EliaFlow user guide
The left navigation mirrors the admin menu groups (e.g. Customers & sales → Customers, Households, Invoices…). Open a group to see its pages.
EliaFlow guide — for users
EliaFlow guide — for users
Welcome. This guide explains what you can do in EliaFlow, menu by menu — the left navigation uses the same groups as the admin (e.g. Customers and sales → Customers, Households, Invoices…).
No technical background needed: we talk about customers, services, products, trainings, invoices, and the website.
EliaFlow adapts to any type of business that sells services and/or products and/or trainings — not only clinics or salons. Details: Organisation, settings, and access.
How to use this guide
- Open a group in the sidebar (as in the admin).
- Choose the menu page (Customers, Households, Invoices…).
- “Overview” reminds you of the group and lists its sub-pages.
What you see in the admin also depends on:
- your role;
- the modules enabled for your store.
Where to start
| Page | Content |
|---|---|
| Organisation, settings, and access | Multi-store, Next.js site, themes, modules, roles |
| Dashboard | Home after sign-in |
| Customers and sales | Customers, Households, Invoices, Orders, Images… |
| Our items | Services, products, trainings, Moodle LMS, composition… |
| Appointments | Agenda, Calendar, list, rooms, client forms |
| Partners and invoices | Partners, custom items, partner invoices |
| Marketing | Campaigns, service reminders, Google reviews |
| Staff | Users, positions, employees, unavailabilities |
| Statistics | KPIs and reports |
| Company Settings | Store info, emails, client folders… |
| Website Settings | Storefront pages and sections |
| Platform administration | Ultraadmin: stores, modules, themes |
| Storefront | What your customers see online |
Recent highlights
| Topic | Where to read |
|---|---|
| Client forms (intake / consent) | Client forms |
| Tags catalogue + quick create on sub-service | Tags · Sub-services |
| Lists: magnifier search, filters, More actions | Organisation |
| Appointment list: search by customer name | Appointments (list) |
| Calendar menu label + view button readability | Calendar |
| Sidebar: one open group, pin after title | Organisation |
| Staff unavailabilities via calendar (menu hidden) | Unavailabilities |
| Bug reports (ultraadmin) | Bug reports |
Technical summary: CHANGELOG_RECENT.md.
Big picture
flowchart LR catalogue[Catalogue_services_products_trainings] clients[Customers] rdv[Appointments] factures[Invoices] site[Website] catalogue --> rdv catalogue --> factures catalogue --> site clients --> rdv clients --> factures clients --> site
- The catalogue (services / products / trainings depending on modules) feeds invoices, appointments, and the website.
- An archived item no longer appears for new sales or on the site, but remains visible on past invoices.
- The word service means any sellable service offering — not only aesthetic treatments.
All files
| Title | Path |
|---|---|
| EliaFlow guide — for users | README |
| Organisation, settings, and access in EliaFlow | 00-organisation-reglages-et-acces |
| Dashboard | 01-tableau-de-bord |
| Invoices | 02-clients-et-ventes/01-factures |
| Online orders | 02-clients-et-ventes/02-commandes-en-ligne |
| Customers | 02-clients-et-ventes/03-clients |
| Households | 02-clients-et-ventes/04-foyers |
| Customer images | 02-clients-et-ventes/05-images-client |
| Customers without contact | 02-clients-et-ventes/06-clients-sans-contact |
| Potential duplicates (customers) | 02-clients-et-ventes/07-doublons-potentiels |
| Unsynced Square customer | 02-clients-et-ventes/08-client-square-non-synchronise |
| Customer requests | 02-clients-et-ventes/09-demandes-clients |
| Newsletter subscribers | 02-clients-et-ventes/10-abonnes-newsletter |
| Customers and sales | 02-clients-et-ventes/README |
