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.