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Navigating the New Zanda Interface - Key Updates and Features

Learn where key menus and settings moved in the updated Zanda interface so you can follow tutorials and Zanda Academy courses with confidence.

Note: Some Zanda tutorials were recorded before recent interface updates. To avoid confusion, please watch this short orientation video first. It shows where a few commonly used menus and options have moved in March 2026 so you can follow the rest of the tutorials smoothly.

Watch the video

 

Video transcript:

Irina Profile V2  0:05 Hi there, Irina here. Before we get started, a quick orientation. You may notice, when watching the videos, that some buttons and menus in Zanda have moved.Nothing has been removed. This short video is simply here to show you where things are now, so you can follow the tutorials with confidence.

Let's start with the new Quick Actions menu. You'll see a new plus icon available throughout Zanda. This gives you quick access to common actions no matter where you are now in the system. From here, you can quickly create a new appointment, client, note, form, invoice and payment. So if you're ever wondering how to add something quickly, this is the first place to look.

0:57 Next, a small naming update. The Sales menu is now called Billing, and new sales is now a New Invoice. These tools work the same as before, only the names have changed to make it clearer what each option is used for.

1:14 The Help menu has moved to the top toolbar. Look for the question mark icon to access Help articles, support options and learning resources such as Zanda Academy.

1:27 The Waitlist is now located in the calendar toolbar, alongside other scheduling tools. You can also still access the waitlist throughout the People menu > Waitlist, if that's what you are used to.

1:45 Finally, the Settings menu which used to be on the left sidebar has moved to the User Menu. The user menu is located here at the top right corner, right beside your account business name. This user menu groups account-related options together. From here, you'll find such new additions as the Refer A Friend  link, Your Account which links to Subscription and Billing, and the Account Settings which replaces the old settings option on the left side menu. If your user is given permissions, selecting Account Settings will open the familiar settings springboard with a few additional options including quick access to AI settings and quick access to telehealth settings.

2:48 And that's it for this quick walkthrough. Now that you know where everything lives, you can continue with the videos and follow along without interruptions. If you ever  feel stuck, you can always come back to this video for a quick refresher.