| Service categories | 03-nos-articles/01-categories-services |
| Services | 03-nos-articles/02-services |
| Sub-services | 03-nos-articles/03-sous-services |
| Product categories | 03-nos-articles/04-categories-produits |
| Products | 03-nos-articles/05-produits |
| Product variants | 03-nos-articles/06-variantes-produit |
| Choice groups | 03-nos-articles/07-groupes-de-choix |
| Promotions | 03-nos-articles/08-promotions |
| Gift certificates | 03-nos-articles/09-certificats-cadeaux |
| Trainings | 03-nos-articles/10-formations |
| Units of measure | 03-nos-articles/11-unites-de-mesure |
| Product formats | 03-nos-articles/12-formats-produit |
| Moodle LMS — online courses and access keys | 03-nos-articles/13-moodle-lms |
| Tags | 03-nos-articles/14-tags |
| Our items | 03-nos-articles/README |
| Day agenda | 05-rendez-vous/01-agenda-du-jour |
| Calendar | 05-rendez-vous/02-calendrier |
| Appointments (list) | 05-rendez-vous/03-liste-rendez-vous |
| Room schedules | 05-rendez-vous/04-planifications-salle |
| Client forms (pre-appointment) | 05-rendez-vous/05-formulaires-clients |
| Appointments | 05-rendez-vous/README |
| Partners | 06-partenaires-et-factures/01-partenaires |
| Custom items | 06-partenaires-et-factures/02-articles-sur-mesure |
| Partner invoices | 06-partenaires-et-factures/03-factures-partenaires |
| Partners and invoices | 06-partenaires-et-factures/README |
| Campaigns | 07-marketing/01-campagnes |
| Marketing settings | 07-marketing/02-parametres-marketing |
| Service recalls | 07-marketing/03-rappels-de-service |
| Google reviews | 07-marketing/04-avis-google |
| Marketing | 07-marketing/README |
| Users | 08-personnels/01-utilisateurs |
| Staff positions | 08-personnels/02-postes-personnel |
| Staff | 08-personnels/03-personnels-employes |
| Unavailabilities | 08-personnels/04-indisponibilites |
| Staff | 08-personnels/README |
| KPI indicators | 09-statistiques/01-indicateurs-kpi |
| Customer statistics | 09-statistiques/02-statistiques-clients |
| Catalogue statistics | 09-statistiques/03-statistiques-catalogue |
| Tips | 09-statistiques/04-pourboires |
| Statistics | 09-statistiques/README |
| Company parameters | 10-settings-entreprise/01-parametres-entreprise |
| Hours | 10-settings-entreprise/02-horaires |
| Rooms | 10-settings-entreprise/03-salles |
| Email templates | 10-settings-entreprise/04-modeles-emails |
| SMS templates | 10-settings-entreprise/05-modeles-sms |
| Calendar settings / appointment notifications | 10-settings-entreprise/06-reglages-calendrier |
| Client info folders | 10-settings-entreprise/07-dossiers-infos-client |
| Menu management | 10-settings-entreprise/08-gestion-menu |
| Appointment notifications | 10-settings-entreprise/09-notifications-rendez-vous |
| Company Settings | 10-settings-entreprise/README |
| Site sections and pages — Yalisse | 11-settings-website/01-sections-pages |
| Site sections and pages — DS Chocolat | 11-settings-website/01-sections-pages-ds-chocolat |
| Site sections and pages — Petite France | 11-settings-website/01-sections-pages-petite-france |
| Policies | 11-settings-website/02-politiques |
| Online order settings | 11-settings-website/03-reglages-commandes |
| Booking settings | 11-settings-website/04-reglages-reservation |
| Website Settings | 11-settings-website/README |
| Service points | 12-administration-plateforme/01-points-de-service |
| Themes | 12-administration-plateforme/02-themes |
| Module control | 12-administration-plateforme/03-controle-des-modules |
| Online payment | 12-administration-plateforme/04-paiement-en-ligne |
| Non-production sends | 12-administration-plateforme/05-envois-hors-production |
| Bug reports | 12-administration-plateforme/06-signalements-bugs |
| Platform administration | 12-administration-plateforme/README |
| Showcase website — what your customers see | 13-site-vitrine |