Find answers fast.

1. Open any page of the dashboard, for example Home.
2. At the top right, click the button with the globe. It shows EN, RU or KZ.
3. Choose your language. The dashboard changes at once.

• The language changes only for you. It is also in the gear menu: All settings → Language and region → Dashboard language.

1. Open any page of the dashboard, for example Home.
2. At the top left of the page, click your business name.
3. Under Switch Company, click the branch you need.
4. The page reloads and shows that branch's chats, customers and bookings.

• If the name cannot be clicked, you have only one branch.

1. Open any page of the dashboard, for example Home.
2. At the top right, click the bell button. A number on it means something new.
3. Open the Bookings and orders tab.
4. Click a booking or an order to open it.

1. Open Home.
2. Under Today, find the Tasks column.
3. Click the circle next to the task. The task is done and leaves the list.

• Under Worth a look, press Add to tasks to keep a tip as a task.

Nexis keeps your customers, chats, bookings, stock and money in one place. The menu on the left has these sections:

• Home — today's numbers, bookings, new leads and tasks.
• Chats — WhatsApp conversations with customers, your numbers and saved replies.
• AI & automations — the AI assistant, its knowledge base and automations that run on their own.
• BioSite — your public page: design, links, and the services and products customers see.
• Menu & orders — menu, orders and delivery for cafes and restaurants.
• Checkout — sales at the counter, receipts, refunds and cash shifts.
• Warehouse — stock, supplies and product sales.
• Calendar — bookings, services and your team's schedule.
• Customers — everyone you work with, and who needs a reply next.
• Finance — what came in, what went out and what is left, month by month.
• Integrations — WhatsApp, Instagram, Telegram, online payments (Stripe, PayPal and, in Kazakhstan, Kaspi Pay), CRM systems and other services, plus data exports.

Home, Chats, AI & automations, BioSite, Customers, Finance and Integrations are always in the menu. Calendar and Warehouse can be switched off. Menu & orders and Checkout appear only when they are switched on for your business. You change this in Menu sections (see "Show or hide sections in the menu").

A team member may see fewer sections: the person who added them chooses which sections they can open.

Create your account

1. On the sign-in page press Start your 7-day free trial.
2. Enter your work email and a password: 12–128 characters with an uppercase letter, a lowercase letter, a number and a symbol.
3. Tick that you are at least 13, accept the terms and press Create account.

No payment is taken at sign-up. We also email you a link to confirm your address.

Set up your business

Right after sign-up Nexis walks you through three short steps. Everything can be changed later.

1. Your business: name, business type, country and city. The currency is filled in from your country; press Change to pick another.
2. What you offer: tick what you sell, describe your business and answer What else does your business do? (for example We work by appointment or We sell products).
3. Opening hours: working days, opening and closing time, and your time zone.

Recommended sections

Under Recommended sections Nexis shows the menu it will switch on for you, based on your answers. All sections are free. Remove one with ×, or press Add more to add a section that is missing. Chats, AI & automations, BioSite, Customers and Finance are always on.

Press Finish setup. On the next screen you can publish your BioSite, set up the AI assistant or connect WhatsApp, or press Go to dashboard.

If you were invited to a team, the owner, an administrator or a manager completes this setup.

You can change which sections are in the menu at any time. All sections are free, and nothing is deleted when you hide one.

1. Click the gear icon in the top bar (Account and company).
2. Choose All settings.
3. Open Menu sections.
4. Use the switch next to Warehouse, Calendar, Menu & orders or Checkout.

The change is saved at once and applies to the whole team. A hidden section keeps its data: switch it back on and everything is where you left it.

Chats, AI & automations, BioSite, Customers and Finance are always in the menu and cannot be hidden. Home and Integrations are always there too. Sections marked Coming soon are still being built and cannot be switched on yet.

Only the owner, an administrator or a manager can change this list. Other team members see it, but their switches are locked.

To limit what one person sees, use their Access in Team instead (see "Add a team member").

Nexis uses the same colours across the dashboard, always next to a word or an icon:

• Lime — all good, nothing to do. The AI is answering, or the customer has paid.
• Orange — time is running: a customer is waiting for a reply.
• Pink — needs you now. The AI handed the chat to a person, or a reply is overdue.
• Blue — a person is handling it; the customer is in dialog with your team.
• Light blue — booked, on the calendar. A visit is coming up.
• White — new, nothing has happened yet.
• Black — done or closed.
• Grey — cancelled or lost.

Where you see them

• Chats: each chat shows who is on it: Needs you (pink), Waiting for a reply (orange), AI is answering (lime), You are answering (blue), Done (black).
• The chat panel: the stage track (New Lead → In Dialog → Booked → Paid → Completed) fills in the colour of the current stage.
• Customers: the stripe on a card shows what to do next: pink to act now, orange when time is running, light blue for a visit today or within 24 hours, lime when all is on track.
• Charts on Home: lime is fine, orange needs watching, pink is a problem (for example, sold out or a no-show).

Home is the first page you see. From top to bottom:

Get your workspace ready

Until setup is finished, a checklist shows what is done and what is next: business profile, services or products, opening hours, BioSite, WhatsApp and the AI assistant. It disappears when everything is done.

Key numbers

Up to four tiles, for example money in over the last 14 days, unread conversations, payments or sales in 30 days, customers and today's appointments. Click a tile to open its section. Money figures are shown only to the owner, administrators and managers. The Record a payment button at the top (Record a sale for shops and cafes) adds money in one step.

Today

Four columns:

• Bookings — appointments left today.
• New leads — new customers from the last 24 hours.
• Reply or follow up — customers waiting for an answer, or chats that went quiet.
• Tasks — today's tasks; tick the circle to complete one.

Below them, Worth a look suggests what to check: a past visit that is still not closed, an overdue invoice, a customer who paid before but has not come back for 60 days or more, or a working day tomorrow with no bookings. Press Add to tasks to keep one.

This month's targets

1. Press Set targets.
2. Fill in goals for revenue, visits, new customers and customers won (and visits per specialist).
3. Press Save.

The bar shows whether you are on pace. Only the owner and administrators can set targets.

Charts further down appear only when they have something to show.

One Nexis account can hold several businesses or branches. Each has its own customers, chats, bookings and BioSite page.

Switch to another branch

1. Click your business name on the left of the top bar.
2. The Switch Company list shows your branches and how many your plan allows (for example 2/3).
3. Click a branch. The page reloads and shows its data.

Add a branch

1. Open the same list and press Add Branch.
2. Fill in Branch Name, City and the page address (lowercase Latin letters, numbers and hyphens).
3. Press Save. The new branch is added to the list.

A new branch gets the same plan, time zone and currency as the current one. The button is shown only to administrators and managers, and only while you are under your plan's limit: Starter 1, Pro 3, Agency 15 sites. During the free trial the Starter limit applies.

Who sees which branch

The owner and administrators can open every branch of the account. Other team members work in the branch they were added to. Team seats are counted across all branches together.

If your business name cannot be clicked, you have one branch and cannot add more.

1. Open WhatsApp connection.
2. Press Get QR code. A square code appears on the screen.
3. Take the phone with your business number and open WhatsApp.
4. On the phone, tap Settings (or ⋮) → Linked devices → Link a device.
5. Point the phone's camera at the code on the screen.
6. Wait until the page shows Connected and your number.

• Old chats are not copied. Only new messages come in.

1. Open Chats.
2. In the list on the left, click the customer's name.
3. Click the box at the bottom and type your message.
4. Press Enter or the arrow button to send it.

• When you reply yourself, the AI stops answering in this chat. To give the chat back, turn AI replies on.

Open Chats → Mailings.

1. Under Who gets it pick a group: a ready idea (we miss you, birthdays this month, recent customers) or your own mix of activity, tags, stage and amount spent.
2. Write the Message. Press Insert the customer’s name to greet each one by name. The preview shows how it looks in WhatsApp.
3. Press Send to {n} customers and check the text once more.

• Only customers who agreed to news and offers get it. Tick the consent in their card when they agree.
• Every message ends with how to stop them. Whoever writes STOP gets no more.
• Messages go out one by one, only from 10:00 to 20:00, at most 200 per mailing and 3 mailings a day. A customer gets at most one mailing in 3 days. This keeps your WhatsApp number safe.
• Answers come to Conversations. A mailing is never sent on a schedule or by the AI.
• Mailings are available on Pro. They stay closed during the free trial: sending opens once you choose Pro. Booking confirmations, reminders and review requests work on every plan.

1. Open Chats.
2. In the search box above the list, type the customer's name, phone number or a word from the message.
3. Or press a filter under it, for example Unread, Needs human or My chats.
4. If the list is empty, press Show all conversations.

• Closed chats are hidden. To see them, choose Done in the drop-down list under the filters.

1. Open the chat in Chats.
2. Above the reply box, turn off AI replies.
3. Write your answer and press Enter.
4. When you are done, turn AI replies on again. The AI answers from the customer's next message.

• Sending your own reply also turns the AI off in this chat by itself.

1. Open the chat in Chats.
2. At the top of the chat, press Mark as done.
3. To open it again, choose Done in the drop-down list above the chats.
4. Click the chat and press Reopen above the reply box.

1. Open the chat in Chats.
2. At the top of the chat, open the Assigned to list.
3. Choose your colleague.
4. Your colleague finds the chat with the My chats filter.

• Team members who are not owners or administrators see Assign to me and Release this chat instead of the list.

1. Open the chat in Chats.
2. In the customer card on the right, find Stage.
3. Click the stage you need, for example Booked.
4. The change is saved at once.

• The card is shown on wide screens. On a small screen, press Open customer under the chat.

1. Open the chat in Chats.
2. Find Sales outcome next to the chat.
3. Press Sold, or Not sold if the customer did not buy.
4. Later, find these chats with the Sold filter.

• This does not record money. To record the payment, press Record payment above the reply box.

1. Open the chat in Chats.
2. Press Add to CRM. It is on the right, or under the chat on a small screen.
3. The customer card appears. Press Open customer to see the full card.

• If you do not see Add to CRM, this person is already your customer.

1. Open the chat in Chats.
2. Above the reply box, press Record payment.
3. Choose how the customer paid, for example cash, card or bank transfer.
4. Type the amount in Payment Amount.
5. Press Record Payment, then Done.
6. The receipt text is now in the reply box. Press Enter to send it to the customer.

• Always check the amount: the box may already have a number in it.

1. Open the chat in Chats.
2. Above the reply box, press Suggest reply.
3. Wait a few seconds. A draft appears in the reply box.
4. Read it and fix anything that is wrong.
5. Press Enter to send it.

• Nothing is sent until you press Enter. This works once your AI assistant is set up.

1. Open Saved replies.
2. Press New reply.
3. In Name, write a short title, for example "Address".
4. In Text, write the message.
5. Press Save.

• Put words that change each time in [brackets] and fill them in before sending.

1. Open Saved replies.
2. Next to the reply you need, press Copy.
3. Open the chat in Chats.
4. Click the reply box and paste the text (Ctrl+V, or press and hold, then Paste on a phone).
5. Change the words in [brackets] and press Enter.

• To remove a saved reply, press the bin icon next to it.

1. Open WhatsApp connection.
2. Under Add a number, type a name, for example "Second branch".
3. Press Add number.
4. Press Get QR code and scan it with the phone of the new number.
5. Wait until you see Connected.

• How many numbers you can add depends on your plan. Only owners and administrators can add numbers.
• Starter has 1 WhatsApp number. Pro has up to 3 numbers per site and 6 in total.

1. Open WhatsApp connection.
2. Under Your business numbers, click the number.
3. Open Name, access and AI.
4. Under Who can use this inbox?, tick the staff who may answer.
5. Press Save access.

• Here you can also rename the number in Number name. Owners and administrators always see every number.

1. Open WhatsApp connection.
2. Under Your business numbers, click the number.
3. Press Disconnect, then Confirm.
4. To link another phone, press Get QR code and scan it with that phone.

• Chats you already have stay in Nexis.

Nexis links to WhatsApp the same way WhatsApp Web does: you scan a QR code with the phone that has your business number. After that, new customer messages arrive in Chats.

1. Open Chats and go to the WhatsApp connection tab (open it).
2. If you have several numbers, choose the one to link under Your business numbers.
3. Press Get QR code.
4. On your phone, open WhatsApp → Settings (or ⋮) → Linked devices → Link a device, and scan the code.
5. Wait until the status shows Connected and your number.

A short video on the page shows the steps on the phone. If the code expires before you scan it, press Get QR code again.

Good to know

• Old chats are not imported. Only new messages appear. To test, write to your number from another phone.
• Only direct chats work. Groups are not included.
• This is an unofficial WhatsApp Web link, not the WhatsApp Business API. Automatic replies carry a risk that WhatsApp restricts the number, so use a separate business number, not your personal one.
• Keep the QR code private: it gives access to your account.
• Refresh status checks the link again. Disconnect unlinks the number.

Chats shows every WhatsApp conversation: the list on the left, the conversation in the middle and, on wide screens, the customer card on the right.

Top of the page

The row at the top shows your WhatsApp number, the AI auto-reply switch and three counters: Unread, Handled by AI today and Needs a human. Click a counter to filter the list.

Finding a chat

• Search by name, phone number or the latest message.
• Quick filters: All, Unread, Needs human, AI handled, Sold and My chats.
• The drop-down shows Needs attention (the default, every chat that is not closed), All conversations, Open conversations, On hold or Done.

Labels on a chat

A chat gets a label only when it needs your eye. While the AI is answering, there is no label.

• Needs you (pink): the AI handed the chat to you. The reason is shown above the reply box.
• Waiting with the time (orange): the customer wrote last and nobody has answered yet.
• You are answering (blue): the AI is off for this chat and your team replies.
• Done: the chat is closed.

A second chip shows the customer's stage, such as Booked or Paid. Assigned to you marks chats given to you.

