> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.getzendo.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Find your way around Zendo

The main way to move around Zendo is the sidebar on the left. Notifications are in the top right corner: under the bell you find your notifications, and under your account menu your own notification preferences. You can reorder, rename and hide sidebar items in **Settings › Portal › Sidebar content**, so your sidebar may differ from the list below.

## Everyday work

![The sidebar is grouped into everyday work, Sales, Library, and a bottom rail with Settings, Sandbox and Help.](https://getzendo.io/wp-content/uploads/2026/11/kb-s3-sidebar-groups.webp =391x508)

- **Dashboard** — see the most recent requests, orders, quotes, invoices, forms, files and messages. See [Build a dashboard](https://help.getzendo.io/en/article/build-a-dashboard-1dy17xy/).
- **Requests** — do the client work, in a table, a Kanban board or a list. See [Find requests: views, filters and search](https://help.getzendo.io/en/article/find-requests-views-filters-and-search-lk9az4/).
- **Projects**, **Tickets** or other request tabs — if your workspace uses them, each shows one kind of work with its own counter and board. See [Organise work into projects, tickets and jobs](https://help.getzendo.io/en/article/organise-work-into-projects-tickets-and-jobs-1d06utn/).
- **Messages** — talk to clients directly, outside any request. See [Message clients outside a request](https://help.getzendo.io/en/article/message-clients-outside-a-request-1ixx0ns/).
- **Clients** — manage your clients, their people and their teams. See [Add clients](https://help.getzendo.io/en/article/add-clients-1mfm23b/).
- **Sales › Orders** — check what was sold, to whom, and whether it is paid. See [Follow orders: fulfillment and payment](https://help.getzendo.io/en/article/follow-orders-fulfillment-and-payment-1oq1mqu/).
- **Sales › Billing** — work with quotes and invoices. See [Send a quote](https://help.getzendo.io/en/article/send-a-quote-5leqg/) and [Issue an invoice](https://help.getzendo.io/en/article/issue-an-invoice-ktxe67/).
- **Sales › Front Desk** — see your public page of services and request types as a visitor sees it. See [Set up your Front Desk](https://help.getzendo.io/en/article/set-up-your-front-desk-mdpq9e/).
- **Library › Files** — find files across the workspace. See [Share files with clients](https://help.getzendo.io/en/article/share-files-with-clients-bxd3td/).
- **Library › Forms** — share stand-alone Intake Forms and read the answers. See [Send an Intake Form to a client](https://help.getzendo.io/en/article/send-an-intake-form-to-a-client-1pgejux/).

## The top bar

Above the page, from the left: the icon that collapses and expands the sidebar, the back and forward arrows, and on the right the moon or sun that switches between light and dark mode for you, the bell with your notifications, and your account menu with **My profile** and **Log out**. See [Set up your own account](https://help.getzendo.io/en/article/set-up-your-own-account-wf7m93/).

## Settings, in five groups

- **Workspace** — your company and your people: name and address, team and roles, plan, integrations and default notifications. See [Set your workspace name, address and formats](https://help.getzendo.io/en/article/set-your-workspace-name-address-and-formats-fzxsyf/).
- **Requests** — request types and the library of statuses. See [Create a request type](https://help.getzendo.io/en/article/create-a-request-type-pucu6t/).
- **Sales** — services, the Front Desk, payment methods, and how quotes and invoices are numbered and formatted. See [Choose a service type](https://help.getzendo.io/en/article/choose-a-service-type-18ktzy9/).
- **Brand** — how Zendo looks and whose name is on it: logos, appearance, client themes, sign-up and login pages, your own domain and emails. See [Set your workspace appearance](https://help.getzendo.io/en/article/set-your-workspace-appearance-wobsc5/).
- **Portal** — what your clients and your team find inside: sidebars, dashboards and onboarding cards. See [Change what is in the client sidebar](https://help.getzendo.io/en/article/change-what-is-in-the-client-sidebar-19vnb7p/).

## Sandbox and Help

**Settings**, **Sandbox** and **Help** are in the bottom rail of the sidebar, apart from your everyday work.

**Sandbox** is a parallel workspace on its own address. You can use it to try something out without touching your real clients. See [Try things out in the Sandbox](https://help.getzendo.io/en/article/try-things-out-in-the-sandbox-18e137x/).

**Help** opens help and what's-new links, the knowledge base, a chat with us, the feature-request page and the Discord invite.

## Names you may know from before

Some places in Zendo had other names before. This table shows where each one is now.

| Old place | Now |
|---|---|
| Sidebar item **Orders** | **Sales › Orders** |
| Sidebar item **Invoicing** | **Sales › Billing** |
| Sidebar item **Storefront** | **Sales › Front Desk** |
| Sidebar item **Intake forms** | **Library › Forms** |
| Sidebar item **Files** | **Library › Files** |
| Sidebar item **Notifications** | The bell in the top bar |
| **Support** group in the sidebar | **Sandbox** and **Help** in the bottom rail |
| **Settings › General › Essentials** | **Settings › Workspace › General** |
| **Settings › General › Integrations** | **Settings › Workspace › Integrations** |
| **Settings › General › Notifications** | **Settings › Workspace › Notifications** |
| **Settings › Sell › Services** | **Settings › Sales › Services** |
| **Settings › Sell › Storefront** | **Settings › Sales › Front Desk** |
| **Settings › Sell › Finances** | **Settings › Sales › Payments & documents** |
| **Settings › Request types** | **Settings › Requests › Request types** |
| **Settings › Statuses** | **Settings › Requests › Statuses** |
| **Settings › Client portal › General › Branding** | **Settings › Brand › Identity** |
| **Settings › Client portal › General › Theme** | **Settings › Brand › Appearance**, which also gained the colours and surfaces that used to exist only inside a template |
| **Settings › Client portal › General › Sign-up & login** | **Settings › Brand › Sign-up & login** |
| **Settings › Client portal › General › Emails** and **› Domain** | **Settings › Brand › Domain & email** |
| **Settings › Client portal › Portal appearance** | **Settings › Brand › Client themes** — and only the client-facing ones; a template that was made for **Internal users** has no equivalent, because your team now follows **Brand › Appearance** |
| **Settings › Client portal › Sidebar content** | **Settings › Portal › Sidebar content** |
| **Settings › Client portal › Dashboards** | **Settings › Portal › Dashboards** |
| **Settings › Client portal › Onboardings** | **Settings › Portal › Onboardings** |
| **Settings › Client portal › Internal team** | **Settings › Workspace › Team** |
| **Settings › Plan & Billing** | **Settings › Workspace › Plan & billing** |
| Service type **Productized** | Service type **One-off** |
| **Submit Request** button for your team | **New Request** in **Requests**, and **+ New Request** on the client's profile |
| Client account **Unverified / Pending / Verified** | **Not invited / Invited / Active**, plus a separate email-verification icon |
| Order status **New / In Progress / Done** | **Fulfillment**: Not started · In progress · Delivered · Stopped |
| Request type toggle **Request Type public** and **Limit access to selected clients** | **Who can submit**: Everyone · Only your team · Clients who match a rule (clients and teams you pick, or buyers of a service) |

## Related

- [How Zendo works](https://help.getzendo.io/en/article/how-zendo-works-1xzxtyd/)
- [Zendo glossary](https://help.getzendo.io/en/article/zendo-glossary-5mulbg/)
- [Change your team's sidebar](https://help.getzendo.io/en/article/change-your-teams-sidebar-1n7llbp/)
- [Set notification defaults for your team and clients](https://help.getzendo.io/en/article/set-notification-defaults-for-your-team-and-clients-7uej9f/)