> ## Documentation Index
> Fetch the complete documentation index at: https://zovi.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Tour the dashboard

> Sign in, find your way around the navigation, and understand roles and permissions.

The dashboard is where you run your clinic. This page covers signing in, the
layout, and who can do what.

## Your first sign-in as clinic owner

When Zovi sets your clinic up, you receive a **Welcome to Zovi** email. That email
is how you get in the first time.

<Steps>
  <Step title="Open the link in your welcome email">
    The **Welcome to Zovi** email contains a sign-in link that is valid for
    **7 days**. Open it and you're signed straight in, with no password to type.
  </Step>

  <Step title="Set your password">
    A **Set your password** panel appears and can't be dismissed. Choose your own
    password (at least 8 characters) before you start using the dashboard. The same
    panel appears if you sign in with your email and password instead of the link.
  </Step>

  <Step title="Accept the Data Processing Agreement">
    If you haven't accepted the Data Processing Agreement yet, the password step
    comes first and the agreement follows.
  </Step>
</Steps>

<Note>
  The welcome link stops working as soon as you set a real password. That's by
  design: from then on you sign in with the password you chose.
</Note>

<Tip>
  Lost the email, or let the link expire? Ask Zovi to resend it. You get a fresh
  link that's valid for another 7 days.
</Tip>

## Sign in

<Steps>
  <Step title="Open the dashboard">
    Go to [dashboard.zoviapp.com](https://dashboard.zoviapp.com). Enter your **email address**
    and **password** (at least 8 characters) and select **Sign in**.
  </Step>

  <Step title="Accept the agreement (first time only)">
    On your first sign-in you're asked to accept the Data Processing Agreement and
    Terms before continuing.
  </Step>
</Steps>

### Forgot your password?

Select **Forgot password?** on the sign-in page and enter your email address. If an
account exists for that address, Zovi emails you a link to choose a new password.
For security, you see the same confirmation either way, whether or not an account
exists.

The link is valid for **60 minutes**. Setting a new password signs you out on every
device, so sign in again anywhere else you use the dashboard.

<Note>
  Invited to a clinic as a team member? Use the link in your invitation email to
  set your own password. Zovi doesn't send staff a temporary password to share.
  See [Teams: staff & permissions](/settings/staff).
</Note>

## The layout

<Frame caption="The dashboard shell: sidebar navigation (left), the top bar with the location switcher and Scan QR (top), and your content in the middle.">
  <img src="https://mintcdn.com/zovi/-jGoPdTQeb9B4m94/images/dashboard-overview.png?fit=max&auto=format&n=-jGoPdTQeb9B4m94&q=85&s=a161bda8f36ea4caa6a88140a2454ce1" alt="The Zovi dashboard shell with the sidebar and top bar" width="1440" height="1683" data-path="images/dashboard-overview.png" />
</Frame>

### The sidebar

The sidebar groups everything you can do. You only see the items your role has
access to.

| Section        | What's inside                                                                                                   |
| -------------- | --------------------------------------------------------------------------------------------------------------- |
| **Overview**   | **Dashboard** (your clinic's home: revenue, today's appointments, clients who need attention) and **Analytics** |
| **Operations** | **Appointments**, **Clients**, and **Payments**                                                                 |
| **Catalog**    | **Treatments**, **Retail Products**, **Memberships**, **Rewards**, and **Gift Cards**                           |
| **Growth**     | **Marketing**                                                                                                   |
| **Platform**   | **App Builder**, **Blog & Testimonials**, **QR code and website**, and **App Support**                          |

<Note>
  **Settings** is no longer a sidebar item. You reach it from the account menu in
  the top-right header (click your account name or avatar).
</Note>

### The top bar

* **Page title**: the name of the screen you're on.
* **Location switcher**: owners with more than one location can switch between
  branches or view **All locations**. Managers and staff are pinned to their branch.
* **Scan QR**: opens the scanner to [check a client in](/checkin/scan-checkin).
* **Notifications**: the bell shows recent activity.
* **Language**: switch the dashboard between English and Deutsch (EN/DE).
* **Account menu**: Profile, Settings, Security, **Roles & Permissions** (shown to
  anyone with the staff permission, and it jumps straight to Teams), **Zovi Help &
  Support**, and Sign out.

<Tip>
  Press <kbd>⌘</kbd> <kbd>K</kbd> (Mac) or <kbd>Ctrl</kbd> <kbd>K</kbd> (Windows) to
  open the command palette and jump to any screen without using the mouse.
</Tip>

## Roles & permissions

Every team member has one of three roles. What they see and can change depends on
their role and any fine-tuning you apply per person under
[Teams](/settings/staff).

<CardGroup cols={3}>
  <Card title="Owner" icon="crown">
    Full, unrestricted access across all locations, including billing, app
    publishing, and locations. Can't be reduced.
  </Card>

  <Card title="Manager" icon="user-tie">
    Broad access, but automatically **scoped to their branch**, so their changes to
    catalog, offers, schedules, and settings apply to their location only.
  </Card>

  <Card title="Staff" icon="user">
    Day-to-day access: clients, bookings, and scanning clients in.
  </Card>
</CardGroup>

Some abilities are **owner-only**: managing locations, publishing the app,
managing billing, and editing branding. You set each person's exact permissions on
the **Permissions** tab of their profile in [Teams](/settings/staff).

## Where to next

<CardGroup cols={2}>
  <Card title="Set up your clinic" icon="rocket" href="/getting-started/quickstart">
    Follow the first-run checklist to get live.
  </Card>

  <Card title="Add your team" icon="user-plus" href="/settings/staff">
    Invite staff and set their permissions.
  </Card>
</CardGroup>