EliaFlow Guide
User guide Menus = admin groups

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

  1. Open a group in the sidebar (as in the admin).
  2. Choose the menu page (Customers, Households, Invoices…).
  3. “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