> ## 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.

# Frequently asked questions

> Quick answers to the questions clinics ask most: onboarding clients, publishing app changes, Smart Offers, adding staff, currency, passwords, refunds, and roles.

Fast answers to the things clinics ask about most. For anything not covered here,
raise a ticket from [Zovi Help & Support](/help/get-help) or email
[info@zoviapp.com](mailto:info@zoviapp.com).

## Getting clients into your app

<AccordionGroup>
  <Accordion title="How do I onboard a new client?" icon="user-plus">
    Share your clinic's **join QR code** or invite link. A new client scans it (or
    opens the link) to join your clinic and install the app. You'll find your
    clinic join code, QR, and invite link under
    [QR code and website](/checkin/qr-codes).
  </Accordion>

  <Accordion title="How do clients earn check-in points?" icon="qrcode">
    At the clinic, a client shows their check-in QR from the Zovi app and you scan
    it with **Scan QR** in the top bar. They can also scan your clinic join code.
    This awards their check-in points. See
    [Scan & check-in](/checkin/scan-checkin).
  </Accordion>

  <Accordion title="Do new clients get a welcome gift?" icon="gift">
    They do, if you've set one up under **Loyalty → Rewards**. Every new client
    gets it however they sign up: email, Google, Apple, phone code, or your invite
    link. They see a celebration screen showing exactly what they've been given.

    Clients who join through a referral get the referral reward instead, never
    both. See [Rewards](/loyalty/rewards) and
    [Referrals](/marketing/referrals).

    Leave the welcome gift off and new clients simply get their signup points.
  </Accordion>
</AccordionGroup>

## Your app

<AccordionGroup>
  <Accordion title="How do I publish changes to the Beauty Circle App?" icon="rocket">
    Make your edits in [App Builder](/app-builder/overview), then **Publish** them.
    Your changes go live in the Beauty Circle App in about **60 seconds**. Until
    you publish, edits are staged and clients don't see them.

    <Note>
      Publishing the app is an **owner-only** ability.
    </Note>
  </Accordion>

  <Accordion title="Why aren't my Smart Offers firing?" icon="wand-magic-sparkles">
    Smart Offers (Zovi Intelligence) need a **14-day warming period** while the
    engine learns your clients before it starts sending. If offers still aren't
    going out after that period, review your caps in
    [Loyalty Engine guardrails](/settings/loyalty-engine).
  </Accordion>
</AccordionGroup>

## Your AI Advisor

<AccordionGroup>
  <Accordion title="What is the AI Advisor?" icon="sparkles">
    It's an assistant inside your Beauty Circle App that talks to your clients
    about their goals, recommends treatments from your own catalog, answers
    questions about your clinic, and can take them all the way to a booking.
    Clients see it by name. The default is **Sofia**, and you can rename her. See
    [Your AI Advisor](/advisor/overview).
  </Accordion>

  <Accordion title="Do I have to set the advisor up before clients can use it?" icon="wand-magic-sparkles">
    No, it works out of the box. It reads your treatments, prices, opening hours,
    team, and memberships live from your account, so there's nothing to copy in.

    Two things are worth doing anyway: fill in your **Knowledge Base** answers, and
    check your **Settings** (the persona name, what the advisor may suggest, and
    your starter questions).
  </Accordion>

  <Accordion title="Can the advisor give medical advice or invent a treatment?" icon="shield-check">
    No. It will never give medical advice, promise a result, or recommend anything
    that isn't in your catalog. Those rules are built in and can't be switched off.
  </Accordion>
</AccordionGroup>

## Your team

<AccordionGroup>
  <Accordion title="How do I add a staff member?" icon="users">
    Open **Settings** from the account menu in the top-right, go to **Teams**, and
    select **Add staff**. Enter their name, email, role, location, and working
    hours. Zovi emails them a secure link to set up their own account, so you never
    handle a password for them. You can invite a **Manager** or a **Staff** member;
    there is one clinic Owner, set when your clinic is created. Full steps are in
    [Teams: staff & permissions](/settings/staff).
  </Accordion>

  <Accordion title="What are the roles, and who can do what?" icon="crown">
    There are three roles: **Owner**, **Manager**, and **Staff**. Owners have full
    access; managers have broad access **scoped to their branch**; staff have
    day-to-day access. Some abilities (managing locations, publishing the app,
    billing, and branding) are **owner-only**. Set each person's exact
    permissions on their **Permissions** tab in [Teams](/settings/staff).
  </Accordion>
</AccordionGroup>

## Settings & billing

<AccordionGroup>
  <Accordion title="How do I change my currency?" icon="money-bill">
    Go to [Business info](/settings/business-info) and set the **Currency** field
    (a 3-letter code such as `EUR`, `CHF`, or `GBP`). This sets the currency prices
    and payments display in. Set it before you start taking payments, because
    changing it later won't convert existing figures.
  </Accordion>

  <Accordion title="How do I change my password?" icon="key">
    Open [Profile settings](/settings/profile) and use **Change Password**: enter
    your current password, then a new one of at least 8 characters, confirm it, and
    select **Update password**.
  </Accordion>

  <Accordion title="How do I change my name or email?" icon="id-badge">
    Your name and email are read-only in the dashboard. Contact Zovi at
    [info@zoviapp.com](mailto:info@zoviapp.com) to change them.
  </Accordion>

  <Accordion title="What plans are available?" icon="layer-group">
    Every dashboard feature is available to every clinic, regardless of plan. Two
    plans appear on the [Subscription](/settings/subscription) page for billing. To
    change your plan, contact [info@zoviapp.com](mailto:info@zoviapp.com).
  </Accordion>

  <Accordion title="How do I cancel or change my subscription?" icon="receipt">
    Cancellations and billing changes go through Zovi. Email
    [info@zoviapp.com](mailto:info@zoviapp.com) to cancel, or
    [info@zoviapp.com](mailto:info@zoviapp.com) for invoices and billing questions.
  </Accordion>
</AccordionGroup>

## Payments

<AccordionGroup>
  <Accordion title="How do I refund a client?" icon="rotate-left">
    Open the transaction in [Payments](/payments/payments) and select **Refund**,
    then confirm. Zovi issues the refund through Stripe for you, so real money goes
    back to the client automatically. You do not need to refund it by hand in
    Stripe. Every refund still shows up in your Stripe dashboard if you want to
    cross-check it.
  </Accordion>

  <Accordion title="How do clients pay me?" icon="credit-card">
    Client payments run through **Stripe**, connected to your clinic. Payouts and
    transactions appear in [Payments](/payments/payments).
  </Accordion>
</AccordionGroup>

## Still stuck?

<CardGroup cols={2}>
  <Card title="Getting help from Zovi" icon="life-ring" href="/help/get-help">
    Raise a ticket with the Zovi team.
  </Card>

  <Card title="Answer your clients" icon="headset" href="/help/app-support">
    Reply to support requests from your clients.
  </Card>
</CardGroup>