EliaFlow Guide
User guide Menus = admin groups

Organisation, settings, and access in EliaFlow

This page explains how EliaFlow is organised: stores, website, admin themes, activatable modules, and user permissions.
Read it right after the guide home.


EliaFlow for every type of business

EliaFlow is not limited to aesthetic clinics or salons.
It adapts to any business that sells, according to its needs:

Offering Example activities
Services (category → service → sub-service) Consulting, repair, coaching, wellness, hairdressing, clinic, home visits…
Products (category → product → variant) Retail shop, chocolate shop, takeaway catering, cosmetics, equipment…
Trainings School, workshops, certifications, paid sessions…

You enable only the modules you need (services and/or products and/or trainings, appointments, online shop, etc.) via Module control.
The guide uses the word services (not “treatments”) to stay neutral: a “sub-service” is simply the sellable / bookable offering, whatever your trade.


One store = one data universe

Each store (shop, workshop, practice, restaurant, school…) has its own data:

Domain Unique per store
Customers Yes
Services / sub-services Yes (if the services catalogue module is active)
Products / variants Yes (if the products catalogue module is active)
Trainings Yes (if the trainings module is active)
Invoices Yes
Appointments Yes (if the appointments module is active)
Online orders Yes (if the orders module is active)
Company and site settings Yes

An EliaFlow owner can manage several stores at once. When you switch stores in the selector at the top of the admin, you only work with that store’s data — without mixing catalogues or invoices.

flowchart TB
  owner[EliaFlow_owner]
  s1[Store_A]
  s2[Store_B]
  s3[Store_C]
  owner --> s1
  owner --> s2
  owner --> s3
  s1 --> dataA[Customers_invoices_catalogue_A]
  s2 --> dataB[Customers_invoices_catalogue_B]
  s3 --> dataC[Customers_invoices_catalogue_C]


Master view — see all stores at once

In addition to “business” stores, EliaFlow offers a Master (global) view.

Who What Master allows
Authorised profiles (often ultraadmin / superadmin depending on config) View statistics and lists for all stores at once
Create / edit Done by choosing which store you create for (Master is not a sales store)

Useful for a multi-shop owner who wants an overview, while keeping each store isolated day to day.


Business timezone (TIMEZONE)

Appointment times (list, calendar, emails, SMS, admin notifications, customer stats, “today” filters) are shown in the server’s configured timezone:

Setting Typical Québec value
Environment variable TIMEZONE America/Toronto

In the database, instants stay in UTC (expected). What you see on screen and in messages is always converted to TIMEZONE.

Without this variable, EliaFlow falls back to America/Toronto. Production (Forge / Docker) should set TIMEZONE explicitly.

Ops detail: Deploy RSVP / TIMEZONE.


The website is tied to a store

Each online showcase is linked to a store.
The site displays the catalogue, hours, logos, and pages of that store.

Showcase technology (Next.js)

EliaFlow sites are built mainly with Next.js:

  • better for search engine optimisation (SEO);
  • fast pages suited to the modern web;
  • a dedicated showcase per brand / store.

Site design — customised by the owner

The business owner customises appearance and content via Settings Website (and Settings Entreprise):

  • enable / hide pages (Home, Shop, Services, Gallery, Contact…);
  • FR / EN texts, images, sections;
  • hours, logos, contact details;
  • online order and booking options.

Result: each store has a site in its own image, without sharing another store’s design.

Practical details: Settings Website · Showcase website

When an order is placed on the showcase site

As soon as a customer confirms an order on the store’s showcase, EliaFlow automatically follows up on the admin side — with no manual re-entry.

flowchart LR
  site[Showcase_website]
  cust[Customer_created_or_matched]
  order[Order]
  inv[Invoice_if_payment]
  cal[Delivery_calendar]
  site --> cust
  site --> order
  order --> inv
  order --> cal

Step What happens
Customer If they do not exist yet for this store → a customer record is created automatically.
Identity If they already exist → EliaFlow finds them mainly via email and phone number (identity criteria).
Update Customer info is updated (e.g. delivery / billing address) and the order history grows.
Invoice An invoice is created automatically, with payment details, when payment is made on the showcase via Stripe or PayPal.
Delivery If a delivery (or scheduled pickup) is planned → the delivery calendar is updated, so the EliaFlow team can see at a glance the workload for a specific date.

So store staff find in the admin: the customer, the order, the invoice (if paid online), and the prep / delivery schedule — all aligned with what happened on the site.

See also: Online orders · Invoices.


Admin theme (management area)

The admin (back office) also has a design theme per store / brand.

Who Action
Ultraadmin Manages the themes already in EliaFlow and can adapt them (colours, admin visual identity) for each brand / store
Store users Work in the admin with the theme assigned to their store

Admin theme ≠ public site design:

  • site = customer-facing showcase (Next.js + Settings Website);
  • admin = staff work screens (EliaFlow themes).

Admin menu customised per store

Each store can show a custom menu (sidebar) and menu groups, matching the business needs and EliaFlow users’ comfort.

