Learn how to use the sidebar, switch establishments, find features and check notifications.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Choose a module. The main features are grouped under Establishment, ERP, CRM and Online store.
- Switch establishments. Select the relevant branch using the current branch card before editing its data.
- Use search. Select the magnifying glass to find pages and actions by name.
- Check notifications. The bell shows new events and links to their details.
Check the result
Open a few search results and check that the URL and heading still refer to the correct establishment.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.