Under each outgoing message you see who sent it: AI, Team or Automatic, and the delivery ticks.

Above the reply box of every chat is the AI replies switch. On: the AI assistant answers this customer. Off: your team answers, and the AI stays silent in this chat.

Take over

1. Open the chat in Chats.
2. Turn AI replies off, or simply send your own reply.

Sending a reply from Nexis switches the AI off for that chat by itself. The same happens when you answer from the WhatsApp app on your phone. The chat then shows You are answering.

Hand back to the AI

1. Open the chat.
2. Turn AI replies on again. The AI answers from the customer's next message.

When the AI hands over

If the AI needs a person, it usually tells the customer that a team member will reply and stops answering in that chat. The chat gets the pink Needs you label.

1. Read the reason above the reply box.
2. Answer the customer.
3. If you want, switch AI replies back on.

Close a chat

1. When the conversation is finished, press Mark as done at the top of the chat. The chat now shows Done.
2. To open it again, press Reopen. It is above the reply box, where the switch was.

The switch in a chat works only while AI replies are on for the business and for this number.

On wide screens, the right side of Chats shows the customer you are talking to. The top-right corner of the card has the colour of the customer's stage, the same as on the Customers board.

Stage

The Stage track shows the customer's path: New Lead → In Dialog → Booked → Paid → Completed.

1. Click the stage you need. The customer moves there, and the change is saved at once.

If the customer has a deal value, it is shown as Deal value next to the track.

Visits

• Next visit shows the date, service and specialist of the next booking. Click it to open the Calendar.
• With nothing booked you see No visit booked and Book a visit, which opens the Calendar.
• Below that: how many visits the customer has had and the Last visit.

Sale outcome

1. Under Sales outcome, press Open, Sold or Not sold.
2. Later, find sold chats with the Sold filter.

This marks how the conversation ended; it does not record a payment.

Other buttons

• Open customer opens the full card in Customers.
• If the person is not in your customer list yet, press Add to CRM.

On smaller screens, Open customer and the sale outcome buttons appear under the conversation.

On every dashboard page except Chats, a round chat button sits in the bottom-right corner. The number on it shows how many chats are unread. The button appears once your business has a WhatsApp number in Nexis.

1. Press the button. It opens the last chat you had open, or the newest one.
2. To switch to another chat, click the customer's name at the top. A list of recent chats opens; All chats takes you to Chats.
3. Type a reply and press Enter to send it.

What is inside

• Who is answering, with the same labels as in Chats, such as Needs you or You are answering.
• The Customer section with the stage track and the next visit. Click its title to fold it away.
• The AI replies switch, so you can take over or hand the chat back right there.

The arrow button at the top (Open in Chats) opens the same conversation on the full Chats page. Press the cross or Esc to close the window.

You can link more than one WhatsApp number, for example one for sales and one for a second branch. How many you can add depends on your plan; the counters on the page show how many are used. Owners and administrators manage numbers.

Add a number

1. Open Chats → WhatsApp connection (open).
2. Under Add a number, type a name such as "Main branch" and press Add number.
3. Scan the QR code for the new number.

Who can use a number

1. Choose the number and open Name, access and AI.
2. Under Who can use this inbox? tick the staff who may answer from it.
3. Press Save access.

Owners and administrators always see all numbers. Staff see only the numbers given to them.

AI on one number

In the same block, AI replies on this number has a Turn off or Turn on button. When it is off, the AI stays silent on this number only; other numbers are not affected.

In Chats

With two or more numbers, Chats offers Combined inbox (one list, each chat has a coloured number badge) and Separate inboxes (one number at a time). Replies always leave from the number that received the chat.

Remove number works only for a number that is disconnected.

Starter has 1 WhatsApp number. Pro has up to 3 numbers per site and 6 in total.

Above the reply box in Chats there is a row of buttons. None of them sends anything by itself: they put text into the reply box, and you decide when to send.

• Suggest reply: the AI assistant reads the customer's last message and the recent conversation and writes a draft. Check it, edit it, then send. If the assistant thinks a person should answer, it says so. This works once your AI assistant is set up.
• Booking link, Review request and Location: each adds one short standard line. The lines are general, in English, and do not contain your real link or address, so edit them before sending.
• Saved replies: opens the Saved replies page. Keep texts you send often there, for example directions or a review request. Press Copy and paste the text into the chat. Words in [brackets] are for you to fill in.
• Record payment: opens a payment form with the customer's name and phone already filled in. Choose how the customer paid, check the amount and description, and record the payment. It is saved to Finance and to the customer's card, and the receipt text is placed in the reply box so you can send it.

1. Open AI assistant.
2. Press Create agent.
3. Check the Name. Only your team sees it.
4. Under What should it do?, tap what it should do, for example Answer questions.
5. Choose Languages and Tone.
6. Press Create assistant.

• This is a draft. It answers customers only after it is published: see Turn AI replies on or off.

1. Open AI assistant.
2. On your assistant's card, press Open agent.
3. Press Test chat.
4. Type a question the way a customer would, and press the arrow button.
5. Read the answer. Nothing is sent to real customers.

• If Test chat is grey, press Save draft first.

1. Open Chats.
2. At the top, find AI auto-reply.
3. Turn the switch off. The AI stops answering on all numbers.
4. To start it again, turn the switch on.

• Only owners and administrators can use this switch. It works once an AI assistant is published.

1. Open Knowledge base.
2. Scroll down to Add your answers.
3. In Question, write what customers ask, for example "Is there parking?".
4. In Answer, write your answer.
5. Press Add answer.

• The AI uses it from the next message. Nothing else needs to be pressed.

1. Open Knowledge base.
2. Under Add your answers, find the answer.
3. To change it, press the pencil icon, edit the text and press Save changes.
4. To delete it, press the bin icon and confirm with OK.

1. Open Automations.
2. Under Messages to your clients, turn on Confirm every booking.
3. For a reminder on the day of the visit, turn on “Are you coming today?” on the day.
4. Press See the message to read what the client gets.

• Messages go out only when WhatsApp is connected and you have a paid plan. Only the owner or an administrator can change them.

1. Open Ask AI, or click the bar at the top that says How can I help your business? (on a phone, tap the sparkle button).
2. Type your question, for example "Who is booked tomorrow?", and press Enter.
3. Read the answer.
4. If the AI prepares a booking, expense, customer or task, check the card and press Confirm, or Cancel.

• New chat starts a fresh conversation. Ask AI never writes to customers.

When AI replies are on, the AI assistant answers WhatsApp customers by itself. For each message it reads the recent conversation, so it understands questions like "how much is it?" about the item just discussed. It replies in the customer's language if that language is turned on for the assistant.

What it knows

It reads your business data live, for every message:

• company details, opening hours and holidays;
• services, prices and specialists, including their days off;
• products, stock and sizes;
• your BioSite links, address and contacts;
• delivery areas and fees, and payment options;
• your answers in the Knowledge base.

If booking is one of its jobs, it looks up free times and books the customer. It only offers times the calendar really has free.

Rules it always follows

• A customer who writes STOP gets no more automatic replies in that chat.
• A request for a manager, urgent words or a complaint go to a person.
• Refunds, legal and medical questions always go to a person.
• Private business data is never shared.
• If it cannot answer with confidence, it hands over instead of guessing.

When it hands over, the customer is told that a team member will reply, and the chat shows Needs you in Chats.

Open AI & automations → Knowledge base (open). The page has three parts.

1. It already knows this

The AI reads your company details, opening hours, services and prices, team, BioSite, products and stock straight from the dashboard. Each line shows what is filled in and has a Change link to the right page. Change something there and the AI knows it at once. A business without the Calendar (a shop) changes its hours and people in Settings: see opening hours without the Calendar.

2. Answer quick questions

Tap ready answers on everyday topics. Everyone gets Payment, Extras and How the AI talks (tone, how to address customers, emojis). The rest depends on your business:

• a salon or other service: Getting here and Booking rules;
• a clinic: also Before the visit (what to bring, preparing for tests, insurance, results);
• a café or bakery: Food and the place (tables, halal, menu, allergies, banquets) and delivery;
• a clothes shop: In the shop (fitting, sizes, holding an item) and Delivery and returns; other shops are asked about testers, originals and expiry dates instead;
• a blogger or online course: Collaborations and access (ads, access after payment, refunds), without Getting here;
• with the Classes section: Classes and passes (trial class, levels, what to bring, freezing a pass).

Each answer saves by itself, and the AI tells customers exactly this. See also how the AI works for your kind of business.

3. Add your answers

1. Write a question customers often ask, for example "Is there parking?", or tap one of the suggested questions.
2. Write your answer.
3. Press Add answer.

The AI uses it from the next message; nothing needs to be published. Use the pencil icon to change an answer and the bin icon to delete it.

The page also shows what the AI understands besides text (photos and voice messages) and what it never shares with customers.

Customers often send a photo of a hairstyle or a price list, or record a voice message. Nexis turns these into text that the AI and your team can read in Chats.

• A photo shows as "[Photo]" with a short description of the picture, including any readable text in it. The customer's caption is kept.
• A voice message shows as "[Voice message]" with what the customer said, word for word.

The AI then answers as if the customer had typed it.

When it works

It works when your AI assistant is published and the AI service is set up on the Nexis server. JPEG, PNG and WEBP photos and common voice formats are read; very large files are not. The file itself is not stored, only the text.

When it cannot read the file

Then the chat shows a placeholder instead of the text. The AI tells the customer that it can only read text and that a team member will look at the attachment, and the chat gets the Needs you label with the reason. Open the file in the WhatsApp app on your phone.

The AI never identifies people in photos and never guesses their age, health or other personal traits.

The AI takes your business type from your company profile and answers like someone who works there.

Clinic, dentist, therapist, vet

• Helps with services, prices, doctors, hours, preparing for tests and appointments.
• Never diagnoses, never comments on symptoms or test results and never recommends medicines: it offers an appointment instead.
• If someone describes an emergency, it answers at once, at any hour: call the emergency number of your country (from Settings → region; if no country is set, "your local emergency number"). For a pet: call the clinic or come in now. Then the chat goes to your team.

Café, restaurant, bakery

• Answers from your menu, delivery areas and hours.
• Allergens, ingredients and halal only from your answers in the Knowledge base; if they are not there, it checks with your team.

Shop

• Helps choose: sizes and stock per size, originals, holding an item, returns.
• It does not take orders itself: it sends the link to your BioSite basket and explains delivery and payment.

Blogger or online course

• Passes advertising and collaboration offers to you, never naming a price you did not give.

Everyone

• The AI never shares revenue, salaries, suppliers or other clients’ details.
• When it is not sure, it passes the chat to a person instead of guessing.

The AI uses your business data to answer customers, but some of it stays private. The AI never discusses with customers:

• revenue, profit and sales figures;
• salaries, costs and purchase prices;
• suppliers and bank details;
• other customers: their names, phone numbers, bookings or orders;
• staff personal contacts.

If a customer asks about this, the AI politely says it cannot share internal business information and offers help with services, prices, booking or an order. Clear questions of this kind are caught by a fixed rule before the AI writes anything.

There is one more check before a reply is sent. If the reply contains a phone number that is neither your business number nor the customer's own, it is not sent, and the chat goes to your team instead.

The AI also never reveals its own instructions.

You can see this list on the Knowledge base page under Never shared with customers.

Ask AI, the bar at the top of the dashboard, is a different assistant for you and your team. It never writes to customers and shows money figures only to people whose role allows it.

The AI answers a chat only when all of these are on.

1. The assistant in Agent Studio

1. Go to AI & automations → AI assistant (open) and open your assistant.
2. Press Publish changes. The window lists every check: each one must say Ready. A check marked Blocked says what to do first.
3. Press Publish changes in that window.

Pause agent stops a published assistant, Resume starts it again.

2. The whole business

At the top of Chats, the AI auto-reply switch pauses or resumes automatic replies at once, on all numbers. It works only after an assistant has been published, and only owners and administrators can change it. During the free trial the AI answers real customers while the trial’s free AI lasts.

3. One number

1. Open WhatsApp connection and click the number.
2. Open Name, access and AI.
3. Under AI replies on this number, press Turn off or Turn on.

With Separate inboxes in Chats you can also press Turn off for this number.

4. One chat

Use the AI replies switch above the reply box. When you send a reply yourself, from Nexis or from your phone, the AI switches off for that chat by itself. Turn it on again to hand the chat back.

A customer who writes STOP also stops automatic replies in their own chat.

The bar at the top of the dashboard says How can I help your business?. This is Ask AI, an assistant for you and your team. It never writes to customers. Press Ctrl+K (⌘+K on a Mac) to jump to it; on a phone, tap the sparkle button. There is also a full page: AI & automations → Ask AI (open).

What you can ask

It answers from your own records: today's bookings, bookings for the coming days, services, the team, stock that is running low, the number of customers and unread chats. Owners, administrators and managers can also ask about money: income, expenses, profit, the comparison with last month, the best day and top clients. Others are told that only the owner or a manager can see money figures.

"Make a report for this month" gives a short summary and a button that opens the full report in Finance.

What it can do

It can prepare:

• a booking;
• an expense (only for people who can see money);
• a new customer;
• a task or reminder for the team.

Each one appears as a card. Nothing is saved until you press Confirm; Cancel drops it. It cannot send messages, record payments, refund or change settings: for those it gives you a button to the right page.

AI can be wrong, so check the card before you confirm. New chat starts a fresh conversation.

Open AI & automations → Automations. Under Messages to your clients you see only the messages that fit your business, each with a switch and See the message.

Orders (shops and cafés)

• Confirm every order: right after an order on your BioSite the client gets the items, total and pickup or delivery time. YES confirms the order, NO cancels it.
• “Your order is ready” and “on its way”: when you mark an order ready for pickup or hand it to a courier.
• “It’s back in stock”: a client who asked to be told about a sold-out size gets one message when it is back. It is always on, because the client asked for it.

