The admin panel and first steps
On this page
Everything a centre does every day — patients, the diary, tests, fittings, the till, stock, invoices, the website — is run from one panel at https://your-domain/admin/. Dealers have a portal of their own at /dealer/, and patients use the website.
Signing in
Open /admin/, type your E-mail address and Password and press Sign in. A dealer who lands on this page by mistake is pointed to the dealer portal by the Use the dealer portal link.
Who may sign in, when and from where is controlled under Network → Authorized Users (see Users, roles and permissions). Every sign-in, good or bad, is written to System → Login History.
The dashboard
The first screen is a wall of tiles, each a number that matters with a line underneath saying what it counts. The core gives you dealers, products and serials in stock, sales this month, outstanding dues, open tickets and warranty claims. Every addon you switch on adds its own: Today and To confirm from Appointments, Hearing tests from Audiology, On trial and Service due from Hearing Aid Management, Stock value and Running low from Inventory, Owed to suppliers from Purchase, Chats waiting from AI Live Chat, Commission owed from Commission, Last backup from Backup & Restore, and so on. A tile you are not allowed to act on is simply not shown.
Under the tiles:
- Sales — last 6 months — a bar for each month.
- Recent invoices — the latest invoices with their due amount and status, and a New invoice button.
- New dealers, Open tickets, Low stock and Warranties expiring soon — short lists that link straight to the record.
The sidebar
The menu on the left is grouped under headings:
| Heading | What is in it |
|---|---|
| Dashboard | The screen above. |
| Network | Dealers, Users, Roles & Permissions, Authorized Users. |
| Patients & Clinic | Patients, and the clinic screens of the addons that belong to a patient: Today, Diary, Book, Follow-ups, Hearing Tests, Fittings, Trials, Service Due, Test reports and more. |
| Catalogue | Brands, Categories, Products, Serial Numbers, Free Products, Price List. |
| Sales & Service | Invoices, Warranty, Claims & Replacement. |
| Website | Home Page, Pages, Menus, Slider, Services, Team, Testimonials, FAQ, Gallery, Media Library, Enquiries, Subscribers, Website Settings, Permalinks & Redirects. |
| Communication | Support Tickets, Notifications, Newsletter. |
| one heading per addon | An addon with several screens gets a heading of its own named after it, with its Settings last. |
| More | Addons that have a single screen. |
| System | Addons, Theme, E-mail Setup, Data Sync, Login History, Activity Logs, Settings, License. |
What a person sees depends on their role: a receptionist without permission for accounts never sees the Accounts heading at all.
Find a menu… at the top of the sidebar filters the menu as you type — the quickest way to a screen you use once a month. A small orange counter beside an entry (for example Dealers, Claims & Replacement, Enquiries) means something is waiting there.
On a phone the sidebar folds away behind the ☰ button.
The top bar
From left to right on the right-hand side:
- The sync dot — Data synchronisation: green while the panel is online and in step with the server. Its menu shows anything waiting to be sent and has a Sync now button. See Online & Offline Sync.
- 🌐 — opens the public website in a new tab.
- 🔑 — the licence state; green, amber or red. See The licence key.
- EN — the language button. Its menu lists the languages (English and বাংলা out of the box) and switches the panel for you alone. See Language.
- 🔔 — notifications, with a red counter for the unread ones.
- Your photo — My profile (name, photo, phone, WhatsApp, password), Settings, License & support and Sign out.
The dealer portal
If you sell through dealers (the Dealer Network addon), each dealer signs in at /dealer/ and sees only their own world: their invoices and dues, the stock allocated to them, warranties, claims, support tickets, the current price list, and — depending on the addons you run — their sub-dealers, their own customers and retail sales, repair and earmould jobs, discounts and online payment.
Your first day
- Theme — upload your logo, footer logo and favicon and pick your brand colours. See Settings.
- Settings → General and Company & invoice — currency (
BDT/Tk), date format, patient ID pattern, company details and what the printed invoice looks like. - Website → Website Settings — address, phone, WhatsApp, opening hours, map and social links. See The website.
- E-mail Setup — send a test message before anything else depends on e-mail.
- Users — add your staff with the right roles. See Users, roles and permissions.
- Addons — switch on what you need. See Managing addons.
- Catalogue — brands, categories, products and their serial numbers. See Products and the catalogue.
- Patients — add your first patient and open the file. See Patients.
- Add the cron job if you have not yet. See Scheduled jobs.
Activity you can trace
System → Activity Logs records who did what and when: patients added, invoices saved, sales completed, appointments confirmed, settings changed, addons switched on or off. When two people disagree about what happened, look there first.