Getting Started with Chronivio

Welcome to Chronivio! This guide will walk you through everything you need to start managing your creative business effectively.

Your First Steps

1. Access Your Workspace

After signing up for Chronivio, you'll receive an email with your workspace URL. It will look like this: yourname.chronivio.app

  1. Click the link in your welcome email or enter your workspace URL in your browser
  2. You'll be taken to the sign-in page
  3. Enter your email and password
  4. Click Sign In

Tip: Bookmark your workspace URL for quick access. You'll use this same URL every time you sign in.

2. Complete Your Profile

Once you sign in for the first time, take a moment to set up your profile:

  1. Click your avatar in the top-right corner
  2. Select Profile
  3. Add your information:
    • Display name (how you'll appear to your team)
    • Contact information
    • Profile photo (optional but recommended)
  4. Click Save Changes

3. Set Up Your Workspace

Before adding clients and appointments, configure a few basic settings:

Add Your Services

  1. Navigate to Services in the sidebar
  2. Click Add Service
  3. Enter service details (name, duration, price)
  4. Click Save
  5. Repeat for all services you offer

Configure Your Schedule

  1. Go to Calendar
  2. Click the settings icon
  3. Set your working hours
  4. Add any recurring days off
  5. Save your schedule

Invite Team Members (Professional/Enterprise plans)

  1. Navigate to Staff in the sidebar
  2. Click Invite Staff Member
  3. Enter their email address
  4. Assign their role (Staff or Admin)
  5. Click Send Invitation

4. Add Your First Client

Now you're ready to start adding clients:

  1. Click Customers in the sidebar
  2. Click Add Customer
  3. Fill in the client information:
    • Name (required)
    • Phone number
    • Email
    • Any important notes
  4. Click Save

Tip: You don't need to fill in everything at once. Add basic information now and update their profile as you learn more about them.

5. Create Your First Appointment

Let's book your first appointment:

  1. Go to Calendar
  2. Click on a date and time
  3. Select the client you just created
  4. Choose the service
  5. Add any notes
  6. Click Create Appointment

The appointment now appears on your calendar!

Understanding the Interface

Main Navigation

The sidebar on the left is your main navigation:

Dashboard - Your business overview with today's appointments and key metrics

Customers - Manage all your client information and history

Calendar - View and manage appointments

Services - Configure the services you offer

Sales - Track revenue and transactions

Inventory - Manage supplies and products

Analytics - View business insights and reports

Staff - Manage team members (Professional/Enterprise plans)

Top Bar

The top bar provides quick access to:

  • Search - Find clients, appointments, or services quickly
  • Notifications - Important alerts and reminders
  • Profile - Your account settings
  • Theme Toggle - Switch between light and dark mode

Dashboard Overview

Your dashboard shows:

  • Active Clients - Total number of clients in your system
  • Revenue - This month's earnings
  • Today's Appointments - Quick view of upcoming appointments
  • Quick Stats - Business performance at a glance

Common First Steps

Import Existing Clients

If you're moving from spreadsheets or another system:

  1. Navigate to Import in the sidebar
  2. Choose Import Customers
  3. Download the template to see the required format
  4. Fill in your client data
  5. Upload the file
  6. Review and confirm the import

Important: Always back up your existing data before importing. Review the imported data carefully to ensure everything transferred correctly.

Set Up the Telegram Bot

Stay connected on the go:

  1. Open Telegram on your phone
  2. Search for @ChronivioBot
  3. Click Start
  4. Follow the authentication instructions
  5. Link your Chronivio workspace

Now you can receive appointment reminders and manage your business from Telegram!

Connect the Booking Widget

Let clients book online:

  1. Go to Settings
  2. Select Booking Widget
  3. Customize the widget appearance
  4. Copy the embed code
  5. Add it to your website

Appointments booked through the widget automatically appear in your Chronivio calendar.

Next Steps

Now that you're set up, explore the features:

Need Help?

Can't find something? Use the search feature at the top of the page.

Still stuck? Contact support at support@chronivio.app - we're here to help!

Want a guided tour? Request a demo walkthrough from your account dashboard.

Getting Started | Chronivio