Guides & Tips
The first time you sign in, ZAPTIZ asks you one question — what would you like to do first? — and then helps you do exactly that. This page explains everything it shows you, and how to turn any of it off.
Company Onboarding is a one-time wizard the Company Admin runs to set the business up: plan, modules, invites. What's on this page is different — it's your personal walkthrough, and everyone gets it, including everyone who joins later by invitation.
What you'll see
1. The welcome
One screen, one question. Pick what you came to do — "Send a quotation today", "Buy material for an order", "Chase overdue money" — and ZAPTIZ starts you there and reorders your checklist to match.
There's always a Skip — I'll explore on my own option, and closing the box counts as skipping. It won't ask twice.
2. The walkthrough
A short, guided tour that highlights one thing at a time and explains what it's for. Two kinds:
- Getting around — five steps covering the menu, search, the assistant, alerts and your account. Every role gets this one.
- Your first win — walks the actual job you were hired to do, across real pages: an enquiry to a quotation to an order, or a shortage to a purchase order to a delivery.
| Key | What it does |
|---|---|
→ or Next | Next step |
← or Back | Previous step |
Esc | Leave the tour |
Leaving a tour is completely safe — nothing is half-finished, because a tour only ever shows you things. It never creates or changes any data.
3. Your getting-started checklist
A small panel in the bottom-right corner with four to seven things worth doing in your first week. It's tailored to your role: a Sales Executive is asked to build a quotation, an Accountant to raise an invoice.
The important part: it ticks itself. Add your first customer and the box ticks — because the customer exists, not because you clicked something. You never have to mark things done or keep it honest yourself.
A small number of items can't be detected that way (opening a report leaves no record), and those show an I've done this link instead. Everything else fills in on its own.
You can also:
- Skip a task — click the ✕ on it. It greys out and stops counting toward your progress. Show skipped at the bottom brings it back.
- Hide the whole list — it shrinks to a small pill. Clicking the pill brings it straight back.
4. Page tips
Most pages open with a short banner explaining what the page is for and the three things people usually do on it. Close it with the ✕ and it becomes a small How do I use this page? link.
These now follow you, not your browser — dismiss a tip on your laptop and it stays dismissed on your phone.
Turning it all off
Settings → Guides & Tips, or press Ctrl+K and type guides.
The Show product guides switch silences everything: no welcome, no tours, no page banners, no checklist. Switch it back on whenever you like — nothing is lost while it's off.
Starting again
Any of these bring the guides back:
- Avatar menu → Show me around — replays the walkthrough immediately.
- Settings → Guides & Tips → Reset all guides — clears everything you've dismissed and shows the welcome again on your next page. Useful if you've changed role, or skipped it and wish you hadn't.
- A link from our support team — if you ask "how do I raise a purchase order?", the reply may include a link that drops you straight into that walkthrough.
Resetting doesn't undo any work: tasks you genuinely completed stay ticked, because you genuinely completed them.
If a walkthrough stops early
Occasionally a tour ends with a note saying it couldn't open a screen. That's deliberate — it means the step pointed somewhere your role can't reach, or a module your company has switched off, and stopping cleanly is better than pointing at nothing.
You can restart from Settings → Guides & Tips. If it keeps happening, tell us from Help & Support — that's a fault worth fixing on our side, not yours.