> ## 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.

# Tutorials & walkthroughs

> Follow a task from start to finish: getting your clinic live, running a day at the front desk, launching your first offer, and switching on referrals and your AI Advisor.

The rest of this help center is organised the way your dashboard is, one page per
area. This page is organised by **job to be done**. Pick the thing you are trying
to do and follow it end to end.

<Note>
  Each walkthrough is a path through pages you already have access to. Nothing here
  needs to be switched on first.
</Note>

## Get your clinic live

The first week. Work through these in order and you will have a clinic your
clients can actually book and buy from.

<Steps>
  <Step title="Sign in and set your password">
    Open the link in your welcome email, choose your own password, and get your
    bearings. See [Tour the dashboard](/getting-started/dashboard-tour).
  </Step>

  <Step title="Work the launch checklist">
    The **Your path to launch** panel tracks the ten things a new clinic needs. See
    [Set up your clinic](/getting-started/quickstart).
  </Step>

  <Step title="Fill your catalog">
    Add your [treatments](/catalog/treatments), your
    [memberships](/catalog/memberships), and your
    [retail products](/catalog/retail-products). Tag each one with the
    [concerns](/catalog/concerns) it addresses so clients can browse by what they
    want to fix.
  </Step>

  <Step title="Decide how clients book">
    Set your booking mode, and your booking links if you book somewhere else. See
    [Booking settings](/settings/booking).
  </Step>

  <Step title="Take payments">
    Connect Stripe so you can be paid. See [Payments](/payments/payments).
  </Step>

  <Step title="Brand your app and publish it">
    Set your logo, colors, and languages, then publish. See
    [Configuring your client app](/app-builder/overview).
  </Step>

  <Step title="Invite your team">
    Add your staff and set their permissions. See [Teams](/settings/staff).
  </Step>
</Steps>

## Run a day at the front desk

<CardGroup cols={2}>
  <Card title="Check a client in" icon="qrcode" href="/checkin/scan-checkin">
    Scan their code, award points, and handle a code that will not scan.
  </Card>

  <Card title="Look up a client" icon="user" href="/clients/client-profile">
    History, memberships, points, and correcting a credit that was missed.
  </Card>

  <Card title="See today's appointments" icon="calendar-check" href="/appointments/calendar">
    The calendar and what each status means.
  </Card>

  <Card title="Refund a payment" icon="rotate-left" href="/payments/payments">
    Transactions, refunds, and what your clients can pay with.
  </Card>
</CardGroup>

## Bring clients in

<Steps>
  <Step title="Import the client list you already have">
    Upload your spreadsheet and invite everyone into your app. See
    [Clients](/clients/overview).
  </Step>

  <Step title="Set up your loyalty program">
    Points, rewards, and a welcome gift for every new client. See
    [Loyalty & rewards](/loyalty/rewards).
  </Step>

  <Step title="Switch on referrals">
    Let your clients invite friends and reward both sides when it converts. See
    [Referrals](/marketing/referrals).
  </Step>

  <Step title="Put your join QR code out">
    On the desk, on a card, in your window. See [QR codes](/checkin/qr-codes).
  </Step>
</Steps>

## Market to the clients you have

<Steps>
  <Step title="Approve your first offer">
    Offers arrive in an approval inbox. Nothing reaches a client until you approve
    it. See [Offers](/marketing/offers).
  </Step>

  <Step title="Set the offers that run on their own">
    Birthday, anniversary, and win-back offers you configure once. See
    [Automatic offers](/marketing/templates).
  </Step>

  <Step title="Check your guardrails">
    Cap what an automated discount is allowed to give away. See
    [Loyalty engine](/settings/loyalty-engine).
  </Step>

  <Step title="See what worked">
    Impressions, redemptions, conversion, and revenue. See
    [Analytics](/analytics/analytics).
  </Step>
</Steps>

## Let your AI Advisor do the talking

<Steps>
  <Step title="Understand what it does">
    It recommends from your catalog, answers questions about your clinic, and can
    book clients in. See [Your AI Advisor](/advisor/overview).
  </Step>

  <Step title="Answer the questions clients ask">
    Fill in your Knowledge Base so the advisor answers in your words, not a guess.
  </Step>

  <Step title="Set its persona and limits">
    Name it, choose what it may suggest, and cap how much it recommends at once.
  </Step>

  <Step title="Check your booking links">
    They decide whether the advisor can hand a client over to a booking. See
    [Booking settings](/settings/booking).
  </Step>
</Steps>

## Still stuck?

<CardGroup cols={3}>
  <Card title="FAQ" icon="circle-question" href="/help/faq">
    The questions clinics ask most.
  </Card>

  <Card title="Support & service" icon="headset" href="/support">
    What the team covers and how fast you hear back.
  </Card>

  <Card title="Raise a ticket" icon="life-ring" href="/help/get-help">
    Get a person on it.
  </Card>
</CardGroup>