Platform guide

Your command centre. Pulls data from every module and shows what needs attention right now.

• Critical alerts — problems that need a response today
• Key metrics — lost revenue, dormant clients, profit
• Top insights — growth suggestions with the expected effect
• Automation status — whether the AI assistant, triggers and reminders are running

The main working tool. Every client booking, as a list or a calendar.

• Creating a booking: client, service, specialist, date and time; free slots follow the schedule and the length of the service
• Statuses: Pending → Confirmed → In progress → Completed, plus Cancelled and No-show
• Filters by status, date, specialist and booking source
• Calendar — how loaded each specialist is by day and week, with gaps and overlaps visible
• Booking a workplace with no service attached — for renting out a chair, for example

One inbox for every messenger. WhatsApp, Telegram, Instagram and MAX in a single window, with the history kept per client.

• The AI assistant answers clients and books them in automatically, around the clock
• Filter conversations by AI or staff — so you can see where a person is needed
• Take over — a staff member picks up the conversation and the AI stops replying immediately
• Every conversation is tied to the client card and survives a change of staff

Your client base. The full history of each one: visits, amounts, documents, preferences.

• Client card — contacts, visit history, how much they have spent, notes
• Phone search in any format — type it with a leading 8 or +7, with brackets, spaces or dashes, or just the last digits
• Name, surname and email search work from the same single field
• Groups and segments — labelling the base for campaigns and triggers
• Signed documents — right in the card, with the signing date and the file
• Loyalty programme — points and tiers
• Importing clients from a file

Your service catalogue and your team. What can be booked, and with whom, is decided here.

• Services — name, price, duration, category, materials consumed
• Staff — profiles, system access, which services they perform
• Work schedule — shifts, breaks, days off; bookings only offer slots that match it
• Roles — granular access, so each person sees only what they should
• Specialisations — who performs what; online booking only offers specialists who actually do that service

Materials and workplaces.

• Products — stock levels, purchase and sale prices, minimum stock
• Materials written off automatically when a service is completed
• Categories and suppliers — the structure of stock and purchasing
• Stock audits — reconciling counted stock against the records, with discrepancies logged
• Workplaces — rooms, chairs, rental to specialists

Money under control. Till, transactions, payroll, gift certificates.

• Overview — revenue, profit and how they move over time
• Transactions — all income and expenses, categorised and linked to bookings
• Payroll — pay schemes (salary, percentage, mixed), advances, deductions, payouts
• Certificates — issuing gift certificates, selling them and redeeming them against a service

An internal task manager. Team tasks with stages and checklists, so work does not live in chat threads.

• Kanban stages, priorities, assignees and watchers
• Checklists inside a task, comments, co-assignees
• Tasks are tied to staff and appear within their access

Your own tables. Flexible tables for anything the standard sections do not cover — a small spreadsheet inside the CRM.

• Building arbitrary tables for your own needs
• Granting access to specific staff

Tools for growing revenue. Three blocks, each with its own job.

• Win-back — automatic triggers for clients who have not been in for a while, with ready-made messages
• Upsell — rules for what to offer alongside a given service
• Business growth — analytics, forecasts and growth points based on your own data

Your files, and documents for signature. Documents are stored here, and this is where they are sent to clients to sign.

• Drive — files by category: work gallery, client and staff photos, documents
• Send for signature — pick a client for a document and get a personal link
• Fill-in fields — on a PDF you can drag boxes where the client types their details and signs; the values are printed into the document itself
• The client signs on screen or returns a signed copy — both are available from the same link
• The signed document lands in that client's card automatically
• Music — playlists for the floor, including AI generation by mood

AI helpers and messenger connections. This is where the AI assistant that talks to your clients lives.

• AI assistant — replies in messengers, advises on services and prices, books clients 24/7
• Messengers via Wazzup: WhatsApp, Telegram, Instagram, MAX
• Toggles for AI replies, booking creation and upsell — turn them on one at a time and watch the result
• AI SMM for social posts and AI analyst for plain-language reporting

Bring in businesses, earn a share of what they pay. The section only appears for programme members.

• Referral link — your personal link, tilvio.ru/?ref=CODE
• The tag lasts 30 days: a business can look today and sign up next week, and the commission is still yours
• A share of every payment that business makes for as long as they use Tilvio, not a one-off signup fee
• Balance and history — earned, paid out, and every accrual listed separately
• Request a settlement — the button sends a payout request
• Referred businesses are listed with what each has brought you

Your plan and payments. Subscription, invoices, payment history.

• Plans: Free / Starter / Pro / Business
• Messengers and the AI assistant are available on Pro and Business
• Invoices, payment history and auto-renewal

Organisation settings and your own profile.

• Organisation profile — name, category, city, address, contacts
• Branding — the logo and styling your clients see
• Notifications — what gets sent, and where
• Security — two-factor authentication (2FA)
• Personal profile — your details and password