What Why
Menu groups Rename, create, reorder (e.g. put “Invoices” and “Customers” at the top if that is the core of the work)
Menu entries Move between groups, hide / show, change display order
Per store Store A ≠ store B: each store has its layout

Goal: match the store workflow (what you use most first), improve sidebar readability, and day-to-day comfort.

Where to set it: Settings Entreprise → Menu management (if the feature is enabled for the store).
You can import the current menu, drag and drop groups and entries, enable “Use custom menu”, or reset to the default Filament menu.

Without an active custom menu: the standard EliaFlow navigation is shown.
Details: Menu management.

Sidebar behaviour (comfort)

Behaviour Detail
One open group When you expand the sidebar (minimize → wide), only the current page’s group stays open; other groups collapse.
Pin star The pin icon sits after the title / breadcrumbs, on the same line.
Titles Page titles and breadcrumbs share the same style (size / weight) on lists and custom pages.

Lists and tables (comfort)

On lists and related-record tables (relation managers):

Behaviour Detail
Search (magnifier) At rest, only the magnifier is shown. A click opens the field (animation). If there is text, the field stays open. As soon as you clear the text, it collapses.
3-character minimum Search only filters once you type 3 characters.
Case In general, marie and MARIE match the same rows (see each list for specifics).
Filters The filter icon sits beside the columns toggle. The open panel appears above, using the theme background.
More actions Import / Excel–PDF export and secondary actions live under More actions. New and Connected pages stay outside the group.

Ultraadmin and Module control

Only the ultraadmin has access to Platform administration → Module control.

They decide, store by store, which families of features are on or off.
If a module is off: the menu disappears for that store, even for a local admin.

Modules / features the ultraadmin can enable or disable

# Feature Effect if disabled (idea)
1 Services catalogue (category, service, sub-service) No service management / related impacts
2 Products catalogue (category, product, variant) No product shop management
3 Units of measure No dedicated units screen
4 Product formats No formats screen
5 Customer images No customer images menu
6 Gallery (site / publication) No public gallery / related marketing publication
7 Households No household management
8 Gift certificates No gift cards (catalogue, sales, site)
9 Trainings No trainings (admin / informative site; billing not yet)
10 Statistics No Statistics group
11 Online orders No web orders / related settings
12 Appointments No agenda / calendar / appointment settings
12b Client forms (under Appointments) No intake/consent designer / pre-appointment send
13 Online payment No configurable showcase payment
14 Partners No partners / partner invoices
15 Service reminder No follow-ups after a service
16 Product composition No bundles / choice groups / composition
17 Bulk actions No dedicated imports / bulk actions
18 Settings No generic settings CRUD
19 Menu management (admin sidebar) No admin menu customisation
20 Booking Square No related Square sync
21 Booking EliaFlow No public EliaFlow booking
22 Email notifications (appointments) No automatic appointment emails
23 SMS notifications (appointments) No automatic appointment SMS
24 Potential customer duplicates No duplicates screen
25 Rooms No room management
26 Staff positions No job titles
27 Staff Strong impact on staff / service links

These switches are the first gate: without a module on, the feature does not exist for the store.


Roles and permissions — second gate

Even with a module on, each user only sees what their role allows.

Who Action
Store owner / admin Creates roles per store and ticks permissions (view, create, edit, delete…)
User Can open / edit only authorised features

Core principle

All EliaFlow features (menus, lists, create / edit / delete buttons, exports…) are protected by permissions.

Concrete examples:

  • a receptionist can manage appointments and customers, without access to statistics;
  • an employee only sees their own agenda;
  • a store admin manages the catalogue and invoices, without touching Module control (ultraadmin only).

Both conditions apply together:

  1. module enabled for the store (ultraadmin);
  2. permission granted in the role (owner / admin).

Practical details: Staff · Platform administration


Summary diagram

flowchart TB
  ultra[Ultraadmin]
  owner[Multi_store_owner]
  role[Roles_and_permissions]
  store[Store]
  site[Next_js_site]
  adminUI[Admin_with_theme]
  ultra -->|modules_ON_OFF| store
  ultra -->|admin_themes| adminUI
  owner --> store
  owner --> role
  role --> users[Users]
  store --> site
  store --> adminUI
  store --> master[Master_view_global_stats]


Success criteria

  • I understand that EliaFlow serves services and/or products and/or trainings, not only clinics.
  • I understand that a site = a store, with design set in Settings Website.
  • I know that a showcase order creates / matches the customer, the invoice (Stripe/PayPal), and updates the delivery calendar.
  • I know the showcase is designed in Next.js for SEO and performance.
  • I distinguish admin theme (ultraadmin) from site design (owner via settings).
  • I can customise admin groups and menus per store for workflow / readability.
  • On a list, I can open search via the magnifier (3-character min.) and find More actions.
  • I know that only the ultraadmin manages Module control (list above).
  • I can manage several stores without mixing invoices / catalogues.
  • Master view lets me see everything when I have access.
  • Roles properly limit what each user sees and edits.