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

• Dashboard — see the most recent requests, orders, quotes, invoices, forms, files and messages. See Build a dashboard.
• Requests — do the client work, in a table, a Kanban board or a list. See Find requests: views, filters and search.
• 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.
• Messages — talk to clients directly, outside any request. See Message clients outside a request.
• Clients — manage your clients, their people and their teams. See Add clients.
• Sales › Orders — check what was sold, to whom, and whether it is paid. See Follow orders: fulfillment and payment.
• Sales › Billing — work with quotes and invoices. See Send a quote and Issue an invoice.
• Sales › Front Desk — see your public page of services and request types as a visitor sees it. See Set up your Front Desk.
• Library › Files — find files across the workspace. See Share files with clients.
• Library › Forms — share stand-alone Intake Forms and read the answers. See Send an Intake Form to a client.

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.

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.
• Requests — request types and the library of statuses. See Create a request type.
• Sales — services, the Front Desk, payment methods, and how quotes and invoices are numbered and formatted. See Choose a service type.
• 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.
• Portal — what your clients and your team find inside: sidebars, dashboards and onboarding cards. See Change what is in the client sidebar.

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.

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.

Related

• How Zendo works
• Zendo glossary
• Change your team's sidebar
• Set notification defaults for your team and clients

Updated on: 09/11/2026