Getting started

Path from landing on Zevio to the logged-in panel with chosen account type (individual or business). Steps and screens below; full panel menu in Dashboard.

What you need

  • Business account: email, password (or Google), company details (tax ID - rest from registry), optional logo and brand color.
  • Payment (as customer): link from merchant, email (or Zevio account), BLIK or card.

Step 1: Open Zevio

Open Zevio homepage (e.g. zevio.io or app.zevio.io). You see Log in and Sign up. Click one - you go to the app (login or registration page).

Step 2: Log in or register

If you have an account: click Log in. Enter Email and Password, then Log in or Log in with Google. On success you see toast Successfully logged in! and are redirected to the dashboard. If there was a redirect param in the URL, you land on that page.

If you don't: click Sign up. Fill form (First name, Last name, Email, Password, terms consent), submit. You see Check your inbox - verification link is sent. After opening the link the account is confirmed. Details in Register and login.

Step 3: Account type (onboarding)

After first login (especially via Google or right after signup) the app may show account type choice: Individual or Business. Click Continue for the chosen option.

  • Individual - you use Zevio as a customer (payments for offers, subscriptions, bookings). You go straight to the dashboard in user view. Menu: Home, Transactions, Calendar, Organizations, Subscriptions, Pay for offer, Settings.
  • Business - you run sales (offers, transactions, customers). Organization onboarding starts: company details (tax ID, from registry or manual), then branding (logo, color), then organization creation. After that you enter the dashboard in the new organization. Details in Onboarding and account type.

Step 4: Dashboard

At the top you see header (logo, search, Sandbox/Production switch, notifications, theme, avatar/user menu). Left - menu with section links. Right - content (home, offers, transactions, etc.). Menu depends on selected organization (top bar switcher) and your role (member sees less than org admin).

Without an account

Without logging in you can only open a payment link from the merchant. You see the payment page or calendar; to pay or book you must enter email or log in.

Next steps

After login: if Business - go to Offers and Create offer to create your first offer and get link or QR. If Individual - use Pay for offer (enter offer ID) or Organizations to see organizations you belong to. For login or email verification issues see Register and login and Login and account.

Getting started | Zevio