Help center
How to use Avlu
Short guides for your team: where to click, what each screen does and what a message on the screen means.
The app's screens are in English, so the guides use the English labels exactly as you see them, in bold. A path like Settings → Plans and prices → PDF content means: open Settings, then Plans and prices, then the PDF content tab.
Each guide says who it is for and which app it needs. Your menu shows only the pages your role and your clinic's apps allow. If a page from a guide is missing for you, ask your admin.
Start here
- Getting started Your first sign-in, 2-step codes, your profile, the menu, search and languages. For: Everyone
- Roles and permissions Agent, team leader and admin; job functions; free users; doctors; who sees which chats and files. For: Admins and team leaders
- Patient files and stages Home, the patients list and board, the patient file, stages, tasks, documents and money. For: Everyone
Daily work in each app
- Treatment Plan Make a plan on the tooth chart, send it to the doctor, approve it, make the PDF in the patient's language, take a deposit. For: Sales reps, coordinators and doctors
- Lead Distribution How new leads arrive, who gets them and how fast, pausing and coming back, the live board and the reports. For: Sales reps, team leaders and admins
- Calls The dialer through CloudTalk, call outcomes and the not-reached ladder, missed calls, logging a call. For: Sales reps, team leaders and admins
- WhatsApp My Work, the inbox, replies and private notes, templates and the 24-hour rule, follow-ups, labels and the team page. For: Sales reps, coordinators, team leaders and admins
For admins and managers
- Settings for the admin Company and logos, users and teams, Plans and prices, WhatsApp, payments, work queue, CRM fields and import, features, backups. For: Admins
- Reports and extras Overview and reports, the leaderboard, rewards, staff decisions and the operations board. For: Team leaders and admins; the extras are for everyone
- Licence, updates and support The Programs page, adding an app later, renewal of updates and support, new versions and the About page. For: Admins
When something is wrong
The names you see in the app
Inside the app the apps keep their Turkish names, and the app calls them “programs”: you see them on Settings → Programs and in messages such as “Off: not in your licence (Avlu Tedavi Planı)”. They are the same apps:
| On this site | In the app |
|---|---|
| Avlu Treatment Plan | Avlu Tedavi Planı |
| Avlu Lead Distribution | Avlu Lead Dağıtımı |
| Avlu Calls | Avlu Aramalar |
| Avlu WhatsApp | Avlu WhatsApp |
| Avlu Complete (all four) | Avlu Tam |
Still stuck?
Ask your clinic's admin first: most answers are a setting or a permission, and the admin sees both.
Your admin can reach Avlu support from Settings → Programs (each request button opens a prepared WhatsApp message or e-mail) or by e-mail at info@avlusoft.com. Support hours and what is included: Installation & server.