Dashboard

Dashboard is the screen after login: header at top, menu on the left, content on the right. Menu depends on selected organization (top bar switcher) and role (member has narrower access than org admin). Below: all panel sections.

Header (top bar)

  • Logo - click goes to panel home.
  • Search - type and Enter; opens results (offers, transactions, customers, payments, refunds).
  • Environment switcher - Sandbox or Production. Click opens same section in the other environment.
  • Notifications - list (new payments, refunds, invites, etc.); Mark all as read.
  • Theme - light / dark.
  • User menu (avatar or name) - Settings (profile, photo, default org, log out everywhere, delete account), Log out.

Left menu - selected organization (org admin or owner)

  • Overview: Home, Offers, Promotions, Subscriptions and payments, Schedule.
  • Business: Customers, Analytics (tabs: Overview, OSS, Sources).
  • Admin panel (gear icon): Developers (Quick Start, REST API, Webhooks, Stripe), Settings, Team.
  • Menu footer: Plans / Upgrade.

Limits: plan and role

  • Free plan: Schedule, Analytics, Developers - Section unavailable and View plans. From Basic/Premium these unlock (Schedule from Premium).
  • Member role: Menu only Home, Offers (no Create offer), Schedule. No access: Subscriptions and payments, Customers, Analytics, Organization settings, Team, Plans, Developers. Direct link → 404.

Navigation and role

  • Owner and org admin - full access to Offers, Subscriptions and payments, Customers, Analytics, Plans, Notifications, Search, Developers, Settings (Organization, Team).
  • Member - only Home, Offers (View, Share - no Create, Edit, Delete), Schedule.

Home

First screen after login in organization context. Admin/owner: greeting (Hello + name), cards (Revenue last 30 days, Transactions, Balance, Available for payout), revenue chart, recent transactions, Quick actions (configurable in Customize quick actions), recent offers. Member: greeting, Offers card, Quick actions.

Offers in panel

Offers menu - list (stats cards, search, filters), Create offer (admin/owner only), per offer View and Share. Details: What is an offer, Edit and share, Payment link and QR.

Promotions in panel

Promotions menu (org context, admin or owner) has two tabs: Coupons (discount code pools) and Referral programs. Create coupon pools with New coupon pool, link them to offers in the offer form (promo code section). Configure referral programs with New referral program and enable them on subscription offers. Details: Coupons (code pools), Referral programs.

Additional charges in panel

The additional charges catalog (e.g. delivery, service fee) is under Offers → Additional charges (/dashboard/qr/additional-charges). Create an item with name, optional description and amount (net/gross, VAT), then attach it to offers on the Charges tab in the offer form. Details: Offer - additional charges.

Subscriptions and payments in panel

Subscriptions and payments menu - admins and owners only. Tabs: Subscriptions, Payments, Refunds, All activity. Amounts in PLN. Details: Subscriptions and payments overview, Subscriptions, Payments, Refunds.

Customers in panel

Customers menu - admins and owners only. List (cards, search, filters, Export CSV), View → details. Details: Customers overview, Where customers come from, Customer details.

Analytics

Analytics menu (organization context, owner/admin roles). Date range presets (Today, 7D, 30D, MTD, 90D, 12M), custom range, granularity (daily, weekly, monthly) and Refresh. The section includes overview metrics, subscription and MRR metrics, customer metrics, time-series charts and a separate OSS tab (EU VAT TBE). Full functional documentation: Analytics overview, Metrics dictionary, Charts and interpretation, Data methodology, OSS (VAT TBE).

Schedule in panel

Schedule menu (Premium plan; on Free - Section unavailable). List of offers with schedule, View, Share (schedule link). Details: Schedule overview, Offer - schedule, Customer booking, Calendar and attendance.

Plans and billing

Plans menu - plan cards (Free, Basic, Premium, Enterprise), comparison table. Admins and owners only. On Free: schedule, Analytics, Developers - Section unavailable.

Notifications

Notifications page (menu or bell in header). List: new payments, refunds, subscriptions, invites, etc. Cards: total, unread, read. Filter: All / Unread / Read. Mark all as read. Click notification - mark read and go to linked resource.

Search

Search in header (field + Enter) opens results page. Search: offers, customers, payments, subscriptions, refunds, organizations. Filters: status, type (Offers, Customers, Payments, etc.). Results grouped; Details (or View) per item. URL contains query and filters.

When you see an error or message

  • 404 - non-existent resource or member opening a section without access (e.g. Subscriptions and payments, Customers).
  • Offer not found - on payment page or in panel offer details.
  • Section unavailable - on Free opening schedule or Developers.
  • Invite invalid or expired - link expired (7 days) or wrong.
  • Invite sent to different email - logged in with different account than invite address.
Dashboard | Zevio