Visits (salons, clinics, studios)

• Confirm every booking and “Are you coming today?” on the day. See WhatsApp booking confirmations.

Reviews (everyone)

• Ask for a review: one question "How did you like it? 1 to 5" after an order or a visit. See The automatic review question.

A shop has no Calendar, so it does not see the visit messages. A salon that starts selling products gets the order messages too.

• Messages go out only when WhatsApp is connected and you have a paid plan. Only the owner or an administrator can change them.

Open AI & automations → AI assistant and turn on Take orders in the chat (the customer confirms with YES). New shops and cafés have it on.

• The AI finds each item with its live price and stock, asks only for what is missing (size, quantity, pickup or delivery and address, day and time, name), repeats the order back and places it when the customer agrees.
• The order appears in your orders as new, with the note "Taken in the chat by the AI assistant". Prices, promotions, the regular customer discount and stock are worked out by the system, exactly as on your BioSite.
• The customer gets the order summary in the chat and confirms it with YES. What the order needs before you make it (a confirmation, a prepayment or full payment) follows your rule in Payments & promotions.

The AI places one order per message and never says an order is made unless it really was.

1. Open BioSite and choose the Design tab.
2. Under Style templates, tap a card you like (if the list is folded, tap the title first). The phone on the right shows it at once.
3. To change colours, use Colours, for example Accent / buttons and Background.
4. Press Save changes at the top.

• Changed your mind? Reset to template brings the template back. More in Change the look of your BioSite.
• On Starter your BioSite has the standard look and a small “Made with Nexis” badge. Templates, your own colours and a page without the badge are available on Pro (and during the free trial).

1. Open Warehouse and choose the Orders tab.
2. New orders are under In progress. Find the order and press Confirm.
3. When the client has paid, press Mark paid, choose how they paid in the list and press Paid.
4. When the client gets the order, press Handed over.

• Handed over also marks the order paid if you skipped step 3. The stock goes down and the money goes to Finance.

1. Open BioSite.
2. On the Content tab, fill in at least Company / brand name and Public address.
3. Check that the switch at the top is on (green). Off means Draft.
4. Press Publish page the first time, or Save changes after later edits.

• To take the page offline, turn the switch off and press Save changes.

1. Open BioSite.
2. Make sure the page is published and saved.
3. Press Copy link at the top.
4. Paste the link into WhatsApp, your Instagram profile or anywhere you like.

• Open public page shows the page the way clients see it.

1. Open BioSite and stay on the Content tab.
2. Under Identity, press Upload logo (or Replace logo if you already have one).
3. Choose a PNG, JPG or WebP picture up to 1 MB.
4. Press Save changes at the top.

1. Open BioSite and choose the Design tab.
2. Under Shape & layout, in Header layout, choose Cover.
3. Under Cover image, press Upload image and choose a picture.
4. If you like, change the Banner size.
5. Press Save changes.

1. Open BioSite and choose the Sections tab.
2. To move a block, hold the dots on the left of its card and drag it up or down.
3. To hide a block, tap the eye on its card. Tap it again to show the block.
4. Press Save changes.

• The top part with your logo always stays first.

1. Open BioSite and choose the Links & socials tab.
2. Press Add link.
3. Type the Button title, for example Menu.
4. Paste the Address: the full link starting with https://.
5. Press Save changes.

• The arrows change the order; the bin removes a link.

1. Open BioSite and choose the Links & socials tab.
2. Under Social icons, press Add social.
3. Choose the network in the list, for example Instagram.
4. Paste the link to your profile, starting with https://.
5. Press Save changes.

1. Open BioSite and stay on the Content tab.
2. Under Announcement bar, turn on Show announcement.
3. Write the Text, for example Free delivery this weekend (up to 140 characters).
4. If you want, add a Link (optional).
5. Press Save changes.

• To remove it, turn Show announcement off and save.

1. Open BioSite and stay on the Content tab.
2. Under Contact buttons, type the WhatsApp number with the country code, digits only, for example 447700900123.
3. If you like, write a Pre-filled WhatsApp message: the text the client starts with.
4. For a call button, turn on Show "Call us" button.
5. Press Save changes.

1. Open BioSite. On the Content tab, find Showcase and press Set up.
2. Open the Products tab.
3. Next to a product, press Shown to hide it, or Hidden to show it again. This is saved at once.
4. Under Main page shows, choose Best sellers, My picks or Catalogue only.
5. Press Done, then Save changes.

• New products are added in the Warehouse.

1. Open BioSite. On the Content tab, find Showcase and press Set up.
2. Open the Products tab and scroll down to Orders from the page.
3. Turn on Pickup and type the Pickup address.
4. Turn on Delivery if you deliver. You can add Delivery terms for clients (optional).
5. Press Done, then Save changes.

• This part appears once you have at least one product.

1. Open BioSite and choose the SEO tab.
2. Type a Page title and a Description. Empty fields use your name and tagline.
3. For a picture in shared links, paste an https:// link to it in Share image (https link).
4. Press Save changes.

1. Open Warehouse and choose the Orders tab.
2. Find the order under In progress.
3. Press Cancel order at the bottom of its card.
4. Press Confirm.

• If it was paid, the sale is voided, the stock goes back and the payment is cancelled in Finance.

Your BioSite is one public page with your name, contacts, services and products. Open BioSite. The editor starts on the Content tab, and the phone on the right shows a live preview.

1. Under Identity, press Upload logo (PNG, JPG or WebP up to 1 MB).
2. Fill in Public address: Latin letters, numbers and hyphens. Your page opens at /bio/ followed by this name, and your booking link uses it too. If you change it later, old links keep working.
3. Enter Company / brand name and Tagline / short description.
4. Under Contact buttons, enter the WhatsApp number with the country code, digits only, for example 447700900123. You can also add a Pre-filled WhatsApp message, a call button, a Telegram username, a map or reviews link (Google Maps, 2GIS or your review site). In Kazakhstan you can also add a Kaspi payment link.
5. Check the switch at the top: on means Published, off means Draft.
6. Press Publish page the first time. After later edits press Save changes. The preview changes at once, but visitors see your edits only after you save.
7. Press Copy link to share the page, or Open public page to look at it.

The line next to the title shows what is ready: name and address, logo, WhatsApp, products or prices, published. If saving stops, fix the fields marked in red.

Open BioSite and choose the Design tab. Every change shows in the preview at once.

Start from a template

1. Under Style templates, tap a card. One click applies a complete look.
2. Fine-tune anything below if you like.
3. Press Save changes to put it on the live page.

• Reset to template brings the chosen template back after your edits. Default look returns to your business's standard design.

Colours

1. Under Colours, set Accent / buttons, Text, Background and Cards. The business name and the line under it can get their own colours too.
2. Choose a Background style: solid, gradient, mesh, glow or your own image.
3. Press Save changes.

• If a text colour would be hard to read, the live page corrects it automatically.

Shape, cover and fonts

1. Under Shape & layout, pick the Header layout.
2. With Cover, upload a Cover image and choose the Banner size.
3. Choose what you like for Logo shape, Button style, Card style, Corner radius, Spacing, Alignment and Entrance animation.
4. Under Typography, choose fonts for Headings and Body text.
5. Press Save changes.

Order of blocks

1. Open the Sections tab.
2. Drag the cards to change the order.
3. Tap the eye to hide or show a block.
4. Press Save changes.

• The header with your logo always stays on top. Products, links and social icons can get a Custom title (optional).
• On Starter your BioSite has the standard look and a small “Made with Nexis” badge. Templates, your own colours and a page without the badge are available on Pro (and during the free trial).

Open BioSite and go to the Links & socials tab.

Link buttons

Use them for your menu, portfolio, website or any page you want to send people to.

1. Press Add link. You can have up to 20.
2. Fill in Button title (for example, Menu) and Address, a full link starting with https://.
3. Pick an Icon from the list, or upload your own in Custom icon (up to 100 KB): PNG, JPG or WebP.
4. Change the order with the up and down arrows. The bin icon removes a link.
5. Press Save changes.

Social icons

A tidy row of round icons.

1. Press Add social (up to 10).
2. Choose the network: Instagram, TikTok, YouTube, Telegram, Facebook, X, Threads, LinkedIn or Website.
3. Paste the https:// address of your profile.
4. Press Save changes.

Announcement bar

A highlighted line at the very top of the page, good for offers and news.

1. Go to the Content tab.
2. Turn on Show announcement.
3. Write the Text (up to 140 characters) and, if you want, add a Link (optional).
4. Press Save changes.

• On the Content tab, open Text blocks and press Add text block to add up to 5 plain-text cards, for example about you, opening hours or delivery terms.
• You can move or hide the links and social icons blocks on the Sections tab.

Clients can order your products straight from the BioSite. Products, prices and stock come from the Warehouse, so add them there first.

Turn the shop on

1. In BioSite, on the Content tab, find Showcase and press Set up.
2. Open the Products tab. Under Main page shows, choose Best sellers, My picks or Catalogue only, and How many. The Shown / Hidden button next to each product is saved straight away. Sold-out products are hidden until restocked.
3. Under Orders from the page, turn on Pickup (add the Pickup address), Delivery, or both.
4. Press Done, then Save changes. The Products block must be visible on the Sections tab.

What the client does

The client adds products to the basket and presses Checkout. They choose pickup or delivery (with an address), a day within the next two weeks and a time window: 10:00–13:00, 13:00–16:00, 16:00–19:00 or 19:00–21:00. Then they leave a name and a WhatsApp number and choose how to pay. Only the ways you turned on in Finance are shown: on receipt, bank card, instalments and, in Kazakhstan, Kaspi. A promo code and a comment are optional.

After the order

The client sees the order number and Your order code to name when collecting. If your WhatsApp is connected, they also get the order on WhatsApp and reply YES to confirm or NO to cancel. The order appears in Warehouse → Orders, under In progress.

Open Finance and choose the Payments & promotions tab. Everything here is shown to clients at checkout on your BioSite. Each row has an on/off switch and a bin icon.

Ways to pay

1. Under Ways to pay, turn on the ways you accept: On receipt and Bank card.
2. For Bank card, paste the Payment page link from your bank or payment service, for example Stripe or PayPal.
3. Press Save in the bar at the bottom.

• At least one way stays on.
• In Kazakhstan: there is also Kaspi. Turn it on and paste your Kaspi Pay link; it must start with https://kaspi.kz/.

Promotions

1. Under Promotions and discounts, press Buy 3, pay for 2, Buy 2, pay for 1 or Discount %.
2. Edit the Name clients see.
3. Choose On what it works: Whole shop, Categories or Products. If needed, set the dates.
4. Press Save.

• Promotions apply on their own. Each product gets the best one, never two.

Promo codes

1. Press Add promo code.
2. Type the Code, choose % or a fixed amount and the discount.
3. If you like, set From order, a Uses limit and dates.
4. Press Save.

• The client types the code at checkout; clients never see your list of codes. The code is taken off after promotions.

Instalments

1. Under Instalment programs, press Add a program and type its name, for example 0% for 12 months.
2. Set the Months and From amount.
3. Press Save.

• Clients see a program as a way to pay when the order reaches that amount. The shop uses saved changes right away.
• In Kazakhstan: ready buttons (Kaspi 0-0-12, Kaspi 0-0-24, Kaspi Red and Halyk) add a program in one tap, and Another bank adds your own.
• Promo codes are available on Pro (and during the free trial).

Your services and prices come from the Calendar. Add or change them there; the BioSite only chooses what to show.

Booking button

1. In BioSite, on the Content tab, find Contact buttons.
2. Turn on Show online booking button.
3. Press Save changes.

• On the page the button reads "Book online" and opens your booking page at /book/ followed by your public address. There the client chooses a service, a specialist and a time. To move or hide the button, use Booking button on the Sections tab.

Recommended services

1. On the Content tab, find Showcase and press Set up.
2. On the Services tab, tap the star next to up to 4 services.
3. Press Done, then Save changes.

• They appear as cards right under the booking button, each with a "Book" button that opens booking for that service. Without the booking button, the cards have no "Book" button.

Price list

1. In the same window, on the Services tab, tick the services the price list shows. Use Select all or Clear.
2. Press Done, then Save changes.

• When all services are ticked, new services appear on the page on their own. To hide the whole price list, turn off Price list on the Sections tab.

1. Open Calendar.
2. Press Booking settings. The Services tab opens.
3. Press Add service.
4. Type the Service Name, for example "Manicure".
5. Fill in Duration (minutes) and Price.
6. Press Add Service.

• Clients can now choose this service on your booking page.

1. Open Calendar.
2. Press Add appointment, or click a free time in the calendar.
3. Fill in Client and Phone.
4. Choose the Service and the Specialist, or leave Any Available.
5. Check the Date and Time.
6. Press Add appointment.

• Visits you add yourself get no automatic WhatsApp message.

1. Open Calendar.
2. Click the visit in the calendar or in Upcoming appointments.
3. The Appointment Details window opens. Check that it is the right client.
4. Press Cancel.

• The time becomes free again. The client is not told automatically, so let them know yourself.

1. Open Calendar and press Booking settings.
2. On the Services tab, find the service.
3. Press the pencil next to it.
4. Change the name, price or duration.
5. Press Save Changes.

• To delete a service, press the bin next to it, then Delete Permanently.

1. Open Calendar and press Booking settings.
2. Press New category.
3. Type the name, for example "Nails", and press Create.
4. A service form opens inside the new category. Fill it in and press Add Service.
5. To move a service you already have, press its pencil, choose the Category and press Save Changes.

• Clients see your services grouped the same way.

1. Open Calendar and press Booking settings.
2. Open the Specialists tab.
3. Fill in Full Name & Title and Specialization / Role.
4. Under Services Handled, tick the services this person does.
5. Press Add Specialist.

