Navigating the Calendar Display

After you successfully log in to your Zanda account, you will be greeted with the Zanda dashboard. Here, you can manage your appointments, navigate to other important areas of your account, and configure what information your calendar displays (and how). Since you'll be spending a lot of time on this dashboard, it is a good idea to get familiar with it.

In this article:

• The Sidebar Menu
• The Calendar Toolbar
• The Top Panel
• The User Menu

Overview:

There are five main parts of the dashboard. The main menu sidebar, the top panel, the calendar toolbar, the user menu and the calendar itself. In this article, we will explore each part of the dashboard, except the calendar, which we'll discuss in a separate article. 

The Sidebar Menu
Inside the sidebar menu, you will find seven items. 

1. Calendar: This will take you straight to the main dashboard - no matter what page you're currently on.
2. People: This includes options to create new clients, referrer and third-party profiles, search existing profiles and access your waitlist.
3. Billing: Here, you'll find the options to create and view invoices and payments.
4. Dashboard: this feature contains practice relevant metrics including invoicing, appointments, and clients statistics.
5. Reports: This is where you can get the options to generate multiple types of reports regarding your health practice. 
6. Tools: This gives you access to handy tools, like the form designer, Medicare billing, communication templates and more.
7. Practice Manual: You can access your clinic's practice manual by clicking option. In addition to enabling it for all users, you can add new sections and articles to your practice manual, or modify the existing content to bring it inline with your clinic's procedures/practices.

• To access the options within each menu item, simply click it. 
• To minimize the sidebar altogether, click the three horizontal bars on the top-right corner of the sidebar.

The Calendar Toolbar

This toolbar (described below left to right) quickly lets you navigate to different positions on your calendar. The location of the filters and buttons is dynamic to cater for the size of your screen.

1. Practitioners Filter: This lets you select which practitioner's calendar you want to view. If you have more than one practitioner, you can view all practitioner's calendars at once, or else if you have set up groups you can view a group of practitioners in the calendar.
2. Locations Filter lets you view all locations, or a specific location. Only practitioners made available for the location will have available times in the calendar for the location.
3. Use the left and right arrows to navigate one week before or after the current date. Keep clicking to jump as many weeks into the past or future you want. If you click the date field, you'll open the calendar where you can select a specific date to navigate to.
4. Click Today to bring the calendar view back to the current date. If you click on the downwards pointing arrow next to Today, you'll be able to jump 1 week, 2 weeks and so on up to 12 months from the current view.
5. By clicking Day, M-F, Week, or Month you can switch your calendar to show only a day, from Monday to Friday, or the completely week from Monday to Sunday.
   1. The client’s contact information, including their phone number and address, is visible directly on the appointment when the calendar display is set to Day view, and is also included when printing the schedule, irrespective of the Day/week view.
   2. If you set your calendar to one practitioner only, you can switch it to Month view.
6. If you have another user create appointments for you, you can click the refresh button (two circular arrows) to update your calendar.     
7. By clicking the 'Private Mode' button (a crossed out eye) , you can stop client names from appearing on your calendar.
8. Clicking the three vertical dots will give you the option to
   1. hide (or show) unattended/cancelled appointments, 
   2. print your appointment list,
   3. or view your calendar legend.
9. The Time Finder button quickly opens the time finder panel to search for the appointment time and allocate a resource to an appointment. 
10. Click the Calendar Filters button to filter your appointments by the note status, invoices created and paid/unpaid, and appointment flags. 
11. Click the Waitlist icon to open your practice's waitlist. 

The Top Panel

The top panel includes several important elements (described in the order left to right):

1. Zanda logo: takes you to the main calendar screen when you click on it.
2. Quick Search: Using this, you can search clients, appointments, invoices, third parties and referrers in your account.
3. Help: Click the question mark icon to open the Help Menu for instant access to support resources, documentation, and feedback mechanisms.
4. Quick Actions: the plus icon allows you to perform common actions—like creating appointments, adding clients, or starting session notes—without navigating away from your current work.
5. Practice Hive: this is a central hub in Zanda where you can get notifications about what is happening in your practice, see product release notes and chat with your team.
6. Practice Dashboard: contains practice relevant metrics including invoicing, appointments, and clients statistics.
7. Tasks: This area lets you see your task alerts, such as client birthdays, expired session packs or custom tasks you created.
8. SMS Messenger: Here, you can view your existing SMS conversations with clients, or start a new one.
9. User Menu: Sitting behind your account business name, this is the main user panel for accessing personal settings, navigating between accounts, and managing account-level configurations 

The User Menu

The User Menu is your central access point for personal settings, switching between accounts, and managing key account-level configurations. It’s available from any page in Zanda by clicking your account name in the top-right corner.

What you’ll find in the User Menu:

• Switch Account
  Quickly move between linked Zanda accounts you have access to, without logging out.

• Refer a Friend
  Access your referral link to invite others to Zanda via email, social channels, or messaging apps (available for eligible accounts).

• Settings
  A collection of shortcuts to important configuration areas:

  • User Profile – Manage your personal details, login credentials, and security settings (including password and 2FA).

  • Practitioner Profile – Update practitioner-specific settings such as availability, calendar sync, provider numbers, online payments, and more (where linked and permitted).

  • Your Account – View and manage subscriptions, billing details, payment methods, invoices, and optional add-ons.

  • Account Settings – Access practice-wide settings including business information, locations, users, calendars, communication templates, billing, and other core configurations (permission-based).

• Log out
  Securely sign out of your Zanda account.

Menu options may vary depending on your role, permissions, and account setup.