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Zenome reference

Reports, front desk, and assistant

Dashboard, Day, Reports, and the Zenome Assistant turn live clinic activity into focused queues, financial visibility, and verified navigation help.

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Zenome dashboard, reporting, and operational insights workspace

See what needs attention

Front-desk queueClinic insightsGuided help
A preview of the Zenome workspace. Your screen may vary slightly based on clinic settings and staff access.

Set it up

Before the workflow starts

  • Review dashboard permissions for each role.
  • Use Clinic Insights for owner-level configuration and business statistics.
  • Keep assistant questions free of personal, clinical, and payment-card information.

Use it

The normal workflow

  • Use the global search to find clients, appointments, services, and invoices.
  • Open the front-desk queue for arrived clients, incomplete forms, checkout, and follow-up work.
  • Ask the Assistant for verified navigation or generic administrative wording.

Good to know

Helpful reminders

  • For privacy, the Assistant gives general help without opening client details or making changes.
  • Staff members see only the clinic reports available to their role.
  • Assistant links open existing Zenome pages so staff can move through the workspace confidently.

Common tasks and fixes

Step-by-step help

How to use global search and the front-desk queueHow to find and use clinic reportsHow to update the owner account or sign out
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