• If you tick no services, the specialist can take every service.

1. Open Calendar, press Booking settings, then Specialists.
2. Press the pencil on the specialist’s card.
3. Under Days off, press Add a day off and pick the date.
4. Add more dates the same way if needed.
5. Press Save Changes.

• On those days clients will not see free times with this person.

1. Open Calendar, press Booking settings, then Specialists.
2. Find the person’s card.
3. Press Shown. It changes to Hidden.
4. To show them again later, press Hidden.

• A hidden specialist is not on the booking page or the BioSite, but your team can still book them in the Calendar.

1. Open Calendar and press Booking settings.
2. Open the Working hours tab.
3. Use the switch next to each day to open or close it.
4. Set the opening and closing time for each open day.
5. Press Save.

• Same hours every day copies the first open day’s hours to all open days.

1. Open Calendar and press Booking settings.
2. Open the Holidays & Days Off tab.
3. Under Add Non-Working Day, choose the date.
4. Write the reason, for example "Day off".
5. Press Add Holiday.

• To open the day again, press the bin next to it in Declared Non-Working Days, then Delete Permanently.

1. Open Calendar.
2. Press Open Booking Page at the top. Your booking page opens in a new tab.
3. Copy the address from the browser’s address bar.
4. Send it to clients in WhatsApp or add it to your Instagram profile.

• On that page clients choose a service and a free time and book without calling you.

1. Open Calendar and click the visit.
2. Note the client’s name, phone and service.
3. Press Cancel.
4. Press Add appointment.
5. Fill in the same client and service and choose the new Date and Time.
6. Press Add appointment.

• There is no separate move button yet, so this is how you change the time. Tell the client the new time yourself.

1. Open Calendar.
2. Click the visit.
3. Press Complete.
4. The status changes to Completed.

• If the client is paying, press Accept Payment (POS / Card) instead: it records the money and completes the visit. After Complete the payment button is gone.

1. Open Calendar and click the visit.
2. Press Accept Payment (POS / Card).
3. Choose how the client paid: Cash, Card (POS terminal) or Bank transfer.
4. Check the Payment Amount.
5. Press Record Payment. The visit becomes Completed.
6. Press WhatsApp to send the receipt, or Done to close.

• Before you record, check the line Recorded as: it shows the method that will be saved.
• In Kazakhstan: Kaspi methods (Kaspi QR, Kaspi Gold and others) are in the list below the buttons.

1. Open Calendar.
2. In the All specialists menu above the calendar, choose the person.
3. Press Day, Week or Month under the calendar.
4. Use the arrows to go back or forward, or press Today.

• Choose All specialists again to see everyone.

Services are what clients choose on your booking page. Each service has a name, a duration and a price.

1. Open Calendar and press Booking settings, then Services.
2. Press Add service. To group services, first press New category (for example, Nails).
3. Fill in Service Name, Duration (minutes) and Price. If the price depends on the work, fill in both price fields and clients see a range, for example 10 000–14 000.
4. If you like, add a Short note (optional) of up to 30 characters and choose a Category.
5. Press Add Service.

Change or remove a service

1. Press the pencil next to the service, change it and press Save Changes.
2. To remove a service, press the bin next to it, then Delete Permanently.

Deleting a category does not delete its services: they move to No category.

Payment when booking

If online payments are connected in Integrations, each service has Online payment when booking:

• Business default uses the deposit set in Integrations.
• No online payment, Full price online, Deposit (%) or Deposit (fixed amount) apply to this service only.

Appointments your team adds by hand are never charged online. Clients see your services grouped by the same categories.

Specialists are the people clients can choose when they book. If you add none, clients book the business as a whole.

1. Open Calendar, press Booking settings, then Specialists.
2. Fill in Full Name & Title and Specialization / Role. Both are required.
3. Under Services Handled, tick what this person does. If you tick nothing, they can take every service.
4. Under Working days and hours, keep Business hours or choose Own schedule and set the days and times. A specialist can only work on days the business is open.
5. Under Days off, use Add a day off for sick leave or a holiday. Clients will not see free times with this person on those days.
6. Add a Profile Photo if you like, then press Add Specialist.

Change a specialist

1. Press the pencil on their card.
2. Change what you need and press Save Changes.

Hide someone for a while

1. On the person's card, press Shown. It changes to Hidden.
2. To show them again, press Hidden.

A hidden person disappears from the booking page, the BioSite and the AI assistant's offers, but your team can still book them in the Calendar.

Ratings

Clients can rate a specialist after a visit. The switch Show ratings to clients decides whether clients see the stars when booking. When it is off, ratings are still collected and only you see them.

Clients can book only inside your working hours, and never on a non-working day. A business without the Calendar sets its hours in Settings: see opening hours without the Calendar.

Working hours

1. Open Calendar, press Booking settings, then Working hours.
2. Use the switch next to each day to open or close it, and set the opening and closing time.
3. A closing time earlier than the opening time means you close after midnight, for example 18:00–02:00.
4. Same hours every day copies the first open day's hours to every open day. Open 24/7 opens every day around the clock.
5. Press Save.

Holidays and days off

1. Open Holidays & Days Off.
2. Under Add Non-Working Day, choose the date, write a reason and press Add Holiday. The Quick Presets buttons are Kazakhstan's public holidays; in another country, add your own holidays by date.
3. Your days are listed under Declared Non-Working Days. Press the bin to remove one.

Public holidays

Add your country's public holidays as days off (see above), so nobody can book them.

• In Kazakhstan: public holidays are closed for booking automatically, even if they are not in your list: 1–2 January, 7 January, 8 March, 21–23 March, 1, 7 and 9 May, 6 July, 30 August, 25 October and 16 December. This applies to businesses on Kazakhstan time (the Time zone in Settings). On these dates neither clients nor your team can add a booking.

Every business gets its own booking page. Clients book there without calling you.

Find and share the link

1. In Calendar, press Open Booking Page at the top.
2. Copy the address from the browser.
3. Send it to clients or add it to your Instagram profile.

Your BioSite shows a Book online button that opens the same page. You can hide it in the BioSite editor with Show online booking button.

What the client does

1. Chooses a service.
2. Chooses a specialist, or any specialist.
3. Chooses a date in the next 14 days.
4. Chooses a free time.
5. Enters their name and WhatsApp number and presses Confirm booking.

After booking, the client sees Your visit code: a personal 8-character code for this visit. If the service asks for payment online, the client also gets a pay button. The time is held for 30 minutes; if they do not pay, it opens again for others.

What you get

The visit appears in the Calendar, and the client appears in Customers with the stage Booked. If WhatsApp is connected and booking messages are on, the client also gets the details in WhatsApp.

Nexis can message each client about their visit from your own WhatsApp number, in the language they booked in. A shop or café gets messages about orders instead: see automatic messages by business.

The two messages

• Confirm every booking: right after booking, the client gets the date, time, service and address and is asked to reply YES or NO. If a deposit is needed, this message goes after it is paid.
• “Are you coming today?” on the day: at 9:00 on the visit day (and at least an hour before the visit) the client is asked again. It is sent only when the visit is on a later day than the booking.

YES confirms the visit. NO cancels it and frees the time, and the client gets a link to book another time. You see the answer in the visit details next to WhatsApp, for example Client confirmed in WhatsApp.

Switch them on or off

1. Open Automations in AI & automations.
2. Find Messages to your clients.
3. Use the switch next to each message. See the message shows the exact text.

Only the owner or an administrator can change these switches.

When nothing is sent

• WhatsApp is not connected.
• Your free trial has ended and no plan is chosen yet.
• The visit was added by your team in the Calendar.
• The first message is off: then the day-of question is not sent either.

Add an appointment

1. In Calendar, press Add appointment, or click a free time in the calendar grid.
2. Fill in Client and Phone.
3. Choose the Service and the Specialist (or Any Available).
4. Check the Date and Time.
5. Press Add appointment.

Your team can add a visit for right now or for earlier today. Working hours and holidays still apply. Visits you add get no WhatsApp messages and no online payment.

Open a visit

1. Click a visit in the calendar or in Upcoming appointments.
2. The Appointment Details window shows the client, phone, Visit code, time, service, specialist and status.

Take payment

1. In the visit, press Accept Payment (POS / Card). The amount is the service price minus any deposit already paid online.
2. Choose how the client paid.
3. Press Record Payment. The visit becomes Completed, and the money appears in Finance.

Complete without payment

1. Open the visit.
2. Press Complete. After this, a payment can no longer be taken from the visit.

Cancel

1. Open the visit.
2. Press Cancel. The time becomes free again.

The same buttons are in the Table view. The Day, Week and Month buttons under the calendar change the view, and All specialists filters by person.

After a visit, a client can give the specialist 1 to 5 stars. There is no written review and no client name is shown: only the specialist's average. Nexis can also ask for the score by itself in WhatsApp: see the automatic review question.

Ask a client for a rating

1. In Calendar, open the visit.
2. Press Ask for a rating in WhatsApp. WhatsApp opens on your device with a ready message and the client's personal rating link. Send it.

The button appears only when a specialist was chosen for the visit, the visit has started or is completed, and it was not cancelled.

The client opens the link, sees the specialist's photo and name, picks the stars and presses Send rating. Each visit can be rated once, and only after it has ended.

Where you see ratings

• In Specialists: each card shows the average and the number of ratings, or No reviews yet.
• In the visit details, under Specialist rating.
• In the Table view, next to the client's name.

Show or hide the stars

1. Open Specialists.
2. Use the switch Show ratings to clients.

When it is on, clients see the stars when they choose a specialist on the booking page. When it is off, ratings are still collected and only you see them.

1. Open Menu & orders and stay on the Menu tab.
2. Press Dish.
3. Type the Dish name and the Price. Choose the Section, for example Desserts.
4. Press Add photo and choose a picture.
5. Press Save dish.

• Weight and calories go under Portion (optional).

1. Open Menu & orders and stay on the Menu tab.
2. Find the dish. You can type its name in Search dishes.
3. Press the eye next to the dish. It is marked Hidden and clients no longer see it.
4. When the dish is back, press the eye again.

1. Open Menu & orders and stay on the Menu tab.
2. Press Section.
3. Type the name, for example Desserts, and press Save.
4. To rename a section, press the pencil next to its name, type the new name and press Save.

• The arrows next to a section move it up or down. Your BioSite menu uses the same order.

1. Open Menu & orders and choose the Orders & delivery tab.
2. A new order appears under New with a sound. Press Start cooking.
3. When the food is ready, press Ready.
4. For delivery, press Send out and choose a courier. For pickup, skip this step.
5. When the client has the order, press Handed over. If they pay on receipt, choose Cash, Card or Transfer (in Kazakhstan also Kaspi QR).

• More in Work with the order board.

1. Open Menu & orders and choose the Orders & delivery tab.
2. On a ready delivery order, press Send out.
3. Tap one of your couriers, or type the Courier name and phone.
4. Press Send out. If your WhatsApp is connected, the client gets a message that the order is on its way.

• Where Yandex Delivery operates and is connected, you can press Call a Yandex courier instead. Your own couriers are added in Delivery & hours.

1. Open Menu & orders and choose the Orders & delivery tab.
2. Find the order on the board.
3. Press the cross at the bottom of its card.
4. Press OK to confirm.

• A paid order gets its payment cancelled in Finance. An order paid at the Checkout cannot be cancelled here: refund its receipt instead.

1. Open Menu & orders, choose Orders & delivery and press Delivery & hours.
2. Under Delivery price, choose By zones.
3. Press Add a zone.
4. Fill in Area, Fee and, if needed, Min. order.
5. Press Save.

• Free delivery from makes delivery free once the order reaches that sum.

1. Open Menu & orders, choose Orders & delivery and press Delivery & hours.
2. Under Opening hours (every day), set Opens and Closes.
3. Press Save.

• Outside these hours clients can still order for a later time. Leave both empty if you are always open.

Menu & orders is a paid add-on for cafes and restaurants. Open Menu & orders and stay on the Menu tab. Your dishes show on your BioSite as the menu, in the same section order.

Sections

1. Press Section, type a name, for example Desserts, and press Save.
2. To rename a section, press the pencil next to it. Every dish moves to the new name.
3. To change the order, press the arrows next to a section.

Add a dish

1. Press Dish, or the plus next to a section.
2. Fill in Dish name. Everything else is optional: Section, Price, Description.
3. Press Add photo. Square photos look best.
4. Under Portion (optional), add Weight, g, Calories, kcal and, if you like, protein, fat and carbs.
5. Tick Popular: show it first and keep Show on the menu on.
6. Press Save dish.

Popular and hidden dishes

• The star marks a dish as popular: it shows first, under "Popular".
• The eye hides a dish from the menu or shows it again, for example when it has run out.
• The pencil edits a dish.

With iiko connected, dishes on the iiko stop list are hidden and marked Stop list on their own, and come back when iiko takes them off. The name, price, weight and calories of iiko dishes update with every import; your section, photo and popular mark stay.

The iiko integration is available on Pro (and during the free trial).

Open Menu & orders and choose the Orders & delivery tab. The board updates by itself every few seconds, and a new order plays a short sound (Sound on / Sound off).

Columns: New, Cooking, Ready, On the way, Handed over. Each card shows the dishes, the client's note, pickup or delivery with the address, the client's name and phone, the total and whether it is paid.

The buttons

1. Start cooking moves the order to Cooking and confirms it.
2. Ready moves it to Ready. For pickup, the client gets a WhatsApp message that the order is ready, with your address.
3. For delivery, Send out opens a window: choose one of your couriers or type a name, or press Call a Yandex courier (where Yandex Delivery works and is connected). The client gets a WhatsApp message that the order is on its way.
4. Handed over finishes the order and moves it to the Handed over column. If the client pays on receipt, Nexis asks how they paid: Cash, Card or Transfer (in Kazakhstan also Kaspi QR). The amount is recorded in Finance.

