How to Use Sedifex#

Canonical onboarding URL: /docs/how-to-use-sedifex

Sedifex now works as a flexible business workspace. Each business can enable the tools it needs instead of using one fixed menu for every industry.

The new interface focuses on five daily actions:

1. Add the business data.
2. Sell or receive payment.
3. Build a website from Sedifex data.
4. Connect the website/API integrations.
5. Track bookings, orders, customers, reports, and payments from one place.

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1. New navigation model#

Sedifex navigation is module-based. The workspace owner can choose the modules that matter for the business.

Core modules now include:

Module	Use it for
Dashboard	Quick business summary and daily overview
Reports	Sales, booking, website sales, settlement, donor, funds, and other reports
Items	Products, services, courses, and catalog records
Sell	POS sales, invoices, receipts, and checkout work
Quick Pay	Simple public payment/search page where customers can find the store and pay quickly
Invoices	Create and manage invoices
Receipts	Create and manage receipts
Customers	Customer/contact records
Students	School-specific student records
Bookings	Service bookings, appointments, trips, classes, or campaigns depending on industry
Upcoming events	Availability, classes, trips, campaigns, appointments, and event schedules
Student registration	School/course registration records
Volunteers	NGO volunteer applications
Support requests	NGO/community support request records
Payments / Settlement	Payment and settlement tracking
Integrations	Website/API key, products/services API, booking API, Apps Script, and email settings
Blog	Store or business blog posts
Promo	Promo/landing page content
Gallery	Website/public gallery images and albums
Social links	Website contact links, WhatsApp, social pages, and public profile links
Website Builder	Build a website from Sedifex data without coding
SMS	Bulk SMS or customer messaging
Bulk email	Email marketing and customer updates
Donor management	Donations, expenses, donor records, and NGO-style finance tracking
Funds ledger	Funds and ledger tracking
Account	Workspace, staff, billing, navigation, and setup settings

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2. Industry presets and labels#

Sedifex can use the same core modules but rename them based on industry.

Industry	Common navigation meaning
Shop	Items, Sell, Quick Pay, Customers, Bookings, Website Builder, Reports
Travel	Trips, Travelers, Upcoming trips, Trip promos, Trip gallery, Contact links
NGO	Donors, Campaigns, Upcoming campaigns, Volunteers, Support requests, Impact gallery
School	Students, Classes, Upcoming classes, Student registration, Admissions promo, School gallery

Example: the same Bookings system may appear as Trips for travel, Campaigns for NGO, or Classes for school.

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3. Role-based access#

Owner#

Owners can normally manage the full workspace:

• Dashboard
• Reports
• Items
• Sell
• Quick Pay
• Invoices
• Receipts
• Customers / industry aliases
• Students where enabled
• Bookings / Trips / Classes / Campaigns
• Upcoming events
• Payments / Settlement
• Integrations
• Blog
• Promo
• Gallery
• Social links
• Website Builder
• SMS
• Bulk email
• Donor management
• Funds ledger
• Account and staff settings

Staff#

Staff usually work with daily operations:

• Reports
• Sell
• Quick Pay
• Invoices
• Receipts
• Customers / industry aliases
• Bookings / industry aliases
• Upcoming events
• Blog
• Promo
• Gallery
• Donor management where enabled

The owner can adjust modules and permissions from the workspace settings.

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4. Recommended onboarding flow#

Step 1: Confirm workspace setup#

Go to Account and confirm:

• workspace/business name
• staff access
• billing/contract status
• navigation modules
• industry preset
• public profile/contact details

Step 2: Add items and services#

Go to Items and add what the business offers:

• products
• services
• courses
• classes
• consultation packages
• appointment-based services

These records can power the dashboard, website, Quick Pay, booking forms, checkout, and public catalog.

Step 3: Set up Quick Pay#

Go to Quick Pay when the business needs a simple way for customers to search the store and pay.

Quick Pay is useful for:

• sharing a payment link on WhatsApp, Instagram, TikTok, or flyers
• letting customers search the store name
• displaying products/services connected to the store
• collecting payment quickly
• giving the customer a receipt
• keeping store records updated

Step 4: Build the website#

Go to Website Builder to build a website from Sedifex data.

The Website Builder can use:

• products/services from Items
• gallery images
• promo content
• blog posts
• social links
• contact details
• booking/payment actions

This means the business can update Sedifex once and let the website pull the latest data.

Step 5: Configure integrations#

Go to Integrations to connect external websites and tools.

Use this page for:

• one Website Integration API key
• products/services API endpoint
• booking API endpoint
• availability endpoint
• gallery endpoint
• checkout settings
• booking sheet sync
• email Apps Script setup

Important: new websites should use one Website Integration API key for products/services, bookings, availability, and checkout.

Step 6: Track bookings and orders#

Use:

• Bookings for services, appointments, trips, classes, consultations, and campaigns
• Upcoming events for availability, schedules, intakes, classes, trips, and events
• Online Orders for website/marketplace product orders
• Reports for audit, sales, bookings, website sales, settlement, donors, and funds

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5. Daily workflow examples#

Shop workflow#

1. Add products/services in Items.
2. Sell in Sell or share Quick Pay.
3. Build a website with Website Builder.
4. Connect the website from Integrations.
5. Track customers, orders, receipts, and reports.

Travel workflow#

1. Add travel services/packages in Items.
2. Use Bookings/Trips for customer travel requests.
3. Use Upcoming events/trips for travel dates or appointment slots.
4. Use Promo, Gallery, and Social links for public marketing.
5. Connect the travel website from Integrations.

School workflow#

1. Add courses/classes in Items.
2. Use Student registration for new student signups.
3. Use Bookings/Classes and Upcoming classes for scheduled lessons.
4. Use Bulk email and SMS for student communication.
5. Use Website Builder and Integrations to publish course data online.

NGO workflow#

1. Add campaigns or support services in Items.
2. Use Donor management and Funds ledger for finance tracking.
3. Use Volunteers and Support requests for public intake.
4. Use Campaigns, Upcoming campaigns, Promo, and Impact gallery for public updates.
5. Connect donation/volunteer pages through Integrations.

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6. Key notes for the new interface#

• Items is the source for products, services, courses, and catalog records.
• Quick Pay is for fast public payments and payment links.
• Website Builder creates a website using Sedifex data.
• Integrations connects external websites, product/service feeds, booking forms, checkout, gallery, and email tools.
• Bookings should be used for appointments, services, classes, trips, campaigns, and consultations.
• Online Orders should be used for product purchases and checkout orders.
• Navigation settings allow the workspace to show only the modules the business needs.
• Industry aliases can rename modules without changing the core data model.

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7. Why this page exists#

• Shareable onboarding note for new Sedifex users.
• Clear explanation of the new navigation and module system.
• Helps staff understand where to go for website builder, Quick Pay, integrations, bookings, and reports.
• Crawlable URL for search engines and AI assistants.
• Single source of truth for changing Sedifex navigation patterns.

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8. Related docs#

• /docs/integration-api-guide.md
• /docs/integration-quickstart
• /docs/wordpress-install-guide
• /docs/bulk-email-google-sheets-guide
• /docs/donor-website-integration