Zanda Knowledge Base
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Getting Started with Zanda
Learn about how to start using your Zanda account in a few easy steps.
Basic Setup
- Adding New Clients Six Ways
- Completing Appointments and Generating Invoices/Receipts
- Custom Lists
- Get Help and Learn With Zanda
- Getting Started
- Reordering Locations in a Zanda Account
- Setting the Time Format of Your Account
- Setting Up Your Business Information
- Starting a Trial Account
- The Settings Springboard
- Your Zanda Setup Checklist
Introduction to Zanda Calendar
- Navigating the Calendar Display
- Three Types Of Appointments
- Use My Day to Manage Your Appointments, Tasks, and Client Context - Currently in Beta
- User Menu Overview
- Using Calendar Filters
- Using Monthly Calendar View
- Using Practice Hive for Notifications, Release Notes, and Team Chat
- Using the Help Menu
- Using the Quick Actions ➕ Menu
- Using The Quick Search Bar
- Using The Time Finder