Pickup orders skip On the way. WhatsApp messages are sent only when your WhatsApp is connected.

Cancel

1. Press the cross on the card.
2. Press OK to confirm.

• If the order was already paid, its sales are voided, the stock goes back and the payment is cancelled in Finance. An order paid at the Checkout cannot be cancelled here: make a refund from its receipt.

Open Menu & orders, choose Orders & delivery and press Delivery & hours. When you are done, press Save at the bottom of the window.

Timing and "as soon as possible"

1. Set Cooking, minutes and Delivery, minutes.
2. Tick Customers can order "as soon as possible" if you want it.

• Checkout then offers As soon as possible with the expected time, or For a set time with a day and time window.

Opening hours

1. Under Opening hours (every day), set Opens and Closes: both or neither.

• Outside these hours "as soon as possible" is off, but customers can still order for a later time. Empty means always open.

Delivery price by zones

1. Under Delivery price, choose By zones.
2. Press Add a zone and fill in Area, Fee and, if needed, Min. order.
3. At checkout the customer picks their area and the fee is added to the order. Below the minimum they cannot order for that area. No zones means delivery without a fee.

Free delivery and couriers

1. Fill in Free delivery from to make delivery free once the order reaches that sum.
2. Under Your couriers, press Add a courier and type names and phones, so you can pick them when you send an order out.
3. Press Save.

• Pickup and delivery themselves are turned on in your BioSite: Content → Showcase → Set up → Products → Orders from the page.

Yandex Delivery works only in the cities and countries where Yandex Delivery operates. Everywhere else, send orders with your own couriers.

Connect

1. Open Integrations, find Yandex Delivery and press Set up.
2. Paste the API token from your Yandex Delivery business account.
3. Fill in Pickup address, Pickup name and Pickup phone: where couriers collect orders.
4. Choose the Courier type: Courier or Express (car).
5. If you want, add a Markup and choose Round to. The client pays the Yandex price plus the markup, rounded up.
6. Press Connect.

Live price at checkout

1. In Menu & orders, choose Orders & delivery and press Delivery & hours.
2. Under Delivery price, choose Yandex Delivery (live price).
3. Press Save.

• The client types the address at checkout and sees the delivery price and the expected minutes. Free delivery from still applies.

Call a courier

1. When a delivery order is ready, press Send out.
2. Press Call a Yandex courier.
3. Follow the Yandex status and the courier's name on the card. Track opens the tracking page.

• The client gets the tracking link on WhatsApp. When a paid order is delivered, it moves to Handed over by itself. If Yandex cancels or the delivery fails, the order goes back to Ready so you can send it again.
• If you cancel the order, the Yandex delivery is cancelled too while that is still free, before the courier picks it up. If Yandex cannot find the address, call the client and send your own courier.

Open the Menu, open a dish and find What is in it (optional).

• Ingredients: what the dish is made of, in your words.
• Tap Halal, Vegetarian, Vegan or Spicy if it applies.
• Under Contains allergens tick only what is really in the dish.

On your BioSite menu the marks show on the dish and the allergens under it. The AI assistant answers from these marks. Anything you did not tick is "I will check with the kitchen", never "free of", and for a serious allergy the AI always adds that the kitchen should confirm.

1. Open Checkout and stay on the Sale tab.
2. Tap the products or services the client buys. They appear in Current receipt.
3. Press the black button with the total, for example Pay 5 000.
4. Choose how the client pays, for example Cash.
5. Press Take 5 000.
6. Press Print receipt, or New sale for the next client.

• The shift must be open first.

1. Open Checkout and choose the Shift tab.
2. Count the cash in the drawer.
3. Type the sum in Cash in the drawer (0 if it is empty).
4. Press Open shift.

• The chip at the top now says the shift is open, and you can sell.

1. Open Checkout and add the items on the Sale tab.
2. Press the button with the total, for example Pay 5 000.
3. Press Split the payment.
4. In each row, choose the way to pay and type the amount, for example 3 000 by Cash and 2 000 by Card (POS terminal).
5. When the amounts add up to the total, press Take 5 000.

• Add a payment adds one more row.

1. Open Checkout and add the items on the Sale tab.
2. For one item: tap its line, type the sum in Discount on this line and press Save.
3. For the whole receipt: type the sum in Discount on the receipt under the items.
4. Check the new Total and take the payment as usual.

1. Open Checkout and stay on the Sale tab.
2. Press Free amount.
3. Fill in What is it, for example Gift wrapping, and the Price.
4. Press Add to receipt.
5. Take the payment as usual.

1. Open Checkout and stay on the Sale tab.
2. Open Today's visits (unpaid visits) or Orders (unpaid BioSite orders).
3. Tap the visit or the order. It goes onto the receipt.
4. Press the button with the total and take the payment as usual.

• One visit or one order per receipt. You can add products to it.

1. Open Checkout and choose the Receipts tab.
2. In the search box, type the receipt number, the client's name or phone, or an item.
3. Tap the receipt to open it.
4. Press Print, or check the phone and press WhatsApp.

• Sending needs your WhatsApp to be connected.

1. Open Checkout, choose the Receipts tab and open the receipt.
2. Press Make a refund.
3. Under What goes back?, choose how many of each item come back, or press Everything.
4. In Money goes back by, choose how you return the money.
5. Press the button with the sum, for example Refund 5 000.

• Only the owner, an administrator or a manager can refund, and the shift must be open.

1. Open Checkout and choose the Shift tab.
2. Press Cash in (money put in) or Cash out (money taken out).
3. Type the Amount and the Reason, for example Paid the courier.
4. Press Save.

1. Open Checkout and choose the Shift tab.
2. Press Close shift.
3. Count the cash in the drawer and type it in Cash counted.
4. Press Close and print Z-report.

• Nexis shows whether the cash matches. Print X-report shows the takings at any time without closing.

1. Open Checkout and choose the Open bills tab.
2. Press New bill, type the Table or name, for example Table 4, and press Open the bill.
3. Tap what the guests order, then press Save.
4. To add more later, tap the bill again under Open bills.
5. At the end, press Pre-bill to print the check, then take the payment with the button with the total.

• Back to counter leaves the bill open without paying. Press Save first, or the new items are not kept.

Checkout is a paid add-on. Open Checkout.

Open the shift

1. On the Shift tab, count the cash in the drawer.
2. Enter it in Cash in the drawer.
3. Press Open shift. You cannot sell before the shift is open.

Sell

1. On the Sale tab, tap items under Products or Services. Today's visits shows today's unpaid visits; Orders shows unpaid BioSite orders. Free amount adds any item with your own price. A scanner works in Barcode or SKU, then Enter.
2. Tap a line to change the quantity, price or line discount. Add a Discount on the receipt and the customer's name and phone if you like; leave them empty for a walk-in customer.
3. Press the button with the total, for example Pay 5 000. Choose the payment method, or Split the payment between methods. For cash, enter Cash received to see the change.
4. Press Take 5 000 (with a card terminal: Send 5 000 to the terminal).
5. Press Print receipt, send the receipt to WhatsApp, or press New sale.

Every sale takes the products out of the Warehouse and records the money in Finance.

Cash in and out

1. On the Shift tab, press Cash in or Cash out.
2. Type the amount and the reason, and press Save.

Close the shift

1. On the Shift tab, press Close shift.
2. Count the cash and enter it in Cash counted.
3. Press Close and print Z-report. Nexis shows whether the cash matches.

• Print X-report shows the takings at any time without closing the shift.

Open Checkout and choose the Receipts tab.

Find a receipt

1. Type in the search box: the number, customer, phone or item.
2. Press Show more to see older receipts.
3. Tap a receipt to open it in full.
4. Press Print to print it again, or check the phone and press WhatsApp to send it.

Make a refund

Only the owner, an administrator or a manager can make a refund, and the shift must be open.

1. Open the receipt and press Make a refund.
2. Under What goes back?, choose how many of each item come back, or press Everything.
3. In Money goes back by, choose how you return the money. In Kazakhstan: a sale paid on the Kaspi card terminal can go back through it, to the same card or Kaspi account.
4. Press the button with the amount, for example Refund 5 000.

Nexis makes a separate refund receipt with its own number. The products go back to the Warehouse, and the money is taken off in Finance in the month of the refund. If you returned only part, you can refund the rest later from the same receipt.

Download Excel

1. Press Excel next to the search box (owner, administrator or manager only).
2. Choose the dates.
3. Press Download Excel.

• The file has the receipts, their items with the specialist, and the shifts with their Z-reports.
• Excel and CSV downloads are available on Pro (and during the free trial).

Open Checkout and choose the Settings tab. Only the owner, an administrator or a manager sees it.

Registers

1. Under Registers, rename a register in its box, or press Add a register (up to 10).
2. To switch a register off, untick In use.
3. Press Save settings.

• With more than one register, a register list appears at the top of Checkout. Each register has its own shift, and the choice is remembered on this device.

Top of the receipt

1. Fill in Business name, Tax ID (optional), Address and Line at the bottom, for example a thank-you or your Instagram.
2. Press Save settings.

• In Kazakhstan: the tax field is BIN / IIN (12 digits, Nexis checks the number).

VAT and paper

1. If you charge VAT, tick We pay VAT and type your rate in VAT rate, %, for example 20 or 8.1. (In Kazakhstan it starts at 16.) Prices already include VAT; the receipt shows how much of it is VAT.
2. Choose the Paper width: 58 or 80 mm.
3. Press Save settings.

In Kazakhstan: legal receipts and the card terminal

These two blocks are shown only to businesses in Kazakhstan.

• Legal receipts: fiscal receipts are not available yet, Webkassa is coming soon. Until then receipts are printed with "Not a fiscal receipt".
• Card terminal: a Kaspi Smart POS terminal can take card and Kaspi QR payments for a register. It needs the Nexis Connect app for Windows on a computer in the same shop network.

1. Under Card terminal, press Connect a computer.
2. Download Nexis Connect on the computer next to the terminal, open it and paste the Connection key.
3. Enter the Terminal address for the register and press Pair.
4. Allow the request on the terminal.

1. Open Warehouse and press Add product.
2. Keep Product for sale chosen.
3. Type the Name and the Selling price.
4. Press Upload photo to add a picture.
5. Type how many you have in In stock.
6. Press Add product at the bottom.

• Sizes, barcode and more: Add products and track stock.

Open Warehouse → Reports. Pick Not selling or Slow.

1. Press Discount next to a product, or Discount all {n} for the whole list.
2. Choose −10%, −20%, −30%, −50% or your own number.
3. Choose Sale for some days (the old price is crossed out in your shop and the Checkout takes the discount off by itself) or New price for good (the price changes everywhere; the old one stays crossed out on the card).

If a new price is below what the product cost you, the dialog says so in red. A sale shows up in Finance → Payments & promotions, where you can stop it.

1. Open Warehouse.
2. Find the product. You can type its name in the search box.
3. Press the pencil next to it.
4. Change the Selling price, or press Upload photo for a new picture.
5. Press Save changes.

1. Open Warehouse and press the pencil next to the product.
2. Under Options: size or volume (optional), tap a ready set such as Clothing or Shoes, or type a size and press Add.
3. Under In stock per size, type how many you have of each size.
4. Press Save changes.

• A size can have its own price in Price per option.

1. Open Warehouse and stay on the Stock levels tab.
2. For one more or one less, press the plus or minus next to the product.
3. After a delivery, press the pencil next to the product instead.
4. Type the new number in In stock (with sizes: in In stock per size).
5. Press Save changes.

1. Open Warehouse and press Sell next to the product.
2. Choose the Customer, or tick Walk-in, no name.
3. Check the Quantity and the Price per item.
4. Choose the Payment method and Where was it sold?.
5. Press Record sale.

• The stock goes down and the money goes to Finance. If you have the Checkout add-on, you can sell there instead.

1. Open Warehouse and choose the Sales log tab.
2. Find the sale. You can search by customer or product.
3. Press the button with a crossed circle in its row (on a phone it says Void sale).
4. Press Confirm.

• The stock goes back to the warehouse and the payment is cancelled in Finance.

1. Open Warehouse and stay on the Stock levels tab.
2. Find the product.
3. Press the bin next to it.
4. Press Confirm.

• Past sales of this product stay in the Sales log. To stop selling for a while, hide it on your BioSite instead.

Open Warehouse. On the Stock levels tab, press Add product.

1. Choose Product for sale (sold to customers) or Internal supply (used up, not sold).
2. Enter the Name. For a product you can add a Category (optional): products with the same category are shown together.
3. Fill in Selling price and Cost price. The cost price is used to count your stock value.
4. Press Upload photo to add a picture.
5. For clothes, shoes or volumes, use Options: size or volume (optional). Tap a ready set (Clothing, Shoes, Kids, Volume, Weight, Portion) or type a size and press Add. Each option can have its own price; an empty price means the main one.
6. Keep Track stock for this product on and enter In stock, Low stock alert at and the Unit. With sizes, enter the count for each size under In stock per size.
7. If you like, add SKU (optional), Barcode (optional) and Supplier (optional). The barcode lets the Checkout scanner find the product.
8. Press Add product.

One more option: Online payment only (pay when ordering). With it, a basket with this product cannot be paid on receipt. In Kazakhstan there is also Kaspi installment available (0-0-12).

The pencil edits a product; the bin removes it, and past sales stay in the sales log. Which products your BioSite shows is chosen in BioSite → Showcase.

Each product with stock tracking has a Low stock alert at number. When the stock falls to that number or below, the product is marked Low stock; at zero it is marked Out of stock.

See what needs a refill

1. Open Warehouse and stay on the Stock levels tab. The tiles at the top count low and sold-out products.
2. Press Low stock or Out of stock to see just those products. In the Is your stock OK? chart you can also tap a colour to filter.
3. Press All to see everything again.

