Quick actions in the top bar

The top bar carries shortcuts that work from any page, so staff never have to navigate three menus deep to do common things. Walk through each one with the interactive guide above; the notes below add the detail. Learning these in order of frequency pays back fast.

Purple + — Quick-create menu

The fastest path to action in the entire app. Click to open a tiny menu with two options:

• Add New Member — kicks off the full five-step membership wizard.
• Create Payment — opens the payment creator (Instant Payment and Payment Plan tabs).

Worth committing to muscle memory — these are the two most-frequent tasks for front-desk staff.

Person+ — Register a New Patient

Opens a modal that captures just the patient record, without putting them on a membership. Fields:

• Current Location (dropdown)
• First Name · Last Name
• Email · Phone (with +61 Australian prefix)
• Birthday · Gender
• Address

Use this when you want a patient in the system but they're not signing up for anything yet — for example, a walk-in who'll book a consultation but hasn't decided whether to join the membership.

The difference vs the Add New Member wizard: the wizard wraps a membership around a patient; the person+ saves the patient on their own.

Search

The magnifying glass icon — global search across patients and records.

Upgrade Now

Deep-link to Settings → Subscription for tier comparison. Quick way to jump there from anywhere.

Moon / sun

Light / dark theme toggle. Applies to the entire admin app immediately. Personal preference, doesn't affect what patients see.

Location pin — location switcher

Critical for multi-clinic accounts. Click the pin to drop down a list of every clinic you operate, with a tick beside the one you're currently acting under. Every action you take (Add Patient, Create Payment, reports) is scoped to the selected location. Single-clinic accounts will just see their one location listed.

User avatar

The circle with your initial in the far right. Click to open a small menu:

• Profile — jumps to Settings → My Profile
• Support — jumps to the support / tickets page
• Logout — signs you out

Why this matters

If you can call up these shortcuts without thinking, common tasks (book payment, register patient, jump to your profile) collapse from a five-click journey to one click. Train new staff on the top bar before anything else.