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  • Using the Jisti Application Using the Jisti Application
  • Video Tutorials Video Tutorials
  • FAQ FAQ
  • Announcements Announcements
  • Internal Internal

Using the Jisti Application

Introduction to Jisti

  • Jisti Glossary
  • How to sign-up for a new Jisti account
  •  How to activate your Jisti account
  • How to login and logout of Jisti 
  • How to navigate around Jisti
  • Quick Search

Getting Support from Jisti

  • How to use the Jisti Knowledge Base
  • How to get Jisti support

Managing Clients

  • Clients Page
  • How to add and edit a client record
  • How to inactivate a client
  • How to search and view clients
  • How to identify clients in groups
  • How to add a client via a session
See all 12 articles

Managing Sessions

  • Page Help
  • How to use the session calendars
  •  How to make and manage sessions
  • How to delete a session
  • Using session statuses to track sessions
  • How to categorize sessions
See all 13 articles

Using Case Notes

  • How to add case notes for a client
  • How to add case notes for a session
  • Adding a case note
  • Editing a case note

Creating Invoices

  • Adding an invoice for a client
  • Selecting outstanding sessions for a client
  • Adding an invoice for a session
  • Editing details in an invoice
  • How to view an existing invoice
  • Managing Invoice Templates

Tracking Expenses

  • Expenses Page
  • How to view and search expenses
  • How to categorize expenses
  •  How to manage and track expenses
  • How to delete an expense

Using Reportings

  • How to use the financial details report 
  • How to use the client summary report
  • How to use the time utilization report
  • How to view and download reports

Settings for Practitioners

  • Settings Page
  • How to change the business settings
  • Impact of changing your business settings
  • Impact of changing your Invoicing & Payments settings
  • How to set up invoicing and online payments
  • How to add client referrers
See all 9 articles

Settings for Services

  • How to manage service tags
  • How to add a service status
  • How to add service types
  • The Service Status Settings

Using Jisti for Online Payments

  • How to set up online payments
  • How to accept payments using credit cards
  • How to email clients the link to pay online
  • Processing Refunds

Manage your Account

  • How to change your account settings
  • How to cancel account
  • How to manage SMS subscriptions

Sending feedback to Jisti

  •  Accessing the Feedback form
  • Sending us the Feedback form

Video Tutorials

How to Videos Tutorials

  • Sessions Video Tutorial
  • Expenses Video Tutorial
  • Clients Video Tutorial
  • Reports Video Tutorial

FAQ

Jisti FAQ

  • Feedback Questions

Zendesk FAQ

  • How can agents leverage knowledge to help customers?
  • How do I publish my content in other languages?
  • How do I customize my Help Center?
  • What are these sections and articles doing here?

Announcements

Jisti Events

  • Promo

Zendesk Help Center

  • Welcome to your Help Center!

Internal

Help Tips Session Page

  • SessionForm Starts At Date
  • SessionForm Phone Number
  • SessionForm Mark as paid
  • SessionForm Paid Date
  • SessionForm Duration
  • SessionForm GST
See all 18 articles

Help Tips Expense Page

  • ExpenseForm Save/Finished buttons
  • ExpenseForm Distance
  • ExpenseForm Trip reason
  • ExpenseForm Amount
  • ExpenseForm Description
  • ExpenseForm Expense type
See all 9 articles

Help Tips Client Page

  • ClientForm Dollar Amounts
  • ClientForm Make Inactive button
  • ClientForm Editing Client details
  • ClientForm Recipient
  • ClientForm Timezone
  • ClientForm Address
See all 17 articles

Help Tips Business Settings Page

  • BusinessSettingForm Hide help tips
  • BusinessSettingForm Payment terms
  • BusinessSettingForm Allow referrals
  • BusinessSettingForm Disable service tags
  • BusinessSettingForm Disable case notes
  • BusinessSettingForm Dont record mileage
See all 13 articles

Help Tips Invoicing and payments Settings Page

  • InvoicingAndPaymentSettingsForm Use Stripe payments
  • InvoicingAndPaymentSettingsForm Use external invoicing
  • InvoicingAndPaymentSettingsForm Use invoicing
  • InvoicingAndPaymentSettingsForm Invoicing and payments

Help Tips Client Groups Settings Page

  • Client groups SettingForm Colour
  • Client groups SettingForm Description
  • Client groups SettingForm Name
  • Client groups SettingForm Client groups

Help Tips Client referrers Settings Page

  • Client referrers SettingForm Description
  • Client referrers SettingForm Name
  • Client referrers SettingForm Add referrer button
  • Client referrers SettingForm Client referrers

Help Tips Expense Types Settings Page

  • Expense Types SettingForm Disable
  • Expense Types SettingForm Colour
  • Expense Types SettingForm Description
  • Expense Types SettingForm Name
  • Expense Types SettingForm Add Expense Type
  • Expense Types SettingForm Expense Types

Help Tips Invoices Template Settings Page

  • Invoices Template SettingForm Invoices Template

Help Tips Service tags Settings Page

  • Service tags SettingForm Add tag button
  • Service tags SettingForm Service tags

Help Tips Service Types Settings Page

  • Service Types SettingForm Default GST
  • Service Types SettingForm Default duration
  • Service Types SettingForm Default cost
  • Service Types SettingForm Description
  • Service Types SettingForm Name
  • Service Types SettingForm Add Type button
See all 7 articles

Help Tips Service status Settings Page

  • Service status SettingForm Add Status button
  • Service status SettingForm Arrows
  • Service status SettingForm Status behaviour
  • Service status SettingForm Colour
  • Service status SettingForm Description
  • Service status SettingForm Name
See all 7 articles

Onboarding Content Slides

  • Welcome Aboard!
  • 1. Enter Sessions
  • 2. Get Paid Fast
  • 3. Review your performance

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