• On the Home page, the Stock alerts card lists items that need a refill, with a link to the Warehouse.
• A product that is sold out disappears from your BioSite until you restock it.

Restock

1. For a small change, use the plus and minus buttons next to the stock: each tap adds or removes one.
2. For a delivery, press the pencil on the product, change In stock (for products with sizes, the count of each size) and press Save changes.
3. To change when the alert comes, edit Low stock alert at in the same window.

The Stock value tile shows what your stock is worth at cost price, so add a cost price to your products.

Salons and clinics use up materials during a visit: hair dye, gloves, ampoules. Nexis can take them off the stock for you.

1. In Warehouse, press Add product and choose Internal supply (used up, not sold). You can also link a product for sale.
2. Enter the name, In stock, Unit (for example Milliliters or Grams) and Low stock alert at.
3. Open Use up automatically during appointments. This part appears only when you have services in the Calendar.
4. Enter the Amount used per appointment and tick the services that use this material.
5. Press Add product (or Save changes when you edit).

When it is taken off

The amount leaves the stock once per visit, when the visit is completed: you press Complete on the booking in the Calendar, or the visit is paid at the Checkout. Paying for a visit that is already completed takes nothing more. A service sold at the Checkout without a booking also takes its materials. The stock never goes below zero.

Internal supplies are marked Internal supply in the list and are not shown on your BioSite. Low stock alerts work for them too, so you know when to reorder.

Open Warehouse.

Orders tab

Here are the orders clients placed on your BioSite. The filter buttons at the top are In progress (new and confirmed orders, shown first), Handed over, Cancelled and All. Each card shows the order code, status, Paid or Not paid, how the client chose to pay (On receipt, Bank card, Instalments or, in Kazakhstan, Online (Kaspi)) and the client's WhatsApp answer: Client confirmed, Client declined or Waiting for the client.

1. Confirm marks a new order as confirmed.
2. Mark paid: choose the payment method and press Paid. The sale is recorded: the stock goes out and the money goes to Finance. If the client paid by a link or a transfer, check that the money arrived first. Card payments through a connected online payment account are marked paid by themselves.
3. Handed over completes the order and also marks it paid if it was not.
4. Cancel order cancels it after you press Confirm. If it was paid, the sales are voided, the stock goes back and the payment is cancelled in Finance.

The Sell button

1. On Stock levels, press Sell next to a product. The Record a sale window opens.
2. Choose the customer, or tick Walk-in, no name.
3. Choose the size, quantity, price, payment method and Where was it sold?.
4. Press Record sale.

• The stock goes down and the purchase is added to the customer profile and to Finance.

Sales log

1. Open the Sales log tab: who bought what, when, where and how they paid.
2. Filter by dates or product.
3. Press Export CSV to download the list.
4. To cancel a wrong sale, press the button with a crossed circle in its row (on a phone: Void sale). The stock goes back and the payment is cancelled.

Excel and CSV downloads are available on Pro (and during the free trial).

Both buttons are in Warehouse, on the Stock levels tab.

Import

1. Prepare a .csv or .xlsx file up to 5 MB. The first row holds the column names.
2. Name the columns in English or Russian. Nexis looks for: name (Name, Название, Товар), price (Price, Цена), cost (Cost, Себестоимость), stock (Stock, Quantity, Остаток, Количество), alert level (Min, Alert, Порог), SKU (SKU, Артикул) and barcode (Barcode, Штрихкод, EAN). Only the name column is required.
3. Press Import and choose the file.
4. Check the list Nexis found and press the button with the number of products, for example Import 12 products.

Each row becomes a new product with stock tracking, shown in your BioSite catalogue. Without an alert column, the alert level is 3. Up to 500 rows are read. Categories, sizes and photos are not imported; add them by editing the product.

Import always adds new products and does not update existing ones, so importing the same file twice makes duplicates.

Export

1. Press Export.
2. Open the downloaded CSV file in Excel or Google Sheets.

• The file has every product: name, category, SKU, barcode, price, cost, stock, sizes, unit, alert level, whether it is visible on the BioSite, supplier and status.
• Exporting is available on Pro (and during the free trial). Importing works on every plan.

Opening stock

Open Warehouse → Stock levels → More → Opening stock.

1. Choose the store and press Download the list of products.
2. Fill in Quantity (and Cost, if you know it). For several stores use the Store column, or upload one file per store.
3. Press Upload the file, check what was found and what was skipped, then save.

It is saved as a stocktake marked "Opening stock": the numbers become exactly these. The cost goes to the cost price, not to Finance, because the goods were paid for before. Products that are not in the warehouse yet are added first with Catalog → Import.

Old supplier debts

Open the supplier's card in Suppliers, find Debt from before Nexis and press Add debt. Type the amount (in the supplier's currency), the pay-by date and a note. It shows as owed, is paid with Pay like any purchase and is flagged when late.

Type in the Ask AI bar at the top: the product's name, price and, if you like, category, sizes and how many you have.

1. The AI prepares a New product card. If the price is missing, it asks.
2. Check the card and press Confirm. The product goes to the Catalog with its stock in the Warehouse.

Nothing is added until you confirm. A product with a name already in the Catalog is not added twice. For many products at once, attach a price list file to the same bar.

1. Open Customers.
2. Press New Client.
3. Fill in First Name and Phone / WhatsApp.
4. If you like, add a Last Name and Client Notes.
5. Press Add Client.

• Write the phone with the country code, for example 447700900123.

1. Open Customers.
2. Click the customer to open their card.
3. Press Edit at the top.
4. Change what you need. Email, city and tags are under More details (email, city, tags…).
5. Press Save Changes.

1. Open Customers.
2. Click the customer to open their card.
3. Press Delete at the top.
4. Check the name and press Delete Permanently.

• This cannot be undone: the customer’s card and history are erased.

1. Open Customers.
2. Find the customer in the list.
3. Open the menu in the Status column.
4. Choose the new stage, for example Booked.

• On the Board, you can also drag the customer’s card to another column.

1. Open Customers.
2. In the customer’s row, press Plan next step or No next step · Plan.
3. Under What, pick Call back, Meeting or another option, or type your own.
4. Under When, pick Tomorrow or another day. Add a time if you like.
5. Press Save next step.

• When it is done, press the tick next to it to mark it done.

1. Open Customers and click the customer.
2. Open the Notes & preferences section.
3. Press a tag to add it to this customer.
4. Write your note in the notes box.
5. Press Save Notes & Consent.

• Notes are only for your team. The customer never sees them.

1. Open Customers and click the customer.
2. Open Documents & payments.
3. Press Create Document. Invoice is already chosen.
4. Fill in the Title and the Amount.
5. Press Create Document.
6. Press Print / save PDF on the new invoice.

• When the client pays, press Pay on the invoice to record the payment.

1. Open Customers and click the customer.
2. Press Schedule appointment.
3. Choose the Service and, if you like, the Specialist.
4. Pick the Date & Time.
5. Press Confirm Appointment.

• The button stays grey until the customer has a phone number. For a visit starting very soon, use Add appointment in the Calendar.

1. Open Customers.
2. Click the customer to open their card.
3. In Overview, press Open Dialog.
4. WhatsApp opens on your device with a greeting ready. Write your message and send it.

• The button is shown only when the customer has a phone number.

1. Open Customers.
2. Press Actions at the top.
3. Press Export CSV.
4. The file downloads to your device. Open it in Excel or Google Sheets.

• The file lists names, phones, companies, tags and where each customer came from.
• Excel and CSV downloads are available on Pro (and during the free trial).

Customers shows everyone you work with. Each customer has a stage:

• New Lead: a new contact.
• In Dialog: you are talking.
• Booked: has an upcoming visit.
• Paid: has paid.
• Completed or Cancelled: the work is finished.

Some changes happen by themselves. A booking moves the customer to Booked. A payment for a visit moves them to Completed, other payments to Paid. If their only upcoming visit is cancelled, they go back to In Dialog.

List and board

Switch between List and Board at the top. On the board, each open stage is a column with the number of customers and the total deal value.

Change a stage on the board

1. Press Board at the top.
2. Drag a customer's card to another column, or use the Move to menu on the card.
3. To close a customer, drag the card onto Completed or Cancelled: these zones appear while you drag.

Closed customers are shown only in the list.

Colours

• Pink: needs a person now, a message has waited 24 hours or more, a planned step is late, or the stage time limit has passed.
• Orange: time is running, for example a message has waited 2 hours or more.
• Light blue: an appointment within 24 hours.
• Lime: on track.

Filter with Overdue, Due soon, On track and No next step, or choose a stage in the status menu.

A next step is a small task linked to a customer, such as "Call back tomorrow". Customers with a planned step are on track. Open customers with nothing planned and no visit coming are flagged No next step.

Plan a next step

1. In Customers, press Plan next step in the Next step column, or No next step · Plan on a board card.
2. Under What, pick Call back, WhatsApp follow-up, Meeting or Send an offer, or type your own.
3. Under When, pick Today, Tomorrow, In 3 days, Next week or a date, and add a time if you want. Without a time, the step is due by the end of the day.
4. Press Save next step.

The step also appears in Agenda and on Home. When it is done, press the tick (Mark done) and Nexis asks What is the next step? right away. A late step turns the customer pink.

Stage time limits

A limit is how many days a customer can stay in a stage with no activity (a message, a booking, or a task planned or done) before turning pink. By default: New Lead 2 days, In Dialog 5 days, Booked and Paid no limit.

To change them:

1. Press Stage time limits.
2. Enter the days for each stage (0 means no limit, up to 90).
3. Press Save.

Only the owner or an administrator can do this.

Click a customer in Customers to open their card. At the top are the name, phone and where the customer came from, with Edit and Delete. The card has five sections:

• Overview: purchases and total spent, contact details, the Status menu to change the stage, Open Dialog to write to the client in WhatsApp, and a quick payment box with Pay and Invoice.
• Documents & payments: Create Document makes an invoice, a quote or a receipt; you can set its status and print it. Below are the client's Kassa receipts (if you use Checkout), recorded payments and linked bank operations.
• Notes & preferences: tags, private notes and a mark that the client agreed to receive promotional messages.
• Follow-ups: internal tasks for this customer. The client gets no message about them.
• Appointments: past and upcoming visits with buttons to complete or cancel, and a form to book a new visit.

Customer portal

A private link where this customer can see their issued documents and appointments.

1. Open Documents & payments.
2. Press Create private link and copy the link.
3. Send it only to this customer. It works for 24 hours.
4. To turn it off earlier, press Revoke link.

Anyone who has the link can open it, so never post it publicly.

You can add up to 250 customers at once from a CSV file, for example saved from Excel or Google Sheets.

1. In Customers, press Actions, then Import CSV.
2. Press Download Sample CSV to get a template.
3. Fill in the columns name and phone. The columns company, notes and tags are optional; separate several tags with a semicolon. Russian column names such as «имя», «телефон», «компания» also work.
4. Write phone numbers with the country code, for example 447700900123.
5. Save the file as CSV with columns separated by commas, press Select CSV File and check the preview. Rows marked Invalid need a name and a correct phone.
6. Press Import.

Rules

• Up to 250 rows and 2 MB per file.
• Each phone may appear only once in the file.
• If a customer with the same phone already exists, their card is updated instead of making a copy. Their tags are kept and the new ones are added.

New customers start in the stage New Lead. Nothing is saved until you press Import.

When it is sent

• The day after an order is handed over, or 2 hours after a visit. Never at night: a question due late in the evening waits until 12:00.
• Only to clients who ticked After the order, ask me how I like it (one WhatsApp message) at checkout or After the visit, ask me how it went (one WhatsApp message) on the booking page. The tick is off until the client chooses it.
• Never to a client who wrote STOP, and never after your free trial has ended.

What happens with the answer

• 4 or 5: the client is thanked, with a link to your reviews page (Google Maps, 2GIS or your review site) when it is on your BioSite.
• 1 to 3: the client is asked what went wrong, and the chat is marked for you in Chats with the score.
• A visit's score also counts towards the specialist's rating.

Only a reply that is just a number right after the question counts as a score. If someone wrote in the chat since, a "2" is taken as an answer to that.

Switch it on or off

1. Open Automations.
2. Under Messages to your clients, use the switch next to Ask for a review.

1. Open Finance.
2. In the Monthly report, press Expense.
3. Under What for, pick a type such as Rent, or type your own.
4. Enter the Amount and the Date.
5. Check Repeats every month: on for bills you pay every month, off for a one-time cost.
6. Press Save.

• A monthly expense is then added by itself on the same day each month.

Open Documents → Acts.

1. Fill in Company details once: legal name, Tax ID, address, VAT and bank details (Bank, Account (IBAN), BIC / SWIFT). They go on every act.
2. Press New act, pick the customer, and press Fill from what they paid to take their paid services for the period, or type the lines.
3. Save, then Print to print or save as PDF. When both sides have signed, mark it Signed.

In Kazakhstan: form Р-1 and the ESF

In Kazakhstan the act follows form Р-1, and the company fields are BIN / IIN, IIK (account), BIK and KBe. Press ESF data: the turnover date, both BINs, the contract and each line with VAT, ready to copy. Issue the ESF on esf.gov.kz within 15 calendar days of the work date, with your EDS key, then write its number back here. Nexis does not send anything to the tax system.

Space for files in Documents: Starter 2 GB, Pro 20 GB (the free trial has 20 GB).

Open Documents → Taxes and press Add a tax.

1. Type the Tax name and the Rate, %.
2. Choose whether it is Taken from income or from profit (income minus expenses).
3. Choose How often (every month, quarter, half-year or year) and when it is due, in days after the period ends.

Each tax shows the estimate for the current period, with arrows to look at earlier ones. Nexis does not assume any country's rules: the rates and dates are the ones you set. The estimate counts the money recorded in Nexis; money outside Nexis is not in it. Check the figures with your accountant before you file.

