First Steps

A detailed guide to getting started with Scrivio.

Setting Up Your Profile

After your first login, complete your profile:

Click on your name in the top-right corner
Select Profile
Fill in your details
Save your changes

Understanding the Interface

The main navigation is located in the sidebar:

Dashboard - Overview of recent activity
Clients - Manage client records
Calendar - View and manage appointments
Billing - Access billing features (if enabled)

Quick Actions

Use the quick action buttons for common tasks:

Create new client
Schedule appointment
Generate documentation

Your First Week

Day 1: Explore

Browse the interface
Check out the help documentation
Familiarize yourself with the navigation

Days 2-3: Client Setup

Add your existing clients
Import data if available

Days 4-5: Scheduling

Start using the calendar
Schedule appointments

Getting Help

If you need assistance:

Check the FAQ
Contact your organization administrator