Zoneee Training Guides

Client Management

How to Schedule a Call Back

Step-by-step instructions on how to schedule a call back in Zoneee Software.

How To Book A New Client

Step-by-step instructions on how to book a new client.

How To Reschedule An Appointment

Step-by-step instructions on how to reschedule an appointment.

How to Search for a Client

Step-by-step instructions on how to search for a client.

How To See The SMS Messages Log

Step-by-step guide on how to view and search all SMS logs.

Reports

How To Generate Appointment Count Reports

Step-by-step instructions on how to generate appointment count reports.

Generate Report For "New Client Source" Information

Step-by-step instructions on how to generate a report for New Client Source information.

Generate App Link Referral Report

Step-by-step instructions on how to generate a link referral report.

Finance

How To Set Up A Direct Debit Payment

Step-by-step instructions on how to set up a direct debit payment.

Searching & Sending Statements

Step-by-step instructions on how to search and send statements.

How To Add Financial Symbols on Zoneee

Step-by-step instructions on how to easily input the customer’s financial data and symbols.

How To Process A Payment & See The Billing Tab

Step-by-step instructions on how to process a payment and view the billing tab.

How To Refund Payments

Step-by-step instructions on how to refund a payment.

Diary Management

Setting practitioner shifts

How to setup practitioner shifts.

Individual shift control

Open, close or modify individual shifts.

Assistance slots

Smart diary management, controlling booking to a single specific time slot.

How to Add Assistance Alerts and Special Conditions

Step-by-step instructions on how to add assistance alerts and special conditions.

Accessing and Managing Visit Notes

Step-by-step instructions on how to access and manage visit notes.

Smart Symbols

Understand how to use the smart symbol system.

How to Edit Working Hours & Block Out Times in Zoneee

Step-by-step process for editing working hours & showing you how you can block out a time slot such as a “Doctors Appointment” in Zoneee, allowing you to easily customise working schedules.

Appointment Setup

Digital Forms

How to create digital forms and make them available for your patients.

How To Add Appointment Type Image

Step-by-step instructions on how to add appointment type images to enhance your online booking systems.

View & Create Appointment Notifications and Reminders

Step-by-step instructions on how to create and view appointment type notifications and reminders. It covers everything from setting up confirmation emails to creating SMS reminders for clients.

How To View & Create A Form Template

Step-by-step instructions on how to view and create and edit a form template.

How To Add Form Templates To Specific Appointment Types

Step-by-step instructions on how to add and customise forms for different appointment types and ensure that clients receive notifications for their appointments.

How To Add and Edit Products and Services

How to add and edit products and services. It is beneficial for anyone who needs to manage and update their inventory or offerings.

The App

Adding Banners To Your App

Step-by-step instructions on how to add banners to your app.

How To Add & Prescribe Exercises On The App

Step-by-step instructions on how to add and prescribe exercises.

How To Turn Off The Bonus Program & Facebook Social Media Widget On The App

Step-by-step process to turn off the bonus program and Facebook social media widget on the app.

How to setup App Referral Function

How to setup your referral and rewards button on the app.

Zoneee Setup

Top Tips - Home Page

Step-by-step instructions on how to navigate and utilise various features on the home page. Following these tips will help users easily access different options, icons, and buttons for optimal efficiency.

How to Enable Assistance Slot in setting

Step-by-step instructions on how to enable Assistance Slots.

How to Edit Working Hours & Block Out Times

This guide provides a simple step-by-step process for editing working hours & showing you how you can block out a time slot such as a “Doctors Appointment”, allowing you to easily customise working schedules.

Assistance Slots for New Patients & Adjustments

Step-by-step instructions on how to set up assistance slots for new patients and adjustments.

How To Access and Modify Company Information

How to access the company information section, and make changes such as modifying the company logo.

How to Adjust Clinic Opening Hours

Make changes to the clinic’s operating hours.

How To Add A Practitioner

Step-by-step instructions on how to add a practitioner in settings.

How To Add Practitioner Image

Step-by-step instructions on how to add a practitioner image.

Add & Delete Modality on Employee Settings Page

Step-by-step instructions on how to add and delete a modality on settings page.

How to Set Practitioner Availability & Shifts

How to set your practitioner’s availability and shifts.

How to add an Employee in Zoneee Software

How to efficiently register new employees and make changes to their details, saving time and simplifying the registration process.

Creating & Editing SMS Templates

Step-by-step guide on how to create and edit SMS templates.

How to Configure SMS Pre-Callbacks

Step-by-step instructions on how to configure SMS pre-callbacks to be sent to customers three days before a scheduled callback, enhancing communication and customer engagement.

Loyalty & Bonus Program

How to setup and manage your rewards and loyalty settings for the app.

How to setup App Referral Function

How to setup your referral and rewards button on the app.