1. Open Finance.
2. In the Monthly report, find the expense under Money out.
3. Press Edit next to it.
4. To change it, enter the new amount and press Save.
5. To end it instead, press Stop repeating.

• Changes apply from next month. A one-time expense is removed with the bin next to it.

1. Open Customers.
2. Press Actions at the top.
3. Press Quick Checkout.
4. Choose how the client paid, for example Cash.
5. Enter the Payment Amount.
6. Fill in the Client Name and WhatsApp / Phone.
7. Press Record Payment.

• For a booked visit, take the payment from the visit in the Calendar instead, so the visit is marked paid.

1. Open Finance on a computer.
2. In the Monthly report, use the arrows to choose the month of the payment.
3. In Payments recorded in Nexis, find the payment. The search box helps.
4. Point at the row and press the bin (Remove payment from totals).
5. Press Confirm.

• This does not send money back to the client. Product sales are undone in the Warehouse instead.

1. Open Finance.
2. In the Monthly report, use the arrows to choose the month.
3. Press Excel. The file downloads to your device.
4. To get a paper copy instead, press Print.

Excel and CSV downloads are available on Pro (and during the free trial).

1. Open Finance.
2. Press the Services and purchases tab.
3. Choose Got a service or Bought products.
4. Choose the period, for example This month.
5. To find one client, type their name, phone or code in the search box.

1. Open Home.
2. Find This month's targets and press Set targets (or Edit targets).
3. Enter the goals you want: Revenue, Visits, New customers or Customers won.
4. Leave a field empty if you do not want that goal.
5. Press Save.

• Only the owner or an administrator can set targets. The same goals apply every month.

1. Open Finance: the Payments & promotions page opens.
2. Under Promo codes, press Add promo code.
3. Type the Code, for example SALE10.
4. In Type, choose % or a fixed amount, then type the discount.
5. Press Save in the bar at the bottom.

• You can also set From order and a Uses limit.
• Promo codes are available on Pro (and during the free trial).

1. Open Finance: the Payments & promotions page opens.
2. Under Promotions and discounts, press Buy 3, pay for 2, Buy 2, pay for 1 or Discount %.
3. Check the Name clients see.
4. In On what, choose Whole shop, Categories or Products.
5. Press Save in the bar at the bottom.

1. Open Finance: the Payments & promotions page opens.
2. Under Ways to pay, turn on Bank card.
3. Paste the Payment page link from your bank or payment service, for example Stripe or PayPal. If you like, fill in Bank or service (optional).
4. Press Save in the bar at the bottom.

• Check that the money arrived before you mark an order paid. Payments through an account connected in online payments are marked paid by themselves.
• In Kazakhstan: you can also turn on Kaspi and paste your Kaspi Pay link (Kaspi Business → Kaspi Pay). It must start with https://kaspi.kz/.

Open Finance. The Monthly report is at the top of the Money tab. Use the arrows to switch months.

The three numbers

• Money in: payments recorded in Nexis — visits, sales, shop orders and paid payment links. Each number is compared with the month before.
• Money out: the expenses you add, plus expenses, bank fees and refunds from uploaded bank statements.
• Profit: money in minus money out.

Needs attention

This list shows visits marked done without a recorded payment, past visits that are still open, and unpaid shop orders. Click a line to fix it. For the current month you also see how many visits are still booked and roughly how much they bring.

Charts and details

• By month and By day charts.
• Where the money goes: expenses by type.
• How clients pay: money in by payment method.
• By specialist, By payment method and Top products.

Below the report, Payments recorded in Nexis lists every payment of the month. Excel downloads the report for your accountant, Print prints it.

Income from bank statements is not added to money in: it is mostly the same payments already recorded in Nexis.

On Starter the report shows this month and last month, without Excel or CSV downloads. Older months and downloads are available on Pro (and during the free trial).

Profit is only right when your costs are in Nexis. Add them in the monthly report in Finance.

1. Press Expense at the top of the report, or Add expense.
2. Under What for, pick a type such as rent, salaries, taxes or utilities, or type your own.
3. Enter the Amount and the Date.
4. For bills that come every month, switch on Repeats every month. The expense is then added by itself on the same day each month. Rent, salaries, taxes, utilities, internet and loan payments switch it on for you; you can switch it off.
5. Press Save.

Change or stop a monthly expense

1. Press Edit next to the monthly expense.
2. Change the name or the amount and press Save.
3. To end it instead, press Stop repeating.

Changes apply from the next month; months already counted stay as they were.

Monthly expenses whose day has not come yet are listed under Coming this month. A one-time expense can be removed with the bin next to it.

Bank statements

Expenses from uploaded bank statements are added to money out too. If you typed an expense and the bank shows the same amount within 5 days, it is counted once.

Open Finance → Payments & promotions and find Bringing customers back. Turn on what you need and press Save.

Bonuses

• Part of every payment comes back to the customer as bonuses (1 bonus = 1 unit of your currency). You choose the share and how much of a receipt bonuses may pay.
• At the Checkout type the customer's phone: their bonuses show under the receipt. Type how many to spend, or press All.
• A refund gives back the bonuses that were spent on it and takes back the ones it earned.

Regular customer discount

• Levels such as "5% after 100 000 spent". The customer is known by their phone number.
• At the Checkout a button gives the discount in one tap. In your BioSite basket it is added by itself when they order with that number.

Gift certificates

• At the Checkout press Certificate, choose the amount and take the payment. The code is printed on the receipt; it works for 12 months.
• The customer pays with it at the Checkout (Pay with a gift certificate) or types it in the BioSite basket (Promo code or certificate). What is left stays on it.
• The list of certificates sold, and switching off a lost one, is in the same card.

Each customer's bonuses, discount and history are in their card in Customers under Bonuses and discount. The owner or a manager can Change by hand (a birthday gift, a correction).

Available on Pro (and during the free trial). On Starter nothing is deleted: bonuses, discounts and certificates are kept and work again when you switch to Pro.

Open Finance → Team pay.

• Services count for the person who did the visit. Goods count for the Seller chosen at the Checkout (it is remembered on that device). Refunds are taken off.
• Tap a person's pay line to set it: a fixed amount a month, a % of services and a % of sales.
• Mark as paid writes the pay to Finance as a Salaries expense for that month, so your profit includes it.

The people are the ones in Settings → Team. Only the owner, an administrator or a manager sees this page.

On Starter this page shows this month and last month. Older months are available on Pro (and during the free trial).

When a client pays you directly — cash, card terminal or bank transfer — record it, so it counts in Finance and on the customer card.

Where to start

• From a visit: open it in Calendar and press Accept Payment (POS / Card).
• From a customer card: in Overview, enter the amount and press Pay.
• From Customers: Actions, then Quick Checkout.
• From Home: Record a payment. Businesses that sell goods see Record a sale instead, which opens the Warehouse.

Fill in the payment

1. Choose Cash, Card (POS terminal) or Bank transfer. Check the line Recorded as: it shows the method that will be saved. In Kazakhstan: Kaspi methods (Kaspi QR, Kaspi Gold, Kaspi Red, instalments or a Kaspi Pay link) are in the list below them.
2. Check the Payment Amount, the client's name and phone. You can pick a service or product from the catalog to fill in the amount.
3. Press Record Payment.

Send the receipt

1. After saving, the receipt appears.
2. Press WhatsApp: a chat with the client opens with the receipt text ready.
3. Send the message.

The WhatsApp button appears only when a phone number was filled in. You can also copy or download the receipt.

A payment for a visit marks it Completed; a paid or cancelled visit cannot be paid again. To undo a mistake, use Remove payment from totals in Finance (this does not refund the client). This works during the free trial too.

A payment link lets a client pay by card online. The money goes straight to your own account with the provider; Nexis does not hold it.

Connect your provider once

1. Open Integrations and choose Online payments.
2. Pick Stripe, PayPal or CloudPayments, paste the keys from your provider account and press Connect.
3. Check the status line. If it says Confirmations: paste the address below into your provider., copy the address shown and add it in your provider's settings, so Nexis learns about each payment.

Only the owner or an administrator can connect a provider. Clients pay in your business currency.

Create a link

1. In Online payments, find Request a payment.
2. Enter the amount and what it is for, for example "Deposit for Saturday".
3. Press Create link, copy the link and send it to the client in WhatsApp.

The switch Accept card payments on my BioSite shop must be on; when it is off, you cannot create links.

After the client pays

The payment is added to Finance by itself. Recent online payments shows each link as Paid or Waiting. The link does not go out of date while it waits.

The same connection lets clients pay a deposit when they book online and pay by card in your BioSite shop.

Upload a statement to bring bank expenses, fees and refunds into Finance and to check payments against the bank.

1. Download a statement from your bank or accounting program as PDF, Excel or CSV (in Kazakhstan, Kaspi and 1C statements work too). A PDF must be a text report, not a scan or photo.
2. Open Finance and scroll to Bank statements.
3. Press Choose files. You can pick up to 20 files, each up to 10 MB.
4. Press Upload.

Lines that are already in Nexis are skipped, so uploading the same statement twice is safe.

What happens with the lines

• Expenses are added to money out, grouped by type from their description (rent, taxes, salaries and so on). Bank fees and refunds are counted too.
• Income is not added to money in: it is mostly the same payments you already recorded. The report shows it separately.
• If you typed an expense and the bank shows the same amount within 5 days, it is counted once.

Link a line to a customer

1. In All transactions, find the line. The search and the Income, Expense and Refund filters help.
2. In the client column, choose the customer, or No client.

Nexis only reads the file you upload and never asks for your bank password. Only the owner, an administrator or a manager can upload statements.

1. Open Settings and find Team.
2. Press Add a seat.
3. Fill in First name, Surname and Email.
4. Choose a Role, and under Access tick the sections this person may open.
5. Press Generate to make a password, then press Add.
6. Press Copy Access Info and send it to your employee.

• Only the owner and administrators can add employees. A grey Add a seat means all seats on your plan are taken.
• On Starter a person can be an Administrator or a Helper; the other roles are available on Pro (and during the free trial).

1. Open Currency and time in Settings.
2. Under Opening hours, tick the days you are open.
3. Set the opening and closing time for each day.
4. Press Save.

• Holidays and the Calendar’s own settings stay as they are. With the Calendar, you can also change hours there.

1. Open Notifications in Settings.
2. Press the play button next to a sound to listen: Drop, Bell or Marimba.
3. Tap the one you want, or No sound. It saves at once.

• Everyone in your business hears the same sound. Drop is the default.

1. Open any page of the dashboard, for example Home.
2. At the top right, press Logout. On a phone it is the arrow icon at the far right.
3. The sign-in page opens. To come back, enter your email and password and press Sign in.

1. Open any page of the dashboard, for example Home.
2. At the top right, click the bell button.
3. Open the Team notes tab.
4. Write your note and press Post.
5. When the job is done, tick the circle next to the note.

1. Open Settings and find Team.
2. In the employee's row, click the cell in the Access column.
3. Tick the sections they may open and untick the rest.
4. Press Save.

• Administrators always see everything, so their access cannot be changed here.

1. Open Settings and find Team.
2. In the employee's row, open the list in the Role & Tier column.
3. Choose the new role. It is saved at once.

• What each role can do: Team roles explained.
• On Starter a person can be an Administrator or a Helper; the other roles are available on Pro (and during the free trial).

1. Open Settings.
2. Under Company, change Business name, City, Business time zone or Currency.
3. Press Save.

• Changing the currency does not convert prices you already have.

1. Open any page of the dashboard, for example Home, and click the gear button at the top right.
2. Choose Edit company details.
3. Open the Business type list and pick the new type.
4. Press Yes, apply.

• Home tips and the AI assistant follow the new type. Your customers, bookings and products stay as they are.

Each person on your team gets their own seat, email and password.

1. Open Settings and find Team. Or: gear icon → All settings → Team → Manage team.
2. Press Add a seat.
3. Fill in First name, Surname and Email.
4. Choose a Role (see "Team roles explained").
5. Under Access, tick the sections this person may open. Home is always available. Administrators see every section, so there is nothing to tick for them.
6. Type a Password or press Generate. It needs at least 12 characters with an uppercase letter, a lowercase letter, a number and a symbol.
7. Press Add.

Nexis shows the email and password: press Copy Access Info and send it to your colleague. We also email them an invitation with a link to set their own password; the link works for 7 days.

Seats

Seats in use shows how many seats are taken and how many your plan includes. Suspended people and temporary implementation access do not use a seat. When all seats are taken, Add a seat is locked.

Change access later

1. Click the person's Access cell in the team list.
2. Tick or untick sections.
3. Press Save.

Nobody can change their own access, and administrators always see everything.

Only the owner and administrators can add team members.

On Starter a person can be an Administrator or a Helper; the other roles are available on Pro (and during the free trial).

You choose a role when you add a seat and can change it later in the Role & Tier column. On top of the role, Access limits which sections a person sees.

• Owner — full access, like an administrator. Only an owner can make someone an owner or change an owner's access.
• Administrator (Full Organization Access) — everything: team, plan and billing, WhatsApp connection, automations, integrations and monthly targets. Sees every section.
• Manager (Operations & Team) — day-to-day work plus Finance, deleting customers, CSV exports, setting up the AI assistant and its knowledge base, company details and menu sections. Cannot add, suspend or remove team members, change the plan, connect WhatsApp, change integrations, automations or targets, or make anyone an administrator.
• Operator (Chat & Support) and Specialist (Appointments & Tasks) — the same rights: chats, customers, bookings and tasks. Customer phone numbers and emails are hidden from them. No Finance, settings or exports; the AI assistant is view-only.
• Analyst (Reports & Insights) and Read-Only Viewer — can only look, never change. Today they can open the AI assistant's reports and the team notes; customer, chat and money data stays closed.
• Temporary Implementation — for someone who sets up your AI assistant. Works only with the AI assistant and its knowledge base and stops at the expiry you set (within seven days). Does not use a seat. Only owners and administrators can create it.

