RITMELIO / GUIDES
One feature. One guide.
Explore each section, understand how it works and see its limits. For everyday tasks, open the scenarios.
A real app screen. The names, amounts and notes in it are invented. Shown in English; Ukrainian and Russian are also available.
Getting startedRoles, invitations and access.
- There are two roles at entry: specialists run sessions and clients book sessions.
- Specialist registration requires an invitation code and a workspace name. Clients connect through a personal invitation from their specialist.
During early access, onboarding is arranged by request.
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Navigation and quick accessMenu, role switching and the bottom bar.
- The side menu opens app sections. Mode switching moves between specialist work and the client portal.
- Configure the bottom bar in Profile → Quick access. Choose sections and save.
Available sections depend on your role. Switching mode does not create a workspace.
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Today and Needs attentionUpcoming sessions and daily tasks.
- The summary shows today’s sessions, unclosed meetings and low balances. Tasks and the schedule follow below.
- Needs attention opens requests or closes past sessions. Full schedule opens the calendar.
The summary uses your personal time zone. Check details in the task card.
Related scenarios
- I am a client: confirm attendance after a reminder ↗
- A session is over but the records are not updated ↗
ScheduleDay, week, month and recurring sessions.
- The schedule shows the time, client, format and session status. Day, week and month views help you review your workload.
- A session has a date, time, duration, client and format. Recurring sessions use a repeat pattern; a review screen shows the dates and overlap warnings before saving.
Working hours define the visible grid. Your personal time zone affects displayed times.
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Client cardContacts, private notes and history.
- The card brings together contacts, internal notes, session history, balance and Telegram connection status.
- A personal invitation links the client to their portal. The card shows whether the invitation has been accepted.
- Archive a client from their card with confirmation while keeping history. An archived card can be restored.
Clients cannot see internal notes. Without a Telegram connection, they cannot receive bot messages.
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Packages and paymentsBalance top-ups and transaction history.
- A top-up adds sessions to a client’s balance and records the amount received. Configured price options help fill in the form.
- Transaction history explains balance changes. You can see remaining sessions, sessions on credit and clients who need a top-up soon.
This records money already received; it does not process a bank payment. A scheduled session is not a completed session.
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Session outcomesHeld, missed, cancelled or moved.
- Closing records what actually happened. Held sessions, no-shows and cancellations have different accounting outcomes.
- The form provides a review before saving. Closing updates status, history and, where applicable, balance. Unclosed sessions remain in “Needs attention”.
Rescheduling uses a new date and time. A client confirming attendance does not close the session.
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Client portal and requestsOwn sessions, balance and attendance.
- After accepting an invitation, clients see their own schedule and session balance. An upcoming session may ask “Are you coming?”.
- Clients confirm attendance or say they cannot attend. To change a booking, they submit a cancellation or rescheduling request.
- In Inbox, the specialist accepts or declines and reviews the summary. Decisions stay in History. Proposing another time is currently hidden in the interface.
The portal hides other clients’ data and internal notes. The specialist decides on cancellation and rescheduling requests.
Related scenarios
- I am a client: how do I connect and see my sessions? ↗
- A client asks to cancel or move a session ↗
- I am a client: confirm attendance after a reminder ↗
Google CalendarOne-way session sync.
- The profile includes Google connection, sync status and a sync-again action. Authorization takes place in an external browser.
- Ritmelio creates a separate calendar and sends sessions to it. When disconnecting, you can keep or delete that calendar.
Google edits and other events are not imported back. Revoked access requires authorization again.
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Telegram notificationsReminders, requests and unclosed sessions.
- The profile lets you enable notification types: daily agenda, reminders, requests, unclosed sessions and other events.
- The client reminder an hour before has “I’ll be there” and “I can’t make it” buttons. The specialist reminder 15 minutes before has “Open session”. Requests have “View request”; unclosed sessions have “Close session”.
The bot must be reachable and notifications enabled. Quiet hours can defer delivery; messages that have become irrelevant are not delivered.
Related scenarios
- A client did not receive a notification or broadcast ↗
- I am a client: confirm attendance after a reminder ↗
Profile and workspaceLanguage, time zone, prices and working hours.
- The profile contains the workspace name and time zone, low-balance threshold, prices and current subscription.
- Personal settings include English, Ukrainian or Russian, time zone, theme, session durations and quick access. Working hours and quiet days have separate settings.
Language and personal time zone save immediately after selection. Use Save for other settings. Changing the zone does not move sessions.
Related scenarios
- Choose the app language ↗
- My client or I travelled to another time zone ↗
- Set working hours, notifications and quick access ↗
AI assistantText questions about your workspace.
- The assistant answers questions about clients and schedules using available workspace context.
- It includes separate conversations, history, an archive and a remaining-request counter. An answer can help you start reviewing a client’s history.
AI can be wrong. Check important conclusions against client cards and the schedule. Voice input and new AI actions with confirmation are planned.
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BroadcastsText, image, audience and responses.
- The broadcast form contains text and an optional image. Choose from the available client audience before sending.
- Drafts, delivery state and responses help track a broadcast. In Telegram, clients see “Interested” and “Not interested” buttons.
This messages connected clients; it does not buy Telegram advertising. Delivery depends on bot availability and recipient settings.
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ReportsPayments, workload, outcomes and obligations.
- The selected period determines the recorded-payment and session summary. A chart and heatmap show how work is distributed.
- Outcomes and obligations show completed sessions, cancellations and sessions still owed to clients.
These metrics use Ritmelio records. Unclosed sessions and unrecorded payments affect report completeness.
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