Your First Day

WebWorkstationMobile

Use this page as a short path through the docs for your role. Complete Signing In and skim Navigating the App first, then follow the section that matches your job.

If an app is missing from the launcher, ask an administrator—the launcher only shows apps your role can use.

Cashier / register

Goal: Open Salespoint, build a sale, take payment, and send a receipt.

1. Confirm you can open ZynoSales > Salespoint from the Home Launcher.
2. Learn the register layout: Using Salespoint.
3. Practice the sale flow: Adding Items → Customer Association → Processing Payments.
4. Learn the payment methods your station uses:

• Cash Payments
• Card Payments (Workstation terminal or Mobile card reader)
• Gift Card Payments

5. Finish with Receipts and, if you use parked sales, Tabs.
6. On shared Workstation stations, review cash drawer steps: Starting & Ending Sessions.

If something is missing: check the ZynoSales Common Issues table (permissions, terminals, printers).

Front desk

Goal: Look up contacts, handle check-ins, and use phone or messaging tools your organization enables.

1. Open Customers & Contacts from the launcher (ZynoCRM overview).
2. Find and open a record: Contact List and Searching & Filtering.
3. Create or update a contact when needed: Creating Contacts, Editing Contacts.
4. Watch the sidebar status dock for waiting check-ins: Check-In Notifications.
5. If you take payments or bookings at the desk, use the cashier path above for Salespoint, or Bookings for scheduled services.
6. If you use ZynoTalk: Making Calls, Softphone, SMS Conversations, and Voicemail.

If something is missing: confirm ZynoCRM / ZynoTalk access with an administrator, then see CRM Common Issues or Talk Common Issues.

Administrator

Goal: Get users in, set locations and workstations, and enable the modules your team needs.

1. Confirm you can open Admin from the launcher (Admin Panel Overview).
2. Create people and access: Users → Roles → Permissions.
3. Define where work happens: Locations and Workstations (including idle timeout on shared stations).
4. For point of sale, follow the ordered checklist: Set Up ZynoSales.
5. For CRM defaults: ZynoCRM Settings, Contact Types, CRM Tags.
6. For phones: start with Numbers & Access and Phones.
7. Share the right product setup guide with staff: Web, Workstation, Mobile, or ZynoTalk Mobile.

Platform choices: use the Platform Comparison when deciding who needs Workstation vs Mobile vs ZynoTalk Mobile.

Related

• What is ZynoSuite?
• Product Overview
• Platform Comparison
• Permissions Reference