The first account of a business is an administrator.

On Starter you can give two roles: Administrator and Helper. The other roles, choosing a person’s cash registers, the activity journal, Day of the employee and staff comparison are available on Pro (and during the free trial).

Do this in Settings → Team, in the Actions column of the person's row.

Suspend for a while

1. Press Suspend.
2. The status changes to Suspended. The person is signed out and cannot sign in.

While someone is suspended, their seat is free.

Let them back in

1. Press Activate in the same row.

This needs a free seat on your plan; if all seats are taken, Nexis shows a message and the person stays suspended.

Remove for good

1. Press the bin icon (Revoke Access).
2. Confirm with Revoke Access.

The person's sign-in is deleted and they can no longer enter this workspace. Your customers, chats, bookings and other business data stay as they are. To give them access again, add a new seat.

Good to know

• You cannot suspend or remove yourself: your own row shows Current session.
• Only an owner can suspend or remove another owner.
• Only the owner and administrators can suspend or remove team members.

Company

1. Click the gear icon in the top bar (Account and company) and choose Edit company details.
2. Change Business name, Business type, Country, City or Describe your business.
3. Press Save.

These details are used across your dashboard, on your BioSite and by the AI assistant. When you pick a new business type, Nexis asks you to confirm: Home tips and the AI assistant follow the new type, while your clients, bookings, products and services stay as they are.

Language and region

1. In the same window, open Language and region.
2. Change Dashboard language, Currency or Time zone.
3. Press Save.

• Dashboard language changes straight away, only for you.
• Currency saves your business preference. Existing prices and payment records stay in the currency they were entered in; amounts are not converted.
• Time zone is your business clock: bookings and today's lists follow it.

The name, city, time zone and currency can also be changed on the Settings page under Company.

Changed somewhere else

Your page address, logo, links and design are edited in BioSite.

The owner, administrators and managers can save company details.

Sign in

1. Open the Nexis sign-in page.
2. Enter your email and password.
3. Press Sign in.

If there are too many attempts (10 in 15 minutes for one email), wait 15 minutes.

Password rules

12 to 128 characters, with an uppercase letter, a lowercase letter, a number and a symbol.

Forgot your password

1. On the sign-in page press Forgot password?.
2. Enter your account email and press Send reset link.
3. Open the email and follow the link. It works for 60 minutes and only once.
4. Enter a New password, repeat it and press Save password.

You are then signed out on all devices; sign in with the new password. For safety, the page shows the same message whether or not the email has an account. If the link has expired, press Request a new link.

Invited by your team

A new team member gets an email with a link to Set your password. That link works for 7 days. You can also sign in with the password your administrator gave you. If your access is suspended, you cannot sign in until an administrator activates it again.

Sign out

1. Press Logout in the top bar.

Under Settings → Team, the card People in your business lists the people clients meet: a sales consultant, a manager, a cashier.

1. Open the Team page.
2. In People in your business, type the Name.
3. Tap a ready Role, for example Sales consultant or Manager, or type your own.
4. Press Add a person.

• The AI can tell clients who will help them, for example in a shop.
• They do not need a seat and cannot sign in. To give someone access to the dashboard, use Add a seat above.
• Clients cannot book them online. Masters clients book (a salon, a clinic) are added in the Calendar with their services.
• A person with upcoming bookings cannot be removed: move or cancel those visits first.

It is a message from the Nexis team. It is not from your customers, and your customers never see it.

What it can say

• News from Nexis: general news.
• New in Nexis: a new feature you can use.
• Important: something to do, often by a date.

What you can do

1. Read the text. If there is a button, press it to open the right page.
2. Press × to close it. It is closed only for you; your teammates close it for themselves.
3. If there are several, the next one shows after you close the first ("2 more").

• A message can be meant only for owners and administrators, so not every teammate sees it.
• It shows even after your trial ends, so you do not miss news about your plan.

1. Open Integrations.
2. Find the card you need, for example WhatsApp.
3. Press Test connection on that card.
4. Green text means it works. Red text says what to fix.

• Refresh status at the top checks all cards again.

1. Open Integrations and find 2GIS reviews (it works with any review page).
2. Press Create a shield. If you already have one, press New Location on the page that opens.
3. Fill in Branch / Company Name, City, QR Short Link Slug and Maps / Reviews URL (the link to your page on Google Maps, 2GIS or your review site).
4. Press Save.
5. Press Print Display Card and put the printed card on your counter.

1. Open Integrations, find the iiko card and press Set up.
2. Paste your login into iiko API login.
3. Press Check and connect.
4. If asked, choose your restaurant and press Use this restaurant.
5. Press Import menu now.

• Turn on Refresh the menu automatically to keep prices and the stop list up to date.
• The iiko integration is available on Pro (and during the free trial).

Integrations collects all connections in one place, in groups: Messaging, AI & automation, CRM sync, Restaurants, Payments and billing and Reviews and data.

At the top you see how many integrations are connected and whether any need attention. Refresh status checks them all again.

Status on each card

• Connected: it works.
• Needs attention: it is set up, but something is wrong, for example the last sync failed or sync is switched off. The card says what.
• Not connected: not set up yet.

Buttons on a card

• Set up, or Manage once connected, opens the settings right on the card.
• Some cards open another page instead, for example Open WhatsApp or Open BioSite.
• Test connection checks the connection now and shows the result on the card, in green if it works and in red if not.

Your data

Under Data and workspace, Exports and backups lets you download your customers, appointments and conversations as CSV files at any time.

Bitrix24, Kommo, Pipedrive and iiko, and the CSV downloads, are available on Pro (and during the free trial).

You can work with your Nexis data from ChatGPT, Claude, Claude Code or Cursor, for example: "Who is booked for tomorrow?" or "Add a new product".

1. Open Integrations → AI assistants & automation → Set up.
2. Under 1. AI assistants: ChatGPT, Claude, Claude Code, Cursor, copy the address.
3. In your AI app, add a custom connector (MCP) with this address and choose OAuth.
4. A Nexis page opens. Sign in with your own Nexis login and press Allow access.

Each person connects with their own login, and the AI app works with that person's permissions.

What it can do

• Read customers, WhatsApp conversations and bookings, and find free times.
• When you ask it to: add or change customers, book visits, create payment links, record in-person payments, manage products, warehouse stock, services, team, opening hours, the BioSite and menu sections, and switch a chat between AI and manual replies.

What it cannot do

It never writes to your customers. Your AI assistant and your team do that in Chats.

People with a view-only role can only read. For n8n, Make, Zapier or your own scripts, the same panel has API keys and webhooks. Only owners and administrators can open this panel.

In Integrations, the CRM sync group has three cards. Open one with Set up.

Bitrix24 and Kommo

1. Turn on Sync enabled.
2. Bitrix24: paste the Bitrix24 inbound webhook URL (in Bitrix24: Developer resources → Other → Inbound webhook, with CRM permission). Kommo: enter the Kommo account address and a Long-lived access token, and choose the Default pipeline for new deals.
3. Choose the Sync direction: Both ways (import and export), Import only or Export only.
4. Tick Sync automatically when the CRM changes if you want it.
5. Press Save settings, then Test connection on the card.

Sync now runs a sync at once and shows how many records were imported and exported. For instant updates, copy the address under Optional: instant updates from Bitrix24 (or from Kommo) into the webhook settings of your CRM; keep it private. Recent activity lists the last syncs.

Pipedrive

1. Press Connect Pipedrive.
2. Allow access on the Pipedrive page that opens.
3. Back in Nexis, press Enable transfers.

New contacts, enquiries and bookings are sent automatically; older contacts are not. Existing Pipedrive contacts are matched by email or phone. Nexis sends the name, email, phone, enquiry title, booking service, time and status, but not message history. Pause transfers stops sending. Disconnect stops it for good; records already in Pipedrive stay there.

Bitrix24, Kommo and Pipedrive are available on Pro (and during the free trial).

Online payments go straight to your own payment account. Only owners and administrators can connect one.

Connect

1. Open Integrations → Online payments → Set up.
2. Under Your payment provider, choose Stripe, PayPal or CloudPayments. A provider that does not support your business currency is greyed out.
3. Paste the keys the panel asks for. It tells you where to find them in your provider's account.
4. Press Connect.

Card payments are then on for your BioSite shop. If the panel shows a notification address, paste it into your provider's settings so payments are confirmed.

After connecting

• Accept card payments on my BioSite shop switches card payments on or off.
• Deposit for online bookings: choose No deposit, Percentage of the price or Fixed amount. Customers who book on your booking page pay it online, and the time is held for 30 minutes. Bookings your team makes are never charged.
• Recent online payments shows what is paid and what is still waiting.

Send a payment link

1. Under Request a payment, enter the amount and what it is for.
2. Press Create link.
3. Send the link to the customer on WhatsApp. When it is paid, it appears in Finance.

In Kazakhstan: Kaspi Pay

In Kazakhstan, Kaspi checkout is set up by Nexis for your account, and in-person Kaspi payments can be recorded in Finance at any time. In other countries, use the payment provider above.

By default, Ask AI runs on the Nexis AI. You can connect your own AI account instead. You then pay your AI provider directly, Ask AI allows more questions per hour, and it can also look up conversations, customers, bookings and free times in your CRM.

1. Open Integrations → Your AI account → Set up.
2. Under Your AI provider, choose OpenAI, Claude, Gemini or OpenRouter.
3. Use the Create an API key at… link to make a key in your provider's account.
4. Paste it into API key. Model is optional: leave it empty to use the suggested model.
5. Press Connect. Nexis first checks the key with a short test.

The key is stored encrypted and never shown again. Only owners and administrators can connect or change it.

Good to know

• A ChatGPT Plus or Claude Pro subscription cannot be connected. You need an API key, paid as you go. To use ChatGPT or Claude themselves with Nexis, connect them under AI assistants & automation.
• This account is used by Ask AI. Replies to your customers on WhatsApp do not use this key.
• Disconnect switches Ask AI back to the Nexis AI.

Nexis talks to customers on WhatsApp. Instagram and Telegram are not connected as chat channels: their messages do not arrive in Chats.

What you can do is link them from your BioSite:

• Instagram: add your Instagram profile to the BioSite. People who come from Instagram can then open your BioSite, book and message you on WhatsApp.
• Telegram: add your Telegram username as a contact button on the BioSite, so customers can write to you there. You answer them in Telegram itself.

Status on the Integrations page

On Integrations, the Instagram and Telegram cards show Connected when the link is on your BioSite and Not connected when it is not. Test connection only checks that your BioSite has the link. Open BioSite takes you to the page where you add it.

The AI assistant knows the links on your BioSite, so it can give customers your Instagram or Telegram when they ask.

Free trial

A new account starts with a 7-day free trial. No payment is taken at sign-up. During the trial you have the full Pro plan with every Pro feature and 150 free AI tokens; after it you choose Starter or Pro. Your plan and the trial end date are in the gear menu (Account and company) under Plan.

The trial works like a real business: you can link WhatsApp, publish your AI assistant, reply to customers, send booking reminders and record payments. Mailings to many customers at once stay closed until you choose a plan.

Plans

Paddle, our payment provider, shows the exact price, currency and taxes before you pay.

Every dashboard section is in every plan: Chats and the team inbox, the AI assistant with its knowledge base, Ask AI, BioSite with the online store and booking, the catalog, Calendar, Customers, Warehouse with suppliers, Checkout, Menu & orders, Delivery, Classes, Memberships, documents, Finance and online payments. The number of customers is unlimited. The plans differ inside the sections:

• Starter — everything to start on your own: 2 team seats (you and one helper with simple access), 1 site, 1 WhatsApp number, 200 AI tokens a month, 2 GB for documents, reports for the current and previous month without Excel export, booking reminders, and a BioSite with the "Made with Nexis" badge and standard colours.
• Pro — everything to grow: 5 team seats, up to 3 sites or branches, 3 WhatsApp numbers per site (6 in total), 750 AI tokens a month and 20 GB for documents. Pro adds loyalty (bonuses, discount tiers, gift certificates, promo codes), mailings and follow-up chains (win-back, repeat visits), the full report history with Excel export, team tools (activity journal, staff comparison, binding staff to a branch and cash register, roles with fine access), a BioSite in your own colours without the badge, the Bitrix24, Kommo, Pipedrive and iiko integrations, and priority support.
• Agency — an individual plan with the highest limits (up to 15 sites, and more seats and numbers), a personal manager and custom onboarding, agreed with you. Your exact limits are shown in Plan and billing.

1 AI token = 1 AI message to a customer or 1 AI action in your dashboard. When your monthly AI tokens run out, you can buy a token pack; each extra team seat costs $9 a month.

Choose a plan

1. Gear icon → Plan and billing.
2. Pick a plan and press View checkout →.
3. Pay in the secure Paddle window. Access opens after Paddle confirms the payment.

Already paying for Starter? Switch to Pro in Settings → Plan and billing.

When the trial ends

We email you when 2 days or less are left, and once more after it ends. When it has ended, the dashboard shows Your trial or subscription has ended. and the plan buttons until you choose a plan.

Your Nexis subscription is billed through Paddle, so you cancel it there, with a button in the dashboard.

1. Click the gear icon in the top bar (Account and company) and choose Plan and billing. The same button is also at the bottom of the Settings page.
2. Press Cancel subscription.
3. Paddle's secure page opens. Check the details and confirm the cancellation there.

Opening the Paddle page does not cancel anything by itself. Your subscription is cancelled only after you confirm it in Paddle.

Good to know

• Only the owner and administrators can open this page.
• During the free trial there is nothing to cancel: no payment is taken unless you choose a plan.
• If the Paddle page does not open, the error message has a Paddle buyer support link.

1. Open Settings and find Team.
2. In the employee's row, click the cell in the Access column.
3. Untick Finance.
4. Press Save.