main scheduling screen opens.

-> Do not let the screen turn off; if you see it starting to dim, tap it once.

-> If you are using an Android phone and it prompts you to stop the app or wait, choose to wait.

→ What should I do if my screen freezes during login?

This is a resolution-related issue, usually occurring when changing phones.

To fix the problem, you need to:

– uninstall the app (to ensure no data is left in it)

– reinstall the app

– enter your login details

– press authenticate and, VERY IMPORTANT:

-> ensure you have a good internet connection.

-> do not switch to another app until the main scheduling screen opens.

-> do not let the screen turn off; if you see it starting to dim, tap it once.

-> if you are using an Android phone and it prompts you to stop the app or wait, choose to wait.

→ Why are there overlapping images in the app?

Most likely, the app does not have the necessary permission to access the device's contacts.

To enable access, go to:

• Phone Settings → Apps → Zen Agenda → Permissions and allow access to Contacts.

Optionally, you can also enable permissions for Camera, Notifications, and Photos and Videos to take advantage of all the app's features.

→ Why can't I access client contacts from the phone agenda?

You probably set a different store from another country.

To change the store to the one in Romania, follow the steps in the link below:

Google Play support

Apple support

→ Why can't I find the app in the App Store?

At the top of the screen, a busy day is indicated by the number of appointments, displayed in white within a red square. Days with available slots are shown in a green/cyan border.

You can customize this feature in:

• Main menu “☰”     ➣    Settings    ➣  Appearance and Language Settings ➣  Time and Schedule Settings

→ Can I see a busy day in the calendar?

• Romanian
• Español
• Magyar
• English

To change the app's language, go to:

• Main menu “☰” ➣ Settings ➣ Appearance and Language Settings

• Choose the language

• Exit “Settings”

→ Can I use the app in another language?

Absolutely! Thanks to technology, you can collaborate with your coworkers or simply have your account on multiple devices to keep everything synchronized in real-time.

If you don't have internet access, you can still enter your appointments in the same way. They will be synchronized across all devices once you reconnect to the internet.

→ Can I use Zen Agenda on multiple devices?

You can contact us directly from the app, either by sending a message or by starting a WhatsApp conversation.

Go to Main Menu “☰” ➣ Help & Support to get in touch with our team.

Our technical support team is available to assist you from Monday to Friday, between 9:00 AM and 5:00 PM.

If you have any questions, don't hesitate to contact us for assistance.

→ How can I receive technical support?

If you do not see your colleagues' calendar, it is because you have a limited access account. Only administrator or receptionist accounts can see the appointments of the entire team. Write to us, and we will help you with the configuration you need! WhatsApp +40725425083. Transform your experience and stay informed!

→ How do I see my colleagues' calendar?

First of all, we hope you never lose your phone!

Your appointments are not lost.

They are saved in the cloud and are always available to you. Even if you lose your phone, simply download the app on another device (phone or computer) and log in with the username and password you chose.

→ If I lose my phone, do I lose my appointments as well?

Zen Agenda can be used on any device that has internet access and a web browser. This includes computers, laptops, mobile phones, and tablets:

• Mac OS
• Windows
• App Store
• Google Play
• AppGallery (Huawei)

Zen Agenda is supported by a technical team that continuously works to make this electronic agenda application the simplest and easiest to use on any device.

Download the latest version for free directly from our official website. Click here

→ Which devices can use Zen Agenda?